ValueNvest

Today, I researched the physical AI industry a bit.Robots and smart glasses 👓These domestic companies all seem so unfamiliar; I don't study them much usually. 😂Need to do more homework! 🤔

Ranking of the "Magnificent Seven" U.S. stocks from 2026 to present:1、 $GOOG ：+22.44%2、 $AMZN ：+17.86%3、 $NVDA ：+6.42%4、 $AAPL ：+1.83%5、 $META ：-7.53%6、 $TSLA ：-12.72%7、 $MSFT ：-14.47%I have: 1, 2, 4, 6 are my core holdings, 7 just opened a position.

Suddenly discovered that Berkshire Hathaway $BRK.B has been aggressively increasing its position in $ Alphabet - C(GOOG.US)Q1 increased by 203.99% Including $ Alphabet(GOOGL.US), Berkshire now holds a total of 6.32% 👍Abel is indeed taking action🤔

$AMZN earnings beat expectations:Sales: $181.5B (Expected $177.3B) YoY 📈+17% ✅EPS: $2.78 (Expected $1.63) ✅AWS Net Sales: $37.6B (Expected $36.8B) YoY 📈 +28% ✅Operating Income: $23.9B (Expected $20.9B) Q1 2025 $18.4B ✅

$ Novo Nordisk AS(NVO.US) earnings exceeded expectations! 👍

TSMC's $TSM factories in the US and Japan have both achieved key profitability milestones!With the explosion in global AI chip demand, these overseas factories are transitioning from a high-investment construction phase to a profitability harvesting period!After years of overseas layout, it's finally starting to gain momentum 🤔

This week's assignments for the four major tech stocks have all been submitted.Next, we look forward to Abel's performance at the $ Berkshire Hathaway B(BRK.B.US) shareholders' meeting on May 2nd.I believe the old man Buffett won't misjudge.I hope these long calls I've set up will pay off. 😂Key points to watch:1. The handling of the massive cash pile.2. Abel's recent strategic moves.3. The investment insights from the new management team during the Q&A session.

Microsoft  $MSFT  My recent thoughts:What I value is still the "Cloud + AI" driven model.1. AI Copilot Penetration: Microsoft 365 Copilot has over 20 million commercial paid seats, growing extremely fast, with only 5% penetration so far. It has so many business users 🤔Additionally, the Maia 200 inference acceleration chip increases throughput by 40% and reduces token cost.2. Cloud Azure Growth: Azure and other cloud service revenue grew by 40%, exceeding market expectations.3. Unbinding Cooperation with OpenAI: Microsoft revised its agreement with OpenAI, shifting from an exclusive partnership to a long-term patent fee and IP access model to maintain flexibility in the intense market competition.I used to worry about OpenAI all the time, but now there's basically nothing to worry about. This is also the starting point for me to begin building a position. Just be friends with time 😂Not investment advice!

$GOOG earnings beat expectations;EPS: $5.11 (expected $2.73) up +82% YoY ✅Revenue: $109.896B (expected $107.0B) up +22% YoY ✅Operating income: $39.696B (expected $36.3B) up +30% YoY ✅Google Cloud revenue: $20.028B (expected ~$18B) up +63% YoY ✅

Invest in a companyBesides understanding the fundamentals, CEO, and corporate cultureIt's also best to use its products moreAfter real experience, your understanding and trust in it will deepen significantly, or you could call it cognition🤔For example: Invest in $TSLA and buy a car for real experience, $GOOG is the same—use its AI more

It is said that BlackRock has discussed investing $5 to $10 billion in SpaceX's upcoming IPO.How should we retail investors operate?To be honest, I haven't figured it out yet, I don't know what the situation will be on the first day of the IPO.We'll analyze specific issues as they arise then.

It all depends on how the stock market moves today.Hoping that today's defensive stocks $ Berkshire Hathaway B(BRK.B.US)$ Coca Cola(KO.US) can have some effect.Let's respond flexibly. 🤔

I prefer two types of investments:1. Large-cap turnaround stocks (blue-chip stocks), buy when the prince is in trouble, for example: last year's $ Alphabet - C(GOOG.US) is considered this type.2. Small-cap growth stocks with growth potential. I've suffered losses in recent years ( $ Li-Cycle(LICY.US) went to zero), for example: $ Tesla(TSLA.US) around 2015 should belong to this type, or this year's $ Recursion Pharmaceuticals(RXRX.US).In recent years, I've mainly focused on the first type. I invest very little in the second type and am always prepared for it to go to zero. Just choose your investment portfolio according to your own risk preference. 🤔Not investment advice!