Microsoft has experienced a big win this week. Azure and the cloud service got up to 43% growth which turn the page for everyone on AI investing. The Copilot service also got the significant growth. Microsoft beat the market expectation. With the good news from Microsoft, most of the AI related stocks... Show More
Closed my PayPal position with a 20%+ gain.
The recent acquisition news pushed the stock higher, but I decided to lock in my profits rather than speculate on whether a higher offer will emerge. Sometimes taking a solid gain is better than chasing the last few percent.
Capital preserved, profits realized.... Show More
One of my biggest loser this year so far is Adobe.
I have the average price of 400 and today the position is still around 50% down. It definitely hasn't been an easy investment to watch.
But when I look at the business instead of the share price, I still see a company with world-class products,... Show More
Recent downturn in Netflix has caught my attention. Many investors might be in love with AI stocks now and hot money flowing to all the celebrities stocks right now. However, Netflix remains the leader in streaming, continues to grow its advertising business, and generates strong profits and cash flow.
I've... Show More
Recent AI stock sell-off after a strong multi-month rally has made many investors more cautious in the semiconductor and AI space. In my view, this type of correction is not unexpected. After such a strong run, even a small disappointment or macro trigger can lead to profit-taking and fast de-risking... Show More
On the recent AI related news, one of the biggest surprises has been Marvell. Shares surged after Huang called it a potential "next trillion-dollar company", highlighting the growing importance of custom AI chips and networking infrastructure in the AI ecosystem. Benefiting many downstreams... Show More
AI stocks are still one of the hottest things in the market right now. Many already known that the excitement is no longer just about hype — companies are spending billions on AI infrastructure, cloud computing, and custom chips.
Some AI-related stocks I’m watching closely:
• NVIDIA $NVDA (NVIDIA Corporation)... Show More
Strategy Update: Accumulating $LVMH
The stock now appears to be trading near a major long-term support zone. The dividend yield has also become more attractive compared to recent years.
Valuation: Currently trading at a P/E of ~22x, a significant discount compared to its 5-year average and peer $RMS... Show More
Markets have been quite volatile recently with the ongoing geopolitical tensions and increasing global uncertainty.
Despite the noise, I’m staying focused on long-term positioning. Strong performers like $NVDA (NVIDIA Corporation) and $3988.HK (Bank of China) have helped balance drawdowns in some... Show More
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