Pooria Miladi Ghareaghaj @Pooria_227x: "Earlier this week I wrote..."

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Earlier this week I wrote a post regarding why the market is wrong in how it reacted to the Deepseek news. and I put my copiers and my money where my mouth is. Today, all the stocks that I bought are up close to 10% since we bought them. $NVDA (NVIDIA Corporation) $AVGO (Broadcom Inc) $SMCI (Super Micro Computer, Inc) and $AMD (Advanced Micro Devices Inc) If you would like to hear what I think, you can give me a follow or copy.

@Pooria_227x

United Kingdom

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On 𝘿𝙚𝙚𝙥𝙨𝙚𝙚𝙠 𝘼𝙄, 𝟯 𝙧𝙚𝙖𝙨𝙤𝙣𝙨 𝙛𝙤𝙧 𝙬𝙝𝙮 𝙩𝙝𝙚 𝙢𝙖𝙧𝙠𝙚𝙩 𝙞𝙨 𝙬𝙧𝙤𝙣𝙜, and what I did to our portfolio, It is interesting how one announcement can move the markets, I am so happy to have a long-term strategy here, I think: 𝙁𝙞𝙧𝙨𝙩 of all, it is not as easy as it sounds, we will see the drawback of deepseek as we dig deeper, for example, are people and companies comfortable sharing their data with the Chinese government? see the attached picture, seems written by a PRC official:) 𝙎𝙚𝙘𝙤𝙣𝙙𝙡𝙮, making money out of a core technology such as AI, which is something I teach by the way, is not the same as having the technology. There are loads of complementary businesses and technology that one needs, to be able to monetise AI. 𝙁𝙞𝙣𝙖𝙡𝙡𝙮, Nvidia and Microsoft were already undervalued so with the sudden drop, it would have been a crime not to pick up some share. 𝙒𝙝𝙖𝙩 𝙄 𝙙𝙞𝙙: This market sell-off created an opportunity for us to get more $NVDA (NVIDIA Corporation) at 117, to add to our $AMD (Advanced Micro Devices Inc) position, which by the way has gone down despite being a potential beneficiary of DeepSeek. We also are able to dip our toes into $AVGO (Broadcom Inc) (Broadcom) at 199. This is not so cheap, but it is a good entry point to see where markets go. I also added to our $MSFT (Microsoft) position I have my 𝙚𝙮𝙚𝙨 𝙥𝙚𝙚𝙡𝙚𝙙, though! and 𝙘𝙖𝙨𝙝 on hand. and 𝙥𝙖𝙩𝙞𝙚𝙣𝙘𝙚 :) Remember, we cannot worry about being wrong, if we have these things. Cheers! Pooria .