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Should you find yourself in a chronically leaking boat, energy devoted to changing vessels is likely to be more productive than energy devoted to patching leaks. 如果你发现自己身处一艘不断漏水的船，那么把精力放在换船上可能比修补漏洞更有成效。 Warren Buffett 沃伦·巴菲特 (1930- )
Jian交易赢家朋友圈
Jian交易赢家朋友圈
$NVIDIA (NVDA.US)$ not sure earning will be good but guts feel say that it will drop on earning call as blackwell is not included in the earning call due to unseen forecast
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$Tesla (TSLA.US)$
1.正因为痛苦难以回避，你更要在它到来时仔细端详。
2.宇宙还挺谦虚，明明拥有一切，却叫太空。
3.时间无情第一，它会把你欠下的对不起，变得还不起。又会把很多对不起，变成来不及。
4.当对幸福的憧憬过于急切，那痛苦就在人的心灵深处升起。
5.低调是为了生活在自己的世界里，高调是为了生活在别人的世界里。
1. Precisely because pain is hard to avoid, you must scrutinize it all the more when it comes.
2. The universe is quite modest, obviously has everything, but called space.
3. Time mercilessly first, it will you owe sorry, become unable to pay. And will put a lot of sorry, become too late.
4....
1.正因为痛苦难以回避，你更要在它到来时仔细端详。
2.宇宙还挺谦虚，明明拥有一切，却叫太空。
3.时间无情第一，它会把你欠下的对不起，变得还不起。又会把很多对不起，变成来不及。
4.当对幸福的憧憬过于急切，那痛苦就在人的心灵深处升起。
5.低调是为了生活在自己的世界里，高调是为了生活在别人的世界里。
1. Precisely because pain is hard to avoid, you must scrutinize it all the more when it comes.
2. The universe is quite modest, obviously has everything, but called space.
3. Time mercilessly first, it will you owe sorry, become unable to pay. And will put a lot of sorry, become too late.
4....
+3
8
Jim Cramer discussed $Meta Platforms (META.US)$ 's outperformance in digital advertising, attributing it to significant AI investments that offer advertisers better results.
Key Points:
- Ad Market Conditions: Meta is thriving even as the digital ad market worsens, with advertisers seeking more value from their ad spend.
- Earnings: Meta reported a 22% growth in digital ad revenue, primarily from Facebook and Instagram, outperforming peers...
Key Points:
- Ad Market Conditions: Meta is thriving even as the digital ad market worsens, with advertisers seeking more value from their ad spend.
- Earnings: Meta reported a 22% growth in digital ad revenue, primarily from Facebook and Instagram, outperforming peers...
5
$Tesla (TSLA.US)$ 's new car registrations in July plunged 36.7% year-over-year, making it the worst-performing foreign brand in Germany that month.
Brands such as Renault, Hyundai, and Fiat also saw varying degrees of decline in sales.
$BYD Company Limited (002594.SZ)$ $BYD COMPANY (01211.HK)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$
Brands such as Renault, Hyundai, and Fiat also saw varying degrees of decline in sales.
$BYD Company Limited (002594.SZ)$ $BYD COMPANY (01211.HK)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$
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$Meta Platforms (META.US)$ It is doing pretty ok during this wave and I will continue to hold on to those units I bought few years ago. I foresee a continued growth in Meta for long term. Will accumulate if it is below 450, which I think is unlikely till end of the yr.
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