2024 Mid-Year Review: My Report Card
My overall earnings were like this:
I've been using this small account since 2020, with a principal amount of 0.06 million. As of the beginning of the year, the capital was around 0.07 million5. Earnings in 2020/2021 were basically lost in 2022. I started using this account frequently again at the beginning of this year. So the profit shown in the chart above is basically the year-to-date situation.
My position looks like this:
Currently, Nvidia is fully stocked and hasn't moved in a few months.
Nvidia's earnings are as follows:
The reason I am so determined to invest in Nvidia is because I understand his position in the industry and my friends in the relevant industry share Nvidia's shipments with me. His moat is very deep, and every step requires a long development cycle, making it impossible for other companies to catch up with him quickly. It's no use just digging up one or two people from Nvidia, because every step of the hardware company is not easy; if you want to dig up, you have to dig up an entire production line, which is impossible. In line with the Nvidia shipment situation shared by a friend, I'm not influenced by other bloggers or Wall Street news; they are all basically prostitutes, so let them talk about it. I'm still optimistic about Nvidia for a year or two. After a year or two, other companies may come out to disrupt this situation where it dominates the world. Take a look, it's almost impossible, at least now.
So my idea with this small account is to keep holding Nvidia.
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wantqq123 : Where did the first picture come from
Indep-guy : hope one day I can be like you
Euler007 : What other stocks are in your bag besides NVDA?
Baby米球 OP Euler007 : This small account only has NVDA, and the big account has AMD, Dell, HPE, TSM, NVDA, NVDL, and Meta.
第一个一百万 : Moreover, Nvidia is now also a well-funded company, so it is not afraid of other rivals for the time being