TSLA
Tesla
-- 287.255 NVDA
NVIDIA
-- 120.820 PLTR
Palantir
-- 96.510 OKLO
Oklo Inc
-- 28.500 AMD
Advanced Micro Devices
-- 114.665 
Did I miss out on some significant bullish news?
My two major holdings are taiwan semiconductor and UnitedHealth Group. Both positions are 20%. Today, one stock rose and one fell.
I didn't notice any major events. Is there any significant bullish news about taiwan semiconductor? Did I miss something? Anyway, whether buying NVIDIA, AMD, or developing our own chips, in the end, they all need taiwan semiconductor for production.![]()
Without taiwan semiconductor, the AI industry would collapse directly, that's the real big brother. I actually think taiwan semiconductor's growth is too conservative. However, since I already have so many positions, I don't plan to continue adding more. Holding 20% of a stock is already quite aggressive.
$UnitedHealth (UNH.US)$ Here, it dropped a bit again, the news is about cyber supply.![]()
It's really funny. Looks like I need to seriously consider heavily investing in cybersecurity.
Last summer, I speculated in PANW for a short period and made a 10% profit before exiting. Looking back, I really should have stuck with it.![]()
But now thinking about it, when it comes to cybersecurity, instead of betting on one company, it's better to buy an industry ETF. Companies in security are most afraid of being insecure themselves. If a company has a bug and customers start leaving, that's it. But the industry demand is there, customers leaving one company will definitely go to another, but I don't understand the technology, can't compare which company is safer, so I'll just buy an ETF, no fundamental issues. After PANW's financial report, I might consider adding a bit more if there are bug concerns.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
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traccy : Is the boss UNH adding positions today
高贵的阿德莱德 OP traccy : It's already 20%, I really can't move![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
mubbiiee : You're right, there hasn't been any positive news in the past two days. The biggest advantage is that the Federal Reserve is pretending to be dead again; it can measure against the booming market in '21
高贵的阿德莱德 OP mubbiiee : After another round of copying, it may turn lower after mid-March
mubbiiee 高贵的阿德莱德 OP : To put it bluntly, the water can go up anyway. If you let go well, the vegetative people can be re-elected; at best, leave it to the Sichuan General Manager to take over...
wangcaifan :![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
高贵的阿德莱德 OP mubbiiee : Nor can it be said that the Federal Reserve released water. I think, part of it comes from reverse repurchases and monetary funds, and the other part flows into the US from the international community. The latter couldn't be better. Now, apart from the Bank of Japan, everyone knows who else is making a big splash.
Crown Clown : Today I will continue to add![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Crown Clown : The technology I'm currently most powerful at the moment is it; Google, too, I'm still half dead or not alive![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
hartamas : Is TSM ADR got any expiry date? Or is it permanent stock in NYSE?
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