NVDA
NVIDIA
-- 140.140 TSLA
Tesla
-- 394.360 PLTR
Palantir
-- 69.990 AUR
Aurora Innovation
-- 8.390 FUBO
FuboTV
-- 5.460 
Short-term personal view
Regarding PG, apart from heavy holdings in retirement accounts post financial reports, last week I saw PG retest around 155 and added more positions near 156 in the stock account on Thursday. However, these additional positions were mainly for portfolio protection. I have seen some effects in the past few days, but I do not plan to hold these additional positions long term. My plan:
Let's first look at viagra. $NVIDIA (NVDA.US)$ How's the financial report going? Today Viagra plummeted by 5%, so I immediately switched some speculative small cap technology stocks (also down by 5%) and transferred them to Nvidia. Since this portion of the position is not large, and I didn't have any previous Viagra position, I'll consider it as the base position for Viagra. After all, if even Viagra can't hold up, those junk things will only fall even more miserably. $UnitedHealth (UNH.US)$ In the future, if AI-related stocks continue to decline, I will cut the protective position at the appropriate time, reduce holdings, and go bargain-hunting for truly profitable AI concept stocks. Instead of going all in on one, I will diversify into all truly profitable AI stocks.
Sora's sudden emergence has refreshed my worldview. AI is no longer the nonsense of a kid. As AI continues to develop, many traditional industries will be completely disrupted.
Question AI, understand AI, accept AI, invest in AI. ![]()
I currently hold a 20% position. $Taiwan Semiconductor (TSM.US)$ If you want to prospect for gold, whether you buy Brother Huang's shovel, Sister Su's shovel, or design your own shovel, in the end, you are all looking to profit.
As the bull market for Taiwan Semiconductor has just begun, any dips are opportunities to reverse.
If $ASML Holding (ASML.US)$ Backing up is also an opportunity. Unfortunately, I bought in at 600, only rose 10% to 660 before selling. Alas, I was still too young.![]()
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wangcaifan :![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Thank you for sharing
Tesla 1st : Thanks, great reference.
70207812 : Thank you for sharing![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
mubbiiee : I just want to know, is the story of AI more fragrant now than the story of autonomous driving back then? After all, image and video editing is a niche market; autonomous driving is a mass market.
高贵的阿德莱德 OP mubbiiee : This is a great question. My opinion is that the market's tolerance is not the same. There are a lot of videos made by Sora that violate the laws of physics. It's a bit funny to watch, but as long as you fix them later, the errors can be tolerated. The prospects for autonomous driving are better, but regulations have zero tolerance for errors and cannot be implemented in the short term
高贵的阿德莱德 OP mubbiiee : Currently, even if NVDA has risen so much and Tesla has dropped so much, looking at the forward-looking price-earnings ratio, NVDA is still lower. The TSLA autonomous driving cake is a bit too advanced; I'm afraid it won't be commercialized until around 2028-2030. Sora will probably be able to make money next year.
mubbiiee 高贵的阿德莱德 OP : Well, when I told the story of autonomous driving at the time, there were no regulatory issues. On the other hand, there are a few states that are quite compatible. They were later evicted from supervision when they couldn't figure it out. In my opinion, technology still doesn't work; if accidents are actually reduced, supervision will also be released. I think what's different now is market sentiment; now market sentiment is even more intense.
高贵的阿德莱德 OP mubbiiee : If you look at it this way, when the AI bubble bursts, it will have to be supervised again![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
However, AI is currently in a regulatory blind spot. AI randomly generates all kinds of information, and the vast majority of it cannot be traced back. There are no watermarks on AI produced images, let alone text. At least all images and text produced by AI must be traceable to which AI model was generated at what time. If you keep messing around like this, sooner or later something will go wrong