As we end the first half of trading in 2024! Here's some recap and lessons learnt.
YTD performance Moomoo portfolio - Up 27.60% thankful for the performance and will continue to work hard for 2H 2024! Lets go!
Recap Jun - P/L took a hit on 28/6 as major Tech pulls back and my $Nike (NKE.US)$ down almost 20% 😂 but overall Jun is still the best month for me!
lessons learnt in 1H 2024 -
1) Diversification is still key for portfolio long term su...

Meta Platforms (FB) $Meta Platforms (FB.US)$
This one shouldn’t come as a surprise. The company formerly known as Facebook is one of the main reasons why everyone is talking about metaverse today.
Shares have climbed 24% this year to $326 apiece. If that’s too steep, you can use a popular investing app to buy fractions of shares with as much money as you are willing to spend.
Nvidia (NVDA) $NVIDIA (NVDA.US)$
Nvidia shares have more than doubled year-to-date.
And since the company is famous for its powerful graphics chips, Cramer sees Nvidia as a key metaverse play.
In the three months ended Oct. 31, Nvidia’s revenue soared 50% year-over-year to a record $7.1 billion. Adjusted earnings came in at $1.17 per share, up 60% from a year ago.
Roblox (RBLX) $Roblox (RBLX.US)$
This game developer enables users to make block-based worlds and games without needing to know how to code. It also allows creators to get paid through an in-game currency called Robux.
In Q3, the platform had 47.3 million average daily active users, up 31% year-over-year. Revenue rose 102% year-over-year to $509.3 million.
Unity Software (U) $Unity Software (U.US)$
This video game software developer recently acquired the visual effects studio behind the Avatar and Lord of the Rings movies — and Cramer is keen.In Q3, Unity earned $286.3 million of revenue, representing a 43% increase year-over-year. The company also generated $34.2 million of free cash flow, which more than tripled the $10.9 million it generated in the year-ago period.
Part of the content is taken from Yahoo.

$Apple (AAPL.US)$ Apple is hiring engineers with experience developing wireless chips at a new office in Southern California, aiming to develop alternatives to suppliers such as $Broadcom (AVGO.US)$ and $Skyworks Solutions (SWKS.US)$, media reported on Thursday. $Broadcom (AVGO.US)$ closed down 3% on the news Thursday, while $Skyworks Solutions (SWKS.US)$ fell 8.47% and $Qualcomm (QCOM.US)$ fell 5.88%.

$NVIDIA (NVDA.US)$ has made a big push into metaverse applications. $Meta Platforms (FB.US)$ (formerly Facebook) and $Microsoft (MSFT.US)$ see a big future in immersive virtual reality.
At Nvidia's virtual GTC conference in November, Chief Executive Jensen Huang touted Nvidia Omniverse, a virtual world simulation and collaboration platform for 3D workflows. And the company announced Omniverse Avatar, a platform for generating interactive AI-based avatars.
According to $NVIDIA (NVDA.US)$ , the Omniverse platform provides the "plumbing" on which metaverses can be built.  $Lockheed Martin (LMT.US)$ is testing Nvidia's Omniverse to simulate and manage wildfires. Other companies are using it to create "digital twins" of buildings and factories.
Nvidia's chips and computing power are key to the emerging metaverse.  Many companies will build the metaverse, analysts say, but most of the revenues will be generated by the companies that provide the infrastructure — such as $NVIDIA (NVDA.US)$ .

Since end of 2020 i've started to dollar cost averaging $Tesla (TSLA.US)$ and 2021 I have seen the price gone up from 550 to 1200 range but recently pulled back due to bad market sentiment and selling from Elon Musk. This year I also witnessed semiconductor stocks especially $Advanced Micro Devices (AMD.US)$ and $NVIDIA (NVDA.US)$ doing extremely well. $Apple (AAPL.US)$ will also be my cash rich stock and it didn't dispointed either towards the end of 2021. My average price was 130 USD from the free stock I get from moomoo and extra positions. 2021 also saw the theme of metaverse which is highly anticipated after $Meta Platforms (FB.US)$ decided to focus their business on this new trend. other stock that will benefited from this trend includes $Unity Software (U.US)$ $Roblox (RBLX.US)$ and more.

$Alibaba (BABA.US)$ baba closed at 122 again. 2 weeks and never fell below 120. My put spreads sold during 117.80 low gave me a good 30% profit in 3 days as I sold it ATM during that huge drop. I had confidence it will not close below 117 by Friday based on my technical analysis.
Support at 118 and 120 holding very well and bband is entering squeeze soon. We should see some huge movements either next week or the week after. Could be to the up or down side. But based on price action, seems more probability to the upside.
As always, trade safe & invest wise!
Stay tune to my weekly videos on YouTube coming out over the weekends!
https://www.youtube.com/c/investing101channel

According to wind statistics, as of December 6, 63 stocks in the $S&P 500 Index (.SPX.US)$ S & P 500 information technology sector had achieved positive returns, accounting for more than half. Among them, $NVIDIA (NVDA.US)$won the first place in the market value of 100 billion players with an increase of more than 130%, and reached a record high of 55 times in the year! The same chip stocks of $Applied Materials (AMAT.US)$ also performed well, followed by an annual increase of nearly 72%.
Generally speaking, in 2021, although US stocks continued the upward trend of the bull market, the market structure is completely different from that in 2020.
At the beginning of the year, US technology stocks showed signs of weakness. Under the background of economic recovery, traditional value stocks and cyclical stocks once led the rise. But soon, driven by the sharp rise in the company's performance, large technology stocks continued to become the main driving force, while small and medium-sized technology growth stocks opened a downward market and took the lead in entering the technical bear market.
By the middle of 2021, the trend differentiation within technology stocks will be more obvious. On the one hand, large technology stocks rose in a "forced air" manner, driving the index to new highs, while growth stocks ushered in a sharp correction, including many star stocks that made great achievements last year, such as zillow, roku, pinterest, zoom, etc. Therefore, wood's Ark fund is also sinking rapidly and has become the main target of short selling in the market.
The reason is also very simple. The words and deeds of the Federal Reserve have always been the wind vane on the way forward for US stocks. In 2021, the sensitivity to the interest rate market led to the differentiation of science and technology stocks, and the science and technology giants whose immediate performance maintained a high growth momentum are still favored by capital.
In recent years, the five giants FFANG（ $Meta Platforms (FB.US)$ $Apple (AAPL.US)$ $Amazon (AMZN.US)$ $Netflix (NFLX.US)$ $Alphabet-A (GOOGL.US)$） known to the market are also becoming the six MAMATA ( $Microsoft (MSFT.US)$ $Apple (AAPL.US)$ $Meta Platforms (FB.US)$ $Amazon (AMZN.US)$ $Tesla (TSLA.US)$ $Alphabet-A (GOOGL.US)$ ). The development of the technology industry itself is a process of continuous innovation and subversion, and the speed of change often exceeds most people's expectations.
Which technology stocks will be bullish in 2022? Welcome to the passionate discussion in the comment area~
$Intuit (INTU.US)$ $Advanced Micro Devices (AMD.US)$ $Accenture (ACN.US)$ $Oracle (ORCL.US)$ $Broadcom (AVGO.US)$ $Cisco (CSCO.US)$

$Grab Holdings (GRAB.US)$ The free float is shrinking , someone is buying and shares are being locked. The float went from 2.3 billion to 1.87 b. It is true that it's disastrous what's happening but don't sell at a huge loss. It will rebound,  just patience

I have a growth and a non growth portfolio. One is up 72% over 18 months one is down 48% for the year. The one that's up has stocks in it $Advanced Micro Devices (AMD.US)$ $Apple (AAPL.US)$ $NVIDIA (NVDA.US)$ (sold that recently tho) I have a watchlist with over 100 small to midcaps growth stocks outside of the ones I own and none of them are above their Feb highs and often trading near all time lows.

$Apple (AAPL.US)$ Unless you have been living under a rock you have watched Apples insane run up the past few weeks. In the past month Apple has increased 20.7% with Fridays close.
Apple is sitting on a lot of cash, inflation is here, interest hikes are in the distance, AR and EV rumors have been mentioned, price upgrades have been released, Apples super cycle is clearly underway..
Where does Apple seem to be heading from your experience? Are we in for some more short term upside as the holiday quarter continues into earnings late January? Will Apple lose steam and stabilize a bit lower? Or maybe Apple and the other high fliers in a volatile market will soon catch up to the broader market?
Is 3 trillion coming soon? What do you think?!