Trump's team plans to prioritize regulating self-driving cars.
It seems Musk's recent persistence in approaching Trump has paid off.
Whenever Trump speaks with foreign leaders, he is there. Recently saw him sitting next to the UFC boxing ring, already becoming the closest advisor.
Foreign media are all waiting to see when the bromance between these two brothers will break out into laughter 🤣
It seems Musk's recent persistence in approaching Trump has paid off.
Whenever Trump speaks with foreign leaders, he is there. Recently saw him sitting next to the UFC boxing ring, already becoming the closest advisor.
Foreign media are all waiting to see when the bromance between these two brothers will break out into laughter 🤣
Translated
Some netizens worry that Trump's presidency will have an impact on semiconductor chip stocks.
Based on the experience of the last trade war, Trump's personality as a businessman, such as always starting by announcing a 30% tariff, then negotiating with the other party, and the tariffs implemented afterwards may not necessarily be 30%, but could involve other additional conditions, such as setting up factories in the USA.
Since the year the tariff war started under Trump, many factories have begun to relocate to countries other than China, like Apple choosing to set up bases in Vietnam and India. The continuous lockdowns and zero-tolerance policies in China in recent years have further intensified the relocation of factories.
Actually, TSM also has factories in the USA, and the yield has also improved. TSM has also brought many Taiwanese engineers to the USA.
Overall, regardless of who takes office, confronting China is a consensus of both parties in the USA.
If the news comes out that semiconductor stocks are falling, I will buy on the dip.
But according to the current script, if the news comes out and instead triggers a bearish trend turning into a rise, it means the market has fully priced in.
Semiconductor stocks that I personally keep an eye on include TSM, AVGO, AMD, NVDA, etc.
moomoo account opening link 🔗
https://bit.ly/Mrgeleexmoo
#Trump
Semiconductors
#moomoo
Based on the experience of the last trade war, Trump's personality as a businessman, such as always starting by announcing a 30% tariff, then negotiating with the other party, and the tariffs implemented afterwards may not necessarily be 30%, but could involve other additional conditions, such as setting up factories in the USA.
Since the year the tariff war started under Trump, many factories have begun to relocate to countries other than China, like Apple choosing to set up bases in Vietnam and India. The continuous lockdowns and zero-tolerance policies in China in recent years have further intensified the relocation of factories.
Actually, TSM also has factories in the USA, and the yield has also improved. TSM has also brought many Taiwanese engineers to the USA.
Overall, regardless of who takes office, confronting China is a consensus of both parties in the USA.
If the news comes out that semiconductor stocks are falling, I will buy on the dip.
But according to the current script, if the news comes out and instead triggers a bearish trend turning into a rise, it means the market has fully priced in.
Semiconductor stocks that I personally keep an eye on include TSM, AVGO, AMD, NVDA, etc.
moomoo account opening link 🔗
https://bit.ly/Mrgeleexmoo
#Trump
Semiconductors
#moomoo
Translated
9
For my daughter's US stock portfolio, it will mainly consist of ETFs, and occasionally I will look for high-quality stocks that have been significantly undervalued to buy.
Companies currently in the portfolio
1. qqq
IWM is a small cap index.
Crowdstrike is a cybersecurity stocks.
AMD is other stocks.
Apple is apple.
APPL Apple stocks are free.
QQQ regularly adds positions, with a mechanism to eliminate the weak and retain the strong in the large cap, continuously removing poor performers and bringing in the good ones, so it is possible to participate in the strongest technology companies in the U.S. stock market in the long term.
IWM is a small cap indexes, mainly due to the serious disconnection of valuations between small cap and large cap stocks seen earlier, coupled with the Fed's initiation of an interest rate cut cycle, so it is expected that small cap stocks will perform well later. However, from the beginning of the year until now, it has been trading flat, until recently seeing some trends emerging after Trump's reelection.
Crowdstrike has always been focused on cybersecurity stocks, until recently, a bearish news caused a gap down, I bought in during the sharp decline, and now the stock price is slowly recovering. Cybersecurity is like buying health supplements, taking them may not necessarily be effective, but not taking them and regretting when something goes wrong later.
AMD's recent financial report also dropped badly. I looked at the financial report and there's actually no major issue, just that the market expectations were too optimistic. It dropped to around 140, so I took advantage and bought some at a lower price, and it has recently rebounded.
For the companies in my portfolio, my first choice for regular purchases is QQQ, followed by IWM, and I only consider others if there are opportunities to buy low.
This portfolio pursues stable growth, as long as around 10% per year...
Companies currently in the portfolio
1. qqq
IWM is a small cap index.
Crowdstrike is a cybersecurity stocks.
AMD is other stocks.
Apple is apple.
APPL Apple stocks are free.
QQQ regularly adds positions, with a mechanism to eliminate the weak and retain the strong in the large cap, continuously removing poor performers and bringing in the good ones, so it is possible to participate in the strongest technology companies in the U.S. stock market in the long term.
IWM is a small cap indexes, mainly due to the serious disconnection of valuations between small cap and large cap stocks seen earlier, coupled with the Fed's initiation of an interest rate cut cycle, so it is expected that small cap stocks will perform well later. However, from the beginning of the year until now, it has been trading flat, until recently seeing some trends emerging after Trump's reelection.
Crowdstrike has always been focused on cybersecurity stocks, until recently, a bearish news caused a gap down, I bought in during the sharp decline, and now the stock price is slowly recovering. Cybersecurity is like buying health supplements, taking them may not necessarily be effective, but not taking them and regretting when something goes wrong later.
AMD's recent financial report also dropped badly. I looked at the financial report and there's actually no major issue, just that the market expectations were too optimistic. It dropped to around 140, so I took advantage and bought some at a lower price, and it has recently rebounded.
For the companies in my portfolio, my first choice for regular purchases is QQQ, followed by IWM, and I only consider others if there are opportunities to buy low.
This portfolio pursues stable growth, as long as around 10% per year...
Translated
22
6
This morning I read an interview with the legendary investor Drunkenmiller, and one investment concept that I quite agree with is to "buy first, analyze later."
In the stock market, there are many good stocks and investments, but often when we discover a stock, the first thing we do is research its fundamentals. By the time you have spent 1-2 months delving deep into research, the stock has already moved significantly, and you will lament missing out on this company. Spending effort but not making much money is a common situation faced by many fundamental investors.
I remember when I first started investing in US stocks, I adhered to this "buy first, analyze later" approach, first skinning into the game before having more motivation to research.
I mostly use 10-20% of the headquarters' funds for the first batch, and even if I stop loss and sell this batch of funds, it will not cause catastrophic losses.
If the research shows that the company's fundamentals are fine, continue to add positions on dips in stock price. Anyway, no one knows how the stock price will move. If it rises, you profit; if it falls, you can gradually add positions or reduce your holdings, offense and defense at your discretion.
In the past year, I also used this method to start building positions on moomoo primarily to save US stocks for my daughter. Through regularly depositing funds each month and then slowly building positions, when she grows up, she can use it as education fund, for travel to broaden her horizons, or continue researching and buying stocks she likes. Anyway, she can do whatever she wants when she grows up.
Daughter combination YTD +2...
In the stock market, there are many good stocks and investments, but often when we discover a stock, the first thing we do is research its fundamentals. By the time you have spent 1-2 months delving deep into research, the stock has already moved significantly, and you will lament missing out on this company. Spending effort but not making much money is a common situation faced by many fundamental investors.
I remember when I first started investing in US stocks, I adhered to this "buy first, analyze later" approach, first skinning into the game before having more motivation to research.
I mostly use 10-20% of the headquarters' funds for the first batch, and even if I stop loss and sell this batch of funds, it will not cause catastrophic losses.
If the research shows that the company's fundamentals are fine, continue to add positions on dips in stock price. Anyway, no one knows how the stock price will move. If it rises, you profit; if it falls, you can gradually add positions or reduce your holdings, offense and defense at your discretion.
In the past year, I also used this method to start building positions on moomoo primarily to save US stocks for my daughter. Through regularly depositing funds each month and then slowly building positions, when she grows up, she can use it as education fund, for travel to broaden her horizons, or continue researching and buying stocks she likes. Anyway, she can do whatever she wants when she grows up.
Daughter combination YTD +2...
Translated
10
This is a fund that I create for my daughter’s education.
1