$Visa (V.US)$ Long-term hold...After Trump took office, the matter of Visa entering China will accelerate. An agreement reached between Trump's first term and China allowed Visa and Mastercard to settle in RMB for six months. However, due to COVID, it fell through. Mastercard eventually entered through a joint venture, while Visa insisted on sole ownership.
I have been holding on because I am waiting for China to fulfill its promises. I expect a 50% increase. I was planning to sell, but I will wait a little longer.![]()
I have been holding on because I am waiting for China to fulfill its promises. I expect a 50% increase. I was planning to sell, but I will wait a little longer.
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$Advanced Micro Devices (AMD.US)$ I have confidence in Dr. Su. Look at AMD's past, in the CPU field, after years of hard work plus Intel's lack of innovation, AMD has gained a considerable market share. Three years ago, could you imagine and believe AMD's current share in the server market?
In the GPU field, AMD is making the same effort and attempt. Have confidence in AMD and Dr. Su.
In the GPU field, AMD is making the same effort and attempt. Have confidence in AMD and Dr. Su.
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