decisive Beaver_4398
liked
$Baidu(BIDU.US$
I don't usually like to touch on securities, but today I broke the example and bought Baidu.
I currently have about 60% certainty that the next round of investment will be autonomous driving. The first element in the development of science and technology will always be to increase productivity. However, autonomous driving is now basically certain. It is an AI application with extremely strong certainty and even the strongest in terms of greatly improving productivity.
Other than a few occasions like racing, I'm sure no one likes to drive every day. Autonomous driving is the general trend and desired by many people. It can free the hands of countless people from the steering wheel and participate in more meaningful production and life.
Currently, my guess is about 60%. Currently, US stocks are close to their peak. After a round of retracement in July-September, it may be a good opportunity to get on the bus
Other potential beneficiary companies:
$Tesla(TSLA.US$
$Alphabet-C(GOOG.US$
$NVIDIA(NVDA.US$
$Intel(INTC.US$ / $Mobileye Global(MBLY.US$
As well as automotive-related semiconductor companies such as $ON Semiconductor(ON.US$ , $Texas Instruments(TXN.US$
I'll be re-evaluating my plans to buy these stocks during this time.
I don't usually like to touch on securities, but today I broke the example and bought Baidu.
I currently have about 60% certainty that the next round of investment will be autonomous driving. The first element in the development of science and technology will always be to increase productivity. However, autonomous driving is now basically certain. It is an AI application with extremely strong certainty and even the strongest in terms of greatly improving productivity.
Other than a few occasions like racing, I'm sure no one likes to drive every day. Autonomous driving is the general trend and desired by many people. It can free the hands of countless people from the steering wheel and participate in more meaningful production and life.
Currently, my guess is about 60%. Currently, US stocks are close to their peak. After a round of retracement in July-September, it may be a good opportunity to get on the bus
Other potential beneficiary companies:
$Tesla(TSLA.US$
$Alphabet-C(GOOG.US$
$NVIDIA(NVDA.US$
$Intel(INTC.US$ / $Mobileye Global(MBLY.US$
As well as automotive-related semiconductor companies such as $ON Semiconductor(ON.US$ , $Texas Instruments(TXN.US$
I'll be re-evaluating my plans to buy these stocks during this time.
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decisive Beaver_4398
liked
$ZIM Integrated Shipping(ZIM.US$
sell or hold 🤔
sell or hold 🤔
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decisive Beaver_4398
liked
Here's an updated version of how I'm constructing my growth portfolio around key themes that I believe have a MASSIVE runway for the rest of this decade 👇
💾 Data (30%) | $Snowflake(SNOW.US$ , $Palantir(PLTR.US$ , $MongoDB(MDB.US$ , $Datadog(DDOG.US$ , $Confluent(CFLT.US$
🛡️ Cybersecurity (20%) | $CrowdStrike(CRWD.US$ , $Zscaler(ZS.US$ , $Cloudflare(NET.US$
🛒 E-Commerce (12%) | $Global-E Online(GLBE.US$ , $MercadoLibre(MELI.US$ , $Jumia Technologies(JMIA.US$
☁️ Cloud (12%) | $Atlassian(TEAM.US$ , ...
💾 Data (30%) | $Snowflake(SNOW.US$ , $Palantir(PLTR.US$ , $MongoDB(MDB.US$ , $Datadog(DDOG.US$ , $Confluent(CFLT.US$
🛡️ Cybersecurity (20%) | $CrowdStrike(CRWD.US$ , $Zscaler(ZS.US$ , $Cloudflare(NET.US$
🛒 E-Commerce (12%) | $Global-E Online(GLBE.US$ , $MercadoLibre(MELI.US$ , $Jumia Technologies(JMIA.US$
☁️ Cloud (12%) | $Atlassian(TEAM.US$ , ...
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decisive Beaver_4398
liked
$Ginkgo Bioworks(DNA.US$
cathee is an indicator,which stocks she/her team will buy ,that's gonna down definitely![]()
cathee is an indicator,which stocks she/her team will buy ,that's gonna down definitely
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decisive Beaver_4398
liked
Small position started and currently holding shares. Definitely some risks here, including one I’m struggling to understand. Still in DD mode, with starter/tracking holding.
![Ouster](https://ussnsimg.moomoo.com/sns_client_feed/71684592/20240529/02b6f320874d892eeaeaa93d2bc9da3d.jpg/thumb?area=100&is_public=true)
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