NVDA will continue to be the best AI play in 2025. This DS correction gave a perfect entry point and ensures the 2025 return. NVDA might not be the largest growth % stock but very likely to be the biggest market cap increase stock in 2025.
I also put PLTR to be one of the top AI players, the growth % might be just beyond imagination. Just hold and sell CCs.
I also hold tightly on META all the way from sub $100. This is the large cap which can benefit from DS tailwind over the long term. Will add more if we see decent correction.
In parallel, I have speculative position on SNOW. Hopefully it won't get hammered after 2/26 ER.
Unlike many TSLA fans, I remain cautious on TSLA. Sold all the shares above $400 and accumulate slowly on dips.
NVDA will continue to be the best AI play in 2025. This DS correction gave a perfect entry point and ensures the 2025 return. NVDA might not be the largest growth % stock but very likely to be the biggest market cap increase stock in 2025.
I also put PLTR to be one of the top AI players, the growth % might be just beyond imagination. Just hold and sell CCs.
I also hold tightly on META all the way from sub $100. This is the large cap which can benefit from DS tailwind over the long term. Will add more if we see decent correction.
In parallel, I have speculative position on SNOW. Hopefully it won't get hammered after 2/26 ER.
Unlike many TSLA fans, I remain cautious on TSLA. Sold all the shares above $400 and accumulate slowly on dips.
个股不能投太多，要花时间做研究的。要conviction buy & hold才能赚大钱，否则很容易被甩出去。