Am I missing out on any major benefits?
My two biggest stocks are TSM and UNH. The positions are all 20%. Today's rise and fall.
I didn't notice any major events. Did TSMC have any major benefits? Am I missing out on anything? But it doesn't matter. If you want to do AI, whether you buy Nvidia, AMD, or develop your own chips, in the end, you don't always have to find TSMC to manufacture![]()
Without TSMC, the AI industry would go directly to the streets; this is the real big brother. Instead, I think TSMC's rise is too conservative. However, I already have so many positions, so I don't plan to keep increasing my positions. Holding 20% of one stock is already quite aggressive.
$UnitedHealth(UNH.US$ Here, it's down a bit again. The news side is hacker supply![]()
It was so funny. Seems like serious consideration should be given to taking cybersecurity seriously
I speculated on Panw for a short time last summer and ran after earning 10%. Looking back, I really wanted to break my thigh![]()
But if you think about it now, when it comes to cybersecurity, betting on one company is better than buying an industry ETF. When it comes to being a safe company, I'm most afraid that I won't be safe. If a company makes a bug and customers run away one after another, then it's over. However, industry demand is here. Customers that run away from Company A will definitely go to Company B, but I don't understand technology, and I can't compare which of the two companies is safer, so just buy an ETF, and there will be no problem of principle. There was a slight bug in opening a position on a low after Panw's earnings report; I need to consider increasing my position.
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本人散户，闲钱投资，名字为富图系统生成。这里记录投资感悟与趣事。所有言论都纯属娱乐，不是投资建议。㊗️大家越来越🐮
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70968727 : Is the boss UNH adding positions today
高贵的阿德莱德OP 70968727: It's already 20%, I really can't move
mubbiiee : You're right, there hasn't been any positive news in the past two days. The biggest advantage is that the Federal Reserve is pretending to be dead again; it can measure against the booming market in '21
高贵的阿德莱德OP mubbiiee: After another round of copying, it may turn lower after mid-March
mubbiiee 高贵的阿德莱德OP: To put it bluntly, the water can go up anyway. If you let go well, the vegetative people can be re-elected; at best, leave it to the Sichuan General Manager to take over...
wangcaifan :
高贵的阿德莱德OP mubbiiee: Nor can it be said that the Federal Reserve released water. I think, part of it comes from reverse repurchases and monetary funds, and the other part flows into the US from the international community. The latter couldn't be better. Now, apart from the Bank of Japan, everyone knows who else is making a big splash.
Crown Clown : Today I will continue to add
Crown Clown : The technology I'm currently most powerful at the moment is it; Google, too, I'm still half dead or not alive
hartamas : Is TSM ADR got any expiry date? Or is it permanent stock in NYSE?
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