Short-term personal views
Regarding PG, apart from using my pension account to make heavy positions after the earnings report, PG rebounded back at around 155 last week, and increased my stock account again around 156 on Thursday. However, this part of the position increase is mainly for disk protection. I have seen some results in the past two days, but I have no plans to continue this part of the position increase. My plan:
Watch Viagra first $NVIDIA(NVDA.US$ What should I do with the financial report. Today Viagra plummeted 5%, and I immediately traded some speculative small-cap technology stocks (which also plummeted by 5%) to Nvidia in parallel. This part of the position is small, plus I haven't had a Viagra position before, so it adds up as a Viagra bottom position. After all, if even Viagra can't stand it, those junk will only fall worse. In the future, if AI-related stocks continue to fall, I will take advantage of the appropriate time to cut the PG that protects the market and reduce my position $UnitedHealth(UNH.US$ Go to the bottom of the real AI concept stocks that can make money. Instead, they are diversified into all real, profitable, AI stocks.
Sora's rise to prominence refreshed my three views. AI isn't that gibberish kid anymore. As AI continues to develop, many traditional industries will be completely disrupted.
Question AI, understand AI, accept AI, invest in AI ![]()
I currently still hold 20% of my positions $Taiwan Semiconductor(TSM.US$ . If you want to go mining for gold, whether you want to buy Big Brother Huang's shovel, Sister Su's shovel, or design a shovel yourself, in the end, you won't have to go to Grandpa Zhang to produce it.
In other words, TSMC's bull market has just begun, and any decline is an opportunity to reverse.
supposing $ASML Holding(ASML.US$ Reversing the car is also an opportunity. Unfortunately, I was at the bottom of 600 and only went up 10% to 660 and sold. Alas, I'm still too young![]()
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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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wangcaifan :
Thank you for sharing
Tesla 1st : Thanks, great reference.
70207812 : Thank you for sharing
mubbiiee : I just want to know, is the story of AI more fragrant now than the story of autonomous driving back then? After all, image and video editing is a niche market; autonomous driving is a mass market.
高贵的阿德莱德OP mubbiiee: This is a great question. My opinion is that the market's tolerance is not the same. There are a lot of videos made by Sora that violate the laws of physics. It's a bit funny to watch, but as long as you fix them later, the errors can be tolerated. The prospects for autonomous driving are better, but regulations have zero tolerance for errors and cannot be implemented in the short term
高贵的阿德莱德OP mubbiiee: Currently, even if NVDA has risen so much and Tesla has dropped so much, looking at the forward-looking price-earnings ratio, NVDA is still lower. The TSLA autonomous driving cake is a bit too advanced; I'm afraid it won't be commercialized until around 2028-2030. Sora will probably be able to make money next year.
mubbiiee 高贵的阿德莱德OP: Well, when I told the story of autonomous driving at the time, there were no regulatory issues. On the other hand, there are a few states that are quite compatible. They were later evicted from supervision when they couldn't figure it out. In my opinion, technology still doesn't work; if accidents are actually reduced, supervision will also be released. I think what's different now is market sentiment; now market sentiment is even more intense.
高贵的阿德莱德OP mubbiiee: If you look at it this way, when the AI bubble bursts, it will have to be supervised again
However, AI is currently in a regulatory blind spot. AI randomly generates all kinds of information, and the vast majority of it cannot be traced back. There are no watermarks on AI produced images, let alone text. At least all images and text produced by AI must be traceable to which AI model was generated at what time. If you keep messing around like this, sooner or later something will go wrong