Your brother is still your brother
I was really shocked by this wave of earnings. Google tells everyone that I'm still an older brother, and I haven't become a younger brother! (Idiom: AI is being surpassed by Microsoft)
I used to be bullish on Goog from 136-140, bought it, held it, and sold it when it was around 156. Unfortunately, I went short. But it doesn't matter; I believe this wave of gains is only the beginning, not the end. After all, the reason why my brother's stock has always been tepid is to question: has the search business been taken away by AI? Can the cloud business have a bigger share of the competition with AWS and Azure? Most importantly, has AI already been greatly surpassed by Microsoft?
An earnings report used facts to respond to investors' questions. Google has also gone back from being underrated to being reasonable.
My biggest feeling about this financial report: the overvalued ones fell, the underestimated jumped up, and the oversold ones skyrocketed. It is a reasonable trend of the bull market to adjust and accumulate energy. Everything has returned to a reasonable price, which is conducive to continued growth in the future. I predict, $Amazon(AMZN.US$ with $Apple(AAPL.US$ The same will be true of financial reports. As for Brother Hao $NVIDIA(NVDA.US$ It will still be the most heavyweight financial report on the market. It will determine the subsequent trend of AI and all technology stocks. Currently in turmoil, I chose to wait for an opportunity.
Today's operations: $Microsoft(MSFT.US$ I sold it, earned a few points, and replaced all positions $Alphabet-C(GOOG.US$ ! Microsoft was blocked and retreated, within expectations. Google's earnings report exploded with a strong breakthrough, and the gap may be partially filled. At that time, I will increase my position. Unless there is a problem with the overall market, even so, Google won't drop very badly. The only thing to be wary of is the reversal of the island shape, but wait until it happens; you can't see it now. As for Microsoft, if it goes back to around 370, just two words, I'll buy it!
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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 : 🥹🥹🥹
高贵的阿德莱德OP : As for Meta, macro data and other big tech's strong earnings temporarily gave Meta a blood transfusion, but I still wouldn't choose to buy it at this price. Even if the market is optimistic, I'll wait at least 400 to consider opening a position. After all, the current position is unsupported. I currently have a short position, but my fixed investment account has Meta.
高贵的阿德莱德OP wangcaifan: It's a pity that Google sold 156
But it doesn't matter; we can only continue to improve if we learn lessons every time. That's the main reason why I'm writing my post here. Thank you for your attention. Your urging me to carefully analyze and write carefully is also a kind of motivation.
wangcaifan : I also sold 156
wangcaifan 高贵的阿德莱德OP: Thanks for sharing, it was profitable to sell breakfast
高贵的阿德莱德OP wangcaifan: Despite this, not being able to seize good stocks and running away after making a small profit is a very serious problem, so it requires reflection.
Kai Z7 : I don't think156Whether it was sold or not, because no one knows if the financial report is good or bad. What if it falls?
Now that the financial report is out, the performance is good, just look for an opportunity to increase the position on the right.
I don't think this is a failure, but rather a strategy developed by risk control to protect the principal.
wangcaifan Kai Z7:
wangcaifan 高贵的阿德莱德OP: I held on to Tesla. As a result
, I earned a little bit of money and everything else went up again. 
, Dizziness
高贵的阿德莱德OP wangcaifan: If TSLA hadn't sold before the earnings report, it would have returned quite a bit of blood
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