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Companies with the Best Business Models Worldwide
$Apple(AAPL.US$$Arista Networks(ANET.US$$ASML Holding(ASML.US$$Chugai Pharmaceutical(4519.JP$$Coca-Cola(KO.US$$Costco(COST.US$$Dai-ichi Life Holdings(8750.JP$$DBS Group Holdings(D05.SG$$DEUTSCHE TELEKOM(DTEGY.US$$Eli Lilly and Co(LLY.US$$Exxon Mobil(XOM.US$$Ferrari(RACE.US$$GETINGE AB UNSP ADR EACH REPR 1 ORD(GNGBY.US$$Honeywell(HON.US$$ICICI Bank(IBN.US$$Microsoft(MSFT.US$$MSCI Inc(MSCI.US$$Nike(NKE.US$$Visa(V.US$$Taiwan Semiconductor(TSM.US$

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Lao Bao's mouth gun raised interest rates. The effect was slightly better
$Tesla(TSLA.US$
$ASML Holding(ASML.US$
$NVIDIA(NVDA.US$
$Alphabet-C(GOOG.US$
$Microsoft(MSFT.US$
The Federal Reserve has done nothing; it just needs to move its mouth; everything has collapsed one by one. Lao Bao's mouth really went too far.
However, in my opinion, Lao Bao is definitely talking nonsense this time. High interest rates cannot be maintained throughout the year. If it causes a panic decline this time, then there is an opportunity to hit the bottom. presently$The Health Care Select Sector SPDR® Fund(XLV.US$ with$Utilities Select Sector SPDR Fund(XLU.US$ Currently, it is likely that this is an opportunity to get to the bottom of the bottom.
Not surprisingly, the TSLA gap was gone; instead, it left a fall gap. This is rather embarrassing. According to the plan, I will look for an opportunity to cut my position in half today.
Google is a bit foolish here; almost all of the profits have been spewed out
My position is a bit heavy, so I need to take the opportunity to reduce it.
$UnitedHealth(UNH.US$ It was all up to you to protect my positions yesterday
The insurance industry really likes high interest rates. They don't do anything; they charge your money first, then they eat interest. How delicious.
$Occidental Petroleum(OXY.US$ , the economic data is hot, but...
$ASML Holding(ASML.US$
$NVIDIA(NVDA.US$
$Alphabet-C(GOOG.US$
$Microsoft(MSFT.US$
The Federal Reserve has done nothing; it just needs to move its mouth; everything has collapsed one by one. Lao Bao's mouth really went too far.
However, in my opinion, Lao Bao is definitely talking nonsense this time. High interest rates cannot be maintained throughout the year. If it causes a panic decline this time, then there is an opportunity to hit the bottom. presently$The Health Care Select Sector SPDR® Fund(XLV.US$ with$Utilities Select Sector SPDR Fund(XLU.US$ Currently, it is likely that this is an opportunity to get to the bottom of the bottom.
Not surprisingly, the TSLA gap was gone; instead, it left a fall gap. This is rather embarrassing. According to the plan, I will look for an opportunity to cut my position in half today.
Google is a bit foolish here; almost all of the profits have been spewed out

$UnitedHealth(UNH.US$ It was all up to you to protect my positions yesterday

$Occidental Petroleum(OXY.US$ , the economic data is hot, but...
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How Competitive will AMD be against Nvidia in AI Accelerator Market
I've been delving into the specifics of AMD's New MI 300 platform and it appears to stack up favorably against the H100, often surpassing it in several aspects. However, there's an ongoing discussion about ROCm lagging behind CUDA, though AMD is vigorously working to bridge this software gap. Despite not being a semiconductor novice, I find myself drawn to AMD's chiplet-based design over Nvidia's monolithic approach. As we move t...
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$Disney(DIS.US$Below 70, consider buying it, it's still too expensive now
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Increase positions according to plan
$ASML Holding(ASML.US$
The position was added to 3%, and the average cost was 610.
$Tesla(TSLA.US$
I didn't wait until 265 before, but I added 268, and my position was 5%. Let's see if this time will give us another chance.
yesterday$iShares 20+ Year Treasury Bond ETF(TLT.US$ If it falls, crude oil rises, and technology stocks can still rise. Obviously, some people are lying. Looking at it today, the stock market is certainly deceptive.
My current top three positions:
$Alphabet-C(GOOG.US$
$Occidental Petroleum(OXY.US$
$UnitedHealth(UNH.US$
The positions are all around 10%, which is quite conservative.
The position was added to 3%, and the average cost was 610.
$Tesla(TSLA.US$
I didn't wait until 265 before, but I added 268, and my position was 5%. Let's see if this time will give us another chance.
yesterday$iShares 20+ Year Treasury Bond ETF(TLT.US$ If it falls, crude oil rises, and technology stocks can still rise. Obviously, some people are lying. Looking at it today, the stock market is certainly deceptive.
My current top three positions:
$Alphabet-C(GOOG.US$
$Occidental Petroleum(OXY.US$
$UnitedHealth(UNH.US$
The positions are all around 10%, which is quite conservative.
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US households are increasingly adopting ad-supported streaming/CTV plans; the segment witnessed 17% growth from 2021 to reach 83.7 million, well above the 9% growth from non-ad-based plans with 81.1 million households.
$Netflix(NFLX.US$$Disney(DIS.US$$Roku Inc(ROKU.US$
$Netflix(NFLX.US$$Disney(DIS.US$$Roku Inc(ROKU.US$

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Disney $Disney(DIS.US$ is facing a bunch of challenges that have caused its stock to plummet, and its market value to decline by over $200 Billion
1) Declining Disney+ subscribers
2) Ongoing Hollywood strike
3) Fee dispute with the second-largest cable company
Netflix $Netflix(NFLX.US$ has seen a 50% surge in its shares this year while Disney's shares have dropped 7%.
Disney's stock valuation is the cheapest it's been in years — Is Disney's stock a buy at these prices?
1) Declining Disney+ subscribers
2) Ongoing Hollywood strike
3) Fee dispute with the second-largest cable company
Netflix $Netflix(NFLX.US$ has seen a 50% surge in its shares this year while Disney's shares have dropped 7%.
Disney's stock valuation is the cheapest it's been in years — Is Disney's stock a buy at these prices?

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Cathie Wood’s Ark Invest Buys Shares of AMD While Divesting Nvidia Stake
Cathie Wood’s Ark Invest has made a new purchase of shares in $Advanced Micro Devices(AMD.US$ through its Ark Autonomous Technology and $ARK Autonomous Technology & Robotics ETF(ARKQ.US$ The firm bought 14,978 shares of AMD, valued at approximately $1.58 million. With this purchase, AMD now accounts for 0.60% of the ARKQ’s holdings.
On the other hand, Ark has been selling its stake in rival chipmaker Nvidia Corp. Last week, th...
On the other hand, Ark has been selling its stake in rival chipmaker Nvidia Corp. Last week, th...
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ColumnsUnveiling the Secrets of Dojo
1. What is Dojo?
Dojo is a purpose-built supercomputer designed by Tesla in-house to train the full-self-driving (FSD) system that is installed in every Tesla vehicle.
Dojo can replace Tesla's current A100-based data center, which has 14,000 A100 chips and is the world's seventh-largest data center.
Elon Musk first mentioned Dojo at AI Day in 2019. Dojo aims to solve the problem of training massive amounts of video data. As a form of data center called ExaPOD, it has...
Dojo is a purpose-built supercomputer designed by Tesla in-house to train the full-self-driving (FSD) system that is installed in every Tesla vehicle.
Dojo can replace Tesla's current A100-based data center, which has 14,000 A100 chips and is the world's seventh-largest data center.
Elon Musk first mentioned Dojo at AI Day in 2019. Dojo aims to solve the problem of training massive amounts of video data. As a form of data center called ExaPOD, it has...



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