$Advanced Micro Devices(AMD)$ They'll spin any tale to shake you out. Nine years witnessing this dance - quality stocks climb with occasional dips. Zero insider selling, $Alibaba(BABA)$ isn't poaching our turf. Our earnings didn't even include China sales
$NVIDIA(NVDA)$ The market's demand for AI chips is something GOOG can't meet, not even close. NVDA, on the other hand, will be just fine. After all this time in the AI era, it's surprising this even needs to be said.
I simply can't grasp what unseen force is keeping $NVIDIA(NVDA)$ from moving above $190. I've pulled my hair out to the point of exposing my scalp, but still no insight.
$CTIHK(06055)$ is honestly the kind of stock I feel comfortable holding long-term,like, really long-term. It's the only overseas-listed arm of China National Tobacco, a one-and-only kind of asset. The business? Pure monopoly, backed by policy, and built around a product people are literally addicted to,demand doesn’t just “stay,” it clings. Add in national brands like Zhonghua and Hongtashan that basically sell themselves, and you’ve got a solid cash machine. What really gets me is how small the float is. This stock feels like a baby standing under a giant. And that, to me, screams long-term potential. Sometimes the best investments are the quiet ones,just plant it and let time do its thing.