ECLC

    • ECLCECLC
      ·02-16 15:44
      Apparently, Nvidia has the strongest moat in AI infrastructure; GPUs and CUDA.
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    • ECLCECLC
      ·02-16 15:31
      Not a great scout to spot the first true "dark" horse. Only spot a great horse in the "shade" recently - DBS.
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    • ECLCECLC
      ·02-16 09:08
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    • ECLCECLC
      ·02-14
      Think 5% bounce may not be sustainable in current high volatility market.
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    • ECLCECLC
      ·02-14
      Best to be more cautious in "extreme violent" tech cycle. Funds can deplete fast.
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    • ECLCECLC
      ·02-14
      Valentine in investment is not romantic. Patience to withstand high volatility for long-term hold.
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    • ECLCECLC
      ·02-14
      With huge capex spending, free cash flow is of concern. Nvidia and  Alphabet are currently considered most successful in monetization.
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    • ECLCECLC
      ·02-14
      Hold on and ignore short term fluatuations.
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    • ECLCECLC
      ·02-13
      One word this week: add Market rather volatile lately and there are opportunities to add more and wait for rebound.
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    • ECLCECLC
      ·02-13
      Short term volatile, wait further dip for buy opportunity.
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