$Li Auto(LI)$ is an interesting company. I am still deciding whether to cut losses or hold.... The positives 1. Strong brand in China Li Auto has built a loyal customer base in the premium SUV segment. Its focus on family vehicles has helped it differentiate itself from many EV competitors. 2. Large cash position The company still has a substantial cash balance, giving it flexibility to invest in new models, AI, and autonomous driving even during a difficult period. 3. New product cycle The refreshed L-series and newer models have been attracting orders, and management expects deliveries to improve as these launches roll out. The concerns The biggest issue is profitability. Earlier this year: * Gross margin fell sharply. * The company reported an op
$NVIDIA(NVDA)$ I may trim $NVIDIA(NVDA)$ and move my capital around. But would definitely buy back it is drops back to around $200 mark. Even though NVIDIA (NVDA) has been trading sideways recently, the underlying business continues to strengthen. A flat stock price doesn’t necessarily mean the investment thesis has weakened—it can simply reflect that earnings are catching up with valuation. Here are the main reasons long-term investors continue to hold NVDA. 1. AI spending is still in the early innings The biggest bullish argument hasn’t changed. The world’s largest cloud providers—Microsoft, Amazon, Google, Meta, Oracle, and xAI—are collectively planning to spend hundreds of billions of dolla
$ASML Holding NV(ASML)$ top up around $1730, holding it for longer term investment. Will it break $2000 by end of the year? Will see! ASML Holding (NASDAQ: ASML) — Investment Summary ASML is one of the highest-quality companies in the semiconductor industry because it has a near-monopoly on extreme ultraviolet (EUV) lithography machines, which are essential for manufacturing the world’s most advanced chips. Customers such as TSMC, Samsung, Intel, and SK Hynix depend on ASML’s technology, and there is currently no viable competitor in EUV. Investment thesis Positives * Exceptional moat: Sole supplier of EUV lithography systems. * AI tailwind: AI data center spending is driving demand for advanced chips, boosting orders. * Long backlog: Many advance
$Micron Technology(MU)$ I continue to topup $Micron Technology(MU)$ believing it will hit over 1500 sooner or later the space my fellow investors! Micron Technology (NASDAQ: MU) remains one of the strongest long-term AI infrastructure investments, but it’s also one of the most cyclical semiconductor stocks. The key question is whether AI-driven memory demand can outweigh the industry’s traditional boom-and-bust cycles. Bull case * AI memory demand remains exceptionally strong. High-bandwidth memory (HBM) used in AI accelerators from companies like Nvidia continues to be supply constrained, allowing Micron to command premium pricing. * Record financial performance. Micron recently reported ear
$Advanced Micro Devices(AMD)$ how high can $Advanced Micro Devices(AMD)$ go... quick AI search as follow: AMD (NASDAQ: AMD) – Investment Analysis Overall Rating: Buy for long-term growth (8.8/10) AMD remains one of the strongest AI infrastructure investments, although it’s also one of the more volatile semiconductor stocks. What I like 1. AI data center growth ⭐⭐⭐⭐⭐ This is now AMD’s primary growth engine. * EPYC server CPUs continue gaining market share from Intel. * Instinct AI accelerators are increasingly being adopted by hyperscalers. * Large cloud providers continue expanding AI infrastructure spending. 2. Exceptional leadership Lisa Su has built AMD into one of the best-run semicondu
$Vanguard Total Stock Market ETF(VTI)$ I have started to put my money into quality ETFs and this is one of them. Long run it is good and also if you need capital, it can be liquidate quickly too.
$NVIDIA(NVDA)$$NVIDIA(NVDA)$ hasn't been existing lately. But it is still a good investment to have. I believe It is just a matter of time before it hits $300. Go $NVIDIA(NVDA)$