賭Nio一年半內執笠 [3]

clkong

666 回覆
37 Like 1 Dislike
S.Berahino 2025-05-12 19:36:21
Overreact啦
睇好佢又陰啲陰啲咁上番去
沙爹牛麵 2025-05-12 20:54:37
真心佩服樓主咁厲害
三俘 2025-05-13 07:24:24
之前跌到仆街
都係睇樓主啲回覆定驚
夠膽加倉
簫塞胸器中 2025-05-13 07:28:21
再拜一拜小弟 呢個4月自己都玩到個人攰左好多 我都會中離返一 兩個月

祝ching 身體健康 早日彩自
痴撚線7號 2025-05-13 14:44:34
RXRX好似有少少不似預期
clkong 2025-05-13 14:53:48
如果你有跟我揀股嗰個表 (如下)
每隻股嘅比重已經考量咗 Risk Reward

RXRX 只係佔 2.5% 同埋仲未算穿買入價
所以係懶得理會佢

其實就算最重嘅 GOOGL 都只係 17.5%

Big Tech 25% (GOOGL 17.5% / MSFT 7.5%)
Chips 22.5% (TSM 12.5% / NVDA 7.5% / AMD 2.5%)
Robotic 10% (TSLA)
AI Investor 10% (9984.T)
Application 7.5% (PLTR)
Pharmacy 7.5% (NVS 2.5% / RXRX 2.5% / TEM 2.5%)
Battery and EV 7.5% (7203.T 5% / 6752.T 2.5%)
Component 5% (AMAT 2.5% / 6055.T 2.5%)
Security 5% (CRWD 2.5% / S 2.5%)
clkong 2025-05-13 16:17:43
聽日發發了 (盈喜)
平均價 JPY 6832



clkong 2025-05-13 16:25:12
聽日應該 JPY 8000 以上
Moshe_Safdie 2025-05-13 21:18:54
有你1/3
btw CPI都靚仔
clkong 2025-05-14 00:16:00
GoGoGo

Saudi Fundraising
American corporate sector:

Elon Musk, CEO of Tesla and SpaceX
Stephen Schwarzman, CEO of the Blackstone Group
Larry Fink, CEO of BlackRock
Arvind Krishna, chairman and CEO of IBM
Jane Fraser, CEO of Citigroup
Kelly Ortberg, CEO of Boeing
Ruth Porat, chief investment officer of Google
Andy Jassy, CEO of Amazon
Sam Altman, CEO of OpenAI
Jensen Huang, CEO of Nvidia
Alex Karp, CEO of Palantir
Jeff Miller, CEO of Halliburton
Travis Kalanick, former CEO of Uber, founder of CloudKitchens
Kathy Warden, CEO of Northrop Grumman
James Quincey, CEO of Coca-Cola
Dara Khosrowshahi, CEO of Uber
Francis Suarez, mayor of Miami
Reid Hoffman, chairman of LinkedIn
Gianni Infantino, president of FIFA
Patrick Soon-Shiong, executive chairman of ImmunityBio



折莖 2025-05-14 00:56:27
樓主買左幾多張
clkong 2025-05-14 01:15:20
少少地兩張咋, 輸晒都冇所謂
Option 買黎玩下
PLTR 係其中一隻我睇唔明嘅嘢
不過如果佢真係上到 1T market cap.
個 call 最少 10x
S.Berahino 2025-05-14 01:18:36
trump攪藥價會唔會影響樓主對你果幾隻藥業股既睇法?
clkong 2025-05-14 01:28:04
AI 醫藥股係買緊未來比較遠既野
Trump 對呢啲影響比較細
同埋而家我好多隻都升咗上去
所以唔係有啲咩大股災都唔會放
長揸幾年

而家我帳面:
TEM 升佐 +66.4%
RXRX 跌 -1.51%
極速羅素 2025-05-14 04:33:18
覺得7隻入面最差係佢wor,Sundar做ceo個幾年廢嘅,又無新growth story,佢地個風格又極度厭惡風險唔肯大膽試新野
clkong 2025-05-14 08:34:14

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