$Strategy(MSTR)$ New gameplay, issued at the beginning of the year; par value $100 (later reduced to $80) per share, dividend rate 8%; when MSTR exceeds $1000, each STRK can be converted into 1/10 share of MSTR, that is, 10 shares can be converted into one share of MSTR; no expiration date.
$Alphabet(GOOGL)$ starting to become really attractive at 18.8x P/E (forward) & 11.8x EV/EBITDA (forward). If this continues, I will accumulate more over the coming days. Even if Search dies (in 5 years), the potential of GCP, DeepMind, YT, & Waymo in that same time frame makes up for it.Image
$SMIC(00981)$ ’s recent performance in the Hong Kong stock market has been impressive. Not only has it outperformed the A-shares, but it has also shown a smaller pullback, proving its strong market resilience. From an industry standpoint, SMIC is on par with $Taiwan Semiconductor Manufacturing(TSM)$ , but in terms of capital market position and strategic outlook, it’s competing at the same level as $NVIDIA(NVDA)$ . Just like Nvidia investors have seen massive returns, SMIC holds enormous long-term potential.
$NVIDIA Corp(NVDA)$ publishes its Q1 2025 report. The company is now the third-largest in the world, trailing only $Microsoft(MSFT)$ and $Apple(AAPL)$, after seeing its market cap rise by 200% over the last year alone. Will the brutal momentum continue?Image