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346
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這是甚麼東西
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02-19 09:43
The latest 13F filing from Berkshire Hathaway offers a glimpse into Warren Buffett's investment strategy as he prepares to step down as CEO. Several key takeaways emerge from the filing: Concentration Remains Key: Despite some adjustments, the top ten holdings still account for 88% of the portfolio, reflecting Buffett's long-standing approach of concentrating investments in a few high-conviction bets. Apple Adjustment: The trimming of Apple for the third consecutive quarter may indicate that Buffett views the stock as fully valued or is rebalancing the portfolio. However, Apple remains a significant holding, suggesting that Berkshire still sees long-term value in the company. Amazon Reduction: The substantial cut in Amazon holdings (over 77%) is noteworthy. This could be due to valuation c
The latest 13F filing from Berkshire Hathaway offers a glimpse into Warren Buffett's investment strategy as he prepares to step down as CEO. Severa...
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647
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這是甚麼東西
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02-19 09:44
Meta's decision to expand!!!!! its partnership with Nvidia, planning to deploy millions of Nvidia AI chips, signifies a significant deepening of their infrastructure collaboration. This move has several implications for both companies and the broader tech industry: Nvidia's Growth Prospects: The large-scale deployment of Nvidia's AI chips by Meta underscores the growing demand for advanced computing solutions in the tech sector. This partnership could contribute substantially to Nvidia's revenue growth, potentially securing its stock performance in the short to medium term. Meta's AI Ambitions: By integrating Nvidia's chips, including the upcoming Vera Rubin architecture and, notably, the Grace CPU into its standalone computing systems for the first time, Meta is bolstering its AI capabili
Meta's decision to expand!!!!! its partnership with Nvidia, planning to deploy millions of Nvidia AI chips, signifies a significant deepening of th...
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CoinYeye
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02-19 11:43
$OCBC Bank(O39.SI)$   Bought at: $21.13 on 13 Feb Sold at: $21.50 on 19 Feb Profit: Price gain = $21.50 − $21.13 = $0.37 Percentage gain = $0.37 ÷ $21.13 × 100 ≈ 1.75% Holding period: 6 days Result: +1.75% gain ✅
$OCBC Bank(O39.SI)$ Bought at: $21.13 on 13 Feb Sold at: $21.50 on 19 Feb Profit: Price gain = $21.50 − $21.13 = $0.37 Percentage gain = $0.37 ÷ $2...
TOPe13v3n: No commission / trading fees??
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AMDidass
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02-19 12:32
$Advanced Micro Devices(AMD)$  guys see what it happened again! It is dropping means we can buy it! Let's wait for it fly again! $Apple(AAPL)$  same things happened to this another perfect share! Just buy and hold! Gogogo!
$Advanced Micro Devices(AMD)$ guys see what it happened again! It is dropping means we can buy it! Let's wait for it fly again! $Apple(AAPL)$ same ...
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TBI
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02-17

[21] AVGO, BIDU, MRNA

The information and materials provided here, whether or not provided on TBI’s Substack (TBI), on third party websites, in marketing materials, newsletters or any form of publication are provided for general information and circulation only. None of the information contained here constitutes an offer (or solicitation of an offer) to buy or sell any currency, product or financial instrument, to make any investment, or to participate in any particular trading strategy. TBI does not take into account of your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here. The information and publications are not intended to be and do not constit
[21] AVGO, BIDU, MRNA
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2.29K
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Huat99
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02-17
$Netflix(NFLX)$ is down ~18% YTD. Is this a buy-the-dip moment or a falling knife? 🔪 The streaming giant is caught between strong fundamentals and massive M&A risks. This infographic breaks down the debate: 🐂 Bulls (Score 3.7): 325M subscribers, valuation reset & ad revenue doubling. 🐻 Bears (Score 3.9): The $83B WBD acquisition overhang & soft 2026 guidance. Are you adding shares or staying away? 👇 @Tiger_comments @TigerObserver @TigerPicks @TigerStars @Daily_Di
$Netflix(NFLX)$ is down ~18% YTD. Is this a buy-the-dip moment or a falling knife? 🔪 The streaming giant is caught between strong fundamentals and ...
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345
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TBI
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02-17

[22] BRK.B, DELL, TGT

The information and materials provided here, whether or not provided on TBI’s Substack (TBI), on third party websites, in marketing materials, newsletters or any form of publication are provided for general information and circulation only. None of the information contained here constitutes an offer (or solicitation of an offer) to buy or sell any currency, product or financial instrument, to make any investment, or to participate in any particular trading strategy. TBI does not take into account of your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here. The information and publications are not intended to be and do not constit
[22] BRK.B, DELL, TGT
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343
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TBI
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02-17

[23] CVS, HUM, TER

The information and materials provided here, whether or not provided on TBI’s Substack (TBI), on third party websites, in marketing materials, newsletters or any form of publication are provided for general information and circulation only. None of the information contained here constitutes an offer (or solicitation of an offer) to buy or sell any currency, product or financial instrument, to make any investment, or to participate in any particular trading strategy. TBI does not take into account of your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here. The information and publications are not intended to be and do not constit
[23] CVS, HUM, TER
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Emotional Investor
·
02-17
Stock whisperer: part two Please read part one first, or this won't make sense. So the second pic below is very different to  the 2024 pic. Not up over 1000%, only up 86%. That's not bad actually. But look at the volatility. In 2024, $Rocket Lab USA, Inc.(RKLB)$  just went up. In 2025 it definitely went up massively as well, but it also dropped, same for other stocks. It was not uncommon for me to wake up in the morning and see my portfolio up or down up to $5000 IN A DAY!  Buying calls were also less attractive because they were all then becoming very expensive. And are even more expensive in 2026. in 2024 I traded on margin an that was fine. In 2025 that same margin, with the considerable volatility resulted in about 5 small
Stock whisperer: part two Please read part one first, or this won't make sense. So the second pic below is very different to the 2024 pic. Not up o...
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366
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TBI
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02-17

[24] DECK, GDDY, UBER

The information and materials provided here, whether or not provided on TBI’s Substack (TBI), on third party websites, in marketing materials, newsletters or any form of publication are provided for general information and circulation only. None of the information contained here constitutes an offer (or solicitation of an offer) to buy or sell any currency, product or financial instrument, to make any investment, or to participate in any particular trading strategy. TBI does not take into account of your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here. The information and publications are not intended to be and do not constit
[24] DECK, GDDY, UBER
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157
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Lanceljx
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02-18 10:32
Precious metals typically respond less to the event itself and more to uncertainty and liquidity conditions surrounding the event. 1. How metals react to geopolitical crises Gold and silver rally when markets price: escalation risk or military uncertainty, currency instability or sanctions spillovers, falling real yields and risk aversion. Once diplomacy appears credible, the risk premium unwinds quickly, even if the underlying conflict is unresolved. This explains why prices often fall when talks begin, not when peace is achieved. Markets remove the insurance premium first. 2. Is every dip a buy? Not necessarily. There are two types of pullbacks: Structural dips: driven by temporary sentiment shifts while real yields fall or liquidity expands. These are usually buyable. Macro resets: caus
Precious metals typically respond less to the event itself and more to uncertainty and liquidity conditions surrounding the event. 1. How metals re...
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485
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Lanceljx
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02-18 10:36
This situation is now less about fundamentals and more about deal probability and strategic positioning. WBD and PSKY outlook Near term: cautiously bullish, but event-driven. PSKY gains leverage by signalling financial flexibility and willingness to absorb the breakup fee. The higher bid increases odds of renegotiation and keeps competitive tension alive, which markets typically reward. WBD benefits regardless of the winner. A bidding contest raises implied valuation and strengthens its negotiating power ahead of the shareholder vote. The stock reaction reflects optionality rather than operational improvement. However, upside is capped by execution risk. Media mergers face integration complexity, debt concerns, and regulatory scrutiny. If negotiations stall, part of the premium could unwin
This situation is now less about fundamentals and more about deal probability and strategic positioning. WBD and PSKY outlook Near term: cautiously...
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954
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MaDLabbit
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02-18 12:28
$XAG/USD(XAGUSD.FOREX)$  $iShares Silver Trust(SLV)$  We are back at resistance level Of $71. this level continue to show strong support, however we need to keep above this level as bear flag is forming from the chart. A big down candle with a inside bar. It needs to recapture $100 to keep uptrend alive. If current price continues then I expect it to go back to $54 on silver price. I will start to buy anything between $60 to $54. What price will you add? What bottom price you believe silver will go to? 
$XAG/USD(XAGUSD.FOREX)$ $iShares Silver Trust(SLV)$ We are back at resistance level Of $71. this level continue to show strong support, however we ...
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835
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MaDLabbit
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02-18 12:36
$Netflix(NFLX)$  I continue to be bearish at the moment for Netflix. I think it is overvalued at 23 forward PE and EPS of $2.39.  It have uncertainty over its head with WB deal going on. The longer this uncertainty the worst for its share price. I expect it to drop further to $50 level. I will look to start to take position anything from $60 to $50 level. Do you think Netflix will win the deal?
$Netflix(NFLX)$ I continue to be bearish at the moment for Netflix. I think it is overvalued at 23 forward PE and EPS of $2.39. It have uncertainty...
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464
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Shernice軒嬣 2000
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02-18 12:58

📈 Montage, Credo & Astera: Fabless Semiconductor Players Riding the AI Wave

$MONTAGE TECH(06809)$   $Credo Technology Group Holding Ltd(CRDO)$   $Astera Labs, Inc.(ALAB)$   The latest Nikkei Asia report (3 February 2026) highlights how the AI-fueled global memory supercycle is enabling China's leading domestic memory producers—ChangXin Memory Technologies (CXMT) for DRAM and Yangtze Memory Technologies (YMTC) for NAND flash—to pursue their most aggressive capacity expansions yet, aiming to narrow the gap with market leaders Samsung, SK hynix, Micron, and KIOXIA. CXMT (currently holding ~11.1% of global DRAM capacity per Yole Group, projected to rise to ~13.9% by 2027) is massively expanding in Shanghai, with the
📈 Montage, Credo & Astera: Fabless Semiconductor Players Riding the AI Wave
TOP1PC: Great Insight & Sharing 😊 @Barcode @JC888 @koolgal @Shyon @Aqa @DiAngel
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414
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koolgal
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02-18 13:38
🌟🌟🌟 $Destiny Tech100 Inc(DXYZ)$ is one of the best ways to invest in SpaceX before its IPO in 2026 as it is the top holding representing a massive weightage of 34%.    However it has a high expense ratio of 2.5%. Destiny ETF's share price has been  volatile as it is down 4.7% year todate and it tumbled 41% in 2025. Destiny ETF also includes OpenAI, Stripe, Epic Games and it recently invested USD 100 million in Anthropic. I would prefer to invest in SpaceX directly once the IPO is announced . According to market whispers, Elon Musk is timing the IPO around June 2026 to coincide with his birthday and a planetary alignment.  SpaceX is seeking to raise USD 50 billion, valuing it at USD 1.5 Trillion, the largest IPO in history
🌟🌟🌟 $Destiny Tech100 Inc(DXYZ)$ is one of the best ways to invest in SpaceX before its IPO in 2026 as it is the top holding representing a massive ...
TOP1PC: Nice Sharing 😁. Wait for the June IPO [Grin]. @JC888 @Barcode @Shernice軒嬣 2000 @Shyon @Aqa @DiAngel
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koolgal
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02-18 14:41
🌟🌟🌟Dollar Cost Averaging or DCA is my ultimate cheat code to Success On Auto Pilot.  If the Year of the Fire Horse is a high speed chase, DCA is my cruise control.  It keeps me steady while everyone else is slamming on the brakes in a panic! DCA is Leveling Up without sweat.   Here is why DCA is the secret sauce to my success: By investing a fixed amount every month into my thoroughbreds $Alphabet(GOOG)$ $NVIDIA(NVDA)$ I stop "guessing" the top.  I buy more shares when the market stumbles & fewer when it is sprinting. DCA removes FOMO (Fear of Missing Out) &  FOC (Fear of Crashing). Automating my DCA into $Schwab US Dividend
🌟🌟🌟Dollar Cost Averaging or DCA is my ultimate cheat code to Success On Auto Pilot. If the Year of the Fire Horse is a high speed chase, DCA is my ...
TOP1PC: Nice Sharing 😁 @Barcode @JC888 @Shyon @Aqa @DiAngel @Shernice軒嬣 2000
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270
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TBI
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02-18 15:58

[25] CMCSA, CRWD, PLTR

The information and materials provided here, whether or not provided on TBI’s Substack (TBI), on third party websites, in marketing materials, newsletters or any form of publication are provided for general information and circulation only. None of the information contained here constitutes an offer (or solicitation of an offer) to buy or sell any currency, product or financial instrument, to make any investment, or to participate in any particular trading strategy. TBI does not take into account of your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here. The information and publications are not intended to be and do not constit
[25] CMCSA, CRWD, PLTR
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291
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MojoStellar
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02-18 21:20
🎊Massive Return +1836.27%~ that’s almost 19x🎊 ✅ Yes — this qualifies as a big win ✨️for Lunar New Year 2026🧧🧧🔥🏇. Not just a decent gain but one that stands out in one of my investment evaluating memorable or high-performing trades over the holiday period. thank you @Tiger_comments for this event. Come and have fun @koolgal @vodkalime @Barcode @Emotional Investor @DCamel @Terra_Incognita
🎊Massive Return +1836.27%~ that’s almost 19x🎊 ✅ Yes — this qualifies as a big win ✨️for Lunar New Year 2026🧧🧧🔥🏇. Not just a decent gain but one that...
TOPvodkalime: Year of Firely Horse, zapping down the wall street like a Ferrari [USD] [USD] [USD]
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Elliottwave_Forecast
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02-18 21:33

Xcel Energy (XEL) In Early Stages of a Powerful Wave (III) Rally

NASDAQ-listed XEL completes corrective wave (II) at $43.64 and turns higher, signaling the beginning of a potentially explosive impulsive advance. Xcel Energy Inc (XEL), listed on the NASDAQ, is showing a compelling bullish Elliott Wave structure on the long-term chart. The technical outlook suggests the stock is transitioning into a powerful impulsive phase, with higher highs expected in the coming quarters. From the early 2000s, XEL has developed a clear five-wave impulsive structure at higher degree. The stock completed a large degree wave III advance followed by a complex wave IV correction. After finishing wave IV, price resumed higher in wave V, completing a major cycle top before entering a corrective sequence. That corrective phase unfolded as a three-wave structure labeled a-b-c o
Xcel Energy (XEL) In Early Stages of a Powerful Wave (III) Rally
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