$SUPER MICRO COMPUTER INC(SMCI)$ $SUPER MICRO COMPUTER INC(SMCI)$ My first stock purchase since the start of the war. Was hoping war can bring us a bigger market crash, but so far the big tech stocks are still expensive or near pre-war levels. Finally saw a ~30% drop in a day - similar to how Meta Platforms fell in 2022 - which hit my criteria. SMCI has so many troubles as usual, This time round though company is not involved but rather than the few individuals, which may represent a risk to reward opportunity. Still, Not for the weak heart. Still hoping Super Micro Computer can drop more so I can accumulate. PE around ~20+, and growth still looks decent from AI demand. If senti
$ServiceNow(NOW)$ Software byebye? I heard about people talking how ChatGPT gonna replace Google 1 year agod and now people market is using another reason to crash the market? Very very thankful for the opportunity.
$Oracle(ORCL)$ No matter how good a company, never buy at the peak. Buy when its max fear. PE at 25 still a bit high for oracle. But we can never predict how low it can go.
$Microsoft(MSFT)$ Finally PE drop to 24. Couldn't resist it. Start building position. Everyday I'm using Windows, sharepoint, teams, Hotmail. Don't mention Microsoft own 30% of OpenAI/Chatgpt.
$Oracle(ORCL)$ Keep calm and buy when market is red. All time high $345, now $144. Very happy to be able to buy more shares. Next buy will be below $100 already. Hope the stock can continue dropping. 2027 onwards once OPENAI contract start, thing will change very differently.
$TRIP.COM-S(09961)$ -20% in a single day, I like it. PE 9, I love it. Monopoly? You mean like how Google and other US tech giant monopoly the market? I freaking love it.
$Chagee Holdings Limited(CHA)$ Just received the dividend $0.92 for 1 share. 7% dividend. Use the dividend to buy more shares at max fear. 🎉🎉🎉 Hope share price can continue to go lower so can buy more shares at a cheaper price.