To The Moon

$Salesforce.com(CRM)$ The only red counter among the sea of green today. As many know, I only buy max fear stock. Happy cause managed to nibble some salesforce. I actually own salesforce previously but have sold to TP to use the proceeds buy PLTR at $6.8. Now PLTR at $160 I won't buy more. Still main 3 reasons: 1. I'm optimistic about it's future, fundamental has no problem, great Company. 2. Share price is almost 40% down from all time high, trading near 52 week low, even lower than April 7 tariff max fear 3. Forward PE is 20 (still hope share price can drop more to own more shares at a discount)

$Chagee Holdings Limited(CHA)$ Averaging down as the share price dropping. Current PE: 6.8. If PE can drop to 1 will be very good, means just 1 year can get back my capital already. 

$Figma(FIG)$ ABODE wanted to buy Figma for $20B In 2022 but was rejected by regulator. Today, Figma market cap is below 20B. Around 19.96B. This lesson taught us dont ever chase a just IPO stock no matter how hype is the stock. 

$CoreWeave, Inc.(CRWV)$ 88.88 Huat Huat number. All time high 3 digit $187, now manage to buy at 2 digit $88. Thats why, never chase high. Be patience and wait for max fear to be greedy when everyone else is fear. That's how I earn tons of money. I want the stock to go down to $8.88 so can buy more shares at cheaper price. Every month salary need to spend somewhere.  

$Oracle(ORCL)$ 52 weeks high: $345; now $245. Hope can drop more so can own more share at a cheaper price. Currently fear greed index is at Max fear. I like it. 

Google has finally reached an all-time high. If you feel like you’ve missed yet another opportunity to invest, don’t worry — stocks rarely move up in a straight line. The market will always find reasons to pull back share prices, and those moments often create the best opportunities. I accumulated my position during peak fear, when many were saying that ChatGPT might replace search. I tried to explain to some of my friends otherwise, none of them actually listen. I'll take this opportunity to explain why I invested in Google. The reason I like Google is simple: it’s a monopoly-like business with one of the strongest moats in the world (obviously? if not why always have anti trust or monopoly law suit) • Search dominance: “ChatGPT will replace search”? Not yet. As of today, Google still hol

$UnitedHealth(UNH)$  Successfully caught the falling knife. Hope it can go down below $200 but seems like no hope already. Last week everyone say a dying stock, cannot buy. Now suddenly everyone say buy buy buy. To me, buying a megacap stock with a growing business at PE 10 is a safe bet. Buffett is so obsessed with insurance company. Insurance isn’t just another business for Buffett - it’s the heart of his empire. Berkshire owns giants like GEICO, General Re, National Indemnity, MedPro Group, and more. These companies generate massive cash flow through insurance “float” - premiums collected today, claims paid later. That means Berkshire gets a giant pool of money to invest, often for years, before it’s ever needed. That float has fu

When I first bought PLTR back in September 2020, it wasn’t through a traditional IPO. Instead, the company chose a Direct Public Offering (DPO) - meaning everyone, you and I included, could buy shares at $ 10 from the beginning. IPO in another way, were mostly bought up by institution, you and I can only buy it when it listed at a higher price. This is why Wall Street hates PLTR. Back then, I don't know much. I only know PLTR is very good in data industry and it was co-founded in 2003 by Peter Thiel (yes, the same Peter Thiel who co-founded PayPal with Elon Musk). Me being a Elon musk believer made me believe in Peter Thiel. The company started out building technology for government and intelligence agencies, but in recent years, its commercial business has exploded—with partnerships in he

$Bullish(BLSH)$ when will we know if we Successfully getting any unit? - it's usually 2-3 hours after the market open or 2-3 hours before it listed. Backed by Peter Thiel, that's my favourite man! The one who cofound PLTR and PayPal with Elon.  Target $100 at closing. Let's go!  

$UnitedHealth(UNH)$ VIX surged past 20. The higher VIX = better time to accumulate high quality stock. Hope tariff can intensifies, so all of us can buy cheaper stock. Continue to accumulate, see how it goes when I retire.