To The Moon

$Microsoft(MSFT)$ Bought 2k shares at 351.30, and I'll buy another 2k if it drops to that level again. It feels similar to getting into $Alphabet(GOOGL)$ $Alphabet(GOOG)$ before it tripled. Currently at the 52-week low. My price target is $570, with a forward P/E of 18.5. For a top 10 global company with one of the leading AI platforms, that valuation looks interesting to me.

$UnitedHealth(UNH)$ Continue to trim position to realise profits

$Palantir Technologies Inc.(PLTR)$看好這支股票

For long-term investors, a 3-4% pullback in NVIDIA is not especially meaningful. The core thesis remains intact: hyperscaler AI spending is still growing, TSMC continues to report strong demand, and NVIDIA remains the dominant supplier of AI accelerators. That said, the market is no longer pricing NVIDIA as a cyclical chip company. Expectations are extremely high. Broadcom's reaction shows that even strong results can trigger selloffs if guidance fails to exceed lofty forecasts. My approach would be gradual accumulation rather than trying to time the bottom. Geopolitical headlines and profit-taking could create further volatility, but waiting for complete clarity often means buying at higher prices later. The key question is not whether NVDA can grow, but whether growth can continue to out

Baoji Pharmaceutical-B (HKEX: 02659) announced that on June 4, 2026, the New Drug Application (NDA) for its self-developed injectable KJ103 was accepted for review by China's National Medical...