NVDA, ORCL, AVGO, NFLX, COST, ETH
Most of them are my holdings already. NFLX/COST are new
Thank you. I will do NVDA, COST. Need to diversify ...
Most important is wait and be sure market still in uptrend
Yes, rather than catching the falling knife. :-) TY!!!!!
我观他就是龙头股跌多了买~ margin of safety高些~
etha 20买入 orcl 180买入 你会现在卖
And Amazon…如果没满仓的话， 如果回调，我会考虑APPL Googl, Amazon , nflx, tsla
Yes, Google should be considered, agreed
I made mistake not recognizing Google's comeback
哈，年中的时候推荐Hassabis到Fridman的podcast, 你口头说会去听，结果肯定是没听 ：）
我听了，但听了一半睡着了：）
其实谷歌前半年时候慢慢可以看出扭转局面了
是的。
I am waiting for NFLX and GOOGL.
如果TSLA能调到390-400， 其实不错，long term wise
如果您用现有数据死算的话是way over valued ,但其实不是，
谢指导。嗯，这个股票我是暂时没有，因为觉得他监管过不了。就像我以前买的AUR，一开始也是无人驾驶上路测试了一阵，结果
监监不是问题，最大的问题是media, 如果特斯拉有一丁点小事，那不得了
为啥那么有信心他会过？是trump put吗？media的问题说的对。如果出了事故肯定会被无限放大。所以还是有很大不确定
Who else has better chance? LOL
+1
我开了一个新贴，你们去看看。可以在那里讨论。
TSLA also true, but i have way too many already
Googl 你会什么价位买进？
在20均线和50均线之间都还行？您请教一下三心。 我就看图乱猜
不是很理解你的策略 不是应该卖个这周末到期的 但是premium太低
? Have no idea what you are asking
you sold avgo Jan 16 expire put with strike price 350
是要卖高于当前价格的put吗
猜他是想问你 卖put买进AVGO 为什么选到期日1/16而不是这周末，1/16可能价格就反弹回去，你就买不着了？
exactly
AVGO can drop to 300-310 this week
所以我楼下说应该是not quite yet
grok这么说的，不知道对不对
Because I also have a pretty large premium sold at 400 cc
AVGO has "very" low probability of going 390+ in short term
grok response, anything missed 谢谢
400 cc was sold roughly for $30, 350 put sold for $18
7.5% 这相当的高
Because IV was going through roof before earning
我还没有任何仓位 看来是瞎跟着卖put了 不过买到也挺好的
如果能买到 买不到赚premium小钱
same expiration, covered strangle, $350 -$400 就上下两头吃
三心老师看过来 ；）
三心三意
2025-12-15 11:18:06Most of them are my holdings already. NFLX/COST are new