I suddenly understood why this time the U.S. stock V-shaped rebound is breaking records.


I believe the main reason is this Middle East war, which has made everyone realize: putting assets in the U.S. is the safest.
Similarly, I see a large amount of assets moving to Singapore and Hong Kong. If we consider asset safety, returns, and liquidity comprehensively, there is only one choice: the United States.
The U.S. has the world's most advanced productivity and capital system, and these high-quality assets will inevitably be the top priority for large funds to allocate.
As the war risk is completely lifted, indices and major tech stocks will definitely hit higher new highs, so boldly build positions in U.S. stocks!
Building positions these days:
$MU Added to the position today, becoming the first position, betting on a super cycle, go for it!
New positions:
$META Over 3 billion users, the world's largest traffic portal, annual revenue over 200 billion, everyone around can’t live without Instagram and WhatsApp, 22x PE is definitely a misjudgment, the strongest money printer.
$MSFT Misjudged as a software stock, very funny, the second-strongest money printer.
$PDD Cash cow, holding a large amount of cash, 9x PE, betting on China’s economic downturn and market further expansion, as well as overseas expansion, Trump’s visit to China could be a positive.
Existing positions:
$TSLA The most innovative company in MAGA7, when you see autonomous driving and robots in California, you will definitely buy TSLA, I will also add to the position.
Other big tech stocks are all relatively expensive, it’s not that I don’t want to buy, there are too many good targets in U.S. stocks...
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