K线教主(网络喷子版)|Apr 02, 2026 13:06
Absolutely amazing! Last year, I mainly relied on US stocks to make up for the losses in the crypto space. Too bad I didn’t buy more—taking notes here
- Allocated to three of the Seven Sisters, planning to add more NVIDIA
- For AI hardware, need to dive deeper into specific sub-sectors in Q2, + optical communication, aiming for around 70% together with the Seven Sisters
- GEV delivered high returns, while energy and precious metals targets are more aggressive, keeping overall allocation under 30%
Summary: Just stick to the sectors you’re familiar with.
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