Rain drips from the eaves onto yesterday. White oleanders silently fall onto the river surface. I pull my soul back from the digital game and let it accompany me for a walk by the moat. The dark clouds slowly dissipate, and the night gradually deepens. I feel this way again: thinking of someone in my heart, yet unsure whether to let her know that I'm thinking of her.

Bai Mao Nu's 31 favorite stock list, I've taken it: 1. $INTC - The hope of American foundries, national security 2. $MRVL - Expanding revenue from future maia asics and add-on products like cpo, they do everything, countless 3. $TSM - Pillar of semiconductors/AI 4. $COHR - They vertically integrate everything + capture the optical cycle 5. $RKLB - The final frontier of space will arrive in 5 years and 20 years. 6. $DRAM - Memory exposure of Samsung/Hynix 7. $AVGO - Hyperscale cloud providers dislike NVIDIA's GPU tax 8. $AMZN - No one can compete with overnight delivery of toilet paper. Robots will reduce operating costs over time 9. $ARM - AGI CPUs will significantly expand revenue in the next decade 10. $TSEM - You will need a foundry for photonics products 11. $IBIT - Bitcoin, we all know it now 12. $NBIS - I think it's the next AWS. They also cooperate with Uber on autonomous cars, own an expanding database company, and data labeling. Like a mini Google. 13. $GOOGL - YouTube won't disappear, Gemini is great. They vertically integrate with TPU, fund construction with operating income, so I like it. 14. $AMKR - The super facility will be online by the end of 2027-2028. Benefiting from "Made in America" 15. $HOOD - I don't like the short term, but long term I'm a fan of Robinhood because they captured the retail market + are expanding more products like banking. Product innovation is crazy. 16. $CRCL - I happen to like stablecoins and see them as key to payments/holdings in the future (depending on clear legislation) 17. $META - People won't stop using Instagram or WhatsApp or other products anytime soon. 18. $LITE - $GOOGL TPU exposure accounts for a good portion of BOM. As long as Google's AI projects continue, I think $LITE will perform well. 19. $LPTH - Germanium and China's export controls will always be an issue, so American-made engineering alternatives will always be important 20. $FN - Someone needs to assemble optical products 21. $JBL - Same as above, plus Intel's SiPh acquisition IP, so maybe eventually like Innolight? 22. $MP - The US rare earth plan is extremely important, similar to $INTC's national security risk 23. $HIMS - Well, listen, they just acquired a bunch of companies, owning global DTC channels at $19. Shorts really hate this company, but I think it has potential as a contrarian long-term play 24. $SMTC - LRO/LPO transformation 25. $POWL - The US alternative to Hammond's switchgear DC type bottleneck 26. $VPG - Humanoid robots may become reality after 2027-2028, this company makes sensors. 27. $MOG.A - Feels like they're everywhere in robotics and SpaceX supply chain 28. $MSFT - At $375, one day we'll look back and see it as a buying opportunity. 29. $CVX - Oil may crash post-war, but these oil companies will be extremely important, especially Venezuela is a gold mine. 30. $XLU - I think rate cuts may restart, and we need power/grids to support AI, so stocks from $CEG to $NEE will always be important 31. $AAOI and $AEHR

You want to know that this location is in the woods opposite Yue Temple in Hangzhou, navigation: Lotus Root Garden Restaurant

Seeing this kind of video makes me feel especially empowered

County town yoga pants

The wives of two great men are both great people's singers! 💗

At Monday's press conference, Jensen Huang was asked, "What do you think about the recent sharp decline in AI-related stocks?" He responded, "The future of AI is extremely bright, and we are just getting started. So no matter what happens in the stock market, you should be very happy because you can now buy in at a discount."

The White-Haired Girl is definitely Chinese! Absolutely!

Today added 1100 shares of Wuliangye Let's leave it at that for now If it drops again tomorrow, I'll add more!