About 7大 和小盘

来源: 三心三意 于 2024-11-21 08:30:27 [] [旧帖] [给我悄悄话] 阅读数 : (509 bytes)
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My experience is that US market eventually will need the BigTech to rally to have a true bull market. I have never seen a sustained US bull market without bigTech leading (maybe before my time of investment prior to 1997).

So, I would use the weakness of BigTech to gradually accumulate them. They will come back, it is not a question of if, but when. 

Of course, the exact Big7 may shift, so we want to focus on those companies who can lead the next phase of transformation.

所有跟帖： 

• Thanks! totally make sense -常武- ♂ 给 常武 发送悄悄话 (0 bytes) () 11/21/2024 postreply 08:33:59

• SPACE-X 会是其一，ISP会在太空而非地下线缆。微型核电站应该也是，会打破电网中心化，但目前还没有技术突破。 -HBW- ♂ 给 HBW 发送悄悄话 (0 bytes) () 11/21/2024 postreply 08:47:12

• agree. I am separately trying to get in for pre-IPO of SoaceX -三心三意- ♂ 给 三心三意 发送悄悄话 (0 bytes) () 11/21/2024 postreply 09:00:00

• 准备在里面投半米 -三心三意- ♂ 给 三心三意 发送悄悄话 (0 bytes) () 11/21/2024 postreply 09:01:00

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