I am not a active trader, as you may know from my total trade activity. On top of that, I probably invest less than most of you. My portfolio is only worth 21,000 ish AUD. I am gratiful that I have been investing since 2022, and so far I did ok. I hope y'all keep investing in 2025 and eventually become financially independent in the future.[Miser]  [Miser]  

$Apple(AAPL)$  Apple is a great company without doubt, its ecosystem, brand image and loyalty customers. However, none of these can justify its valuation. I won't put money on it unless I see a AI-driven innovative Apple product. I would say the growth of its share price would be similar to the index in the future.

I would like to talk about my expectation on Nvidia and the logic why I would consistently buy more. First of all, I do not expect Nvidia would maintain the same momentum as its past few years given its market cap. Yet, I would still bet my house on Nvidia outperform the index given its compound growth in the next five years. Regarding its Valuation, I do not see any issue why the market gave Nvidia this valuation because the growth is so consistent and certain. If you have taken a closer look at other major tech firms' financial report, you would notice they have poured Billion amount of money into AI infrastructure. You may also know that from Nvidia's gross margin. I would sell Nvidia if these two factors change. 120-128 is a great support. If you have been following me, you would

I opened $NVIDIA Corp(NVDA)$  ,I am looking for a sure $14+ upside and potential $14 dollar downside. I am not expecting a quick return, but I can sleep with it. Been holding Nvidia since 2022.

I closed $SUPER MICRO COMPUTER INC(SMCI)$  ,Take a look at the latest order I posted！

I opened $SUPER MICRO COMPUTER INC(SMCI)$  ,quick in & quick out. Only bet when I have 80% winning rate. Maybe I might leave some profit. Sit back & relax now:)