1M40

BEng in Materials Engineering. Value Investor, Data Engineer, IT Consultant

    • 1M401M40
      ·07:06
    • 1M401M40
      ·04:18
      $ServiceNow(NOW)$ Software byebye? I heard about people talking how ChatGPT gonna replace Google 1 year agod and now people market is using another reason to crash the market? Very very thankful for the opportunity. 
      1741
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    • 1M401M40
      ·03:36
      $Oracle(ORCL)$ No matter how good a company, never buy at the peak. Buy when its max fear. PE at 25 still a bit high for oracle. But we can never predict how low it can go. 
      3061
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    • 1M401M40
      ·03:30
      $Microsoft(MSFT)$ Finally PE drop to 24. Couldn't resist it. Start building position. Everyday I'm using Windows, sharepoint, teams, Hotmail. Don't mention Microsoft own 30% of OpenAI/Chatgpt. 
      2491
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    • 1M401M40
      ·02-05 01:30
      $Oracle(ORCL)$ Keep calm and buy when market is red. All time high $345, now $144. Very happy to be able to buy more shares. Next buy will be below $100 already. Hope the stock can continue dropping. 2027 onwards once OPENAI contract start, thing will change very differently.
      2.50K4
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    • 1M401M40
      ·01-29
      1811
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    • 1M401M40
      ·01-28
      $UnitedHealth(UNH)$ Another -20% a day stock. I believe fear is the opportunity to earn money. Added more share 😍
      7101
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    • 1M401M40
      ·01-15
      $TRIP.COM-S(09961)$ -20% in a single day, I like it. PE 9, I love it. Monopoly? You mean like how Google and other US tech giant monopoly the market? I freaking love it. 
      6.63K3
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    • 1M401M40
      ·2025-12-19
      $Chagee Holdings Limited(CHA)$ Just received the dividend $0.92 for 1 share. 7% dividend. Use the dividend to buy more shares at max fear. 🎉🎉🎉 Hope share price can continue to go lower so can buy more shares at a cheaper price. 
      5.95K1
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    • 1M401M40
      ·2025-11-27
      $Salesforce.com(CRM)$ The only red counter among the sea of green today. As many know, I only buy max fear stock. Happy cause managed to nibble some salesforce. I actually own salesforce previously but have sold to TP to use the proceeds buy PLTR at $6.8. Now PLTR at $160 I won't buy more. Still main 3 reasons: 1. I'm optimistic about it's future, fundamental has no problem, great Company. 2. Share price is almost 40% down from all time high, trading near 52 week low, even lower than April 7 tariff max fear 3. Forward PE is 20 (still hope share price can drop more to own more shares at a discount)
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