$PC PARTNER(01263)$ I want to add more position olin PC Partner again due to Wu Kong that I think it will benefit to Gaming market , 1263 is pure play on hardware gaming PC with huge amount of cash although I have questions about Indonesia factory , if that's still same product why there ? And how about capacity on China factory ? So after they move to Singapore is this can be avoid geopolitical ban on Nvidia ganmeng flagship GPU ? By the way my strong assuming that came from I found that 2nd hand GPU price is don't district sink down as previous year so demand is quite not bad and will recover
My entire portfolio is now down more than 25%, the biggest drawdown of my life in terms of money. I used options in an inaccurate way. I think a lot about my investment thesis.