Ethan 港美澳实盘
Ethan 港美澳实盘
港美澳实盘打工人 2025年7月至今收益 +244%(从5万刀到13.8万) 资源+AI+期权三杀 每天实盘更新,零粉逆袭中🚀
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If you had invested $10,000 into Google $GOOGL stock 10 years ago and held to today you'd currently have $83,030 Here's how Google stock has performed each year over the last decade 2015: +46.6%🟢 2016: +1.9%🟢 2017: +32.9%🟢 2018: -0.8%🔴 2019: +28.2%🟢 2020: +30.9%🟢 2021: +65.3%🟢 2022: -39.1%🔴 2023: +58.3%🟢 2024: +36%🟢 2025*: +70.3%🟢 (So far)
When you buy $10,000 of the Invesco QQQ ETF $QQQ here’s how much of the largest stocks you’re buying: $936 of NVIDIA $NVDA $875 of Apple $AAPL $752 of Microsoft $MSFT $623 of Broadcom $AVGO $513 of Amazon $AMZN $751 of Google $GOOGL + $GOOG $348 of Tesla $TSLA $301 of Meta $META $227 of Netflix $NFLX
Investing $100 monthly in $TSLA or $META would have beaten most investors.
If you invested $100 10 years ago, what would you have today? 📈💰 1.🇺🇸 NVIDIA 🧠💻 — $24,033 2.🌐 Bitcoin 🪙 — $19,958 3.🇺🇸 AMD 🧠💻 — $15,117 4.🇺🇸 Tesla 🚗⚡ — $4,838 5.🇹🇼 TSMC 🏭🔬 — $1,381 6.🇳🇱 ASML 🔬⚙️ — $1,066 7.🇺🇸 Netflix 🎬📺 — $824 8.🇺🇸 Microsoft 💻🪟 — $809 9.🇺🇸 Amazon 📦🛒 — $759 10.🇺🇸 Google 🔍🌐 — $710 11.🇺🇸 Apple 📱🍎 — $707 12.🇺🇸 Meta (Facebook) 🌐👥 — $547 🖇️ Source: CompaniesMarketCap
🚀📈 This year, real generational wealth was created — quietly, at the bottom I called the turns and stayed with the moves: $TSLA Bottomed around $212, ran to $482+ $HOOD Built near $28, expanded to $156+ $NBIS Accumulated around $63, moved to $143+ $ASTS Turned near $36, pushed to $104+ $AMD Cycle low around $78, climbed to $269+ These weren’t lucky guesses. They were moments where cycle pressure, sentiment exhaustion, and structure aligned. That’s where asymmetric outcomes come from. The next bottom-grade opportunity won’t look obvious either. It never does. I’ll post it here when it shows up. The real question is simple: Do you wait for confirmation — or do you prepare to act when conviction is uncomfortable? 🔔 Follow for systematic thinking around cycles, bottoms, and long-term asymmetri
🎯🔥 These 6 stocks are set to outperform the market in 2026 — and could hit these price targets sooner than expected… 1.$TSLA above $800 2.$ASTS above $145 3.$RKLB above $115 4.$IREN above $75 5.$ONDS above $20 6.$NVDA above $260 Don’t miss these opportunities…
With just 3 trading days left in 2025 here is the race for the best and worst performing stocks - S&P 500: Race for the best performer 🥇 Sandisk $SNDK +594.7%*🟢 🥈 Western Digital $WDC +298.5%🟢 🥉 Micron $MU +240.6%🟢 Race for the worst performer 💩 Trade Desk $TTD -67.6%🔴 Fiserv $FISV -66.9%🔴 Deckers $DECK -50.3%🔴 - NASDAQ 100: Race for the best performer 🥇 Western Digital $WDC +298.5%🟢 🥈 Micron $MU +240.6%🟢 🥉 Seagate $STX +230.5%🟢 Race for the worst performer 💩 Strategy $MSTR -45.2%🔴 Charter $CHTR -39.2%🔴 Atlassian $TEAM -33.8%🔴 - Dow Jones: Race for the best performer 🥇 Caterpillar $CAT +60.9%🟢 🥈 Goldman Sachs $GS +59.1🟢 🥉 Johnson & Johnson $JNJ +43.7%🟢 Race for the worst performer 💩 UnitedHealth $UNH -35.2%🔴 Nike $NKE -20.7%🔴 Salesforce $CRM -20.7%🔴
Elon Musk’s 2018 CEO pay package from Tesla $TSLA, worth some $56 billion when it vested, must be restored, the DelawareSupreme Court ruled today - CNBC
The Best-Managed Companies of 2025: 1/ Nvidia $NVDA 2/ Apple $AAPL 3/ Microsoft $MSFT 4/ Alphabet $GOOG 5/ Amazon $AMZN 6/ Mastercard $MA 7/ P&G $PG 8/ IBM $IBM 9/ J&J $JNJ 10/ Caterpillar $CAT 11/ Nike $NKE 12/ Salesforce $CRM 13/ Visa $V 14/ PepsiCo $PEP 15/ Honeywell $HON
Google Cloud $GOOGL and NextEra Energy $NEE announced today a new agreement to develop data centers paired with electric plants The companies are developing three campuses and working to identify additional locations - Bloomberg Separately, Meta Platforms $META and NextEra Energy announced today they have reached ~2.5 gigawatts of clean energy contracts
🚨🔥 A major FSD sentiment flip from a long-time Tesla critic A user who has historically been very skeptical of Tesla FSD just reported a dramatic change: ~75 miles driven Zero interventions Described as the smoothest FSD experience so far That contrast matters. He explicitly said v12.x pushed him away — it raised doubts and felt unreliable. What he experienced this time was not incremental improvement, but a clear step change. From a capability standpoint, this is the key signal: FSD no longer looks like a system that might work someday. It increasingly looks like a system that already works — and now needs large-scale validation. That distinction is everything. Once autonomy moves from “can it do it?” to “how fast can it prove reliability at scale?”, the discussion fundamentally changes.
Top 10 businesses with the highest revenue per employee: 1 - OnlyFans: $37.6M 2 - Valve: $19.0M 3 - YouTube: $7.6M 4 - $NVDA: $3.6M 5 - Instagram: $2.5M 6 - $AAPL: $2.4M 7 - $META: $2.2M 8 - Twitch: $2.0M 9 - $LYFT: $2.0M 10 - $GOOGL: $1.9M
$GOOGL & $AAPL are partnering to make switching between iPhone &Android smoother. The next phase of AI (agents, multimodal assistants, on-device inference) requires users to be on newer hardware so reducing switching friction helps accelerate refresh cycles. If switching stays painful then people keep old phones longer which slows down how fast Apple & Google can push AI agents to billions of users at scale.
Here are the current largest holdings in the iShares Semiconductor ETF $SOXX 🥇 Advanced Micro Devices $AMD – 8.3% 🥈 Broadcom $AVGO – 8.0% 🥉 NVIDIA $NVDA – 6.4%
🧠🤖📈 Top 10 AI Stocks for 2026 — and why the market may finally reward them My core thesis is simple: By 2026, Mr. Market will stop rewarding AI promises and start rewarding measurable AI results. That means revenue impact. Cost reduction. Operating leverage. Clear proof that AI is changing the income statement, not just the slide deck. These are the 10 names I’m watching through that lens: $IREN Energy + compute. AI doesn’t scale without power, and power economics matter more every year. $NBIS AI-native infrastructure plays tend to surface quietly before results become obvious. $ASML No advanced AI chips without lithography. This is structural, not cyclical. $GOOGL From models to distribution. AI at Google is about scale, data, and monetization, not demos. $ZETA AI-driven marketing and dat
😳Never forget that it took $MSFT Microsoft approximately 16 years to regain the dot com price levels
📊 Most Valuable Brands 2025 1.🇺🇸 Apple — $470.9 B 2.🇺🇸 Microsoft — $388.5 B 3.🇺🇸 Amazon — $319.9 B 4.🇺🇸 Google — $317.1 B 5.🇰🇷 Samsung — $90.5 B 6.🇯🇵 Toyota — $74.2 B 7.🇺🇸 Coca-Cola — $60.1 B 8.🇺🇸 Instagram — $57.3 B 9.🇺🇸 McDonald’s — $53.0 B 10.🇩🇪 Mercedes-Benz — $50.1 B 11.🇺🇸 Cisco — $48.7 B 12.🇫🇷 Louis Vuitton — $48.4 B 13.🇺🇸 YouTube — $48.4 B 14.🇩🇪 BMW — $46.8 B 15.🇺🇸 NVIDIA — $43.2 B 16.🇺🇸 Oracle — $42.1 B 17.🇺🇸 Disney — $41.4 B 18.🇩🇪 SAP — $41.3 B 19.🇺🇸 Facebook — $41.3 B 20.🇺🇸 Adobe — $41.0 B 🖇️ Source: Interbrand
🚀📈 Canaccord Genuity Raises Tesla Target to $551 — The Valuation Framework Has Shifted Canaccord Genuity analysts have lifted Tesla’s target price to $551, signaling that the market is beginning to re-anchor how Tesla should be valued. This isn’t about near-term earnings optics. It’s about fundamentals that reshape the medium- and long-term cash flow curve. 1️⃣ FSD is no longer a concept — it’s compounding globally Full Self-Driving continues to progress across multiple regions, expanding real-world data density and improving system reliability. As FSD scales internationally, Tesla’s software optionality becomes harder to model with traditional auto multiples. This is not linear revenue. It’s platform economics emerging inside a car company. 2️⃣ 2026 marks the Robotaxi inflection Canaccord
Morgan Stanley just dropped their top stocks for 2026 👇 At the core: • $NVDA - still the highest ROI in AI compute. Vera Rubin ramps in 2H26, delivering a step-change vs Blackwell. Faster, denser, more profitable. This is infrastructure, not a trade. • $AVGO - the cleanest way to play custom silicon and AI networking. ASICs don’t replace Nvidia - they expand Broadcom’s lane. Supporting pillars: • $ALAB - hyperscale AI needs connectivity. Smaller cap, direct leverage to data-center buildouts. • $MU - HBM stays tight, pricing power holds, memory matters more as AI scales. • $AMAT + $TSM - no advanced chips without tools and fabs. Capacity = leverage. • $NXPI + $ADI - the quiet winners as AI demand moves from servers into the real economy. This isn’t one stock. It’s the AI supply-chain stack
Best positioned businesses in the AI stack that are powering this tech revolution: 1 | Power: $GEV, $BE, $EOSE, $CEG, $NXT 2 | Chips: $NVDA, $AMD, $TSM, $ASML, $AVGO 3 | Data centers: $NBIS, $IREN, $CRWV, $ORCL, $ALAB 4 | AI models: $GOOGL, $MSFT, $META, OpenAI, xAI 5 | Software platforms: $PLTR, $NOW, $RBRK, $CRWD, $TEM 6 | AI apps and agents: $TSLA, $DUOL, $AXON, $GTLB, $PATH

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