Monday, March 31, 2025

5 meta

 


bought another 5 meta

and now i have 30 shares, much nicer number

it has reached a support level at 550

tmr will be 2nd apr, which is the day tariffs will be in place

it might rally

if not, i have to get 10 msft around $350

and maybe 200 rddt at $80


for meta, another thing i like about it that i have not mention is Threads

they copied X, but i find it quite useful

i can add content creators quite quickly

compared to X, not sure why, i am not recommended financial news as quickly and efficiently

now that i owned 30 meta, i will enjoy using it even more

Wednesday, March 26, 2025

pltr do not sell

 pltr may grow to become very big or the biggest in the portfolio

but do not sell

cause they are the company that takes analyst jobs away

companies that engage them can do away with the data preparation and analysis layer

so owning them is a hedge against my job

so do not reduce a single share of it

unless maybe i have become financially independent and do not need a job

if i want to sell, maybe tsla when it has gone up

as i need to balance my portfolio

Thursday, March 20, 2025

30 RDDT

 bought 30 rddt today

was thinking if i should get 20

but i felt it was a lil less significant

and 30 was a nicer number

decided to be greedy when others are fearful

it fell more than 50%, from $230

PS ratio is only 11.5

it is also at a beautiful level, just sitting nicely at 200 day sma

and previously 1 or 2 quarters, it was well profitable

business wise, i quite like it

its like a hardwarezone, but a world wide one

i was on train, and saw young folks using it

wide ranging topics from NUS peeps looking for jobs

to FC25 trends

feels like it is something very different from facebook, X, or instagram, etc

maybe it is because people that want to stay anonynous uses it

but importantly, i think it is quite a good product, where i use it sometimes too

it is very sticky, starting to recommend me stuff to join, like watch communities

X, chatgpt, gemini etc, likes to use its data, and important to train its llm

especially when they want to understand how humans chat normally

it is a bit like a data goldmine, that X, chatgpt n fb will not be able to have

most important, as I mentioned, I quite fancy the product

and it has been some time i invest in a company that is still in quite an early stage

happy to add it to my family of stocks


Tuesday, March 18, 2025

5 META

 


bought another 5 meta shares

total i have 25 now, though i prefer number round off to ten

spent total of SGD 4k

its a gd balance, not buying 10 share, but buy a little

looking to buy msft and meta

meta might have to go to around 480 for my next purchase

PE at 25, PS at 9

i like meta, as they have open source AI

i also spent alot of time on facebook and insta

reason i buy today is because the price is at 200 day moving avg