The reason for buying in later is that I saw a video saying that a Chinese CEO has monopolized the chip industry, including Nvidia, AMD, Broadcom, and Intel. There are many cross-licensing agreements in the chip field, and the patent barrier is one of its important moats. Even if the company faces operational difficulties, its patent assets remain highly valuable.



Several major chip manufacturers are joining forces to save Intel; otherwise, once Intel starts selling patents, the barriers will be completely dismantled. Moreover, the U.S. government is keen to revitalize Intel, as it is the only remaining domestic chip manufacturing industry.

I don't know how much it can rise in the future. Most of my main trades are crisis reversals, like Pinduoduo, Alibaba, UnitedHealth, and Google. Although these companies already have a large market value, they are worth using 2x leverage due to their high certainty, which is much easier than finding the next Pop Mart.

Understanding the company's value is very important. The stock market is indeed a place where cognition can be monetized, but it takes a longer time to validate one’s viewpoints, usually requiring 1 to 3 months for verification. It's completely normal to experience significant drops in between, and no one can control Trump's mouth.
TRUMP-2.78%
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