Introduction
Hello, everyone. I am Lao Li. The 13F documents of Wall Street investors have recently been released. These documents show the recent stock changes of Wall Street investors and institutions, including which stocks they have increased and which they have reduced. I noticed that several major Wall Street investors added three stocks in the second quarter. In this video, I will discuss these three stocks one by one, provide my buying advice, and also update my account status.
Account Update
Before starting the video, I want to share my account situation. Today, my account is generally down about $900. The current total assets of my account are more than $259,000. Yesterday, it reached more than $260,000, but today it has fallen back. There was a new stock in the account called BOLISH, which was bought in MuMuChiang. I had 81 stocks in total. Yesterday, I sold 50 stocks of BLSH at about 85 yuan, and today I sold the remaining 31 stocks at more than 73 yuan. In total, I made a profit of more than $3,500 from this stock, with a return rate of more than 100% in a few days. I am very satisfied. I suggest that if you are a friend who followed up and bought this stock, don't be too attached to it and don't hold it for a long time.
New Stock Selling Rules
Some friends asked if selling new stocks right after they go up will be punished or restricted from future heart attacks. In the mu mu stock market, there is no such restriction. However, some brokers, like Robinhood, have their own rules. They are afraid that you will sell the stock right after it is listed, so they may set a rule that you can't sell it in a few days. If you sell it, it may affect your next heart attack. But Mu Mu doesn't have this rule. If you want to participate in heart attacks together in the future and enjoy the benefits, you can consider opening a Mu Mu account through my exclusive invitation link at the bottom of the video.
Berkshire Hathaway's New Position
I just received news that Berkshire Hathaway opened a 1.6 billion position in UNH stock. After the news came out, the stock price of UNH rose significantly, about 8% as of now. Some of our friends who bought UNH stock before and were trapped can now have a good time with the blessing of Lao Ba.
Wall Street's Favorite Technology Giants
According to the latest 13F document, Wall Street's investment and investment institutions in the second quarter focused on several technology giants. The largest company in the world is Invida, which I haven't updated for a long time. Today, I will take this opportunity to update it. In addition to Invida, Microsoft and Apple are also among the stocks that have been increased. These three stocks are currently the world's top 1st, 2nd and 3rd, respectively.
Stock Holdings of Major Institutions
Mugen Datong continues to hold the top 5 of the top 5 technology giants in the stock market. Microsoft is ranked first, Invitas is ranked second, Apple is ranked third, Amazon is ranked fourth, and Meta is ranked fifth. In the second quarter of this year, Mugen Datong has increased the number of technology giants such as Invida and Microsoft. Xianfeng Group and Baylider also added Invida at the same time. The top five major stockholders of Xianfeng Group are Invida, Microsoft, Apple, Amazon and Meta. Baylider's largest holding company is Inuita, followed by Microsoft, Apple, Amazon and Meta. The well-known Qiaoshui Fund also gained a large share of Nvidia in the second quarter, as well as Google, Microsoft and Meta, and Alibaba.
Suggestions for Retail Investors
I suggest that as retail buyers, especially those new to the U.S. stock market, these technology giants are still the first thing you should consider buying into the layout. Because these technology giants are very solid in their basic aspects, with good financial situations and stable performance. Even if you accidentally buy them at a high point, they will generally be able to rise in the long term. And from the perspective of historical reports, the historical reports of other technology giants are all about long-term running to win the big market index of the U.S. stock market.
Invida Stock Analysis
The last time I updated the Invida stock with you was a few months ago. At that time, I gave you the suggestion of the price point of this purchase, which is 142. Later, this Invida rose all the way, and many friends wanted to get on the car but didn't have the opportunity. Now, I will analyze this stock again and give you the latest purchase and purchase price point suggestions.
-
Valuation Analysis: The current Truling PE is 58.58, and the forward PE is 40.65. We mainly look at the forward PE, which is currently at 40.65. A few months ago, when I recommended Invida to you, the forward PE was around 32, which was very fragrant. But recently, the stock price has risen, and the forward PE has reached more than 40. To compare the valuation, I pulled out four relatively well-known chip companies: Invida, Broadcom, AMD, and TSM. Among these four companies, TSM has the lowest valuation, but it is a晶圆代工厂, while the other three are chip designers. Among the three chip designers, Invida has a relatively lower overall valuation than Broadcom and AMD.
-
Growth Situation: In terms of growth, Invida is still in the lead in the chip field. The revenue growth year-over-year is 86%, the revenue growth forward is 61%, the revenue three years compound annual growth rate is 71%, and the revenue growth in five years is 66%.
-
Profit Situation: Invida's profit situation is very strong, and it is not up and down. AMD's profit capacity is slightly weaker.
Based on the above analysis, if you want to set up a semiconductor chip version of the stock, I think Invida is still your first choice. In the short term, if there is a little bit of a rebound, the stock price will give us a little bit of a discount. At 173 to 160, this price range can be considered. I bought it in the beginning, and then I went to this group of cars, and then at the price range of 142 to 160 below, we will find a chance to continue to replenish the warehouse and slowly establish the warehouse position.
Microsoft Stock Analysis
Microsoft is currently the fourth largest pool in my account. We haven't updated Microsoft's stock for a long time. Let's start with the valuation. The current trailing PE is 38.17, and the forward PE is 33.67. For a technology giant like Microsoft, we hope that its long-term adaptability, that is, forward PE, is 30 or below 30, which I think is a reasonable valuation. So now its long-term adaptability is 33.67, slightly higher than 30. If we want its long-term adaptability to return to 30, then Microsoft needs to make a 10% discount on the basis of the current price, that is, 90%. Now it's 522, which is almost 52 yuan, which is the price of 470. This line, the price of 470 means that the valuation of Microsoft is back to 30. If it is below 470, it is below 30. So I think if you want to open a warehouse and buy Microsoft, you can refer to this position of 470.
Apple Stock Analysis
Apple is currently the fifth largest warehouse in my account. Apple and Microsoft are located in the middle of the field. The Apple stock market was recommended to you in my video last week. When the video was recommended, the price of Apple was still around 200. Recently, Apple has grown very fiercely. Now it has reached a price of more than 230. When it was recommended, my Apple was still in a state of loss before it came out of the water. Now our profit on Apple has reached 11%.
-
Valuation Analysis: Apple's current long-term performance rate is 29.50, which is in line with our valuation standard for this technology giant, which is below 30 long-term performance rate. It happens to be a little below 30. Last time I recommended Apple to you last week, the price of Apple was around 200 at that time, and its long-term performance rate was around 25, which was a very good point to buy. Now it's a little bit higher.
-
Growth Situation: Compared to a few other technology giants, Apple's growth is relatively slow. So we have to be a little bit of a discount on Apple's valuation.
-
Stock Market Perspective: Although Apple has grown very fiercely in this wave, it has grown from about 200 to more than 230, but it is still a certain distance away from the previous high of 260. I think Apple is still a technology giant that can't be discounted. If we give it some time and our eyes are long, its stock price will still be able to create a new high.
So if you want to deploy and maintain Apple for a long time, then the current price of 230 can also be considered. First go to the small warehouse, open the warehouse and buy it. Next, let's look down and look at these two lines. The first line is the location of the 200-day moving average line. It is at the price of 220. The line below is the price I drew before, or the price of 200. In the range between 200 and 220, you can find another opportunity to continue to add more.
Conclusion
The three stocks we talked about today are many Wall Street investors and institutions have been adding or the three big technology stocks that they focus on. I think these three stocks are also very suitable for us to deploy and then maintain for a long time. What do you think or different opinions are welcome to discuss in my comment area. Today we talked about Invida. If you want to be a respected shareholder of Invida, then Fudomomo is now a free delivery of Invida stocks. American users can enjoy up to 8.1% of cash annual interest with the exclusive invitation link of Lao Li. Fans can get cash vouchers worth up to $300, plus a $50 Costco gift card. At the same time, I will enjoy the commission return of 2,000 yuan. Other countries and regions, my exclusive invitation link is all in the description section below the video or in the comments section. If you haven't opened your account yet, hurry up and open your account through my invitation link. At the end of the video, as usual, I still ask you to like, comment and forward three times. Thank you for your support. See you next time.
{# 
{# 
{# 
{# 
{#