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Some self-selected US stocks or indices, with rather personal opinions, leaning towards long-term holding, and based on the assumption that I had 10 million.
1: Alphabet, 2 million. I use their products daily: Google, Chrome, YouTube, Gemini, etc.
The search business and cloud are cash cows; Gemini is a rising star in AI; Waymo and others are potential growth drivers. I bought a few Alphabet tokens, found a brokerage channel for stablecoin deposits and withdrawals, and officially became a shareholder.
Aside: This company didn't listen to Dongda's advice back then, sticking to its principles and decisively exiting. I thought it was a good move at the time; it's a stock Dongda opposed.
2: Amazon, 1 million. I followed this company when I was in e-commerce. They sacrificed short-term financial profits for free cash flow, building their own warehouses for user experience.
Recently, their financial report mentioned increased investment in AI, which scared investors. I don't think it's a big deal. It reminds me of their long-term unprofitable infrastructure development, refusing to tolerate Wall Street's ruthlessness.
Buying it now indirectly means buying Anthropic, riding the wave of hype.
3: Nasdaq QQQ, 2 million. Technology is the primary productive force.
4: S&P 500, 5 million. America's national power, innovation, and capital are things that don't require much thought.
Just 10 million short
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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