I suddenly understood why this time the U.S. stock V-shaped rebound is record-breaking.

I believe the main reason is the Middle East war this time, which has made everyone realize: putting assets in the U.S. is the safest.
Similarly, I see a large amount of assets moving to Singapore and Hong Kong. If we look at asset safety, returns, and liquidity comprehensively, there is only one choice: the United States.
The U.S. has the world's most advanced productivity and capital system, and these high-quality assets will inevitably be the top priority for large funds to allocate.
As the war risk is completely lifted, indices and major tech stocks will definitely hit higher new highs, so boldly build positions in U.S. stocks!
Building positions these days:
$MU Added to the position today, becoming the first position, betting on the super cycle, go for it!
New positions:
$META Over 3 billion users, the world's largest traffic portal, annual revenue over 200 billion, everyone around can't live without Instagram and WhatsApp, a 22x PE is definitely a mispricing, the strongest money printer.
$MSFT Misjudged as a software stock, very funny, a second-tier money printer.
$PDD Cash cow, holding a large amount of cash, 9x PE, betting on China's economic downturn market further expanding and overseas expansion, Trump’s visit to China could be a positive.
$AMD Started with a small position, reasons can be seen in my previous posts.
Existing positions:
$TSLA The most innovative company in MAGA7, when you see autonomous driving and robots in California, you will definitely buy TSLA, I will also add to the position.
Other big tech stocks are somewhat expensive, it’s not that I don’t want to buy, there are too many good targets in U.S. stocks...
Plan to at least exit some volatile positions before the mid-term elections.