球季點評 25/26 Half Break

25/26 Summer Transfer Window

Net Spend ~£230M

Total Wage +£522K

整體

1) 金錢投入方面，轉會交易按部就班，操作順風順水，看似十全十美。唯獨最後後防線上脫腳，錯過了補給，做成而家個個都要客串右閘及中堅問題。

2) 一隊人數方面，成員數目係有增無減，個別位置更有補強，理應調配上更為輕鬆。奈何傷患影響，感覺上少有真正排出/發揮到正選11人既實力。

3) 訓練部署方面，睇慣左高普帶領時既快上快落，入佢中路等模式；到而家史洛帶領時既節奏調慢，想猜傳突入尋找錯誤，即刻冇哂嗰種強隊強勢姿態。場上見到球員每每企定等傳波，再用一兩秒搵隊友橫傳回傳，期望對手有空位出現。唔知呢個係教練團指示定係球員理解史洛諗法有誤。當人地唔怕你就會一湧而上，繼而令自己進退失據，然後久守必失。唉~

個別

1) Isak，出場時間太少，一出即大傷，慘，大拿拿2億。未清楚真正實力？唔知啱唔啱我地用？

2) Wirtz，本身能力已被受肯定，不過再強大，都需要時間適應。半季時間後開始上力，正。

3) Ekitiké，算有速度，有射門觸覺，會同隊友撞牆交流。奈何左邊老是唔啱Channel既Gakpo。

4) Kerkez，後生細仔到大球會就要擔大旗。能力相信仲有提升，而家反而打返自己嗰套仲好。

5) Frimpong，玻璃腳又一代表，正選出都未必踢得哂。係有攻擊力，但防守唔見得穩。難。

6) Mamardashvili，出場機會真係冇。但又真係冇辦法，Ailson係世一龍門，你服我服。希望佢保持耐心同信心，隨時做好準備。

投資股票真的值得？還想財息兼備？是否搞錯了什麼？ #6

Market & Holdings Insight

1) PLTR, appears to have found support around $130, with the first target price at $143.

2) 0823, hopefully this time a revaluation can begin.

3) AAPL, announced it will hold a new event on March 2. We will see.

4) NVDA --

    The earnings report will be released on Wednesday. The market focus is on the expected

    growth of its 2027 order backlog, rather than its financial situation.

5) ONDS & RKLB --

    They are still in a period of high volatility. Let's see whether investors decide to buy based

    on actual valuations or expectations for the future.

YTD Return

LETSInvest	HSI	HSTECH	S&P	NASDAQ
-8.66%	2.71%	-7.88%	0.46%	-2.53%

Table Update

1) Renamed the "Position" column header to a symbol.

Ticker Data

Code	Ratio	📌	🎯	🤓	Price	YTD	Situation	Idea
PLTR	26%	26	172	...	135.24	-23.92%	🚧StayCalm	Hold
0823	24%	36	42	28	37.24	7.20%	🚧StayCalm	Hold
AAPL	22%	20	290	...	264.58	-2.68%	⚠️MayDay	Hold
NVDA	9%	180	240	...	189.82	1.78%	🚀FlyHigh	Hold
RKLB	4%	42	82	...	70.86	1.58%	⚠️MayDay	Hold
ONDS	4%	0	10	8	10.03	2.77%	⚠️MayDay	Hold
0005	0%	N/A	132	100	134.30	9.72%	💪KeepItUp	N/A
GOOGL	0%	N/A	220	...	314.98	0.63%	⚠️MayDay	N/A
UUUU	0%	N/A	23	...	21.35	46.84%	💪KeepItUp	N/A
TSLA	0%	N/A	400	...	411.82	-8.43%	⚠️MayDay	N/A
1038	0%	N/A	64	50	64.20	11.46%	💪KeepItUp	N/A
0002	0%	N/A	76	62	76.45	9.84%	🚀FlyHigh	N/A
2800	0%	N/A	31	25	26.64	3.18%	⚠️MayDay	N/A
GLD	0%	N/A	400	280	468.62	18.25%	🚀FlyHigh	N/A
IBIT	0%	N/A	53	...	38.42	-22.62%	🚧StayCalm	N/A
BND	0%	N/A	81	...	74.81	1.00%	🚀FlyHigh	N/A
SPY	0%	N/A	760	...	689.43	1.10%	🚀FlyHigh	N/A

Disclaimer: The above data represents the closing prices of the local market on February 20. The companies and operations mentioned in this article are for reference only and do not constitute investment advice. Before making a trade, you should fully understand the relevant risks and costs, and carefully consider your investment objectives and risk tolerance.

投資股票真的值得？還想財息兼備？是否搞錯了什麼？ #5

Market & Holdings Insight

1) PLTR, AAPL, ODNS & RKLB -- 

The stocks with high volatility and overvalued, fell by about 10%, following the news that "AI will replace SaaS, PaaS and the rest of the world". Both of them are under revaluation right now.

2) 0823 --

With the low-interest-rate environment largely stabilized, it will have the chance to be revalued.

3) NVDA --

Let's take a look at the financial report for the last quarter and the outline for the future, like the backlog, the market usage and preferences.

4) BND --

When we saw the inflow of funds two weeks ago, the situation was already quite clear, and it was indeed a signal.

YTD Return

LETSInvest	HSI	HSTECH	S&P	NASDAQ
-11.39%	3.31%	-5.53%	-0.61%	-3.98%

Table Update

1) Renamed the "Target" column header to a symbol.

2) Added "Eye catching" column to setup and keep in mind the attractive entry points.

3) Merged "20D" & "50D" column into "Situation" column for quick access to support points.

4) Removed NFLX. The others are much more attractive now. It is not a good pick in this plan.  

5) Added 0002 again. It's hard to choose between 0002 & 1038. Did you have any advices?  

6) Added the market and the bond ticker 2800, SPY and BND rows for reference. 

Ticker Data

Code	Ratio	Pos.	🎯	🤓	Price	YTD	Situation	Idea
PLTR	26%	26	172	...	131.41	-26.07%	🚧StayCalm	Hold
0823	24%	36	42	28	36.64	5.47%	🚧StayCalm	Hold
AAPL	22%	20	290	...	255.78	-5.91%	⚠️MayDay	Hold
NVDA	9%	180	240	...	182.78	-1.99%	⚠️MayDay	Hold
RKLB	4%	42	82	...	67.44	-3.33%	⚠️MayDay	Hold
ONDS	4%	0	10	8	9.31	-4.61%	⚠️MayDay	Hold
0005	0%	N/A	132	100	135.70	10.87%	🚀FlyHigh	N/A
GOOGL	0%	N/A	220	...	305.72	-2.33%	⚠️MayDay	N/A
UUUU	0%	N/A	23	...	20.72	42.50%	💪KeepItUp	N/A
TSLA	0%	N/A	400	...	417.44	-7.18%	⚠️MayDay	N/A
1038	0%	N/A	64	50	64.40	11.81%	🚀FlyHigh	N/A
0002	0%	N/A	76	62	76.90	10.49%	🚀FlyHigh	N/A
2800	0%	N/A	31	25	26.78	3.72%	💪KeepItUp	N/A
GLD	0%	N/A	400	280	462.62	16.73%	🚀FlyHigh	N/A
IBIT	0%	N/A	53	...	38.97	-21.51%	🚧StayCalm	N/A
BND	0%	N/A	81	...	74.88	1.09%	🚀FlyHigh	N/A
SPY	0%	N/A	760	...	681.75	-0.02%	⚠️MayDay	N/A

Disclaimer: The above data represents the closing prices of the local market on February 13. The companies and operations mentioned in this article are for reference only and do not constitute investment advice. Before making a trade, you should fully understand the relevant risks and costs, and carefully consider your investment objectives and risk tolerance.