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Some selected US stocks or indices, with a more personal viewpoint, leaning towards long-term holding, and assuming I have 10 million.
1: Alphabet, 2 million
Products are used every day, like Google, Chrome, YouTube, Gemini, etc.
Search business + cloud is a cash cow, Gemini is the hot AI topic, and potential growth points like Waymo.
I bought a few shares of Alphabet tokens, found a brokerage channel for stablecoin deposits and withdrawals, and officially became a shareholder.
As a side note,
This company, back in the day, did not listen to the advice from Todai, stuck to its principles, and decisively exited; I thought that was very commendable, belonging to the anti-concept stock faction of Todai.
2: Amazon, 1 million
I noticed this company when I was in e-commerce back then; it sacrificed short-term financial profits for free cash flow and built its own warehouses for user experience.
The recent financial report mentioned increasing AI investments, which scared the capital markets; I think it’s not a big deal, reminding me of its long-term unprofitability while building infrastructure, not catering to Wall Street's harsh characters.
Buying it now indirectly buys Anthropic, which is riding the hype.
3: Nasdaq QQQ, 2 million
Technology is the primary productive force.
4: S&P 500, 5 million
Represents the national strength, innovation, and capital of the United States, something that doesn't require much thought.
Just 10 million left.
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