點評LUMN / YOU / VEMO 諗法. 仲有其餘2 間公司等Turnaround
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Turaound: Hawaii Electricity + Intel / quarter :MCD + META
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星期五晚HK 1030 PM Live Q&A / JPYUSD / Review ( DFS, LUMN, LW) / Quarter result: Google & Netflix
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地區銀行/金融股係2023 年後變化; CrowdStrike 搞到大死機係個別事件定行業出問題?; 業績: ASML & TSM
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Investment wrap up + 詳細分析DJT 合併
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New position / MO & SolarEdge /簡介: CRI
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Market new / ENB , Gilead/ AECOM
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Market & FOMC / 簡介: Moody’s (MCO) & Expedia (EXPE)
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