十一地主|Feb 07, 2026 10:08
Some selected U.S. stocks or indices, personal opinions, leaning towards long-term holding, and assuming I have 10 million.
1: Alphabet, 2 million
I use their products every day—Google, Chrome, YouTube, Gemini, etc.
Search business + cloud are cash cows, Gemini is the hottest AI star, and Waymo has potential growth points.
Bought a few Alphabet tokens, and once I find a broker channel for stablecoin deposits and withdrawals, I’ll officially become a shareholder.
Side note:
This company didn’t listen to Todai (Tokyo University) back in the day, stuck to its principles, and decisively exited. I thought that was impressive—it’s like a Todai opposition concept stock.
2: Amazon, 1 million
I’ve been following this company since my e-commerce days. They sacrificed short-term financial profits for free cash flow and built their own warehouses for better user experience.
Their recent earnings report mentioned increasing AI investment, which scared off capital. I think it’s no big deal—it reminds me of how they built infrastructure and didn’t turn a profit for a long time, a tough player that doesn’t cater to Wall Street.
Buying Amazon now is indirectly buying Anthropic, riding the AI trend.
3: Nasdaq QQQ, 2 million
Technology is the primary productive force.
4: S&P 500, 5 million
America’s national strength, innovation, capital, etc.—this is something you don’t even need to think about.
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