Reborn: Shorting My Father's Company to Become the Richest Man
Chapter 324

Positioning in US Stocks

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After Zhang Qingxue left, Zhao Chen lay on the narrow sofa and stared at the ceiling.

At this moment he could no longer sleep.

The brain is like a machine with the accelerator button pressed and cannot stop.

He simply sat up and walked to the window.

Outside the window is Jiangbeizui at West Point in the early morning.

This city never sleeps. Even at this quietest moment, sporadic lights are still on in several tall buildings in the distance.

I don't know if it's a programmer working overtime or someone like him who can't sleep.

Zhao Chen put his hands in his pockets and looked at the light.

8.3 billion US Dollar.

It's not Hong Kong Dollar, it's US Dollar.

This is equivalent to more than 64 billion Hong Kong Dollar.

Including Henglong's equity, his personal net worth has exceeded 70 billion.

A year ago, he was still the college student who had just returned from rebirth and wanted revenge.

A year later, he has become a person who can stir up troubles in the international financial market.

He remembered what he said in class last November - "Bitcoin will rise to 20000 US Dollar".

At that time, everyone thought he was crazy.

What now?

Although the history of Bitcoin has changed because of him, the price of 18,000 also left everyone stunned.

He smiled.

This feeling is so damn good.

He returned to the sofa, picked up his phone, and opened the US Stocks software.

The moment the screen turned on, three names jumped into my eyes.

Nvidia(NVDA): Current stock price 192.68 US Dollar.

Tesla(TSLA): Current stock price 317.82 US Dollar.

Apple(AAPL): Current stock price 171.25 US Dollar.

Now that Bitcoin has been harvested, the funds will be in place within a month, and then--

All in US Stocks.

He stared at those numbers, the memory of Previous Life running through his mind.

Nvidia, it will rise to... he can't remember clearly in the next few years.

But that's for later.

Now, 192 US Dollar is just the starting point.

You can buy it with your eyes closed.

Tesla, oscillated back and forth from 300 US Dollar to 400 US Dollar, and then surged all the way to above 1200 US Dollar.

Apple, although the increase is not as good as the previous two, it is stable.

One year later, the market value exceeded one trillion, becoming the first trillion-dollar US Dollar company in human history.

He turned off the software and leaned on the sofa.

He will slowly buy these stocks.

No rush.

There is plenty of time.

After daybreak, there are still many things to do.

Eight o'clock in the morning.

When Chen Xi opened the door and came in, Zhao Chen had already washed his face, changed into clean clothes, and sat behind the desk.

"Zhao Zong, you didn't sleep?"

Zhao Chen nodded:

"I've slept enough. Call Wantang and Aunt Zhang to come over and have a meeting."

Chen Xi was stunned for a moment:

"Now?"

Zhao Chen said:

"Now."

Five minutes later, the three people arrived.

Su Wantang held several cups of hot coffee and placed them near everyone's hands.

There was also a bit of black and blue under her eyes, and she obviously didn't sleep well last night.

Zhang Qingxue pushed up his glasses and sat down on the sofa:

"Xiao Chen, I have already started arranging the funds, and they will be available within a month."

Zhao Chen nodded:

"No rush. Take your time."

He paused and looked at the three people:

"I called you here today because I want to talk about the next step."

Chen Xi Sitting head and body:

"Want to buy US Stocks?"

Zhao Chen nodded:

"Yes. US Stocks."

He walked to the whiteboard, picked up a pen, and wrote three names:

Nvidia | Tesla | Apple

"These three stocks will be my focus next time."

He turned around:

"What do you think?"

Chen Xi First opening:

"Nvidia I have studied it.

They have almost a monopoly in the field of AI chips, and Data Center's business is growing rapidly. And--"

She paused:

"I noticed a piece of news. Masayoshi Son of SoftBank seems to be building a position Nvidia this year."

Zhao Chen's brow moved slightly:

"When?"

Chen Xi said:

"It should be the middle of this year. Vision Fund of SoftBank invested about 4 billion US Dollar and took less than 5% of the shares.

Masayoshi Son As you all know, whatever he likes, he will go for it ten times or a hundred times."

Zhang Qingxue pushed up his glasses:

"Masayoshi Son is indeed a benchmark. His investment in Ali has returned 1,700 times.

Although WeWork has suffered setbacks in recent years, its vision is still there."

Chen Xi continued:

"And the current valuation of Nvidia is actually not expensive.

192 US Dollar, the dynamic price-earnings ratio is more than 30 times. For a technology company with such a monopoly position, this valuation is reasonable."

Zhao Chen nodded.

Of course he knows what Nvidia will become later.

But he wanted to hear their opinions.

"Where is Tesla?" he asked.

Chen Xi laughed:

"Tesla is interesting."

She turned on her phone and pulled out a piece of news:

"In March this year, Tencent invested 1.778 billion US Dollar in Tesla, buying more than 8 million shares, becoming the fifth Major Shareholder."

She raised her head:

"What is the style of Tencent? They invest in JD.com and Meituan. They are all long-term holdings and never get off easily.

Pony Ma said it well – 'Tencent's investment is to work with outstanding entrepreneurs for ten years'."

Su Wantang asked softly from the side:

"So did they make money?"

Chen Xi nodded:

"I made a profit. The stock price of Tencent was about 217 US Dollar, and now it is 317, with a floating profit of 46%. It has only been half a year."

She paused:

"And you see, Fundamentals. Model 3 of Tesla has started mass production this year. Although Capacity Ramp-Up is a bit slow, the market is extremely hot.

Elon Musk Although that person is crazy, his madness makes sense."

Zhang Qingxue added:

"One more thing. Tesla is one of the US Stockss with the most Short Selling, and Short Position remains above 20% all year round.

For this kind of stock, once Fundamentals turns good, Short Sellers covering will push the stock price even higher."

Zhao Chen listened to what they said to each other, the corners of his mouth raised slightly.

"Where is Apple?" he asked.

Zhang Qingxue said:

"Apple is the most stable. IPhone X was released this year. Although it is expensive, it sells well.

Moreover, they have too much cash on hand and are buying back stocks. This kind of stock rises slowly, but it also falls slowly."

She paused:

"If you want a ballast stone, Apple is the best fit."

Chen Xi answered:

"Yes. Nvidia and Tesla are spears, and Apple is a shield. The three tickets are matched together to provide both offense and defense."

Zhao Chen looked at them and suddenly asked:

"Why do you think Masayoshi Son bought Nvidia?"

Chen Xi thought for a while:

"I should be interested in AI.Nvidia's GPU, which is the cornerstone of AI computing.

Masayoshi Son chants 'AI Revolution', he must know the value of this piece."

Zhao Chen nodded:

"He bought 4 billion, less than 5% of the shares. If he didn't sell, how much would this investment be worth?"

Zhang Qingxue was stunned for a moment:

"You mean..."

Zhao Chen said:

"Just take a guess."

Chen Xi did a quick calculation in his mind:

"What if Nvidia rises to... 500 US Dollar? That's... close to 4 times, 16 billion.

If it rises to 1000 US Dollar, it will be 8 times, 32 billion."

She took a breath:

"This does not include the possible Add Position behind him."

Zhao Chen smiled and said nothing.

He knew what Masayoshi Son did later.

In 2019, SoftBank liquidated Nvidia and cashed out less than 7 billion.

If it is obtained in 2024, the investment is worth 150 billion US Dollar.

Masayoshi Son later held his head on Shareholders' Meeting and said "I regret it".

But that was later.

Now, he hasn't sold it yet.

As for Zhao Chen, I haven't bought it yet.

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