I was relatively restrained before, and currently still have about 30% cash on hand. I bought a batch of $Meta Platforms(META.US) and $PDD(PDD.US) shares on Friday and during today's day and night sessions, based on Friday's intraday closing price.

TSMC, forward P/E 30.91

Google, forward P/E 27.84

NVIDIA, forward P/E 42.85

Amazon, forward P/E 28.64

Tesla, forward P/E 340.70

Meta, forward P/E 25.26

Apple, forward P/E 31.35

Microsoft, forward P/E 23.88

Berkshire Hathaway, forward P/E 15.49

Pinduoduo, forward P/E 10.05

Coca-Cola, forward P/E 24.59

UnitedHealth, forward P/E 20.89

Novo Nordisk, forward P/E 10.32

The duration of the war black swan that the US and Israel launched against Iran this time should exceed the US's own expectations. It's clear that Trump is in a hurry. Regardless of the means used, whether it's war or peace, the final outcome shouldn't be far off. After the war, the M7 and TSMC will still be among the world's most worthwhile investment targets. My safety margin for investing in them is a 25x P/E. At this price, I'm buying boldly. If it goes down further, I'll buy more as it falls. I don't know where the bottom is, so I'll just keep buying until my cash is gone.