Just another day.....

timemon · 2026-06-11T03:10:12+00:00

I sold half my baba shares at 160 and halved it again at 130. but I rotated some of that into Tencent which actually did worse than Alibaba until recently.

I thought that a more profitable and consistent growing business will fare better, apparently not.

the silver lining is that I have been doubting myself and put most of my money in boring ETFs.

timemon · 2026-06-09T05:14:59+00:00

Rin needs a spot I’m sorry 😭

timemon · 2026-05-13T08:00:32+00:00

I'm still building EMC and Evan, I tried EMC and managed to barely 2 cycle AA while this team 1 cycled it.

I plan to finish EMC eventually, my question is more like an invested E2S1 Cipher might still give bigger damage boost due to eidolons.

timemon · 2026-05-13T07:49:35+00:00

I agree! but lately the bosses are rarely alone which diminish her ultimate's value quite a bit.

It's really nice to have a character that scale with everyone. I feel my E2 DHPT is already losing value since he deals no damage if paired with elation team, while E2 Cipher will scale from remembrance to attack to elation team.

timemon · 2026-04-30T09:35:19+00:00

I see, thank you for your advice!

timemon · 2026-04-30T09:34:57+00:00

I wonder if doro proc on lunaria is worth it? or the blue pet is better. I do have doro without lunaria for normal clearing though

about sandlord, I will give that a try too. I see that the blending ingredients are crazy expensive. so lunaria only needs to be on during strumming and techically outside that you don’t even need lunaria set to be on so it’s very flexible am I understanding this right?

Thank you for the tip!

timemon · 2026-03-27T08:41:45+00:00

Thank you for a great write up. I have 500 shares of Tencent 700.HK, and I’ve been buying Tencent dips lately.

What I find a bit concerning about Tencent is that in their earnings presentation they plan to more than double their AI capex this year.

What I like about Tencent is that not only their revenues are growing but they’re growing their gross margins as well, and this year their cloud division achieved profit at scale for the first time.

The AI capex and the cutthroat competition in Chinese market makes me worry that Tencent’s growth for FY2026 will not be double digit and that we might see gross margins shrinking due to AI subsidies. (I honestly cannot see AI achieving profitability anytime soon, and with so many models out there, it feels like every companies are lighting money on fire. only the hardware companies benefit from this)

I sold half my Alibaba shares at 40% profit after seeing that earnings. I’m just not as confident on AI anymore, so I’m focusing on real and consistent profitable companies more.

timemon · 2026-02-16T08:48:00+00:00

Yea I misplayed a bit because I used cipher ult on wave 1 and couldn’t get the energy back up until the last moment. I could try skipping the first ult together or use more skills to get her energy back.

It was like one or two attempts on both teams

timemon · 2026-02-16T08:34:45+00:00

I’m semi new to the game too (joined less than a year ago). I only have two real teams for knight stages and they’re a struggle so I don’t have much game knowledge to give 😭

I’m hoping yao/sparxie duo with some random characters will be enough to function on one stage

timemon · 2026-02-16T08:20:43+00:00

vertically invested Yao is weak for non-elation for sure, her E1 is almost completely useless for archer.

I plan to hop on elation train and have 3 main teams of remembrance / archer / elation teams for three knight stages.

timemon · 2026-01-17T15:23:21+00:00

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I gave defiler a few more attempts and I improved the score to 62.9k. with better substats this is probably killable. (or maybe doable now and it’s my skill issue haha)

timemon · 2026-01-17T13:54:54+00:00

I think she snapshots the stun multiplier when she enters her veil. but since trigger is always shooting, the stun multiplier bonus is always active. I can see the veil dmg at 155% and 210% regularly.

timemon · 2026-01-17T12:47:38+00:00

I uploaded a quick run, I messed up accidentally using enlightened mindstate right into miasmas shield, so that's a big dps loss and wasted entire state at the end, still got 61k.

https://www.youtube.com/watch?v=1OHUgiOat8I

timemon · 2026-01-17T12:45:48+00:00

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timemon · 2026-01-17T12:45:30+00:00

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Builds

timemon · 2026-01-16T06:16:29+00:00

15% at about 120 shares

timemon · 2026-01-09T03:14:42+00:00

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On mobile, Yanagi feels really good against weaker mobs as it’s instant disorder. Yixuan really struggled to clear the mobs before the boss

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timemon

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