To The Moon

$DONGFENG GROUP(00489)$ delivering! Commercial vehicle recovery + NEV transition paying off. Taking some profits amid fierce competition, keeping exposure for Q3 earnings potential.

$HORIZONROBOT-W(09660)$ Domestic autonomous driving chips face no near-term substitutes, while robotics shares talent and supply chains with the sector. Investing in Horizon Robotics isn’t just about autonomous driving—the robotics boom unlocks fresh growth potential.

$MEITUAN-W(03690)$ saw two major boosts over the weekend: first, regulators summoned three food delivery platforms, easing market competition; second, its portfolio company Unitree gears up for IPO, with Meituan, as the largest shareholder, poised to reap significant gains as investments mature.

$BABA-W(09988)$ finally showing strength! China tech rebound & e-commerce recovery working together. Patience pays off - may all your holdings glow green!

$Palantir Technologies Inc.(PLTR)$ is developing ontology and simulation layers—software that transforms raw edge signals into actionable insights, models, and decisions. Their platform creates digital twins: real-time, computable representations of real-world systems, enabling querying, forecasting, and optimization.

$Occidental(OXY)$ Oil companies may outperform crude oil. The sector is improving capital allocation by reducing debt and boosting dividends/buybacks. Over time, per-share hydrocarbon reserves are likely to rise.

$iShares Semiconductor ETF(SOXX)$ The index hit a new high before pulling back today. As long as it holds above recent support levels, the uptrend remains intact. Crypto is expected to rally to new highs after the dip, completing the wave pattern. $iShares 20+ Year Treasury Bond ETF(TLT)$ bonds offered the best buying opportunity this week.

$Alphabet(GOOGL)$ has the lowest P/E ratio among the seven tech giants, signaling strong upside potential! Fed rate cuts will boost the market, with undervalued Google poised to shine. As rate cuts near, top stocks become more attractive.

$Alphabet(GOOG)$ 's upcoming "Winning the AI Race" keynote is set to fuel a fresh rally, potentially driving Google's shares to record highs! As the undisputed leader in AI, Google's technological edge and strategic innovations may solidify its dominance, unlocking new growth opportunities.

$-1X Short VIX Futures ETF(SVIX)$ gains from low volatility, but $Cboe Volatility Index(VIX)$ products are dangerous - taking profits. Shorting vol is tempting in calm markets, but one black swan can wipe out gains. Trade carefully!

1. Intel ($INTC) - The Comeback Nobody Sees Coming Everyone’s written off Intel as a dinosaur losing to TSMC and NVIDIA, but I think they’re setting up for the biggest turnaround story of the decade. The CHIPS Act money is real, their foundry business is finally getting traction, and most importantly - geopolitical tensions are going to force American companies back to domestic chip production whether they like it or not. At current prices, you’re getting a potential 10x return if they execute even halfway decently. 2. Tesla ($TSLA) - The Growth Story is Over This is my biggest short thesis. Everyone’s still pricing Tesla like it’s a startup, but it’s becoming a mature auto company with mature auto margins. The EV adoption curve is flattening, competition is brutal, and Musk’s distractions

$Oklo Inc.(OKLO)$ riding the nuclear energy wave! Small win but big potential in clean energy transition. Wishing everyone catches the green energy trend - slow & steady profits are the sweetest!

$Qifu Technology(QFIN)$ 's rebound aligns with fintech sector recovery! Improving loan demand boosting earnings outlook. Keeping positions modest given regulatory uncertainties - took partial profits while maintaining core exposure.

$Direxion Daily Real Estate Bull 3X Shares(DRN)$ Caught the DRN rally! 3x leverage amplified REIT gains perfectly. With Fed rate decision pending, took 50% profit to play safe. Commercial real estate showing signs of life, but keeping position size modest.

$iQiyi Inc.(IQ)$ is showing signs of recovery. Content and membership strategies are working, valuation remains low. With sentiment rebounding and fundamentals improving, I’m holding for the upside potential.

$Alibaba(BABA)$ Taking both risk-reward ratio and win probability into account, Alibaba stands out as a highly reliable long position for the rest of the year. Its fundamentals are improving steadily, with each pullback forming a higher low. The upward momentum is clear, making it a strong and reassuring hold.

$Tesla Motors(TSLA)$ 's Robotaxi may soon roll out citywide in Austin, with private cars expected to join the network. Each step forward pushes industry limits and strengthens Tesla’s global leadership.

$Wolfspeed Inc.(WOLF)$ is stabilizing lately. Though the SiC sector is volatile, long-term demand remains solid. With deep ties to EV and industrial markets, the outlook is promising. Light position performing well—watching for further entry points.

$Opendoor Technologies Inc(OPEN)$ might be on the verge of a sharp rebound that surpasses most expectations. Beyond transforming real estate, it could play a key role as a strategic link between property markets and the emerging wave of digital finance.

$Rigetti Computing(RGTI)$ has surged with volume recently—quantum computing seems ready to move. As a small-cap concept stock, the upside could be huge once it runs. Fundamentals intact, holding tight and staying optimistic.