$LI AUTO-W(02015)$ catching the EV rebound! Delivery beats + ADAS upgrades validating its leadership. Saving up to buy one myself-their cars speak for themselves!
$SMIC(00981)$ The STAR Chip ETF strategically invests in leading domestic semiconductor firms like SMIC, which represents China's cutting-edge chip technology. This ETF offers smart exposure to premium industry assets with strong growth potential.
$BYD COMPANY(01211)$ Inter Milan has partnered with BYD as its global automotive sponsor in a three-year deal. BYD will provide around 70 EVs as the club's official vehicles. This collaboration with the renowned football team boosts BYD's global market presence.
$FIT HON TENG(06088)$ riding the electronics revival! Apple chain + auto connectors synergy working. Took 50% profit given cyclical nature - let the rest run.
$MEITUAN-W(03690)$ is steadily climbing, recovering faster than expected! With local services rebounding and in-store demand picking up, the core thesis holds strong. Confident it will lead the consumer recovery cycle—holding on for further revaluation.
$BABA-W(09988)$ finally delivered a long-awaited breakout! The strong volume and price surge in the Hong Kong market confirms the long-term strength of its e-commerce foundation and cloud intelligence growth. This heavy position is a solid validation of my investment logic—will keep holding with confidence!
$Amazon.com(AMZN)$ Although Amazon’s gain today was modest, it still reached a new all-time high! My conviction in the e-commerce and AI-driven future remains strong. Holding onto quality companies pays off—trusting the fundamentals and staying the course is the key to success.
$Alphabet(GOOGL)$ proving why it's a keeper! Rock-solid search plus Gemini & cloud momentum - tech giants still got game. Not flashy but steady compounding wins.
$Alphabet(GOOG)$ 's AI bets are paying off! Search moat + cloud growth accelerating - tech titans always bounce back. Not a moon shot but conviction growing, holding for long-term.
$ProShares UltraPro Short Russell 2000(SRTY)$ trade nailed the small-cap pullback! 3x short leverage worked perfectly, but trimming 50% position given market volatility. Keeping powder dry for Fed policy shifts - discipline beats greed.
$Red Cat Holdings Inc.(RCAT)$ The recently enacted "One Big Beautiful Bill Act" (OBBBA), signed into law by President Trump on July 4, 2025, allocates significant funding directly relevant to Red Cat's core business. Key Provisions of the OBBBA and Their Impact: The OBBBA includes a total of over $33 billion specifically earmarked for drone systems, autonomous platforms, and artificial intelligence technologies within defense. Within this allocation, critical components for companies like Red Cat include: * $13.5 billion dedicated to small uncrewed systems and autonomous weapons. This funding is explicitly aimed at expanding the domestic small Unmanned Aircraft System (sUAS) industrial base and scaling the development and deployment of low-
I've reviewed the post about the Straits Times Index $Straits Times Index(STI.SI)$ achieving 14 straight highs, and it's impressive to see it rise for the 11th consecutive trading day, marking the longest winning streak in its history. The gains in banking, telecom, and industrial companies fueling this climb are a strong signal of market strength. As I look at this trend, it's clear that Singapore's stock market is gaining attention for all the right reasons. The post highlights how, amid rising global risks, Singapore's stock market has become a relatively safe haven, supported by ample liquidity, a strong domestic currency, and low interest rates. Dividend-yielding stocks being particularly favored adds to
Ethereum’s $4,000 Quest: Can the 26% Rally Push It Higher?
Ethereum (ETH) has ignited the crypto market, soaring 26% last week to hit $3,742.71 as of July 21, 2025, its highest level since January 7. This explosive rally, driven by the passage of the landmark GENIUS Act and a broader market shift toward altcoins, has investors buzzing: Can ETH sustain this momentum and break past $4,000 in the short term? With exchange balances dropping by over 317,000 ETH since early July, signaling strong holder conviction, and Solana (SOL) surging 21% in a month to $302.50, the altcoin season is in full swing. Should you reallocate your crypto portfolio beyond Bitcoin (BTC)? This report dives into ETH’s rally, its potential to hit $4,000, portfolio strategies, and actionable investment approaches to ride this bull market while managing risks. Ethereum’s Rally:
U.S. stocks have repeatedly hit new highs, how to hedge risks with vertical spreads?
Despite the significant risks faced by the market, the U.S. stock market has repeatedly hit new highs, which has puzzled many veteran investors.At the beginning of April this year, US President Trump introduced the so-called "reciprocal tariff" and imposed tariffs on almost all trading partners. This move once caused a huge shock on Wall Street, but with Trump's easing of trade policy, U.S. stocks not only recovered all lost ground, but also once again embarked on the road of continuous new highs.This round of rebound surprised analysts, especially in the context of many macroeconomic risks facing the world. However, investors are still pouring into the market, even if many are ready to withdraw at any time."In many ways, this is a rally that not many people are really confident to partici
📈 STI Hits 14 Straight Highs! Is Singapore the Smart Money’s Next Move? 🇸🇬🚀 Singapore’s Straits Times Index (STI) just delivered 14 consecutive gains — its longest-ever winning streak in history 📊 Banks, telcos, and infrastructure stocks are leading the charge. But the real question is: Are we early in the SG rebound… or late to the party? 🤔 🌏 Why Are Investors Rotating Into Singapore? In a world of macro volatility and China growth jitters, Singapore is shining as a safe-haven market — with its stable currency, strong fiscal profile, and relatively predictable politics. Global fund managers are rotating out of volatile emerging markets and into places like SG, where governance, liquidity, and dividend yields offer a defensive cushion 🧠 Add to that: rising expectations of U.S. rate cuts, w
Palantir ATH Again!! Add More Gains on 100% YTD Crown?
Palantir Technologies (NYSE: PLTR) recently did it again, hitting a fresh all-time high and cementing its status as one of 2025’s top-performing tech stocks. Up over 100% year-to-date, it’s become the poster child for the AI-driven rally, and investor confidence seems to be growing by the day. Palantir Technologies Inc. (PLTR) The momentum is undeniable. From defense contracts to AI infrastructure and government intelligence partnerships, Palantir is increasingly viewed as one of the few “real revenue” plays in a field still full of speculation. And the market is rewarding it accordingly. But here’s the thing: I’m not buying. Buy Low, Sell High, Not Chase Highs My strategy has always been simple: buy low, sell high. Palantir might be the hottest name on Wall Street right now, but that does