To The Moon

$XIAOMI-W(01810)$ I opened 800.0 share(s) $XIAOMI-W(01810)$  , 小米是中国科技、消费领域不可多得的好公司。拿汽车业务举例，在进入市场短短一年，就成为全网流量最大的新能源车企。2025年1-4月，小米SU7凭借104454辆的销量和39.3%的市场占比，稳居销量榜首。 但小米并非没有任何弱点。 这是外国人可能不太能体会到的。小米公司的盈利能力太过出众，以至于让其他艰难求生的友商非常嫉妒。在存量市场中，这招来了更多的敌意和攻击。雷军需要为小米的正面形象做出更多努力，承担更多的企业社会责任，降低上述问题带来的风险。 无可否认的是，任何企业都会有或多或少的问题，小米的基本面可以说是瑕不掩瑜，在资本市场仍然会受到热捧。近期港股涌入大量韩国投资者。小米的股票也成为了他们疯抢的标的。更有投资者把小米比做中国的三星。相信当外资全面回归港股市场，小米仍然是科技股中耀眼的一颗星星。

Bitcoin’s meteoric rise past $100,000 in December 2024 has set the stage for a thrilling earnings season for crypto-related stocks like Coinbase Global ( $Coinbase Global, Inc.(COIN)$ ) and MicroStrategy ( $Strategy(MSTR)$ ). With both companies reporting Q2 2025 earnings on July 31, 2025, investors are eager to see if Bitcoin’s rebound will propel these stocks to new heights or if risks like high valuations and regulatory uncertainty could trigger a pullback. This report dives into the dynamics driving Coinbase and MicroStrategy, their potential for continued outperformance, and the weight of MicroStrategy’s Bitcoin holdings on its valuation. Bitcoin’s Rebound: A Market Catalyst Bitcoin’s price has been

📉 August Crash or Buy-the-Dip Opportunity? 🧠 Here's My Playbook The S&P 500 ($SPY$) and Nasdaq 100 ($QQQ$) just notched four straight winning months. Momentum is hot. AI names are holding. Rates are (mostly) stable. But here’s the catch: August is historically tricky — and last year gave us a brutal reminder. > So… are we due for another August shakeout? Or is this rally stronger than it looks? Let’s break it down 👇 --- 📉 August Isn’t a Crash Month… Until It Is Zooming out, August has one of the weakest seasonality profiles of the year. According to historical SPY data: August averages a negative return over the past 10 years 2023 saw a mid-month drop of -5.2% 2015 and 2011 brought steep selloffs after geopolitical or Fed surprises Volatility tends to spike mid-to-late August — espe

$VeriSign(VRSN)$ VeriSign's stock took a significant hit following revelations that Warren Buffett’s Berkshire Hathaway sold nearly a third of its long-held stake in the domain name and internet infrastructure company. As markets absorb the implications of this high-profile divestment, investors are left questioning the company's long-term growth story amid evolving internet infrastructure and cybersecurity demands. Buffett's Quiet Exit Sends Shockwaves VeriSign Inc. (NASDAQ: VRSN), a low-profile but highly profitable company that manages domain name registries such as ".com" and ".net," saw its shares plunge sharply after it was disclosed in Berkshire Hathaway’s latest 13F filing that the Omaha-based investment conglomerate sold approximately one

$CyberArk(CYBR)$ CyberArk Software (NASDAQ: CYBR), a leader in identity security and privileged access management (PAM), continues to demonstrate robust growth in an increasingly threat-prone digital landscape. With enterprises prioritizing zero-trust frameworks and compliance mandates, CyberArk’s solutions are in high demand. The company’s shift to a subscription-based model has fueled recurring revenue, while its expanding product suite positions it for long-term dominance. But with shares trading at a premium, is now the right time to invest? We analyze CyberArk’s financials, valuation, and future prospects to determine whether investors should buy, hold, or sell in July 2025. Accelerating Growth and Profitability CyberArk has transitioned succ

$NVIDIA(NVDA)$ do not fomo and buy in at this level. You may get burned, becareful.

$D-Wave Quantum Inc.(QBTS)$ just gonna keep riding the wave, D-Wave that is.

$First Republic Bank (San Francisco, California)(FRCB)$  gone with the wind

$NVIDIA(NVDA)$  Jensen Huang is UNSTOPPABLE. Never bet against Nvidia 🤧😭😢 

$Alphabet(GOOG)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ The tech world is buzzing as Microsoft $Microsoft(MSFT)$ and Meta $Meta Platforms, Inc.(META)$ Platforms set new all-time highs after blockbuster Q2 2025 earnings, igniting a fierce debate: which business—Microsoft’s Azure cloud or Meta’s advertising juggernaut—holds the edge in the AI-driven future? Microsoft’s stock soared 8% to $470 after reporting stellar cloud growth and a record $80 billion AI infrastructure spend, while Meta’s shares rocketed 11% to $650 on robust ad revenue and a $64-$72 billion capex boost. Both comp

One word: Resilience The first half of 2025 has been a rollercoaster for investors, and my journey reflects a story of resilience. In early April, with market sentiment hitting one of its most bearish levels ever—evidenced by surveys like AAII Bull-Bear—I, as a long-term investor, decided to take a contrarian stance. As pessimism peaked, I began buying, focusing on growth stocks and cryptocurrencies, particularly Bitcoin, Ethereum, and Solana. Starting in March, I employed dollar-cost averaging into April, capitalizing on the market panic surrounding "Liberation Day" fears. Despite the initial downturn, signs of a market bottom emerged, with the $SPDR S&P 500 ETF Trust(SPY)$   showing early recovery signals. For a long-term inves

The stock market has been on a roll, climbing for four straight months, and now August is here, stirring up the big question: are we headed for a crash? History shows August isn’t usually a disaster zone—sure, it’s volatile, but it often ends in the green. Last year, we saw a mid-month plunge, yet the market still closed up 2%. With this hot streak behind us, though, could August finally break the rally? And if it does, are you poised to scoop up some bargains? Let’s unpack the past, size up the present, and figure out how to play a potential dip. We’ll lean on hard data and real trends to see what’s brewing—and how you can come out ahead. August’s Track Record: Wild but Not Deadly August has a reputation—it’s a rollercoaster, not a cliff. Looking back over decades, the S&P 500 tends

Check out Replimune! Replimune’s stock collapsed ~75%—from around $12 to under $3—after the FDA issued a Complete Response Letter (CRL) for its RP1 melanoma therapy. The rejection stemmed from trial design flaws in the Phase III IGNYTE study, especially its heterogenous patient population and lack of adequate control, which undermined evidence of effectiveness Analysts linked the surprise decision to the FDA’s tougher stance under new leadership the FDA’s shift under Prasad Under Vinay Prasad, the FDA sharply increased scrutiny over accelerated approvals and uncontrolled data. Known for demanding randomized, well‑controlled trials and expressing skepticism toward surrogate endpoints, Prasad’s tenure signaled a “no shortcuts” era—becoming the central catalyst for the RP1 rejection Prasad’s

$SEMBCORP INDUSTRIES LTD(U96.SI)$   I always trust Temasek holding on what and where it investments . We may time to time read about losses...but we also always read about it successful investments... Mind U, currently 1SGD to 1.3 USD ( last time was 1SGD to 4 USD. And  1 SGD to 3.3 RM. Without successful investments from Temasek and GIC , SGD won't be so strong too. ..I trust the investments in SG market: SIA, Keppel , Capital land , Mapletree,  Singtel ,, Sats and DBS etc.. hot news 30jul 2025 " Temasek Holdings has sold its minority stake in an Indian joint venture (JV) to its partner Schneider Electric for 5.5 billion euros (S$8.2 billion) in cash – over 10 times what the state investor