To The Moon

I was excited to see the recent news about Berkshire Hathaway $Berkshire Hathaway(BRK.A)$  , led by Warren Buffett, releasing its 13F filing for the second quarter of 2025 today. The highlight for me was that Berkshire initiated a new position in U.S. health insurance giant UnitedHealth$UnitedHealth(UNH)$  , purchasing 5.039 million shares for about $1.6 billion. The average purchase price was $314 per share, and by the end of the quarter, the position was valued at $1.57 billion, making it the 18th largest holding in Berkshire's portfolio—just behind Amazon and $Constellation(STZ)$  . This move by Buffett, a legendary

Overall Market Overview Global markets ended the week with muted movements as investors awaited pivotal events, including US retail earnings and Fed Chair Jerome Powell’s speech at the Jackson Hole summit. While US equities were nearly flat, Europe delivered a mixed performance, and Asia generally closed higher on optimism surrounding geopolitical discussions. US: Investors in Wait-and-See Mode US stocks ended largely unchanged, with the Dow Jones $DJIA(.DJI)$  slipping 34.30 points to 44,911.82 and the S&P 500 $S&P 500(.SPX)$  easing 0.65 points to 6,449.15. Investors held back major moves ahead of retail earnings reports and

I have been closely watching the recent movement in Bitcoin, and I find the drop to $115,000 after touching a new all-time high last week, near $125,000, quite interesting. This marks its fourth significant peak this year, and the subsequent pullback feels like a natural part of the cycle. The fact that investors' profit-taking triggered more than $570 million in liquidations over the past 24 hours does not surprise me; it seems like a healthy correction after such a strong run. I believe this is indeed a very healthy pullback before another rally. The market often needs these dips to shake out over-leveraged positions and reset sentiment, and the current level around $115,000 looks like a solid buying opportunity. Having seen Bitcoin recover from dips in the past, I am optimistic that thi

I’m excited about $POP MART(09992)$ upcoming earnings, especially with overseas revenue likely surpassing 50% for the first time. The strong growth in the U.S., Europe, and Southeast Asia highlights Pop Mart’s shift from a domestic toy brand to a global cultural player. Labubu’s global popularity and the success of its cross-border IP strategy have been key drivers. Profitability is another area I’ll be watching closely. If gross margin reaches 70% and net margin expands past 30%, it would show Pop Mart is scaling efficiently while monetizing IP successfully. Co-branded hits like “Ne Zha 2” and upcoming partnerships with One Piece & Harry Potter could add further upside. That said, the stock already reflects high expectations. But if earni

$Lowe's(LOW)$ Why billionaire investors are buying into Lowe’s, and whether it still offers long-term upside for dividend seekers and value-focused portfolios Performance Overview and Market Feedback Lowe’s has delivered enviable returns for long-term shareholders. A $1,000 investment made in the company ten years ago would now be worth around $3,424, excluding dividends. When dividend income of approximately $392 over the period is included, the total return rises to nearly $3,816 — a gain of more than 280% in a decade. That level of performance is impressive for a mature retailer. By comparison, Home Depot delivered a slightly higher return of around 340% during the same period, while the broader S&P 500 index advanced roughly 230%. Lowe’s ha

$Trade Desk Inc.(TTD)$ The Trade Desk (NASDAQ: TTD), one of the most prominent players in the digital advertising ecosystem, has endured a tumultuous year. Shares are now down more than 57% year-to-date in 2025, including a staggering 40% drop immediately following the release of its second-quarter earnings. For long-term shareholders, the decline has been both painful and puzzling, particularly given that the company continues to report solid revenue growth, healthy margins, and a pristine balance sheet. This raises an important question: has the market overreacted, or is there something more troubling beneath the surface? More importantly, how will The Trade Desk’s management team respond to this sharp dislocation in valuation? Based on financial

Honestly, while today’s focus is on Xiaomi’s earnings, my eyes are actually on $Intel(INTC)$ . With the recent investment from SoftBank, it feels like a strong signal that big players still believe in Intel’s turnaround story, especially in AI chips and foundry services. I think this backing could help Intel accelerate its strategic push in areas where it has lagged behind competitors. That being said, I’m not ignoring Xiaomi either. The company’s performance in smartphones and IoT devices will be a good gauge of how Chinese tech demand is recovering. If their earnings beat expectations, it could spark some short-term momentum, but personally, I see Intel as a more interesting long-term play at this moment. So, I’ll be watching Intel closely to

$Tencent Holding Ltd.(TCEHY)$ will you sales or continue to hold?

$Amkor Technology(AMKR)$ wow...sold calls and hope they get call away with the dividend to free up my stock on hand. I have sell put spread and I have buy call. Amkor, number one osat in the industry. Semicon pyramid I saw online.

$NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$ have reportedly agreed to pay the US government a 15% revenue share on sales of certain AI chips to China. This arrangement allows them to obtain export licenses for their chips, specifically Nvidia's H20 and AMD's MI308, which were developed to comply with US export restrictions. *Key Points:* - *Revenue Share:* Nvidia and AMD will pay 15% of their revenue from sales of these chips to the US government. - *Export Licenses:* The US government has started issuing licenses to Nvidia and AMD, enabling them to sell their chips to China. - *Chip Specifications:* The H20 and MI308 chips are designed to meet US export restrictions while still providing si

$CapLand IntCom T(C38U.SI)$ dividend $0.0697. The private placement to raise funds for new investment should add to improved DPU. Buy more during dips to accumulate this S Reit.

$NVIDIA(NVDA)$ My friends, I'm not sure what to buy next. Let me hear your advice.