$HENGAN INT'L(01044)$ Closed position for profits, gained 25% included one time dividend, equal to 5% dividend for 5 years. The stock price is in fair value, is about 5% dividend yield, and it has potential to raise more if US Fed continues to cut rates.
$Microsoft(MSFT)$ & OpenAI just leveled up! A massive Azure deal plus backing for its non-profit arm shows a masterstroke in ecosystem strategy. The stock is consolidating near highs, but the AI monetization story is stronger than ever. Eyes on the upcoming earnings – bullish for the long run!
$NVIDIA(NVDA)$ 's GTC was mind-blowing last night, sending the stock to a record high with a $4.9T market cap! This wasn't just a show, but a display of its ecosystem empire. Jensen's vision is truly visionary – bullish for the long run. Just hold on and enjoy the ride!
$Netflix(NFLX)$ steady after stock split! Ad-tier and gaming dual growth drivers, cash flow improving. Valuation is full for now - looking for a better entry point!
$CRITICAL METALS CORPORATION(CRML)$ 's critical metals play working! New energy demand unfolding, scarce resource value being rediscovered. Modest gains but sector outlook clear - holding for the upcycle!
$iQiyi Inc.(IQ)$ new "Anime-Drama Project" is a smart move! Leveraging AI to boost content production and monetization creates wins for partners and the platform. Bullish on its AIGC potential — this rerating is just getting started!
$Palantir Technologies Inc.(PLTR)$ , the "king of beating expectations," hits another high! The premium valuation sets a high bar. But its deep tie-up with Nvidia, building a full-stack AI ecosystem from software to hardware, is the real confidence booster. Keep smashing those earnings!
$Amazon.com(AMZN)$ AWS's AI revolution is just getting started — the future looks bright! So many believers have held strong with AMZN. Now, it's your turn to smash $300! Let's go!
$Rigetti Computing(RGTI)$ is on a nice uptrend! The key level to watch is a solid break above $46. If that happens, the next price target could be in the $49-$55 range. Plenty of room to run, staying bullish!
$NuScale Power(SMR)$ secures a $25B agreement with ENTRA1 Energy, a strong validation of its capability. While market attention was elsewhere, informed choices had spoken volumes. SMR is on a steady path, and its progress is worth watching.