$DEEPEXI TECH(01384)$ bringing gains! Rising enterprise digitalization demand boosting this data intelligence leader. Holding for more upside~ So glad I caught the Contra688 offer - those Cash Boost vouchers make adding positions feel like a free ride!
$ProShares UltraPro Dow30(UDOW)$ leverages its way to $426.37 gains, climbing to $88.55 from $85.80 cost basis. This 3x leveraged ETF magnifies the Dow's blue-chip strength, particularly valuable during anticipated Fed policy shifts. A tactical play on large-cap resilience!
$YZJ Shipbldg SGD(BS6.SI)$ YZJ Shipbuilding cycle play working! Global order revival + green vessel demand = China's ship king cashing in. Cyclical stocks need patience - holding for upcycle!
$INNOVENT BIO(01801)$ Innovent delivering goods! Biotech innovation always pays off - their PD-1 global strategy and bispecific pipeline are firing on all cylinders. Wishing fellow investors steady gains in this pharma goldmine!
$Baidu(BIDU)$ A lot of people think Baidu is just riding the large-model wave, but the real story runs much deeper. Baidu started investing in chips back in 2011 — even earlier than $Alphabet(GOOG)$$Alphabet(GOOGL)$ ’s TPU. Now with Kunlun Chips spinning off, tech breakthroughs, real commercialization, and an IPO push, the message is clear: Baidu doesn’t just want to use computing power, it wants to control it. This isn’t a short-term hype trade — it’s long-term vision finally paying off. Profits like this feel solid and well-deserved.
$Applied Optoelectronics(AAOI)$ Raymond James projects that AAOI will hit $3B in revenue in the second half of 2027 and achieve an annualized EPS of $11-12 by mid-2027. That aligns with the 16% net profit margin they've mentioned before. What would the stock price be with $11 EPS? I think a P/E of 50-60 is easily justifiable given that growth rate. That puts us in the range of $550-660 per share. Will they keep growing? If projections for 2028 revenue come in even higher, there's no reason we couldn't see $800 per share or more by late 2027. Look at LITE.
Photonics momentum is still strong, even with underperformance in names like $Applied Optoelectronics(AAOI)$ and NOK. $Corning(GLW)$ 's recent price action better demonstrates the sector's actual technical strength. I'm focusing on quality setups.
$Macy's(M)$ Yesterday, Macy’s announced it has revised down its profit outlook for fiscal 2025 due to tariff hikes and other challenges, while planning to increase product prices. Still, net sales for Q1 of fiscal 2025 hit $4.6 billion, beating expectations.