$Strive(ASST)$ Solid little win with ASST! As a bitcoin reserve company, it's been an interesting hold. Gonna keep riding for now~ Can't believe I missed the Contra688 train - everyone's flexing their voucher hauls in the chat, totally feeling the FOMO!
$MP Materials Corp.(MP)$ bounced back above 70 with the Fed’s rate cut fueling sentiment. As a strategic rare earth play, the story stays strong—holding steady here, and the march toward 80 looks well within reach.
$TENCENT(00700)$ 's latest rally is seriously impressive! With gaming as its cash cow and Video Accounts ads exploding, all backed by aggressive share buybacks, it's easy to see why it's called the bedrock of Chinese tech. Heading to HK$600 — steady gains ahead!
$Bilibili Inc.(BILI)$ ’s rebound feels solid—content is improving, user stickiness remains high. The recovery trend is clear. As long as costs stay under control, I believe it still has great long-term potential. Holding on!
$SANHUA(02050)$ gains 4,396.48 HKD with current price at 25.300 HKD versus 22.552 HKD cost basis. As a top EV thermal management supplier, its expertise in key components like electronic expansion valves drives strong growth in the booming EV sector.
$CARSGEN-B(02171)$ Honestly, the value of CARsgen doesn’t rely on BD deals to be justified. CT041 targets gastric cancer,a major indication in China, not some niche disease like overseas players focus on. Just look at their recent double-blind trial: 2:1 randomization, and yet 40% of the control group eventually crossed over to receive CT041. If it weren’t widely acknowledged by doctors and patients as the best available treatment, would that even happen? My view hasn’t changed,CT041 is the most promising CAR-T for solid tumors worldwide, period. The current valuation of CARsgen? Way below what it should be. Their universal product 0596 already saw 6 CRs out of 7, and the rest of the pipeline? Basically being given away for free.
$CHINA LIT(00772)$ Don’t sleep on the Chinese “merch economy”! Yuewen’s official merch store won’t even open until Aug 2024,it’s still warming up. But look at their IPs like Lord of the Mysteries and Strange Tales of Tang Dynasty,both getting anime and games soon. If they nail the quality, there’s huge potential in the domestic merch scene. Everyone’s been chasing overseas IPs for years,maybe it’s time to bet on a homegrown breakout. I’m in early, and holding tight.
$SMIC(00981)$ Even with the pressure from the US hitting China with that crazy 104 percent tariff, China’s aerospace and semiconductor sectors are popping off. Just look at SMIC, up a solid 7.79 percent in a single day. From April 7 to 8, while the broader market saw over 100 billion yuan in net outflows, broad-based ETFs pulled in more than 60 billion, and tech ETFs made up almost 40 percent of that. It’s clear the national team is stepping in, doubling down on heavyweights like SMIC and China Satellite. I’m feeling bullish on SMIC going forward,this could just be the beginning. No better time to jump in than now.
$Bilibili Inc.(BILI)$ Looking back, I really caught the dip at 20.36—great returns so far! Too bad I didn’t lock in profits at last Friday’s high. Now reconsidering whether to add more at this price or wait for a better opportunity.
$XL2CSOPHSTECH(07226)$ Recently, I’ve had some great stock returns, so I’m sharing them with you all. China’s development has been impressive in recent years—buying some stocks is a great way to show support!
$Advanced Micro Devices(AMD)$Just finished watching the AI event replay. I see a lot of enthusiasm for AMD products, and nothing to justify the $7 drop in stock price today. I'm an engineer so the "nerdy" stuff is interesting to me more than the showmanship. I think we'll see upgrades soon and earnings will solidify the future direction.
$Tesla Motors(TSLA)$Anyone who still sees Tesla merely as a car manufacturer and only considers the figures from this division is beyond help. Those who claim the growth story is over don't understand the range of products Tesla will soon deliver. To each their own. Some can't see the forest for the trees. Those who don't get it today won't understand it tomorrow either. We'll talk in a few years.
$英伟达(NVDA)$NVIDIA's data center segment has been the primary driver of the company's recent growth, with revenues expanding significantly year-over-year. The strong demand for NVIDIA's Hopper GPU computing platform, coupled with growth in InfiniBand and Ethernet for AI revenue, has propelled the company's financial performance. Analysts expect this trend to continue, with some projecting NVIDIA's earnings per share (EPS) to exceed $10 by 2030.
$NIO Inc.(NIO)$The firm raised its volume estimates for the second half of the year and for the next year following the annual delivery guidance of 220,000 units provided by Nio’s co-founder Lihong Qin.
$苹果(AAPL)$If America doesn’t correct it's course on apple..its doomed in the tech market ...look everyone has left apple hones behind in tech...you can run but cannot hide ..apple is an exact copy of Boeing...too much reliance in one source ..and they go bust.