Aenon
Aenon
🍀🍀 Doing my best to invest all my income and cash for Financial independence.🍀🍀
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avatarAenon
2025-02-12
$BABA1 20251219 220.0 CALL$ $Alibaba(BABA)$  got some stocks too as my holding. For Apple to say they choose Alibaba over others does prove the ai model advantage of Alibaba over others. How much is that market and since Alibaba said it’s better than deep seek. I sold some options to cover my cost. But may hodl the rest and sell into ‘new high’ each week I think. Have 27 options left… as my strategy is simple. Just buy a right price when narrative is not favorable. Then sell when it’s in favor. 🙏
avatarAenon
2025-04-09
$Palantir Technologies Inc.(PLTR)$   With current market and over 100PE is a bit high. While I don't regret not selling earlier.  At this point in time. It's better to reposition for other holdings. I am good to take profit now and there is always time for future entries. Current market too unstable for anything over 100PE to sustain the pricing.  Till next..., #palantir #trade 
avatarAenon
2024-04-03
$Tesla Motors(TSLA)$   Elon Musk signals he wants 20% shares of Tesla for him to be motivated enough to drive it. Current trend of things expected and expectable of Tesla. Shares will not likely perform well per share wise according to market sentiments.  But when it's low enough, Elon will buy. The Twitter or X thing is a slight change in his plans. But in long run will add to both value. Even Warren and Charlie don't and no longer discount Elon away anymore by citing him as a not common example of a person with continual success in his entrepreneurial ventures. Berkshire also sold byd and think Tesla will become more formidable in the future. With most EV running as a loss and Tesla a profitable one.  I do believe Tesla will
avatarAenon
2025-05-27
$XIAOMI-W(01810)$   Xiaomi to the Moon! 🚀  I have been hodling Xiaomi in a small way since they announced they launching EV. Did not disappoint!!! DCA via some options and also convert the earnings into more shares. Regret selling the 600 shares. But can't be greedy. It's all probability. So here is my take .... they have a cost efficient and effective moat. They are like the ikea of White Goods or everything that is electronic. Let's see how far they are go. 🍀🍀🍀 Xiaomi’s Q1 2025 financial results showcase a remarkable 47.4% year-over-year revenue growth, totaling 111.3 billion yuan ($15.48 billion), surpassing analyst expectations of 107.6 billion yuan. The company’s adjusted net profit also saw a signifi
avatarAenon
2025-02-04
$Grab Holdings(GRAB)$   Bought some Grab shares and since I saw them Making some regional progress and starts making profits. That's when and before they announce share buybacks.  My invested is a hodling stash. Let's see how it goes. 
avatarAenon
2025-05-07
$Direxion Daily FTSE China Bull 3X Shares(YINN)$   Why I’m Still Holding My China Tech Stocks: BABA, Baidu, Trip.com & Tencent (WeChat) Last September, we saw a temporary spike in Chinese tech stocks—Alibaba (BABA), Baidu, Trip.com, and Tencent—driven by speculation around government stimulus. But valuations remain compelling: • Alibaba (BABA): PE ~9x, still priced like a value stock despite strong cloud and international growth. • Baidu: PE ~12x, with AI and autonomous driving as long-term catalysts. • Trip.com: PE ~17x, benefiting from the travel rebound and increasing outbound tourism. • Tencent (WeChat): PE ~15x (adjusted), with stable earnings and dominance in social, gaming, and fintech. The recent eco
avatarAenon
2025-08-20
$XIAOMI-W(01810)$   📈 Xiaomi (01810.HK / XIACY) — 2025 Outlook 🔍 Technicals Xiaomi has been in a solid uptrend this year, trading near HK$52–53 after rallying on Q2 earnings. • Resistance: HK$56–61 (previous top) 🚧 • Support: HK$49–50, then HK$45 🛡️ • Momentum: Break above HK$56 could re-test highs, while slip under HK$49 risks pullback. 👉 Chart shows bulls in control, but profit-taking likely near resistance. ⸻ 💰 Fundamentals Q2 results beat expectations: • Revenue: RMB116B (+31% YoY) 📊 • Adj. Net Profit: RMB10.8–11.9B (+75% YoY) 🚀 • Smartphones: RMB45.5B (-2% YoY) 📱 — pressure from ASP declines. • IoT & Lifestyle: RMB38.7B (+45% YoY) 🏠 — strong demand for appliances & wearables. • EVs: RMB20.6B (~3×
avatarAenon
2025-03-28
$NVIDIA(NVDA)$   Short term bearish till both technical chart And fundamental changes. NVDA does looks a bit bearish. I bought $109 and sold $116 for a quick profit. Seems like the market is not sensing big things from them since the big leap in demand and tech. As competition comes in all angles… 1) China Chips 2) More GPU efficient Ai models 3) And possible market challenges such as High taxation and also regulatory restriction in selling. I am for now a bit bearish of it For now. In the realms of Ai, the whole ai thing. Everyone wants to profit from it. Either in credit as in the first mover Or invest in it. But I think the invest part in core infrastructure has passed for 2nd phase. Now comes how cheap it ca
avatarAenon
2025-03-24
$SUPER MICRO COMPUTER INC(SMCI)$   Do think this is way undervalue. I bought some and have some options in place. Believe the market makers or some call sellers are taking cover and trying to suppress the price down.  Like for like comparison it's good value compare to$NVIDIA(NVDA)$  but NVDA still have some correction to do as it fails to impress the market and address the Deep Seek thing properly. Deep Seek albeit still uses GPUs just more efficiently. But the orders are still coming in. Bear in mind this is still early days. And majority spending is still the big corps.  Once short selling stop, I hope the options I had works out well and way better t

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