$Carlyle Group LP(CG)$ is delivering! Bullish analyst targets + dividend, made some nice profits—so reliable!

$NVIDIA(NVDA)$ Smart move by NVDA! The strategic stake in Nokia extends its AI power from data centers into global telecom networks. The AI race is shifting from single tech points to a battle of ecosystems, and NVDA is clearly playing the long game!

$Opendoor Technologies Inc(OPEN)$ is a stock you gotta hold long-term to win big. Trying to time trades? You'll either sell too early and miss the rally, or mess up and raise your cost basis. Hold tight for massive gains!

$UnitedHealth(UNH)$ 's recent price action is wild—total rollercoaster vibes! But digging into Q2 earnings, their medical cost control looks solid, plus AI healthcare initiatives are gaining traction. Short-term policy noise aside, the long-term play as an industry leader stays intact. Holding strong, maybe averaging down on dips!

$NIO Inc.(NIO)$ taught me: investing in homegrown brands means betting on China's manufacturing upgrade. The pride seeing Chinese cars gain global respect outweighs portfolio gains.

$ZTE(00763)$ really came through today! A stealthy end-of-day rally earned me a solid gain of HKD 2,690.46! Watching the price climb from my entry at 22.562 to 23.05, and then that final candlestick suddenly lifting at the last minute , the 5G base stations aren’t even built yet, but my account already launched! Every tiny tick past the decimal felt like hearing switches spitting out gold coins with every beep and pop.

$MIXUE GROUP(02097)$ is really a bit like the $Coca-Cola(KO)$ of China. Its peers can’t compete with it in price, order volume, or scale. The price of 6 to 10 yuan is simply invincible in low-tier cities. Even shopping with a cup of Mixue has become a normal thing. I have learned about the franchise policy. The company is seriously watching the profitability of the store. Not everyone can open one. This kind of company that stands on the side of franchisees and relies on chain effect and extreme cost-effectiveness to conquer the world, as long as it maintains steady store openings, continuous increase in order volume, and a little price increase of products, will basically make money slowly.

$Rocket Lab USA, Inc.(RKLB)$ , Big money is piling in, bullish news keeps coming! Rocket Lab is shaping up to be one of America's next giants. In the future, it’s almost guaranteed to hit at least a $100 billion market cap, and if things really go right, we're talking $1 trillion levels. Stay sharp, this one could be huge!

$ZTE(00763)$ bringing in Lao Luo to push their consumer business is kinda wild, right? I’m curious to see how much the new leadership can breathe life into all these existing assets. If it works well, could they start pushing phones too? But the real question is, will he be selling ZTE phones, or will he just be telling the Smartisan story again? Personally, I’m definitely interested to see how he plays this.

$Morgan Stanley(MS)$ has once again named $Tesla Motors(TSLA)$ as its top pick in U.S. automakers, clearly recognizing the immense potential the company holds. Elon Musk’s bold prediction of Tesla’s market cap reaching 30 trillion or even 40 trillion is nothing short of thrilling. Trusting Musk’s vision, he’s not just a tech innovator but a market leader. The future of Tesla is bound to showcase unprecedented growth and momentum.

$POP MART(09992)$ The shift from cultural export to cultural absorption is paving the way for Pop Mart to become a “global Pop Mart.” CEO Wang Ning’s insight resonates with my own judgment from years ago! Domestically, I’ve always compared Pop Mart with $Kweichow Moutai Co.,Ltd.(600519)$. Both appear to sell physical products but truly cater to spiritual needs. Coupled with their collectible nature, the similarities are remarkable. The future is bright—let’s go, Pop Mart!