$CATL(03750)$ position gains 9,336.51 HKD with current price at 324.400 HKD versus 301.059 HKD cost basis. As the global leader in power batteries, its technological edge and production capacity continue to drive growth in the EV sector.
$MIXUE GROUP(02097)$ Grabbed two cups of Mixue lemon tea today and honestly felt something. Mixue Group customers and competitors all know no one can beat their prices, this business model would work just as well in Southeast Asia. Wonder why Mixue is so strong? It’s all about the spending power of the new generation of everyday kids, with addictive taste and crazy high repeat purchases. Honestly, this business is solid, can’t help but respect it.
$CTIHK(06055)$ Just to be clear: this isn’t the top, it’s the beginning of the next leg up. Back above the 60-day moving average, Weekly structure fully recovered. These are the kinds of setups that look boring… until they don’t. Play the long game, we’re not here for crumbs, we’re here to hook the big fish. Don’t sleep on this one.
$SoFi Technologies Inc.(SOFI)$ is really crushing it! In 2024, they saw a 26% revenue increase, hitting an all-time high, and broke records with EBITDA, adjusted EPS, and net income! Even though they’re still in growth mode, this is their first year of profitability. Sure, their valuation might be higher than peers, but their tangible book value grew by a massive 39%.What’s even more exciting is they now have 10.1 million members, a 34% increase, and their deposits hit $25 billion. Considering they only got their banking license in 2022, that’s huge! Plus, they’re rapidly expanding their loan platform, creating low risk, high return revenue streams.Bottom line, I’m super bullish on this stock! Holding tight, there’s a lot of potential here!
$Sirius XM(SIRI)$ After reviewing SiriusXM’s latest presentation, it’s clear that Pandora is adding growth, and while the new app lowers the subscription cost per user, it actually strengthens customer retention and expands the company’s moat. A smart strategy focused on long-term loyalty.
$Klaviyo, Inc.(KVYO)$ Today, my investment portfolio experienced a remarkable surge, with Klaviyo standing out. As of January 23, 2025, KVYO closed at $43.87, marking a 2.91% increase for the day. Recently, Mizuho Securities maintained a "Buy" rating on Klaviyo, setting a target price of $42. Additionally, Morgan Stanley raised its target price from $38 to $47, reflecting market confidence in its future growth.Seeing such returns, I'm pleased with my investment insight and look forward to Klaviyo continuing to lead in the email marketing sector, bringing more surprises!
ENDDDDDDD!!!! $Reddit(RDDT)$ is over after all since the scenario of meme stock hub presenting a united front externally is unlikely to happen anymoreIt's more prone to internal bearish forces killing each other