$MEITUAN-W(03690)$ Just booked some profits as Meituan's earnings are finally galloping! Always believed in Meituan, and even more in my own choice. Sweetened by the Contra688 event—snagged SGD 688 in cash coupons! Keep holding; the best is yet to come.
$MP Materials Corp.(MP)$ ’s been busy lately: the U.S. DoD plunked in $400M, they’re building out the “10X” magnet facility with guaranteed long-term offtakes, and there’s a price-floor set for NdPr—great buffers against volatility. I’ve locked in some gains, aiming up toward 80, watching these tailwinds closely.
$IONQ Inc.(IONQ)$ position shows an unrealized gain of +375.64 USD, with current price at 40.68 USD versus cost basis of 39.62 USD. Quantum computing represents a promising technological frontier. This return demonstrates the potential of investing in emerging technologies, warranting continued monitoring of sector developments.
$Macy's(M)$ is holding up strong with a 39.2% gross margin, and even boosted merchandise margin by 40 bps thanks to tighter inventory and fewer markdowns. As part of its “Bold New Chapter” strategy, Macy’s is expanding its revamped store format to 125 locations. Meanwhile, Bloomingdale’s and Bluemercury are keeping the luxury momentum going, and their media network pulled in 8% revenue growth too. Feels like the classic department store is slowly but surely finding its new groove.
$SoundHound AI Inc(SOUN)$ looks like it might turn profitable in the coming quarters. Grabbed 2K shares around $9, feels like the bottom is in. Let’s go for $20 in June!
$Apple(AAPL)$ is gearing up for two new Vision Pro headsets: a lighter, more affordable version and one that plugs into your Mac. But Cook’s bigger target? AR glasses. He wants a pair that’s lightweight enough for all-day wear, with data and images seamlessly blending into the real world. This is Apple’s top priority, and Cook’s aiming to beat $Meta Platforms, Inc.(META)$ to the punch by launching the industry’s leading AR product first!
$TAL Education Group(TAL)$ Today I completed the sale of TAL stock and locked in some profits! I’m really happy about it because, in such a market environment, making the right decision and reaping the rewards is truly satisfying. Looking at the latest developments, TAL’s quarterly report is quite solid, with total revenue increasing by 62.37% and earnings per share rising significantly to $0.04, showing that the company is gradually recovering from the impact of policy changes. Despite the challenges in the education sector due to policies, TAL has clearly found new opportunities by shifting to online and quality education!