$Novo-Nordisk A/S(NVO)$ 's market cap is back above $200B! With its blockbuster oral weight-loss drug, its leading position is solid. The market is re-rating this stock – the ceiling isn't in sight.
$Alibaba(BABA)$ 's flash sale win is impressive! Previously, even a $380B investment didn't break 148, but now it's soaring. With cloud Capex rising and Ele.me gaining share, a return to 200 looks likely. Buying BABA is betting on cloud+AI+chips!
$SoundHound AI Inc(SOUN)$ is leveraging Vision AI to enhance contextual understanding, aiming to fix those frustrating "dumb smart devices". With the AI sector regaining momentum and its tech gaining recognition, holding for now seems prudent!
$SUPER MICRO COMPUTER INC(SMCI)$ proves its strength again! Riding the AI wave with booming compute demand - my $40 cost basis looks sweet now. Modest gains, but rock-solid infrastructure plays are worth holding long-term.
$XIAOMI-W(01810)$ I backed Lei’s “three melons, two jujubes” vision from day one，and today it paid off with real gains! I support every company that actually delivers for shareholders and consumers，even if they don’t make money. But since today’s profit is real, I had to mark it. Stocks rise and fall, but those who grind never stop. Here’s to all the go-getters trying to change the world!
$Tencent Music(TME)$ I almost missed one of the biggest outperformers in Hong Kong stocks this year，Tencent Music. It’s basically in the same business as $Spotify Technology S.A.(SPOT)$ , and I've already taken a big position in Spotify lately. If there's a good entry point, I'd love to add more Tencent Music too. The media and entertainment sector in Hong Kong has been performing really well recently，seems like capital is flowing back into cultural exports and content platforms. Still bullish on this space!
$SoFi Technologies Inc.(SOFI)$ Been keeping an eye on SoFi Technologies lately, and wow, the stock jumped 20.49% this week，really exciting! It's mostly because Citizens JMP started covering it and gave it an "Outperform" rating, which totally got me hyped. They believe SoFi’s at a major turning point with huge profit potential ahead. Gotta say, this stock is definitely one to watch, and could be a solid long-term investment. I’ve already started adding more, so maybe check it out and see if it surprises you too!
$TENCENT(00700)$ ’s stock is currently trading at a reasonable level, with a price-to-earnings ratio of about 18-20x. There’s potential for earnings growth of 10%-15% in the future, and with Tencent’s strong capital allocation abilities (buybacks + dividends), I believe an average return of 15% per year over the next 3-5 years is definitely achievable. If the stock drops in the short term, buybacks could help boost long-term returns. On the flip side, if the stock surges too much and reduces future returns, it’s a good idea to reduce exposure. In short, Tencent is the kind of stock you can hold with confidence and a solid long-term investment where you can sleep well at night.
$Apple(AAPL)$ Cook’s statement, “Let’s bring some powerful AI this week,” has ignited market excitement, with speculation that a new MacBook Air is on the way. Apple’s moves in AI have been closely watched, and this launch could be a crucial step in its AI ecosystem. With market sentiment soaring and investor confidence rising, all eyes are on Apple’s stock—ready for another climb to new highs!
$Palantir Technologies Inc.(PLTR)$ Caught a nice little profit with PLTR today! Honestly, this company is pretty impressive, especially with its unique tech in data analysis and software services. Palantir has been providing key solutions for governments, and now it's expanding into other industries, helping businesses with data-driven insights. The potential for growth is definitely huge!