$Microsoft(MSFT)$ & OpenAI just leveled up! A massive Azure deal plus backing for its non-profit arm shows a masterstroke in ecosystem strategy. The stock is consolidating near highs, but the AI monetization story is stronger than ever. Eyes on the upcoming earnings – bullish for the long run!
$MP Materials Corp.(MP)$ coming through with those rare earth gains! EV and wind energy boom means this baby's got legs. Small win now, but holding for that sweet policy catalyst to send it flying!
$Advanced Micro Devices(AMD)$ keeps it solid! With strong plays in both CPUs and GPUs for AI and gaming, this tech workhorse keeps grinding. Not the flashiest mover, but that technical moat means I'm holding for next-gen architecture.
$Astera Labs, Inc.(ALAB)$ and $ALCHIP TECHNOLOGIES LIMITED(ALCPF)$ just announced a strategic partnership to build a silicon ecosystem for AI rack-level connectivity. That’s a solid bullish signal，building ecosystems means building business. Let’s make some money!
$GDS-SW(09698)$ Good stock like this, once you buy at the floor, just chill and hold tight. Listened to their earnings call yesterday, management’s vision is sharp and forward-looking. Holding for the long run!
$NVIDIA(NVDA)$ US futures ripped higher overnight and the $NASDAQ(.IXIC)$ broke out to new highs right after the tariff tension eased. Nvidia “only” gained 5%, but the rest of the chip stocks went nuts, a clear sign that global capital still has strong conviction in the AI and compute story. I believe this is just the beginning. As long as the broader market holds up, core assets like NVDA will get bid back up. Holding steady and waiting for the next leg up.
$Baidu(BIDU)$ 's autonomous ride-hailing service, "Apollo Go," is making significant strides in global expansion. The endorsement from Singapore's Deputy Prime Minister Heng Swee Keat reaffirms Baidu Apollo’s leadership in autonomous driving. As Baidu continues to expand its market presence, its commercialization of autonomous driving is reaching an inflection point, unlocking long-term value. Furthermore, advancements in AI technology will further strengthen Baidu’s competitive edge. With autonomous driving and AI as key growth drivers, Baidu’s stock outlook remains highly promising!
$ISHARESHSI(03115)$ Today, Amundi Hang Seng has really performed impressively! The gains were much bigger than expected, and I’m really pleased with the returns. Seeing this market rebound has definitely made my day.
$Salesforce.com(CRM)$ A small profit today!CRM's AI Agent is undoubtedly the superstar of software stocks! Whether the technology can break through and whether monetization will succeed are still unknowns, but the more uncertain it is, the more imagination it inspires. Just like today's gain—it's just a small test, but it fills me with excitement for the potential of the future!