To The Moon

$BABA-W(09988)$ edged up on e-commerce recovery and cloud stabilization—locked in a modest gain, and patience is finally paying off. With ongoing buybacks and still-attractive valuation, I plan to add on dips. A solid name to watch, folks!

$Trade Desk Inc.(TTD)$ ’s holding up nicely—ad demand’s picking up and booked a small gain. With AI ads and better monetization, fundamentals stay solid, still worth watching!

$Opendoor Technologies Inc(OPEN)$ Data shows OPEN was retail investors' top pick in Sept. Breaking its usual pattern, it opened low and rallied strong today. With hype building, it's aiming to lead the pack.

$MP Materials Corp.(MP)$ As the sole rare earth producer in the West, MP stands out in a high-demand market. Its scarcity fuels growth potential, making it a safe haven for investors. Bright prospects ahead!

$IONQ Inc.(IONQ)$ is absolutely crushing it this round! The stock has surged to $45.24 from my entry at $43.61 — that’s a 3.7% gain and $577.99 in unrealized profit. I’m grinning like a quantum physicist right now! As the global race for quantum supremacy heats up, IONQ’s ion trap technology has earned Google’s backing, giving it serious technical clout. Honestly, it’s hard to say where the ceiling is for this company — the sky might not be the limit!

$Direxion Daily Technology Bull 3X Shares(TECL)$ Apple $Apple(AAPL)$ execs confirmed: the new, AI-powered Siri is coming in 2026. This isn’t just a smarter assistant，it’ll integrate deeply with on-screen content and personal data to handle more contextual, multi-step tasks. Apple is also developing a chatbot-style app called “Knowledge” with open internet access, signaling serious ambition in generative AI. As the AI race heats up among tech giants, this is a bullish backdrop for tech-heavy ETFs like TECL.

$Novo-Nordisk A/S(NVO)$ ’s CEO getting fired was a wake-up call，no matter how ahead you are, if you stop strengthening your moat, someone will catch up. That’s why I care more and more about who's running the company. Buffett wasn’t kidding when he said: it’s all about the moat.

$GDS-SW(09698)$ The data center itself is a perpetual growth model. During the Chinese New Year, because $BABA-W(09988)$ 's capex exceeded expectations, GDS-SW’s stock price soared. I am still optimistic about its future and will hold on to it firmly.

$Trade Desk Inc.(TTD)$ has successfully integrated technology, data, and industry trends to enhance automation and precision in programmatic advertising, addressing the inefficiencies of traditional models. Its core strengths lie in technological barriers (such as UID2 and Ventura), high customer retention, and continuous expansion into high-growth sectors like CTV. While market fluctuations, evolving privacy regulations, and competition pose challenges, its unique positioning within the open internet ecosystem ensures long-term value.

$LAOPU GOLD(06181)$ has surged 16%, and the growth momentum is incredible! Their gold jewelry, crafted using traditional techniques, is not only beautiful but also holds its value, though it comes at a premium. With a price range between 10,000 to 50,000 yuan, the products are definitely a solid investment choice. What's even more impressive is that Laopu Gold invests heavily in opening and operating new stores, adding 7 new ones last year. Currently, they have around 40 stores nationwide, mostly in prime locations of first-tier cities. As the brand continues to expand, there’s significant room for growth.