$XIAOMI-W(01810)$ has been climbing steadily, supported by stronger smartphone shipments and positive EV progress—booked a small gain and feel more confident in my call. With ecosystem synergy deepening and aggressive buybacks, there’s still upside. I’ll add on pullbacks—worth watching, folks!
$Lyft, Inc.(LYFT)$ is executing a steady strategy in the ride-sharing sector. Effective cost control and a stable market share are making its path to profitability increasingly clear. While the stock appreciation is gradual, the improved certainty justifies a continued hold.
$DBS(D05.SI)$ 's digital banking shift is paying off! SEA recovery plus NIM advantage equals dividend growth secured. Steady compounder for the long run!
$BIT Mining(BTCM)$ Even with BTCM flat, timing made a profit! Bitcoin's rebound is fueling mining stocks again. Short-term trading value stands out—still eyeing more low-entry chances!
$Palantir Technologies Inc.(PLTR)$ , the undisputed king of big data, has soared to a new high again! The current share price stands at $138.80, up 2.6% from the $135.28 entry point, locking in a solid $703.02 in gains. As a leading AI-driven data analytics powerhouse, Palantir is seeing sustained growth in government contracts and stronger-than-expected momentum from commercial clients. Its AIP platform is sparking a new wave of enterprise AI adoption. With earnings season ahead, confidence remains high — holding firm for what’s next!
$ProShares Ultra Semiconductors(USD)$ Jensen Huang isn’t fazed by the trend of big clients developing their own AI chips. In fact, he just dropped a bombshell: $NVIDIA(NVDA)$ will no longer bundle its networking tech exclusively with its own chips，it’s now open to everyone, even rivals. Smart move. This could not only boost market share but also deepen customer dependence on the NVIDIA ecosystem over time.
$XIAOMI-W(01810)$ Recently, a policy of "Implementation Opinions on Accelerating the High-quality Development of Science and Technology Services" was issued, which is obviously particularly beneficial to technology innovation companies such as Xiaomi. Xiaomi's layout in the chip field is becoming more and more solid, especially the "Xuanjie" chip with 3nm process, which represents the strong momentum of domestic substitution. With the continuous advancement of domestic chip technology, Xiaomi is expected to become a key force leading the next wave of appreciation of Chinese technology assets.
$XPeng Inc.(XPEV)$ With the intense domestic competition, going overseas is the best move for Chinese EV makers. Take XPeng for example, with a 300% export growth，it may be from a low base, but the momentum is real. Exports are way more profitable and less cutthroat. Unlike in China where brands like $Xiaomi Corp.(XIACY)$ , HarmonyOS, or Li Auto benefit from cult-like followings, overseas consumers don’t care about nationalism or who Lei Jun is. That’s actually an advantage，success abroad depends purely on product and global execution.
$IONQ Inc.(IONQ)$ Quantum computing is hailed as the "next-generation computing revolution," and IONQ's trapped-ion technology stands out with its high precision and industry-leading qubit stability. Recognized as a leader in the field, IONQ has been integrated into major cloud platforms like $Amazon.com(AMZN)$ AWS and $Microsoft(MSFT)$ Azure, accelerating real-world commercialization. By offering quantum computing power via the cloud, IONQ is expanding its applications into areas such as financial modeling and AI optimization, paving the way for the practical adoption of quantum computing.I am optimistic about the future of this stock and will hold on to it firm
$ZTE(00763)$ 18% up in Hong Kong stocks! ZTE is truly the standout in the Hong Kong market, breaking new highs. The next target is 35! With a stable market cap, solid PE, and growing industry position, it’s definitely a top pick for long-term holding.