$Singtel(Z74.SI)$ Singtel's H1 earnings are impressive! Net profit jumped 176% to $3.4B, largely thanks to the partial sale of its Airtel stake. I'm bullish on its expansion in APAC AI data centers, and it's actively hunting for M&A. Sadly, I completely missed that sweet $688 cash voucher promo — still kicking myself! Holding this for the long term though, the future looks bright.
$Oklo Inc.(OKLO)$ The US moves to boost uranium reserves, cutting reliance on Russia and boosting confidence in nuclear energy. Nuclear stocks surged, with OKLO jumping over 15% at close!
$Intel(INTC)$ Chip localization is now a U.S. priority, and $Taiwan Semiconductor Manufacturing(TSM)$ 's U.S. fabs proved its viability. With potential policy support (funds/tech), INTC's surge seems inevitable—especially if Trump accelerates reshoring.
$Advanced Micro Devices(AMD)$ didn’t let me down—added near 144 and the rebound felt great! The AI chip narrative remains strong. Volatility is there, sure, but the overall trend looks solid. Staying long even if short-term pullbacks come.
$Constellation Energy Corp(CEG)$ nails the energy play perfectly! Locking in +$612.62 from 306.07 to 319.68 proves clean energy's steady growth beats flashy trends. In the energy transition era, such reliable performers are the smart money's choice.
$MARA Holdings(MARA)$ is having a strong move today, fueled by several key factors: short-covering pressure from before last Thursday, Bitcoin's price rally, and the so-called “Trump effect.” Trump’s own company reportedly increased its BTC holdings, plus there's the ongoing Bitcoin conference where new pro-crypto policies might be announced. As a Bitcoin mining stock, MARA tends to surge alongside BTC’s momentum. Short-term strength looks real, and mid-term potential hinges on policy developments，definitely one to keep an eye on.
$SMIC(00981)$ has been named one of China’s top seven tech giants, and when compared to the U.S. tech giants, it has a lot of similarities. Some of its core business areas are really similar to theirs, but the markets they cover are different，one’s focused on China, the other on the U.S. In fact, they can even be directly compared. SMIC’s main business is wafer foundry services, and while it’s not in direct competition with companies like $NVIDIA(NVDA)$ , both are leading players in the logic chip supply chain in China and the U.S. However, this competition alone doesn’t fully capture the "second half battle" between the U.S. and China’s tech giants. The more critical area is artificial intelligence. AI
$GDS-SW(09698)$ The market dipped for just a few days, and people started panicking. Luckily, I strategically added more shares last week, and today’s surge in GDS paid off big time! The wild swings may be intense, but with the right entry points, the thrill of a rebound is unbeatable!
$Tencent Music(TME)$ Today’s trade in TME turned out well! Tencent Music has been making some interesting moves, especially with its expansion into live streaming and karaoke. It’s evolving from just a music platform into a broader entertainment ecosystem. I think there’s a lot of growth potential, especially with its strong position in the Chinese market. Curious to see how it develops in original content and user engagement.