$Strategy(MSTR)$ is back on track! Solid rebound underway with Bitcoin momentum building. Future looks bright, and perfect timing with the contra688 offer - free cash boost to load up. Ready for takeoff!
$Canaan Inc.(CAN)$ is more than just bitcoin mining! Its strategic push into AIoT and AI chips, coupled with solid supply chain control, is a game-changer. This fundamental transformation is unlocking real value—one to watch closely.
$Alphabet(GOOGL)$ at $225 now. A true long-term play! Its AI roadmap is the clearest, backed by massive data and a "Do the right thing" ethos. This edge is just huge.
$HORIZONROBOT-W(09660)$ hits a milestone! Its Journey chip family is set to surpass 10M units by 2025, poised to be China's first autonomous driving unicorn at scale. Tech leadership + mass production = bright future!
$SANHUA(02050)$ edged up a bit today, from HKD 22.552 to 23.500, adding about HKD 1,516 in unrealized gains. Not a huge jump, but it’s always nice to see some positive movement. As a key player in thermal management for new energy vehicles, the industry’s looking up, and I feel like this stock still has some room to grow. I’m planning to keep an eye on it and see what’s next.
$UnitedHealth(UNH)$ and $Regeneron Pharmaceuticals(REGN)$ ’s recent moves show one thing: don’t bet too much on single stocks. In the U.S. market. Index investing is the safer path, with index enhancement being the real strategy to beat the market.
$HubSpot(HUBS)$ reported Q1 revenue of $714M, up 15.7% YoY, with subscription revenue contributing over $698M，a strong signal of recurring growth. HubSpot continues to expand steadily in the CRM and marketing automation space, driven by product enhancements and a growing customer base. A solid SaaS player worth keeping on the radar.
$CG Oncology Inc.(CGON)$ just caught my eye big time! The BOND-003 trial looks super promising，this oncolytic virus targeting HR NMIBC could be a real game-changer. If the clinical results hold up, commercialization seems almost inevitable. Rare disease focus plus clear clinical direction? I’m already in, and this might be one of the best biotech plays this year!
$UnitedHealth(UNH)$ has seen little stock price movement in over three years, yet EPS, dividends, and buybacks have been steadily rising—making its valuation increasingly attractive. The unique closed-loop advantage of its Optum ecosystem (insurance + services + data) is hard to replicate, with industry-leading technology investment and profit margins. By 2025, healthcare services are expected to surpass insurance as the company’s primary growth driver. In the long run, UNH remains a fundamentally strong and highly predictable growth company—perhaps still undervalued by the market!
$HUA HONG SEMI(01347)$ surged over 22% today, and this rally is really exciting! The key drivers behind this stock price movement are their solid performance and the high expectations surrounding the semiconductor industry consolidation. By 2025, China’s semiconductor foundry industry is expected to enter a new phase, with revenue growth outpacing equipment depreciation, which will drive profit growth in the foundry sector and usher in a golden period of profit recovery. Additionally, with around 140,000 12-inch wafers of capacity not yet included in the company’s system, there are plenty of integration opportunities on the horizon. I’m optimistic about Hua Hong’s future—holding on and waiting for the profits to roll in!