To The Moon

$Kanzhun Limited(BZ)$ announced its fourth-quarter and full-year earnings yesterday, and its stock price skyrocketed 18.8%!Looking at the financial data of BOSS Zhipin, and it's mind-blowing! It's rare to see a company grow against the trend when the macro economy is struggling!For the full year, BOSS Zhipin's annual revenue reached 5.95 billion yuan, a whopping 31.9% increase year-on-year!And in terms of quarterly growth, revenue in the fourth quarter hit 1.58 billion yuan, a 46% year-on-year increase, showing a trend of accelerated growth!The high growth in 2023 is mainly due to the severe impact of the 2022 pandemic on the job market, which left BOSS Zhipin's performance at a low point. Plus, BOSS Zhipin has accelerated its penetration into the b

[How Temu’s Explosive Growth Is Disrupting American E-Commerce] Temu, a Chinese-founded e-commerce company, became the most-downloaded app in the U.S. in just over a year. WSJ breaks down how its continued growth could redefine online retail, just like Amazon’s speedy delivery did. $PDD Holdings Inc(PDD)$

$Oracle(ORCL)$ stock price rose 11.75% on Tuesday, the largest single-day increase in more than two years, and closed at $127.54, a record high. The company previously reported third-quarter results that exceeded expectations, with revenue from its cloud services and licensing support divisions growing 12%. 1. $Oracle(ORCL)$ Earnings Highlight:The cloud computing giant announced third-quarter results that were better than Wall Street expectations, and said it had signed a series of large-scale cloud computing service contracts driven by artificial intelligence demand, superimposing the third-quarter results as of February. In the financial quarter, Oracle's remaining performance obligations (RPO, a measur

cpi rosed more than expected to 3.2% in feb as opposed to expected 3.1%. the mainstream news brushed off the 0.1% difference and emphasized more on the rally that followed. in contrast, when china gdpmissed forecast of 5.3% by 0.1%, the mainstream media focused on the 0.1% difference and gave a gloomy outlook. even though the china economy beat the chinese government target of 5% for 2023.  hsi rebounded from the recent low and made a new high, despite the gloomy outlook. hence, we better beware of sudden pullbacks given the rosy outlook of the us market brushing of the bigger than expected cpi. $SPDR S&P 500 ETF Trust(SPY)$  should be bearish in the short term after a huge run up. The fed's preferred inflati

SMCI Company Overview: Supermicro, founded in 1993 and located in San Jose, California, is a global technology pioneer at the forefront of innovation in Enterprise, Cloud, HPC, AI, Accelerated Computing, and 5G Telco/Edge IT Infrastructure. The design philosophy of the organization follows a building blocks technique, resulting in first-to-market, best-in-class products. Supermicro, as a Total IT Solutions supplier, provides a comprehensive suite of environmentally friendly and energy-saving systems, including servers, storage, GPUs, networking, workstations, data center racks, cooling solutions, software, and professional services. Beyond technology, Supermicro is actively leading the liquid cooling workgroup at The Green Grid, an industry alliance focusing on improving data center effici

[For Hong Kong investors only] India has been known for its strong economic growth and huge market potential. The investment climate in India is bullish, which makes investment selection particularly important. The Global X India Select Top 10 ETF (3184) to be listed on HKEX on 19 March 2024, tracks the performance of top companies in the communication services, information technology, financials, healthcare, consumer goods, industrials and energy sectors listed on the Bombay Stock Exchange. These sectors are considered to be the most representative of the Indian economy. The Global X India Select Top 10 ETF (3184) invests in Indian mega-cap companies with significant market flexibility and potential growth opportunities using a very precise stock selection strategy, allowing investors to

$SIGA Technologies Inc.(SIGA)$ shares went up 8.3% to $5.76 in post-market trading on 12 Mar (Tuesday( after it reported profit in its Q4 earnings on a surge in revenue and a 60 cents special cash dividend was announced. SIGA reported a net profit of $72.3 million, or $1.01 a share, compared with a loss of $800,000, or 1 cent a share, for the same period a year earlier. Product revenue surged to $115.7 million from $5.1 million a year ago, taking total revenue to $116.5 million from $11.4 million. If we go back to how the share price was trading two years ago, this is where we saw almost the same price level, and we saw a good price upside to more than $20 dollars in June-July 2022. If we go back to May 2022 earnings on 02 May 2022, we could see t

Wall Street gains despite higher-than-expected inflation data. 🇺🇸 S&P 500: 1.12% 📈 🇺🇸 Nasdaq: 1.54% 📈 🇪🇺 Stoxx 600: 1.01% 📈 🇯🇵 Nikkei 225 Index: -0.06% 📉 🇭🇰 Hang Seng: 3.06%📈 🇨🇳 CSI 300: 0.23%📈   • U.S. stocks closed at record highs, with the S&P 500 and Nasdaq soaring 1.1% and 1.5% respectively, leading gains in Big Tech stocks despite higher-than-expected inflation data. • U.S. headline inflation rose 3.2% year-on-year in February 2024, above market expectations of 3.1% year-on-year. • U.S. core inflation in February 2024 was 3.8% year-on-year, beating market expectations of 3.7% year-on-year. • Hong Kong's Hang Seng Index and China's Shanghai and Shenzhen Index both rose 3.1% and 0.2% on expectations that Beijing will increase financial aid to aid major entities in the trou