To The Moon

$CoreWeave, Inc.(CRWV)$ $NVIDIA(NVDA)$ $APPLIED DIGITAL CORP(APLD)$ 🚨🤖📈 CoreWeave at Warp Speed: Can the AI Cloud Kingpin Keep Climbing? 📈🤖🚨 CoreWeave’s ascent is a masterclass in strategic foresight, capitalising on the AI infrastructure boom with precision that has left even tech giants in its wake. Its 276% year-to-date surge, culminating in a record close of $150.48, reflects a market enthralled by its positioning at the nexus of AI compute demand and Nvidia’s GPU dominance. Yet, beneath the euphoria, fundamental questions loom about sustainability, valuation, and risks tied to its concentrated dependencies. Let’s dissect the phenomenon and address the outloo

I. Performance and Valuation of Global Equity Indices Data Sources: Bloomberg, Tiger Asset Management ◼ Last week, U.S. equities continued to fluctuate at high levels. Although there were several unexpected shocks, V-shaped intraday reversals occurred each time. The S&P 500$, Nasdaq$, and Russell$ led global equity markets. In contrast, Greater China equities underperformed, with the Hang Seng Index$, CSI$, and Hang Seng Tech Index$ all recording declines of over 1%. ◼ Last week, U.S. macro data was generally solid. GDP and PCE came in without negative surprises, and the University of Michigan consumer sentiment survey even unexpectedly improved. However, Trump’s tariff policies fell into a stalemate as the U.S. Court of International Trade ruled that his tariffs were invalid. Although

Hong Kong’s consumer sector is lighting up 2025, and the “HK Consumer F4”—Pop Mart, Maogeping, Mixue, and Lao Pu Gold—are the stars of the show. These powerhouses have smashed through to new highs, with Lao Pu Gold, freshly minted as the “King of HK IPOs,” stealing the spotlight. Its stock blasted to an eye-popping HK$1015 before easing back, still boasting a colossal 300% year-to-date surge. The big question buzzing through the market: are the gutsy dip buyers raking in the profits, or are they about to get burned? The F4 Breakdown: Who’s Driving the Boom? Pop Mart: Collectible Craze Goes Global $Pop Mart International Group Limited(POPMF)$ Pop Mart has turned quirky toys into a goldmine, with its stock soaring over 442% in the last year. The co