To The Moon

$Tesla Motors(TSLA)$   The Political Catalyst Musk publicly challenged Trump, claiming credit for his past presidency. Trump fired back, threatening to cut Tesla'ss subsidies. This political feud may sound like tabloid fodder — but it does have real implications for Tesla's regulatory and fiscal tailwinds. 📍 Step 2: Does Tesla Really Depend on Subsidies Now? Not as much as before. Tesla's margins are down, but it's no longer a subsidy-reliant startup. IRA credits help EV buyers — but Tesla has global scale, energy storage, and autonomy bets that go beyond US incentives. 📍 Step 3: Price Action Insight TSLA dipped to ~$285 but rebounded strongly to ~$294. This suggests the market doesn’t view the Musk–Trump spat a

$SoFi Technologies Inc.(SOFI)$ is acting kinda weird lately，money’s been flowing in all week, but the stock just won’t budge. Feels like it’s building up to some big announcement or move. Keep a close eye on this one.

$ProShares UltraPro Short QQQ(SQQQ)$ Just feeling a bit uneasy lately… threw some SQQQ in the position to hedge a bit. Helps me sleep better at night.

$ZTE(00763)$ crushed expectations in Q2! Plus, the financial regulator just said they’ll step up support for tech innovation，new policies on tech insurance are in the works too. Is this the signal for tech stocks to finally take off? Feels like something big is brewing.

$JD-SW(09618)$ Tried ordering food via JD recently. Honestly, their delivery speed and service were just as good as Meituan, maybe even smoother sometimes. I expected JD to struggle a bit in food delivery, but nope, they nailed it. Even though JD hasn't had many flashy innovations lately, their execution is on point. Gotta hand it to Richard Liu. If Jack Ma is all about vision, and Duan Yongping is all about strategy, then Richard Liu is the guy who dominates with flawless execution. First-tier tactician, no doubt.

$MEITU(01357)$ Don’t get too hyped about $KUAISHOU-W(01024)$ or others，I looked into all those AI model companies back: $SENSETIME-W(00020)$ , Kuaishou, iFlytek, Wondershare, Kunlun… Most of them have one issue，revenue might look good, but API pricing keeps trending down. Meitu is different. They're gearing up for price hikes. And let’s be real，video-based AI has way more application scenarios than images, which means bigger monetization potential. So yeah, calling it now: in this bull run, Meitu’s aiming for a 100B HKD market cap. Let’s see who’s laughing then.

$POP MART(09992)$ Let’s be real，in today’s business world driven by “new productive forces,” $Kweichow Moutai Co.,Ltd.(600519)$ just doesn’t matter like it used to. That’s an irreversible trend. Moutai is losing relevance not because of age, but because it’s no longer part of the new narrative. Those still trying to bottom-fish Moutai? Probably about to be on the wrong side of wealth redistribution. Pop Mart isn’t just “new consumerism”，it is part of the new productivity. It nails culture, youth, and IP. I’m already in. Just waiting for the big breakout move upward!

$MAOYAN ENT(01896)$ This summer season is quite fierce. "Jiangyuan Lane" and "Chang'an's Lychees" are all released by it, both of which are blockbuster films. The stock price is still at the bottom now, and it feels that it is only a matter of time before it recovers. To be honest, the employee cost of $BABA-W(09988)$ Pictures is too high, and the film business is basically half-withdrawn, leaving opportunities for Maoyan. I am quite optimistic about Maoyan Entertainment. It has broken through 7.5 yuan, and it is estimated that there will be a decent upward surge.

$HUA HONG SEMI(01347)$ Been looking into Hua Hong Semiconductor，its profitability is starting to show. Compared to other foundries like $United Microelectronics(UMC)$ , $GLOBALFOUNDRIES Inc.(GFS)$ , and $Tower Semiconductor(TSEM)$ , which usually trade at a P/B of 1.5 to 2, Hua Hong’s current P/B is just 1.12. Looks pretty reasonably priced, maybe even a bit undervalued.

$BABA-W(09988)$ has always been positioned as a ballast, especially after the annual report came out, this idea has become more firm. Taobao's business is very stable, which means that the lower limit is very high and it is not easy to have major problems. And don't forget, Jack Ma is back! For a large company like Alibaba, the founder is really crucial, and he is the only one who can control all the mountains. Not to mention that Jack Ma himself is a person who likes to toss and turn, and has ideas, which is a buff for Alibaba Cloud to do AI, and the probability of success is even greater.

$Macy's(M)$ is holding up strong with a 39.2% gross margin, and even boosted merchandise margin by 40 bps thanks to tighter inventory and fewer markdowns. As part of its “Bold New Chapter” strategy, Macy’s is expanding its revamped store format to 125 locations. Meanwhile, Bloomingdale’s and Bluemercury are keeping the luxury momentum going, and their media network pulled in 8% revenue growth too. Feels like the classic department store is slowly but surely finding its new groove.

$MEITUAN-W(03690)$ feels pretty undervalued right now. Its core food delivery business is rock solid, and they’re now ramping up efforts in online grocery and same-city express delivery. Plus, with tourism bouncing back, their local services are getting a nice boost. Q1 earnings already showed clear momentum in several areas，among all the big internet names, Meituan’s growth rate is one of the strongest. I mean, think about it: if there wasn’t real opportunity here, would $JD-SW(09618)$ be burning cash just to join the food delivery game? It’s not for the social benefits package, that’s for sure. Even with heavy subsidies, no one's been able to shake Meituan’s dominance. And let’s be real，those e-commer

$TRACKER FUND(02800)$ Brothers, have you received the dividends from the Prosperity Fund? I am optimistic that it will never waver and the dividends will continue to flow in.

$SMIC(00981)$ just sold some equity, and the bears are panicking，“What if they end up selling off the Southern fab too?” But I’m with the optimists: this move looks more like SMIC trimming the fat to double down on advanced nodes. Given all the recent signals, it feels more like a strategic focus shift than a distress sale. No hesitation here，I’ve loaded up and gone in hard!

$ISHARESHSI(03115)$ I made money again. This stock has never let me down. I'll add chicken legs tonight.

$BYD COMPANY(01211)$ is truly a powerhouse，unstoppable momentum! At the shareholder meeting, Wang Chuanfu dropped a bombshell of reassurance: “I only have BYD, no businesses outside of it.” That’s not just talk，it’s the gold standard for aligning shareholder interests. When the founder’s 100% all-in, no outside distractions, you know you're holding the right stock for the long run.

$Coursera, Inc.(COUR)$ Poised for Growth Amid U.S. Policy Shifts The recent U.S. policy restricting international students from enrolling at institutions like Harvard University has created significant uncertainty in the higher education landscape. This development positions Coursera, a leading online education platform, to capitalize on emerging opportunities. ⸻ 🌍 Global Demand for Quality Education International students, facing barriers to U.S. education, are seeking alternative avenues to access top-tier academic content. Coursera’s extensive partnerships with over 300 universities and organizations worldwide enable it to offer a diverse range of courses and degrees online, making quality education more accessible globally. ⸻ 📈 Strategic Advan

Tesla Caught in the Crossfire: How the Trump–Musk Feud Could Rattle $TSLA in the Coming Weeks Tesla Inc. ($TSLA) is under heavy pressure—not just from market forces or global instability, but from a rapidly escalating personal and political feud between its CEO Elon Musk and former U.S. President Donald Trump. What started as subtle jabs has now turned into a high-stakes political standoff with billions of dollars—and investor confidence—on the line. Here are three key ways this feud could shape Tesla’s stock trajectory in the next 30 days: ⸻ 1. Trump’s Retaliation Threatens Tesla’s Federal Lifelines The feud exploded when Elon Musk publicly opposed a GOP-backed tax bill, labeling it detrimental to clean energy initiatives and middle-class EV adoption. In response, Trump accused Musk of “b

$MAG Silver(MAG)$ This is one of the hottest trades in town... June has kicked off as well for me as it can be... gold took off due to the great Trump uncertainty... known now as the TACO (Trump Always Chickens Out)[Facepalm]  [LOL]  [Chuckle]  [Evil]  trades... silver and platinum did not just take off, but flew...  Why?  The weakness of USD due to the US "big and beautiful spending bill" promoted by Donald Trump. As a result, USD continues its downward spiral as discussed a couple of weeks ago. USD treasury is no longer as safe as perceived... having said that, now is still not the time to go all in for the demise of USD. The trust has weakened, but not yet broken... don't believe me, ask Warran Buffett! [Chuckle]&nb