To The Moon

$Direxion Daily Energy Bull 2x Shares(ERX)$ International oil prices continue to soar! After hitting the largest single-day increase since October last year on Wednesday, they continued to rise on Thursday. The security situation in the Middle East is tense. The United States evacuated some embassy personnel in Baghdad and allowed military families to relocate. As the situation became tense, oil prices soared by 5% that day!

$Palantir Technologies Inc.(PLTR)$ jumps on $Voyager Technologies, Inc.(VOYG)$ ’s IPO buzz. They invested early in that small aerospace company. With the right connections, especially leaning on Trump, they’ve secured plenty of military contracts.

$Occidental(OXY)$ isn’t as bad as the earnings say，strong resources but disciplined production, prioritizing shareholder returns. CNOOC has geopolitical and offshore risks. One’s an open ace, the other’s a hidden gem.

$Celestica(CLS)$ feels like it is going to reach 130, looking for opportunities to continue adding positions.

$Exxon Mobil(XOM)$ ’s Guyana project is a beast，brought in $4.7B profit in 2024 alone, over 10% of total earnings! Exxon’s global energy footprint just keeps expanding.

$Spdr S&P Oil & Gas Exploration & Production Etf(XOP)$ Can it hit 160 this winter? I’d say chances are high. Energy might just take off again!

$Quantum Computing Inc.(QUBT)$ is flying after Jensen Huang said quantum computing is hitting a critical turning point. Feels like a "riding with Nvidia" kind of rally，could double from here!

$UnitedHealth(UNH)$ 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.

$CARSGEN-B(02171)$ After reading Insight, I truly believe CARsgen is one of those rare “change-the-world” companies. The founder is credible and mission-driven，10+ years in CAR-T, leading globally in solid tumors. Not a Buffett-style cash cow, but from either an investor or speculator view, it’s a standout gem.

$Talen(TLN)$ is doubling down with $Amazon.com(AMZN)$ AWS on nuclear power, eyeing a small modular reactor in PA to serve data centers. With state-level support and a replicable model, this deal boosts visibility. FCF per share expected to rise from $14.15 to $15.7 in 2026, and grow at 20% CAGR through 2032，classic case of numerator expansion + denominator shrinkage. Fundamentals are catching up with valuation.

$e.l.f. Beauty Inc.(ELF)$ is surging with a volume spike，up 6.2% in a day and charging toward $200. Strong momentum here!

$Bilibili Inc.(BILI)$ is picking up steam in ads，Q1 ad revenue up 20% YoY, with performance ads growing 30–40% and eCPM up 10%+. Monthly active users and watch time hit record highs. With traffic strong and monetization still deepening, BILI's ad story looks promising.

$Zai Lab Ltd(ZLAB)$ might just be the blueprint for how China’s biopharma goes global: 10 years building deep commercial roots, now shifting gears with a growing pipeline of self-developed drugs. If they keep executing, a $100B valuation might just be the beginning.

The “Tesla of Nuclear”? $Oklo Inc.(OKLO)$ just broke out from a classic cup-with-handle pattern. Up 375% in the past year，small cap, big energy, major momentum. Time to dig in!

🚖 Robotaxi Goes Live: The Real Inflection Point for Tesla? The official launch of Tesla's Robotaxi testing in Austin marks a pivotal shift — not just in technology, but in how investors should value Tesla. This is no longer just an EV company; it’s actively becoming a platform for autonomous transport, with direct implications for both revenue expansion and margin uplift. 🧠 Valuation Shift: From Cars to Platforms If Tesla monetises each Robotaxi at ~$30,000/year (as some ARK models suggest), the optionality is staggering. Even modest rollout across a few U.S. cities could justify a rerating of Tesla's valuation multiples, more akin to SaaS or mobility-as-a-service platforms than legacy auto. 📈 Institutional Positioning Morgan Stanley reiterating its $800 bull-case target is meaningful — no

The stock market in 2025 is a whirlwind of high-flying tech giants and volatile sectors, but savvy investors know the real treasures often lie in the shadows. Underrated stocks—those trading below their intrinsic value with strong fundamentals—offer a chance to capture significant upside before the market catches on. From real estate to biotech and semiconductors, these hidden gems span diverse sectors, providing opportunities for diversification and alpha. Let’s dive into five underrated stocks to watch in 2025, explore why they’re overlooked, and uncover their potential to shine. What Are Underrated Stocks? Underrated stocks are companies with robust fundamentals—low price-to-earnings (P/E) ratios, strong cash flows, or innovative products—that haven’t yet captured the market’s full atte

$Circle Internet Corp.(CRCL)$   🔍 Circle: Price Discovery Under Pressure? Circle ($CRCL) is entering a new chapter with options trading now live—ushering in increased volatility and two-sided flows. Historically, newly listed crypto-aligned stocks that experience rapid appreciation often retrace when derivatives become available, as traders hedge or speculate on reversals. ⚠️ Valuation vs. Reality Circle's valuation—after a 200%+ YTD surge—looks stretched when benchmarked against revenue visibility, regulatory headwinds, and its core dependence on USDC transaction volume and stablecoin adoption. Unlike pure software names, Circle's margin profile is more sensitive to macro tightening and yield differentials, especially if interest rate cuts a

$Pop Mart International Group Limited(POPMF)$  (9992.HK): Bubble About to Pop, or IP Incubator with Disney-like Potential? 1. The Bull Case – More Than Just Toys. Pop Mart isn't simply riding the “Labubu mania.” What many overlook is that the company is actively building a multi-IP entertainment platform with licensing optionality. IPs like Skullpanda, Crybaby, Hirono, and Dimoo are early-stage assets with potential for monetisation via: Animated series (already underway in mainland China) Mobile games (early pipeline visible) Global retail footprint (Pop Mart stores now in 20+ countries) Think of it as Funko meets Marvel, but at an earlier, less-discovered phase. 2. The Bear Case – Froth and FOMO. Recent price action reflects classic signs