1moredrink
1moredrink
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$POP MART(09992)$ Made some easy money riding on Pop Mart's global expansion! Their entry into the North American market has been surprisingly smooth, truly a standout among Chinese brands going overseas. Perfect timing with the Contra 688 offer—snagged the vouchers on my first trade. Double the gain, double the fun! Holding for the long haul.
$MEITUAN-W(03690)$ 's next decade: Global expansion & AI models in play, cloud & chips could be next. Robotics & drones are scaling up. Time to boost capital - a $100B fundraiser may be on the horizon.
$Wolfspeed Inc.(WOLF)$ 's SiC play gaining momentum! EV demands recovery + capacity utilization up. Next-gen semiconductor trend is here - holding for long-term growth!
$MEITUAN-W(03690)$ saw two major boosts over the weekend: first, regulators summoned three food delivery platforms, easing market competition; second, its portfolio company Unitree gears up for IPO, with Meituan, as the largest shareholder, poised to reap significant gains as investments mature.
$MEITU(01357)$ What an exciting moment! Meitu has brought me an unrealized gain of 18,538.84 HKD! Watching it rise from my entry at 7,794 to the current 9,030 is truly rewarding. Every fluctuation in my portfolio brings new thrills - this is exactly why I love investing. Grateful for the market opportunities and my own diligent research. Looking forward to more wonderful investment journeys ahead!
$Pony AI Inc(PONY)$ ’s 7th-gen autonomous driving system just hit the streets! Partnered with GAC Aion Hyper GT, it got the official road testing licenses in both Guangzhou and Shenzhen. Lab and closed-track tests are done,now it’s moving into real-world traffic. This is a big step toward mass production and commercialization!
$J&T EXPRESS-W(01519)$ The Gansu Jitu Transit Center project, with a total investment of 200 million RMB, is expected to start operations in mid-May. It can handle up to 1.8 million parcels daily and create over 400 jobs, with an annual revenue potential of 600 million RMB. The project has massive potential, and I’m completely confident in this first heavy position!
$ProShares Ultra Silver(AGQ)$ This stock is really on fire! A quick trade and I’m already up big. I’ve been eyeing this one for a while, and now it’s paying off! The fundamentals and growth potential are solid, and at this price, it's practically a steal. If you haven't jumped in yet, now’s the time!
$LAOPU GOLD(06181)$ ’s performance is truly remarkable! With a single store’s annual sales exceeding 600 million yuan, and a conservative estimate of total revenue surpassing 30 billion yuan, with a gross margin of over 40% and a net profit of more than 18%, it far outperforms its competitors. What’s even more exciting is that the company is still in a period of rapid growth, with enormous potential ahead. As a product, Lao Pu Gold isn’t just about value and aesthetics, but also about emotional worth. It offers not only visible beauty, but a tangible sense of reliability, warmth, and a soothing, joyful feeling—bringing a sense of security that I’ve always longed for. From both a market performance and brand value perspective, Lao Pu Gold is undou
$Direxion Daily TSLA Bear 1X Shares(TSLS)$ Recently sold my TSLS and made a nice profit. This ETF moves in the opposite direction of $Tesla Motors(TSLA)$ stock price, so when Tesla's stock goes down, TSLS goes up. Just like today, Tesla faced some adjustments, so TSLS performed really well! Watching the profit grow feels great. TSLS is a unique choice for those who have their own views on Tesla’s future movements. It's a short ETF tied to Tesla, so it only gives returns when Tesla drops. If you're looking to short Tesla, keep an eye on it – market conditions change all the time, and being vigilant is key to grabbing opportunities!
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2024-12-31
$CARSGEN-B(02171)$ Small gains through my CBA today, feeling pretty good!
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2024-10-31
$Microsoft(MSFT)$ I firmly believe that Microsoft is well-placed to seize the market growth opportunities in cloud computing and AI, owing to its substantial investments. Given this, I am confident that Microsoft Corporation will sustain double-digit growth in both revenue and earnings in the coming period. Based on my assessment, I am reiterating my "Strong Buy" rating for the company, with a one-year target price of $550 per share. I am optimistic about Microsoft's potential and believe that it will continue to deliver strong financial performance, making it a compelling investment opportunity.
avatar1moredrink
2024-10-30
$Phunware, Inc.(PHUN)$ You know what? I’ve been thinking that keeping an eye on Phunware might be a smart move. I mean, even if you just grab a little bit, you could end up making enough to treat yourself to some good food—like a nice bowl of pig trotters rice or something! It’s those little wins that can really boost your spirits. Honestly, it’s like a fun gamble, right? You put in a little and who knows?
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2024-10-30
$Taiwan Semiconductor Manufacturing(TSM)$ While $Apple(AAPL)$ contributes a large portion of TSMC’s revenue, this relationship is mutually beneficial, with Apple relying on TSMC for its proprietary chip designs. The notion that Apple might shift to $Intel(INTC)$ ’s foundries is speculative and unlikely, given Intel's history of production challenges and TSMC’s proven capacity. Additionally, TSMC’s valuation reflects its unparalleled position as the primary supplier of advanced chips in a market with insatiable demand for semiconductors, driven by AI, 5G, and automotive applications.
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2024-10-30
$MicroStrategy(MSTR)$ Investors are laughing all the way to the bank. I’m up 450% on MSTR. People just don’t understand MSTR and the value that Michael Saylor brings by leveraging Bitcoin through ridiculously low 1% loans and contracts. He will buy another large quantity of Bitcoin very soon. I’ll slowly start my exit strategy once MSTR hits $400 per share. We are only halfway through this Bitcoin Bull run!!!
avatar1moredrink
2024-10-25
$Palantir Technologies Inc.(PLTR)$ Let’s say that based on the accelerated growth that Palantir is experiencing I would expect the company to grow into a sizeable tech company in the next 3 to 5 years. Whether that will also correspond with a 125$ share price, we shall see. I love the price target and hope they get there someday.
avatar1moredrink
2024-10-24
$JD-SW(09618)$ I think we’ll see JD stock dip for a few days before we get that classic capital pullback. It’s almost predictable at this point. First, the market reacts to any news—often overreacting—and then we see the rebound once investors spot a buying opportunity. JD's fundamentals are still solid, but the stock tends to move more on short-term sentiment than long-term potential. In my opinion, it's all about timing. The drop could scare some folks, but those who are patient (and maybe a little brave) might get rewarded when the big money flows back in. It’s just the usual stock market dance.
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2024-10-23

Other Mag 7 to new ATH vs META

$Meta Platforms, Inc.(META)$ I seriously would like to know why is there so much more caution with META vs the other Mag 7?!? Especially when you consider they're all making similar bets on AI.Just looking at market cap we see $Apple(AAPL)$ and $NVIDIA Corp(NVDA)$ are racing to 4 trillion. While META stalls out at 1.4 trillion. Same with $Microsoft(MSFT)$ at 3 trillion and $Amazon.com(AMZN)$ at 2 trillion. However, seems Meta has been out performing/innovating all of the Mag 7 as of late. However, Meta has not been rewarded with similar market cap appre
Other Mag 7 to new ATH vs META
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2024-10-22
$Advanced Micro Devices(AMD)$ $NVIDIA Corp(NVDA)$ at all time highs while others semis still lagging. AMD still down 6% since its event on 10/11. The last time we had an event for AMD, we sold off initially but rallied within two weeks. We could see something similar happen this week as the two week period closes.Keep AMD on your watch for this week. It closed up 1.2% up and if semis can continue this momentum led by NVIDIA, we could see AMD rallying.
avatar1moredrink
2024-10-21
$ASML Holding NV(ASML)$ ASML is a quality company. The secular trend in terms of chips being used in so many areas is going to increase. Now the trend is picking up all over the world. the stock took a hit, it is not because of company specific issues. Waiting for more information to buy at the perfect price also has the risk of missing the opportunity. It is possible the stock may pivot from here. As always buy some and have cash to buy more if it goes down. The semi cycle might not peak until 2026 or even 2027, and we have years of boom left!

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