$POP MART(09992)$ Just took some profit and still bullish! Pop Mart's strategy is solid – slowing new releases but keeping the hype high. The order book says it all, with buyers outpacing sellers 4 to 1! Perfectly timed with the Contra 688 campaign, those free vouchers are a sweet bonus. Holding strong for the next leg up!

$NVIDIA(NVDA)$ On Sept 22, NVIDIA joined hands with OpenAI to build a mega-scale AI data center, with an investment plan rumored to reach up to $1 trillion. The market reacted swiftly, pushing the stock up about 4% in a day, sending its valuation close to $4.5 trillion and reigniting the AI frenzy.

$Oklo Inc.(OKLO)$ This stock is building tomorrow's energy foundation. AI data centers can't rely on intermittent sources, making nuclear power the inevitable trend.

$Qifu Technology(QFIN)$ 's rebound aligns with fintech sector recovery! Improving loan demand boosting earnings outlook. Keeping positions modest given regulatory uncertainties - took partial profits while maintaining core exposure.

$Pony AI Inc(PONY)$ The autonomous future arrives, foresight gets rewarded. Pony AI(PONY) serves up a +481.62 USD profit, accelerating from 13.33 USD to 13.95 USD. This isn't just a trade but a strategic position in autonomous driving's inflection point. As Pony AI navigates the self-driving marathon, my portfolio just hit its first checkered flag!

$HUA HONG SEMI(01347)$ 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.

$Alibaba(BABA)$ has made a pretty impressive move! They’ve launched an innovative large-scale model search engine called ZeroSearch. Simply put, it doesn’t interact with traditional search engines to gather information. Instead, it leverages a reinforcement learning framework to enhance the search capabilities of large models. ZeroSearch taps into the vast knowledge accumulated during the large model’s pretraining, transforming it into a retrieval module that can generate relevant content based on search queries. Plus, it can dynamically control the quality of the generated content, a feature traditional search engines just can't offer. This new technology is a major step forward for Alibaba in the AI space and could significantly improve search q

$NIO Inc.(NIO)$ is absolutely crushing it! It single-handedly raised the ceiling for all Chinese EV makers, and others are riding the wave. Battery swapping might seem niche, but it's actually the smartest move in the long-term. The more users, the bigger the edge. Right now, NIO’s killer card is battery swap, once it clicks, the stock is gonna fly!

$Sirius XM(SIRI)$ Last week，SiriusXM made an appearance at the 33rd Annual Media, Internet, and Telecommunications Conference. The company has laid out a strategic plan aimed at driving sustainable growth, focusing on the in-vehicle sector and cost optimization. As demand for entertainment and information services in the automotive industry continues to rise, SiriusXM's strategic focus will undoubtedly support its steady growth moving forward. We can expect continued innovation in the in-vehicle space and performance improvements driven by cost control—making it a promising opportunity to watch.

$RLX Technology(RLX)$ I sold my position in RLX Technology, and I couldn’t be happier with the gains! The stock’s been performing really well lately, with a 70.43% year-on-year revenue growth in Q3 last year, reaching 679 million RMB. Both gross and net profit margins have remained quite stable. In Q2, net revenue also saw a big jump of 65.9%. The company’s looking really strong, and there’s a lot of potential for growth!

$Rocket Lab USA, Inc.(RKLB)$ has surged to an all-time high, marking a significant achievement for the aerospace manufacturer and small satellite launch service provider. This milestone reflects a period of strong growth and investor confidence. The company’s market capitalization has reached nearly $14 billion, with impressive revenue growth of 54% over the last twelve months. According to InvestingPro analysis, the stock is currently trading above its Fair Value, indicating optimistic market sentiment. While the gains aren’t huge, they’re more than enough for me. In the stock market, steady profits and risk management are far more important than chasing massive returns.

$Coinbase Global, Inc.(COIN)$ I am seeing everywhere that Coinbase revenue will actually drop from the previous quarter due to the low transaction volume for the Q3 quarter. If they know the approximate Q3 transaction volume, is it safe to say that the stock will drop after earnings based on financials? (Unless they kill earnings call and release some good news). Thoughts?? Not sure what to think now, but news regarding the company's earnings release seems bearish, but media is normally all BS.

$Intel(INTC)$ I'm not sure why we would expect a great earnings report now, maybe a year from today. What we can hope for is some good guidance and update on progress with new chips and foundry. I'm afraid people are expecting big sales numbers which is doubtful. Set appropriate expectations.

$Grab Holdings(GRAB)$ I wish I had grabbed GRAB earlier before it hit multi-year highs. If I’m going to be putting money into a stock that is trading at its recent peak I think I’m probably going to stick with HITI. Maybe I’ll get lucky and GRAB will have a big dip in then near future.

$Trump Media & Technology(DJT)$ I thought the price would go up because at the end of the day the stock market is about supply and demand. When the demand for shares exceeds the supply of shares available to be had, the price goes up. Fundamentals and valuation are most important over the long term. In the near term that is not always the case. DJT shares are at $31 ,a nice 100%+ gainer on Sept. 17.

$Broadcom(AVGO)$ I exited at AVGO due to AVGO (BROADCOM) rising from $147 to $180. Analysts also predicted around $180. This company, which is claimed to be 99% of the internet infrastructure, can push the $1 trillion market target. But I think it is at expensive levels.

$Amazon.com(AMZN)$ I was very fortunate to be able to double down on AMZN a couple of years ago at $85. It seems magnetically attached to the $185 price area for now, however,I have a high conviction in its ability to grow and prosper in the future.

$Trump Media & Technology(DJT)$ DJT not wanting to do redemption on the warrants as it would lose out on cash.That said the SEPA deal is for around 31 dollars a share.I'm long on the Common at 13.58 on my latest trade and I completely agree the Warrants are too richly valued considering everything.

$Coinbase Global, Inc.(COIN)$ Miners: ONLY players in the Bitcoin ecosystem that can create new Bitcoin + securitize the netowork, therefore serve as the leading indicators of BTC price and the best low-cost operating miners mine BTC cheaper than anyone elseCoinbase: +80% of TradFi custody of Bitcoin is only possible through Coinbase. I do think that it's not prudent risk mgmt that TradFi bears so much CP risk on 1 custodian, but they ARE a publicly regulated entity so they’ve gone through all the regulatory hoops to comply with SEC

$Direxion Daily FTSE China Bull 3X Shares(YINN)$ Yikes, that Hang Seng rug pull was fun. for fading it with the Aussie dollar short. Not me, I’ve got my margin of safety. Buying all dips, especially 5-10% pullbacks. 20% giveback on 150% run up in the YINN. Fine math.