Catalysts everywhere

BrianTycangco鄭彥渊
09-25

Catalysts everywhere🔥

✅ $BABA-W(09988)$ +9.1% on #qwen3max & $NVIDIA(NVDA)$ news

✅ $JD-SW(09618)$ +3.7% on news of end in food delivery price war

✅ $NIO-SW(09866)$ +3.1% on strong L90 and ES8 orders; Citi upgrade

✅ $HSTECH(HSTECH)$ +2.5% despite massive storm hitting HK and weak overnight markets in the US.

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China’s leading chipmaker $SMIC(00981)$ is up 400% in about a year. That’s 8X better than NVDA. It has a long way to go to catch up, but the trend is bullish and anyone who understands China’s long term approach to AI development knows this is just the beginning.

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