$XIAOMI-W(01810)$ 's stock is a splash of red in a sea of green today! Took some nice profits to replenish the account. Perfect timing for the Contra688 event too—scored SGD 688 in cash coupons, what a sweet deal! Bullish on Xiaomi to hold the line and lead the charge higher!
$iShares Russell 2000 ETF(IWM)$ This IWM move felt spot on, small caps really delivered! With the economy holding strong and money flowing back, the Russell 2000 showed real flexibility. But the swings are wild — better to lock in gains for peace of mind.
$Alphabet(GOOG)$ 's upcoming "Winning the AI Race" keynote is set to fuel a fresh rally, potentially driving Google's shares to record highs! As the undisputed leader in AI, Google's technological edge and strategic innovations may solidify its dominance, unlocking new growth opportunities.
$ProShares Ultra QQQ(QLD)$ position shows a +352.02 USD unrealized gain, with the current price at 117.23 USD compared to the entry price of 113.23 USD. As a 2x leveraged Nasdaq-100 ETF, the product has delivered the expected amplified returns during the tech rally. This outcome aligns with the sector trend analysis, with continued monitoring of market volatility advised.
$MEITUAN-W(03690)$ 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
$Astera Labs, Inc.(ALAB)$ posted $159.4M in revenue for FY2025 Q1,up 13% QoQ and a massive 144% YoY! Didn't let me down at all. Bought quietly when no one was paying attention and the price was low. If you truly believe in something, just hold on and wait patiently for it to pay off!
$Trip.com Group Limited(TCOM)$ Trip’s "2025 Spring Festival Tourism Summary Report" is truly eye-opening! The report reveals that Trip's inbound travel ticket orders have increased by 180% year-on-year, while inbound travel hotel orders have surged by over 60%. This clearly indicates that China’s tourism market is not only recovering but expanding rapidly, with Trip leading the charge in this boom. From an investment perspective, Trip’s performance is equally impressive. With a return of 41.97% over the past six months and a Sharpe ratio of 1.10, the company shows steady long-term growth and exceptional risk-adjusted returns. Now is the perfect time to invest in Trip stock. As the Chinese tourism market continues to expand, Trip is bound to delive
$ProShares Ultra QQQ(QLD)$ Sold my position in QLD with great gains! The volatility over the past few days really gave me some great opportunities, and I managed to catch the momentum of the $NASDAQ(.IXIC)$ 's rise. The leveraged effect of QLD definitely boosts its returns when the market performs well, but you do need to stay alert at all times. Compared to the fluctuations in the past few days, it’s holding a good position. The management fee rate is relatively low, making it a fairly cost-effective leveraged ETF. For those looking to take higher short-term returns, QLD is a solid choice!
$SMIC(00981)$ SMIC saw its stock price surge by 5.06% today, and I couldn’t be more excited! The continued recovery of the semiconductor industry, especially with the strong demand from emerging applications like AI, is really driving the market forward. According to Omdia data, global semiconductor market revenue grew by 26% year-on-year and 8.5% quarter-on-quarter in Q3 2024, showing the industry's powerful rebound. With the ongoing push for domestic chip manufacturing, SMIC, as a leading player in China, is set to benefit.
$Advanced Micro Devices(AMD)$ It competed with Intel because it was a beneficiary of 10 years of horrid management, execution and overall stasis from $Intel(INTC)$ and $Taiwan Semiconductor Manufacturing(TSM)$ hitting on all cylinders. That same serendipity doesn't exist with $NVIDIA Corp(NVDA)$ and now, with a refocused Intel, they will have to aggressively take the fight to two fronts. The next 5 years are not looking nearly as good as the last 5 for AMD.
$Phunware, Inc.(PHUN)$Honestly, I feel like Phunware just doesn’t hold any real value right now. It’s tough to put a solid price on it when the fundamentals aren’t there. At this point, it seems like the only way to play it is by watching the charts and reacting. I mean, I’ve been keeping an eye on the price action, and if it dips down to around $8, I might seriously consider jumping back in.
$Amazon.com(AMZN)$Has anyone else got the memo? No company is worth a $1T, let alone trading above it..The oil prices will continue to go down and will continue to have a weak demand too. Interest rates have gone down and will continue to go down.. All these, will bring everything down in a good way.. Growth stocks are dead.. Companies trading at high multiples are dead.. But Consumers will have high purchasing power.. . Deflation is coming.. 🍿🍿🍿🍿
$Apple(AAPL)$Apple did try to push the state of the art with its Vision Pro but with its high price and some deliberate handicapping it just didn't fly. I guess that though they love the high valuation from being a cutting edge company, they fear failure. It is great to have a company that makes fine products but we don't need to buy them anew every year or two.
$SUPER MICRO COMPUTER INC(SMCI)$ A high-risk gambler's stock? It's like watching a rollercoaster ride—thrilling, sure, but I'm not about to hop on for the wild ride. It's fun to see the chaos and excitement, but I draw the line there. And honestly, all those stocks that shot up like rockets on the AI promise? They're making me a bit skeptical now. I've cashed in some good money on AI stocks, no doubt, but for now, I'm stepping back, taking a deep breath, and watching from the sidelines. This market's too unpredictable for my taste right now!
$NVIDIA Corp(NVDA)$The market's intense focus on AI does raise some concerns about a speculative bubble. While NVIDIA has seen impressive gains, there’s a real risk that if AI adoption doesn’t ramp up as quickly as investors hope, the momentum could falter. It’s essential to be wary of inflated valuations and the heavy reliance on a few major players. This kind of concentration can create vulnerabilities, making the market susceptible to sharp corrections if sentiment shifts. Balancing optimism with caution is key in such a rapidly evolving landscape.
$JD-SW(09618)$ Lately, I’ve been keeping an eye on JD, and honestly, it’s been quite the rollercoaster. It’s frustrating! You watch the charts, and it’s like they’re stuck in this pattern—up in the morning, then down again by the afternoon. I get it; the market has its pressures, but come on! It’s almost like they’re teasing us. I’ve seen so many people get excited only to be left hanging when it drops back down. Honestly, it makes me wonder what’s really going on behind the scenes.
$Alibaba(BABA)$When Alibaba goes up, it barely moves, but when it drops, it’s like it's leading the whole internet sector down with it. It’s like BABA’s stuck being the heavyweight that drags everything along. But honestly, that’s the risk with big tech stocks, especially one as massive and influential as Alibaba. Its movements tend to ripple through the whole market.
$JD.com(JD)$When the overall market outlook is uncertain, those with a significant portion of their assets tied up in JD stock are likely to pull out. The increased risk just doesn’t justify staying in. There’s no reason to take on unnecessary risks when the downside potential looms larger. It’s better to play it safe and wait for a clearer opportunity rather than risk getting caught in a downward trend.