$Oklo Inc.(OKLO)$ ’s small reactor concept got a policy tailwind—locked in a small gain. My first trade qualified for Contra 688, and the SGD688 voucher arrived instantly. The advanced nuclear energy theme is just beginning—I stay bullish.

$MEITUAN-W(03690)$ , my portfolio's anchor! The chart is set for action, and its strategic restructuring solidifies the foundation. Ready for this rally - the breakout is on!

$Circle Internet Corp.(CRCL)$ Expectations for a September rate cut are heating up again. Even if CRCL bounces back soon, better to wait. For long-term holds, a lower cost basis means stronger conviction—jumping too early can test your patience.

$Advanced Micro Devices(AMD)$ catching the AI compute wave! MI300 ramp + data center rebound showing Dr. Lisa Su's vision paying off. The semiconductor bull run has legs!

$iShares Biotechnology ETF(IBB)$ posted a steady $326 gain in one day, signaling renewed capital inflows into the sector. The iShares Biotech ETF rose from $126.75 to $129.55, delivering a 2.2% daily gain and $326.72 in profits. This trade reflects a value reappraisal in biotech amid accelerated FDA approvals.

$POP MART(09992)$ Just because we "don’t get it" doesn’t mean it’s a bad business. Pop Mart has its own IP, limited releases, and a huge fan base among Gen Z women. It’s gaining serious traction overseas too. Think about it，Barbie’s been hot for decades. Why not Pop Mart? Global love speaks for itself!

$EAST BUY(01797)$ WeChat officially established an e-commerce product department, and the big event of selling goods on video accounts is coming! The expert model is already on the way, and the next step is to see who can take off first. EAST BUY is good at selling goods through content. If it starts live broadcasts and does private domains on WeChat video accounts, it will be a perfect combination of time, place and people. The basic skills of content e-commerce that were previously laid on Douyin are likely to explode again in the WeChat ecosystem! The opportunity to revive is right in front of us.

$GDS-SW(09698)$ Honestly, I think the market is underestimating GDS. Its EV/EBITDA is just around 12 times, same level as before the last big rally! OpenAI is still raising funds to build its own computing power, and $Oracle(ORCL)$ jumped in right after $Microsoft(MSFT)$ cut its data centers. Demand clearly hasn’t cooled. China’s major telecoms are ramping up investment, with $CHINA UNICOM(00762)$ and $CHINA TELECOM(00728)$ growing over 20% and $CHINA MOBILE(00941)$ going all in. Not getting in now feels like missing a golden chance

$Klaviyo, Inc.(KVYO)$ is an invaluable asset! It primarily serves independent e-commerce sellers, and in the U.S. market, $Amazon.com(AMZN)$ holds about 38% of online retail, while independent websites account for 20%-30%—roughly half of Amazon's market size. For these sellers, building their own site is essential, and Klaviyo acts as a growth engine within these platforms, offering automated marketing solutions that help businesses establish private traffic channels and boost sales. For independent sellers, Klaviyo is practically a must-have tool. That’s why I’m highly confident in its future—holding firm and anticipating even greater returns!

$GDS-SW(09698)$ This is truly the big leader in the computing power industry, and the surge is just phenomenal! I missed the early opportunity, and now I’m eager to get in but didn’t have spare cash. Thankfully, the CBA account came to the rescue—trading through it is not only flexible but also offers high returns! Big thanks to the CBA account for helping me catch this wave!

$Quantumscape Corp.(QS)$ Once there are breakthroughs in technology and business, QS could see its stock price soar by over 100 times. With the electric vehicle competition heating up and global energy demand surging due to AI, the energy storage sector is poised for growth. While nuclear energy faces challenges in widespread adoption, many Western battery competitors have made strategic missteps. QS, with its advantages in energy storage, could be on the brink of a stock explosion, making it a potential opportunity for investors to watch closely.

$Microsoft(MSFT)$ Microsoft stays in the business because they hope to create a video game streaming subscription service and scale. If they have enough IP, good hardware and get the streaming right then that's a potentials exciting market. Having said that though, with the size of the cloud opportunity for Azure, xbox really isn't much of a needle mover for the company overall.

$Phunware, Inc.(PHUN)$ I've been leaning towards clearing out my Phunware holdings before the election. I mean, if the results are super obvious, it kind of takes the excitement out of it, right? It feels like riding a rollercoaster where you already know the ending. I’d rather not stick around just to watch things plummet. I don’t want to be caught holding onto something that could go downhill fast.

$Trump Media & Technology(DJT)$ I'm not partisan, but I think Harris is the favorite here. If she wins, DJT will drop 50% or more in less than a week. Buying put options on DJT, or selling calls, is potentially an incredibly profitable and simple trade. it might catch a lot of people off guard, I was going to short it at $ 20....DJT can be a rollercoaster, for sure.

$MicroStrategy(MSTR)$ MSTR is in a precarious position due to its extreme dependency on Bitcoin’s performance. While the stock’s recent momentum is impressive, investors must be aware of the inherent volatility and high leverage risks. Buying at these levels exposes investors to potentially sharp pullbacks if Bitcoin experiences a correction or if market sentiment shifts.

$Apple(AAPL)$ Great products but the thrill and excitement with their products is missing. Its just more of the same... Same issue with $Advanced Micro Devices(AMD)$ $Intel(INTC)$, it's almost like the tech industry is experiencing stagnation. I think a big part of it is the FTC not having the talent to launch successful anti-trust cases. Most of these companies are just pushing out the same stuff year after year with marginal changes.

$Advanced Micro Devices(AMD)$ You want to buy against the market. For example, far back in time when the market saw AMD as a burning dumpster fire, I could see a massive restructuring underway, doing all of the right things that had to be done to put out the fire, and get things back on track. Today, AMD beat back $Intel(INTC)$ to a point of an embarrassment, but it's still seen as a company incapable of putting two lines of code together without several bugs in it, and fumbling to spell the two letter word "AI". Now is the time to ride the AI tidalwave, which AMD has barely started to ride. After the market figures out what's going on, it'll be too late, the price will again, be

$CleanSpark, Inc.(CLSK)$ Could sweep down to $10.40 before finding support. Either way I don’t view my CLSK position on a short time frame. I only am concerned about weekly and monthly charts. BTC will fins support at 64k. I still hold all my miners but recently added other options for diversification. Just some food for thought, maybe miners aren't going to do as well this time.

$PDD Holdings Inc(PDD)$ It feels like every time I buy PDD, it’s a loss, too! I’ve already lost over $40,000, and honestly, it’s so discouraging. It’s like I’m cursed or something! I keep missing those crazy surges—just when I think I’ll catch a break, it drops again. It’s nerve-wracking to watch. I really want to believe in its potential, but this pattern is just terrifying. It’s hard to keep my confidence up when every decision feels like it backfires. Maybe it’s time to take a step back and reevaluate before jumping in again.

$Alibaba(BABA)$ Holding onto a stock like Alibaba for ten years without seeing any profit feels pretty frustrating. It's like putting your money into a black hole and hoping for the best, but nothing ever comes back. I mean, if I’m investing long-term, I want to see some solid growth, right? Sure, Alibaba has its potential, but after all this time, it’s hard not to feel skeptical. There are so many other companies out there that are actually turning a profit and showing steady growth. Why tie myself to a giant that's struggling to deliver for years? Investing should be about making smart choices, and sometimes that means cutting losses and moving on. I want to be invested in companies that give me real hope for the future