$SMIC(00981)$ Rode SMIC's V-shaped rebound for some solid gains. The Contra 688 vouchers were a perfect boost! With the chip cycle turning and its key role in China's tech, I see a 2-3x revaluation ahead. Holding for the long haul!

$Tiger Brokers(TIGR)$ Made a small profit overall. Technically, it looks like the bottom of this adjustment is near. Once October begins, with the market focusing on earnings, Tiger should return to an upward trend.

$Tesla Motors(TSLA)$ 's FSD is driving autonomous vehicles into a new era of mass adoption, much like the $Ford(F)$ Model T revolutionized car accessibility with low cost. Its industry lead continues to expand.

$Opendoor Technologies Inc(OPEN)$ pulled off a stunning comeback in just one week, going from delisting risk to becoming a market darling. This confirms my strategy of spotting high-risk, high-reward plays early on was spot on. Patience paid off!

$GDS-SW(09698)$ What an amazing run! GDS-SW has achieved an unrealized gain of 14,221.71 HKD! Soaring from 26.114 to 296.500, this remarkable growth reaffirms the potential of data center industry. While this calls for celebration, the real reward is seeing my value investment philosophy pay off. Staying disciplined while enjoying these special moments is what makes investing so fulfilling!

$HUTCHMED(00013)$ You guys don’t want it? I’ll gladly treat it like treasure. They’ve got 10B in cash just sitting there. I’m super bullish on ATTC，it’s got even more upside than ADC in my view. And hey, this is one of the rare Chinese biotech firms that can actually sell into the US, Europe, and Japan. In my opinion, it should be worth at least 40–50B HKD. Grab it while it's still flying under the radar.

$ProShares UltraPro S&P 500(UPRO)$ Trump’s back at it! He’s called “now is the time to buy stocks” twice, and bam, the S&P 500 $S&P 500(.SPX)$ shot up 14%! Feels like Trump’s got a bit of that “stock guru” vibe. The market’s been on a rollercoaster, but his words gave it a serious boost, and investors are feeling pretty confident now. Maybe there’s a little opportunity here for those of us paying attention!

$Alibaba(BABA)$ right now is truly a gem with multiple identities! Not just a consumer stock, but also a tech stock, and with the potential to expand into the European market. They say the wind is shifting, and I feel Alibaba is exactly the stock that can ride that wave. With their accelerating global expansion, the investment value of Alibaba is set to grow significantly. Their potential in the European market could really take off, and the prospects for investors are too good to ignore. Definitely worth watching closely!

$New Oriental Education & Technology(EDU)$ Recently, New Oriental invested in Songzan, with Yu Minhong also becoming a director of the company. This move reflects New Oriental’s proactive strategy of entering the cultural tourism industry in recent years. Songzan, a brand focused on high-end cultural tourism, stands out with its unique offerings in Tibet, which has become a must-visit destination for high-end international tourists. I have full confidence in Yu Minhong’s vision. He has always been a role model for me, not just in the education sector but also in his exceptional business and investment acumen. Following his lead, I’m confident in the future of New Oriental, and I’m holding on firmly, looking forward to the great returns it will

$ProShares UltraPro Short Russell2000(SRTY)$ Bought some hedges against the market downturn. Recently, I’ve been holding more than ten short positions, all of which have brought in small profits.

$SMIC(00981)$ SMIC's industrial position has strengthened historically, and I remain optimistic about its future!

$MicroStrategy(MSTR)$ With all the "zombie" companies out there, as a fiduciary, they pretty much have to take the step of "flight to safety", "flight to quality" and exchange fiat from there treasury to BTC.Its truly " The flight to value " As a digital monopoly company, worth trillions, same story goes. 8 billion people on the planet can now have a piece of the pie.imo

$Direxion Daily FTSE China Bear 3X Shares(YANG)$ At the moment, we aren't seeing any major shifts in the development of futures, but there is noticeable activity in the pre-market for both YINN and YANG. With the recent macroeconomic data and stimulus measures coming out of China, it's no surprise that these leveraged ETFs are drawing attention. I’m keeping a close watch to see if this volatility continues as the broader market digests the news.

$Uber(UBER)$ Uber’s premarket stock rise is driven by anticipation of strong Q3 2024 financial results and recent announcements, including the rollout of an AI assistant to support the transition to electric vehicles. These developments have boosted investor confidence .

$Palantir Technologies Inc.(PLTR)$ Palantir. Trusted by the US government. This is not a normal AI company. Palantir is a game changer. And the more i delved into it, i am absolutely convinced that we are looking at a trillion dollar company in the making. A perfect example of how value investing and log term should look like.

$Tesla Motors(TSLA)$ It is a different world now.When you started trading, people like Musk would have been in prison long ago for stock fraud. Now he is celebrated.But trading in these bubble stocks is not investing. It is speculating, much more like sow belly futures than anything related to fundamentals. Actually, even sow bellies involve some fundamentals. With TSLA, one is simply trying to guess how much insane hysteria will exist at any point in the future.

$Advanced Micro Devices(AMD)$ Intel settled with AMD over 32 bit microcode almost a couple decades ago that make things look bleaky for Intel so Intel was calling it quit without sharheolders knowing about it.If AMD takes Intel over , AMD can get rid of the BOD and sweep out deadwood. Maybe Intel will sell x86 designs to Qualcomm so Qualcomm can act as second source of x86 in compliance with regulators . AMD can work with legacy Intel customers. no matter what.AMD is giving up on gaming GPUs to focus more on AI chips which tells me obviously that AMD have to make choices on what chips to order from TSMC. now with Intel Fabs in bag, AMD can make anything they want to.

$Palantir Technologies Inc.(PLTR)$ Taking unstructured data and being able to make actionable output will result in huge gain in usage vs the system of record names eg SAP, Oracle, Salesforce and the labour intensive work by Accenture and system integration companies. If you add together the revenues of these 'encumbents' you get at least USD 200bn. Palantir will gain a significant share. If current revenue is 2.75 / 3.5bn in coming 12 months it can be 20bn in 5 years time. It is absolutely a stock to hold long-term.

$Direxion Daily FTSE China Bear 3X Shares(YANG)$ Holding YANG $3.5 calls for next week at an average of $0.36. I may average down some more depending on how the market goes. I am currently down 51%. I really hope this doesn't continue down. Either way, there could be a swing up wards in this from this price range.

$XPeng Inc.(XPEV)$ Xpeng cheapest model sold in Europe sells at a similar price to Tesla’s Model Y - that means that regardless of EU EVs import taxes, being reduced or not, Xpeng still makes profits from EU sales. “We want to bring the best technology that [has] developed in a highly competitive and iterative Chinese market to European customers,” Gu claimed. The car executive pushed back against concerns that Xpeng is undercutting established automakers, noting that the startup’s cheapest model sold in Europe sells at a similar price to Tesla’s Model Y.”