tothehill
tothehill
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avatartothehill
2024-10-31
$NVIDIA Corp(NVDA)$ Nvidia & AMZN Amazon $Amazon.com(AMZN)$ (Earnings 10/31) AWS’ Project Ceiba supercomputer (large-scale AI applications in generative AI, robotics, & digital biology) Nvidia’s Omniverse & generative AI microservices on MSFT $Microsoft(MSFT)$ (Earnings 10/30) Microsoft Azure (building ‘digital twins’, higher enterprise sales & extended cloud-based revenues) Nvidia’s GPUs (hardware & subscription-based AI software revenue from GOOGL Google $Alphabet(GOOG)$ Cloud’s AI & data processing services)
avatartothehill
2025-08-25
$Alphabet(GOOG)$ 's AI & cloud combo firing! Gemini boosting ads + cloud gaining share. Tech giant's moat getting deeper - steady gains ahead!
$Palantir Technologies Inc.(PLTR)$ Despite Palantir’s relatively high valuation, Truist Securities initiated coverage with a Buy rating and a $223 price target, citing the company’s massive opportunity in driving general AI adoption across government and enterprise clients. Palantir’s position as an analytics- and data-driven software leader gives it long-term upside. Just follow the trade and buy along.
avatartothehill
2025-09-24
$Butong Group(06090)$ The parenting "super-influencer" from Xiaohongshu exploded onto the HKEX! It skyrocketed 44% on its first day, becoming the market's darling. The IPO saw a crazy level of oversubscription from retail investors, raising nearly $100M. I'm bullish on this hot trend!
avatartothehill
2025-11-24
$IDT INT'L(00167)$ thesis playing out nicely! Their IoT biz like smart meters is gaining real traction. Holding with confidence~ Major FOMO for missing Contra688 - those vouchers are a game-changer. Next promo I'm not hesitating!
avatartothehill
2021-07-22
DIDI will comply completely as necessary to meet security requirements. May incur a fine and have to implement security measures compliance changes. But with 90% of marketplace it is WAY undervalued here.$DiDi Global Inc.(DIDI)$
avatartothehill
2025-07-21
$BABA-W(09988)$ finally showing strength! China tech rebound & e-commerce recovery working together. Patience pays off - may all your holdings glow green!
avatartothehill
2021-06-09
I'm still in red with TSM, I know that eventually -hopefully soon- will go green and I can make some profits, but It's so frustrating seeing an investment in red for months.$Taiwan Semiconductor Manufacturing(TSM)$
avatartothehill
2021-07-20
Didi will eventually prove to be the best investment ever for longs.. after the storm, blue sky will be coming.. be patient, buy and hold!$DiDi Global Inc.(DIDI)$
avatartothehill
2021-06-07
The airline industry around the world took a major hit with the pandemic. When the world is rid of this pandemic, one of the few stronger airlines in the industry will be SIA. It should gain market share and generate more profits in the long run. Hopefully, the dividend will get reinstated by 2022. God bless and stay well.$SINGAPORE AIRLINES LTD(C6L.SI)$

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