$BigBear.ai Holdings(BBAI)$ is on a massive run - my investment thesis is playing out perfectly! Perfectly timed with the Contra 688 event too; grabbed that SGD 688 cash voucher after my first trade. Bullish on what's next, the real move is still ahead!

$BYD ELECTRONIC(00285)$ Locked in some profit on BYD Electronic, though the daily chart looks a bit weak lately. Not much short-term momentum, so I’ll hold for now and see if next month brings a rebound.

$POP MART(09992)$ High transparency in performance and valuation makes it a steady hold. Logic is verifying, new highs coming—that’s how a market should work. Stay onboard; trust the captain to reach the destination.

$Alphabet(GOOGL)$ proving why it's a keeper! Rock-solid search plus Gemini & cloud momentum - tech giants still got game. Not flashy but steady compounding wins.

$HUA HONG SEMI(01347)$ delivers a steady 4,532 HKD gain! Growing from 33.567 to 34.700 may seem modest, but every step forward in semiconductors matters. Investing in China's chip sector isn't just about returns - it's supporting technological sovereignty. This reward reminds us: tech investments demand extraordinary patience and conviction.

$ZTE(00763)$ shines today with an 8,690.46 HKD unrealized gain! Rising from my 22,562 entry to 24,300, this 5G leader's technological edge is gaining market recognition. Investing in communication tech is not just capital allocation - it's a vote of confidence in China's innovation capabilities. This reward validates the wisdom of focusing on core technological investments.

$Carlyle Group LP(CG)$ My vision is good, I can sleep well with this ticket.

$ISHARESHSI(03115)$ Positive signals from the China-U.S. Talks fueled a surge in Hong Kong stocks towards the close, with the $HSI(HSI)$ rising by 2.98%, crossing the 23,000-point mark, as market sentiment picked up and investor confidence grew.

$Direxion Daily S&P 500 Bull 3X(SPXL)$ Shifting my strategy, taking advantage of the rebound in US stocks to confirm the top opportunities. Using the Direxion Daily S&P 500 Bull 3X to recover some losses.

$GraniteShares 2x Short NVDA Daily ETF(NVD)$ I made another small profit. This wave of earnings made me more determined in my operating ideas. Vision is very important in investment.

$BABA-W(09988)$ Once the titans of their industries, $Apple(AAPL)$ and Alibaba have struggled to keep up in the AI era. Now, they’re teaming up—could this be their shot at redemption? 🍏 Since Steve Jobs' passing, Apple has maintained its lead through hardware and a strong ecosystem, but it has failed to deliver a game-changing AI product. 🐜 Alibaba, despite years of heavy AI investment, is lagging far behind ByteDance, with leadership fragmentation weakening its strategic focus. 💡 But markets don’t care about the past—only momentum. BABA has already rebounded nearly 50% from its lows, and its recent rally has been incredible. Is this the beginning of a true comeback?

$Berkshire Hathaway(BRK.A)$ $Berkshire Hathaway(BRK.B)$ 's investment in $VeriSign(VRSN)$ shows its long-term confidence in tech infrastructure. As cloud computing, IoT, and AI technologies continue to evolve, global demand for secure and stable network services will keep growing. Moreover, VRSN's business model, based on subscription revenue, provides a stable cash flow. According to financial reports, the company's gross margin reached 86% in 2024, a remarkable level of profitability that further strengthens its market position. You can't go wrong following Berkshire's investment strategy!

$Direxion Daily FTSE China Bull 3X Shares(YINN)$ I am leaning towards a bullish outlook for YINN in the short term.The People's Bank of China’s recent liquidity injections and easing measures seem to have bolstered investor sentiment, offering a positive environment for leveraged funds like YINN. current trends suggest that YINN could close today in the range of $36.00 to $36.50, as investors react positively to these short-term developments

$NVIDIA Corp(NVDA)$ NVIDIA is now the dominant force in the tech industry, overshadowing the previous "Magnificent Seven" and becoming the "MAG1." AMD $Advanced Micro Devices(AMD)$ has proven to be a mere pretender in this competitive landscape. Microsoft $Microsoft(MSFT)$ and Meta $Meta Platforms, Inc.(META)$ are experiencing declines, primarily because they are investing heavily in NVIDIA chips to remain relevant in the market. It's clear: either support NVIDIA or risk being left behind in this rapidly evolving environment.

$Coinbase Global, Inc.(COIN)$ Why bullish on coin? Adj. EBITDA I expect 350-450M positive for Q3. Already 1.6B positive this year from Q1 and Q2 and Q4 looks strong so far meaning Coinbase already quite cheap in current valuation (also they have a VERY strong cash position). Wall Street only starts to digests this company. First, Q4 outlook looks strong. btc almost ATH and dog coins pumping with big volumes. Now in terms of the company updates: Key growth products update: -Base is making huge progress. Any update and discussion in the call would be interesting. -International expansion is huge usdt volume is quite big too in Coinbase lately and derivatives volume going higher. Now imagine a Trump win that can allow US der

$Walt Disney(DIS)$ Disney got a tiny bump thanks to their rival Netflix scoring BIG with subscribers and the rate those subscribers pay. Disney always talks about their number of subscribers, but never breaks it down to the rate, because so many people get it for free or for pennies.

$Amazon.com(AMZN)$ Be careful they raised the bar for Amazon finally. Let's face it we have no idea what kind of write downs they might have this quarter. When it looks to gold to be true it usually is. Almost every retail investor is expecting a beat. After all they have a prime day, black Friday, and cyber Monday in this quarter. Just remember when it looks to good to be true it usually is.

$Alibaba(BABA)$ I don’t own shares at this time as I now rarely hold individual stocks. The valuation here has now gotten interesting. $170 billion market cap with over $70 billion in cash. Trading at 3x forward EBITDA and forward PE of 7. Being treated like it’s going the path of AOL when it definitely has significant growth opportunities in the world’s largest consumer market. At this valuation and this level of cash they should be very aggressively buying up shares and at a minimum reducing share count by 10%+ this year. If it hits $65 I may pick up a position. I can see this as a $200+ share price within 5 years.

$Apple(AAPL)$ Okay, now things are getting interesting. Did anyone see the CNBC Fast Money gang this afternoon get all upset about how AAPL was up 6 bucks today? How many times did Guy Adami call AAPL "an expensive stock"? Collectively, they all took pains to articulate a thesis that could be bullish for TSM, but NOT for AAPL. Then Fast Money trotted out all-time AAPL hater Carter Werth to validate AAPL-bashing from the perspective of a chartist. He called AAPL a pair of two's and claimed massive underperformance for AAPL relative to other tech over the last few years. Sheesh, these guys REALLY want you to sell your AAPL shares.

$Digital World Acquisition Corp(DWAC)$ I was expecting a dead cat bounce to the 24 level, but this wildly speculative hulk of nothingness has outdone itself. Shorting has already begun, but, without another death twitch, this thing is set up to be hammered again. In my view that's inevitable sooner rather than later.