$小米集团-W(01810)$ Mcap of 400b hkd with net cash 100b hkd and annual operating profit of 25b hkd, gives a EV/p of about 12x. Given the fast growth of mobile segment together with the electric vehicles prospects make this a 30hkd stock (near 100% appreciation). It definately worths a try imo

$Direxion Daily FTSE China Bull 3X Shares(YINN)$ 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

$Bilibili Inc.(BILI)$ This is one of the best stocks to buy if you like growth in china. Bilibili now has partnerships with Taobao, Tmall, JD, and Pinduoduo. Every big company wants to partner with them. These are deep partnerships. The growth is going to be insane over the next decade I think it will go over 200 a share within 5 years from what people in china tell me about this company. it is going to be the go to platform.

$Coinbase Global, Inc.(COIN)$ 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.

$Alibaba(BABA)$ 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.

Panic sales usually have nothing to do with the real impact on the company. Yes, baba will be hurt in the short and mid term, but this company has so much money that it will be easy for her to nevigate and look for other places to grow. It will take time though but that's why you invest for long term.Where did all the bag holders go? BABA needs your defense and suppor.$Alibaba(BABA)$

Added 600 shares on todays dip, out of cash but will sell another position on a green day to get another 270 shares and hit my goal of 5K shares. I've listened to hours of pod casts on this technology. Definitely the future. The senior management's strategy of investing in SPAC companies that become customers is brilliant! Plus the market value of their investments is surpassing S&P growth. These guys are killing it on all fronts!! Their purchase of gold bullion as a core asset hedge was brilliant. These guys are playing four dimensional chess!!$Palantir Technologies Inc.(PLTR)$

I thinks amd is oversold here, will go up tomorrow$AMD(AMD)$

You not into learning tech stuff ? Well, then again AMD is best choice: watch a few interviews of (humble) Lisa and feel your guts— what you feel? Yes, very taken care of (investor wise' but also as an employee I'd love HER to be my boss [women are better leaders anyway— just my .... well, you understand]). She's doing the most amazing CEO job in a way that could aaalllmost turn me into a straight— I'm deeply impressed of her as the smart human being she is$AMD(AMD)$

$PayPal(PYPL)$ Beat on earnings has been consistent each quarter so what I think will drive stock up is guidance and strategy for 2024. New CEO, new CFO, some changes in leadership team, they are poised to tell great story for 2024 and beyond. With stock buybacks & OPEX cost savings improving EPS, a small beat on revenue & growth for Q4 coupled with good outlook can go a long way.

$纳指三倍做空ETF(SQQQ)$ Only fools want bull rallies during one the biggest inflationary spikes in recent history. For it only creates even more inflation. Be a little more responsible and let the fed and other countries' central banks first get their inflation rates down to target, before getting all wanton over bull rallies.

Market correction. Buy the dip. Fundamentally, nothing has changed to our beloved AMD. It only gets better.$AMD(AMD)$

Despite the acquisition of ARM unsuccessfully, NVDA is worth more money. Forget the dessert!$NVIDIA Corp(NVDA)$

Wow, I was wrong. Cathies wasn’t dumping Sea yesterday!$Sea Ltd(SE)$

$NVIDIA Corp(NVDA)$ 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.

$阿里巴巴(BABA)$ BullishCharlie munger said not to do business with China is "stupid, stupid, stupid".Hopefully 125 soon in few months.

Microsoft is one of the investors that launched Bakkt, Microsoft’s cloud solutions are part of their infrastructure, and they've already announced Xbox partnership. It makes sense to extend their partnership to Microsoft Rewards as a whole, potentially similar to their integration with Starbucks.MSFT makes millionaires, you are absolutely right. Holding MSFT and just be relex.$Microsoft(MSFT)$

whats apple gonna do next when they take over the world?$Apple(AAPL)$