$Navitas Semiconductor Corp(NVTS)$ The toughest days are behind us! Perfectly timed this rebound with NVTS, and scored the Contra 688 offer—snagged SGD 688 in Cash Boost vouchers just for jumping in. Feeling even more confident in my strategy now, ready for the next leg up!

$iShares Semiconductor ETF(SOXX)$ this wave of semiconductor market waited! AI chip demand blowout, the global industrial chain recovery clear ~ although the valuation is not cheap, but the big cycle of scientific and technological innovation has just begun, hold the leader and other wind!

$NIO Inc.(NIO)$ Long-term bullish on NIO! I’m holding shares because of its tech + user experience edge. The vision of a user-enterprise is becoming reality—not just talk.

$MEITUAN-W(03690)$ is steadily climbing, recovering faster than expected! With local services rebounding and in-store demand picking up, the core thesis holds strong. Confident it will lead the consumer recovery cycle—holding on for further revaluation.

$TRIP.COM-S(09961)$ delivers a 3,141.23 HKD gain! Rising from 443.435 to 456.000, this travel leader's rebound mirrors industry revival. Investing in tourism recovery captures pent-up demand while betting on life's joyful rediscovery - proving “spring always follows winter”remains the timeless market truth.

$JD LOGISTICS(02618)$ is sticking to its self-operated warehousing model for overseas expansion, with its production and development team handling the setup of warehouse facilities, while JD Logistics focuses on asset-light operations. Given the huge capacity pressure in the domestic market, going global is the key. JD’s combined warehousing and delivery capabilities make it a strong partner to help smart manufacturing companies expand into the global consumer market.

$SUPER MICRO COMPUTER INC(SMCI)$ Damn, SMCI went wild today. I love it! Threw the rest of my cash in, now go fill up my wallet baby!

$iShares Biotechnology ETF(IBB)$ After months on the sidelines, I’m finally back in the US market tonight! Just opened positions in IBB and $Spdr S&P Biotech Etf(XBI)$ ，biotech's looking like a sweet setup right now. Special times call for smart moves. Starting small, but ready to load up when the momentum hits!

$Quantumscape Corp.(QS)$ I had good luck today. I kept an eye on market changes and made correct judgments. I rewarded myself with a chicken drumstick today and will keep working hard tomorrow!

$J&T EXPRESS-W(01519)$ I believe J&T Express will keep getting better and better!Hopefully, it can surpass $ZTO EXPRESS-W(02057)$ and $YTO INTL EXP(06123)$ while improving its service quality. It needs to seize the growth opportunities in social e-commerce to secure its position in the domestic market!

$XIAOMI-W(01810)$ Bought it just now and it's already rising. Thank you, Xiaomi, and thank you, CBA!

$MicroStrategy(MSTR)$ I’m not a CEO of a multibillion $ corporation, but shouldn’t he haven boughten Bitcoin when it was low rather than waiting until it’s back at ATH?

$Trump Media & Technology(DJT)$ The stock market is a VOTING MACHINE, and DJT stock was always lined by the Woke Democrats' to Trump's re-election, no the Voting Machine says "a Trump land slide", and the democrats are doing a double face, and pretending they didn't say that.... they always hide from the truth and create fake scenarios. it Appears also, DJT heading for $200 in month or so... I hope nobody is short....

$PDD Holdings Inc(PDD)$ let me ask you: If the consumer gets the best price, the platform makes enough money, and logistics earn their share, then tell me, who is losing money? Is this just another Ponzi scheme?the seller can't earn anything! Will they keep selling on this platform? How long will the platform last, even their management said they need to try and find a way?I don't see much news about JD sellers protesting at their headquarters, while PDD faces protests almost every quarter. These protests probably don't get widespread attention due to internet censorship. If PDD were a U.S. company, it would likely have been sued hundreds of times and possibly gone bankrupt several times by now.

$Enphase Energy(ENPH)$ I’m a solar installer. Enphase has had a solid product but the race has been run. The string inverter with multiple inputs has it beat. It will be slow death by a thousand cuts but ultimately there is no ignoring the millions of Enphase micro inverters with 25 yr warranties out there cooking away under the panels. The liability will prove unbearable. These two issues; String dominance and warranty liabilities make this a sad story for a great company. I hold no stock positions.

$Apple(AAPL)$ Great idea for Apple!Ready , instead of Apple car, how about an Apple house??You can walk into SiriI checked into giving ideas to Apple, but they don’t take ideas!I’ve been thinking about this for years !!I’ve been long term holder of apple 🍏 Apple to 600

$Apple(AAPL)$ I was up 350% on AAPL since I bought but I recently sold some of my holdings. Few reasons:wanted to diversify & already have exposure through an index fund.Apple’s recent releases were IMO a bit “lacklustre”.Regulators are gradually chipping away at the App Store “moat”.Apple is known to plan years in advance to “perfect” product releases before shipping them - everything is so uncertain at the moment with regards to the next frontier of technology that I’m not sure shipping in this way puts you in the best position to win.It’s AI proposition feels more “copycat” than leading player. Jury is still out on AI’s true value & at what point it becomes transformative but Apple feels slightly behind other t

$Alphabet(GOOG)$ Google has a lot of potential. Of course there are risks - the exist anywhere - of AI disruption and such, but I believe they have a great core product and a great management team and a fantastic brand.I’d actually love to see Alphabet spin out a few companies now or in the future. YouTube tops the rankings for minutes of content watched by consumers daily in a lot of markets, it has subscribers and ad revenue that is almost the same size as Netflix, but is stuck inside a 23x PE company while the market values Netflix at 38x. Waymo is running tens of thousands of driverless taxi rides per month, while Elon Musk is trying to hype the idea of driverless taxis inside his 56x PE company. I’m not sure either N

$Versus Systems Inc.(VS)$ I’d lean towards a bearish view The company's fundamentals aren't strong right now. Their revenue is expected to drop by almost 60% this year, and their earnings are still in the negative. This shows that they’re struggling to grow or turn a profit with the company’s poor financials.

$Amazon.com(AMZN)$ Does AMZN Seriously do 600B$/year in revenue? What a monsterHeadwind I see is stall in retail; as a user their platform isnt NEARLY as helpful as it was 5 years ago. I start shopping on aliexpress, same products 10% of the price. For bigger items I shop in person. Not sure what the appeal of amazon even is anymore, because most people do not need next day delivery. on aliexpress choice, delivery is free if the total order is over 8£, and you can toggle for items with choice, and also 7 day delivery.