Don't Act on Chinese Stocks Without Reading This: Tariff Insights to Inform Your Investment Choices. It’s still two months before Trump officially takes office in the White House, but the trade war 2.0 between the U.S. and China seems to have already begun.  This article is written by Shernice, if you like my article please hit the like button or do a repost.  On November 19, the U.S.-China Economic and Security Review Commission (USCC), a congressional advisory body, released its annual report and, for the first time, formally recommended that Congress revoke China’s Permanent Normal Trade Relations (PNTR) status—known in China as “most-favored-nation” status.  Over the past two years, calls to revoke this status have been growing among U.S. lawmakers, including Senator Mar

$Salesforce.com(CRM)$  I've initiated a monitoring position for CRM.

$PDD Holdings Inc(PDD)$  Commentary on Pinduoduo's Latest Financial Report Pinduoduo has released its third-quarter earnings report, showcasing significant growth in revenue and net profit. However, both figures fell short of market expectations. True to its commitment to supporting merchants, the company saw its gross profit margin drop by 5% and its operating margin by 9%. This is shaping up to be another tough night for investors.   With total assets of ¥466.7 billion, including over ¥300 billion in cash and just ¥800 million in fixed assets, Pinduoduo presents an unusually lean and clean balance sheet, free of excessive investments or complications. Despite maintaining a strong growth trajectory, missing

$Dutch Bros Inc.(BROS)$   Dutch Bros is gaining popularity in the US, with long queues at its drive-thru stalls. It's revenue is growing at 30% annually. It offers the option to customize sugar levels, a feature not available at Starbucks.  This aligns well with RFK, the future head of the Department of Health and Human Services, who advocates for healthy food and opposes junk food, making Dutch Bros a potential complement to his policies. Furthermore, Dutch Bros' drive-thru model provides a competitive edge by eliminating the need for table turnover, resulting in lower rental and staffing costs compared to Starbucks cafés. $BROS 20250417 50.0 CALL$  

Thank you, Dutch Bros, for your kindness in looking after your sister's wallet.  $BROS 20250417 50.0 CALL$   $Dutch Bros Inc.(BROS)$  

Innodata’s explosive growth cements its position as a driving force behind generative AI innovations, including foundational contributions to systems like ChatGPT. Specializing in data engineering, the company plays a pivotal role in supporting technology giants in building large language models and advancing AI capabilities. This article is written by Shernice, if you like my article please hit the like button or do a repost.    What Does Innodata Do? Transforms Raw Data: Converts unstructured data into a format suitable for integration with AI models. Labels and Categorizes Data: Conducts data annotation, a critical step for training AI models to identify patterns and make precise predictions. Develops Custom Tools: Creates tailored platforms and tools to enable businesses to e

$Upstart Holdings, Inc.(UPST)$  UPST has made a strong comeback after accumulation phase. 

Profit for the day! 

$BROS 20250417 50.0 CALL$   $Dutch Bros Inc.(BROS)$   That's my Dutch bros.  There's more to go. 

$Dutch Bros Inc.(BROS)$   It's a buying day! 

Billionaire Investors Trims Alibaba stakes.  $BABA-W(09988)$  (Bloomberg)  Tepper’s Appaloosa Management cut its Alibaba stake by 5% in the three months through September, according to a 13F filing released on Thursday. Alibaba, however, remains the hedge fund’s largest holding, accounting for 16% of its $6.7 billion equity portfolio. Tepper also trimmed exposure in the iShares China Large-Cap exchange-traded fund, the KraneShares CSI China Internet ETF and Baidu Inc. At the same time though, Tepper more than doubled its stake in PDD Holdings, and increased positions in JD.com Inc. and KE Holdings Inc., the filing showed. That stands in contrast to what Tepper said during a CNBC interview in September, whe

So, I was having lunch with my boss, and guess what happened? This middle-aged uncle, maybe in his 40s or 50s, sitting at the next table, started talking super loudly about China stocks with his friends! He said he invested in Alibaba and was all excited because the PE is super low. He also talked about how the Chinese government is doing all these things to boost the economy, like giving vouchers and subsidies for buying appliances and EVs. Oh, and he was raving about how the 11-11 festival made crazy profits for the e-commerce companies! But here’s the thing which he didn't consider  —those vouchers and subsidies are like a one-time thing. Once people buy their stuff, they won’t need it again for ages, so sales will probably drop later. And sure, 11-11 brings huge sales, but guess w

Donald Trump Appoints Liberty Energy CEO Chris Wright to Lead Department of Energy  $Liberty Oilfield Services Inc.(LBRT)$   $Oklo Inc.(OKLO)$  $Cameco(CCJ)$  $Uranium(UEC)$  $Centrus(LEU)$   This article is written by Shernice, if you like my article please hit the like button or do a repost.  On Nov 16, Donald Trump has selected Chris Wright, the CEO of Liberty Energy and a board member at Oklo, to take on the leadership of the Department of Energy. as his nominee for Energy Secretary. Wright h

China's Blue-Chip Stocks Offer Attractive Valuations: Buy Baba, JD, Tencent, Ping An, and BOC? China is already grappling with significant domestic challenges: a local debt crisis and a property market in turmoil. However, the looming impact of heightened tariffs presents an even graver concern. While many investors remain optimistic about Chinese stocks—betting on a "bazooka" stimulus from Beijing to revitalize the economy—it’s vital to consider the broader risks, particularly political ones. Stocks like Alibaba and JD have reported solid profits with low price-to-earnings ratios, and major Chinese banks such as Bank of China and Ping An Bank offer appealing dividends and seem fundamentally robust. However, this perspective often overlooks the risks posed by geopolitical tensions and

$AST SpaceMobile, Inc.(ASTS)$  When everyone’s saying negative things and the stock keeps dropping, it might just be the perfect little chance to buy. The financial results of space companies have been underwhelming, as they continue to burn cash, leading to a sharp drop in share prices following their announcements. However, the stock prices often rebound sharply in the next trading session. This pattern can be observed in companies like RKLB and LNUR.

Yesterday, we saw a significant pullback across the three major indices, including the Dow, Nasdaq, and S&P 500. Let's break down the performance of these indices and the overall market. This article is written by Shernice, if you like my article please hit the like button or do a repost.  First, the Dow Jones Industrial Average experienced a second consecutive decline, dropping 207.33 points, or 0.47%, to close at 43,750.86. While it remains above the 40,000 mark, it's now trading below the 44,000 level, signaling a retreat. The S&P 500 also ended lower, falling 36.21 points, or 0.6%, to close at 5,949.17. This puts the index below the crucial 6,000-point resistance level, a sign of potential weakness. As for the Nasdaq, it dropped 123.07 points, or 0.64%, closing at 19,107.6

$Tesla Motors(TSLA)$  I’m an avid reader—a real bookworm—and I wanted to share an interesting short story about Elon Musk. There's a story from Musk's biography that illustrates his unique approach to business. One day, his assistant came to him and asked for a raise. She explained that she worked hard for him every day and felt it was time for more compensation. Musk, in his typical straightforward manner, responded, "Why don’t you take a month off and rest? Let’s see if I miss you, and if I do, I’ll consider the raise." After a month, the assistant returned to find that she had been fired. Why? Because Musk realized that the work was still getting done just fine without her. In fact, he discovered he could operate just as effectiv

I've liquidated all my positions and am staying on the sidelines with 100% cash, waiting for lower entry prices on my favorite stocks. $Upstart Holdings, Inc.(UPST)$  $Salesforce.com(CRM)$ $Dell Technologies Inc.(DELL)$ $Dutch Bros Inc.(BROS)$  $Coinbase Global, Inc.(COIN)$ 

Tesla’s stock price, $Tesla Motors(TSLA)$ has surged dramatically, climbing over 50% within just a few days—a challenging blow for hedge funds that shorted the stock. Now, the question is whether Tesla can sustain this upward momentum. Yesterday, the stock saw a strong correction, dropping by 6.15%, yet with high trading volume and an intraday turnover rate of 5.49%, indicating that speculative interest remains strong. Notably, the price didn’t even touch the 5-day moving average, signaling a pullback rather than a reversal. As the saying goes, “If the price doesn’t break the 5-day moving average, there’s no need to worry,” so momentum could very well resume. This article is written by Shernice, if you like my article please hit the like butt

China's October Financing Data Disappoints; Government Bonds Drive Growth Amid Lackluster Credit Demand This article is written by Shernice, if you like my article please hit the like button.  Trump’s policies typically strengthen the dollar, which tends to weaken the yuan, stabilize global markets, and put downward pressure on gold prices. Currently, the smartest investment might be in U.S. assets—buying U.S. stocks and holding dollars. If China announces a major stimulus, shorting Chinese markets could offer quick gains since such boosts tend to have fleeting effects, with market gains evaporating quickly. Despite this, many still hold the belief that Chinese stocks are due for a bull run, seeing them as undervalued compared to U.S. stocks, which they view as already overpriced. Let