$Alphabet(GOOG)$   Long term still bullish. But does lose some search to ChatGPT though. But may retain higher value searches. And general knowledge leave it to ChatGPT. Sell them ads perhaps?  🧐 My view: Value-investing conclusion If I step into the “value investor” mindset: • I like the business: very strong fundamentals, excellent margins, dominant positions (search + ads), growing newer engines (cloud + AI). • The premium is real: you are paying for future growth and dominance, not just the current business. • Because of the elevated valuation (especially on a sales or FCF basis) and the heavy spending/investment, the margin for error is smaller. Execution missteps, regulatory shock, macro downturn cou

$STANCHART(02888)$  Standard chartered, saw the news it's partnering with OKX and it's on top of their partnership with Coinbase. DCA up since they buying their own shares actively too. For the long term. PS: not financial advice. Do your own research.  🙏😊🍀

$Coinbase Global, Inc.(COIN)$   long term bullish.  While they might be expensive in fees but they are the most stable option. And the first crypto exchange. Without them I wouldn't Have got into crypto.

$INTC 20261218 70.0 CALL$ $Intel(INTC)$   🧩 Intel Deep Dive: Fundamentals, Chart, and the Trump Semiconductor Factor Been camping on Intel for a while. ;) finally pays off 💪💪💪 As the U.S. pursues a radical new 1:1 semiconductor production rule, Intel emerges as one of the few chipmakers already anchored in American soil. But subsidies and policy are only half the story. The execution and technology leadership will decide whether it becomes the tech hero or the next cautionary tale.” “With the government now owning ~10% of Intel, political pressure and spotlight are inevitable. Don’t count on this being a quiet campaign but let’s be clear: losin

$Alibaba(BABA)$   Alibaba: Earnings, Value Outlook & Technical Insights 💼📈🔍 On to Alibaba for quite a bit as good long and diversification with $75usd. Now it's relative fair value and hope it goes higher. Coz still have options to sell. Let's see. Hope the New AI Chip is gonna be a big mega star.  China market Wise, Alicloud is the preferred one. So long term is an advantage. And Alipay still a leader and probably a southeast Asian Leader too,... and growing to more markets  For Now... here we go 1. Earnings Recap: Cloud Shines Despite Retail Headwinds • Mixed results: In the quarter ending June 2025, Alibaba’s total revenue was ¥247.65 billion (~US$34.6 billion)—slightly below estimates of ¥252.

$XIAOMI-W(01810)$   📈 Xiaomi (01810.HK / XIACY) — 2025 Outlook 🔍 Technicals Xiaomi has been in a solid uptrend this year, trading near HK$52–53 after rallying on Q2 earnings. • Resistance: HK$56–61 (previous top) 🚧 • Support: HK$49–50, then HK$45 🛡️ • Momentum: Break above HK$56 could re-test highs, while slip under HK$49 risks pullback. 👉 Chart shows bulls in control, but profit-taking likely near resistance. ⸻ 💰 Fundamentals Q2 results beat expectations: • Revenue: RMB116B (+31% YoY) 📊 • Adj. Net Profit: RMB10.8–11.9B (+75% YoY) 🚀 • Smartphones: RMB45.5B (-2% YoY) 📱 — pressure from ASP declines. • IoT & Lifestyle: RMB38.7B (+45% YoY) 🏠 — strong demand for appliances & wearables. • EVs: RMB20.6B (~3×

$Coinbase Global, Inc.(COIN)$   My HODL : Not financial advice and Trend: Strong bullish momentum with healthy pullbacks. Base L2 and ETF tailwinds support continuation if crypto sentiment holds. Drivers: • High trading volume during BTC ETF hype • USDC float income + partnership with Circle • Growth of Coinbase Custody + Base L2 Intrinsic Value View (DCF-style): If Coinbase sustains $4B in revenue with ~20% net margins and 20% YoY growth, fair value range = $220–280/share depending on discount rate. Currently fairly valued to slightly overvalued. Conclusion: Coinbase is no longer just a trading platform. It’s becoming Web3’s infrastructure backbone, with scalable revenue beyond fees. If you believe in the futu

$Figma(FIG)$  🚀 IPO Overview • Figma priced its debut at US $33/share on July 30, 2025, offering a total of ~36.94 million shares, raising around US $1.2 billion.  • It began trading under the ticker FIG on the NYSE on July 31,  • In its first trading session, shares surged over 200–250%, reaching above US $115–$117, driven by high demand and repricing of valuation, giving a market cap > US $57–68 billion at close. Fundamental & Prospectus Highlights • Revenue: US $749 million in FY 2024, up ~48% YoY; Q1 2025 revenue of US $228 million, +46% YoY. • Profitability: Net loss in 2024 of US $732 million (mostly from stock-based comp) turning to a net income of US $44.9 million in Q1 2025. • Margins: Very strong, with gross margin ~

I am long on $Coinbase Global, Inc.(COIN)$ who invested in Stablecoin USDC $Circle Energy, Inc.(CRCE)$ and that helps when $BlackRock(BLK)$ and a few major players are shareholders too. We don’t know what we don’t as retail investors. But we know how to position. And not financial advice Inam hoping for more correction as I think Stablecoin will open up a whole load of opportunities. And they are not just denominations they are blockchain and track able transactions essential for tokenization. It’s early days but it’s starting and crypto will move into new frontier. Let’s see where this brings us to. 🫡🍀

$Coinbase Global, Inc.(COIN)$   $Circle Internet Corp.(CRCL)$  🚀 Bitcoin, Coinbase & Circle: A Multi-Lens QUICK Look at then in current context As digital assets continue to gain global traction, Bitcoin, Coinbase, and Circle have emerged as key pillars of the crypto-fintech ecosystem. Whether you’re an investor, builder, or curious observer, understanding these three from multiple lenses—fundamental,  🔍 Quick Look/  Analysis  • Bitcoin may not generate cash flows, but its scarcity and trustless nature offer asymmetric long-term optionality. • Coinbase acts as a toll booth for crypto’s growth, monetizing via both retail and institutional flows.

$Robinhood(HOOD)$   🚀 Robinhood: The Retail Revolution Continues, But Is It Still a Buy? i am too assessing if Robinhood is a buy, but I do hold Tiger stock myself. Albeit tokenized, why not fractional stocks on Tiger.  PS: Do your own research and Not financial advice.  Quick Conclusion, price is a hit steep for me now. No quick opportunity. Long term plays I have too many.  Detail analysis here it is; Robinhood (HOOD) has staged a massive rally in 2025, driven by surging revenues, profitability, and expansion into tokenized stocks. But is this fintech disruptor still a good investment at current prices? Let’s break it down across fundamentals, valuation, technicals, and innovation. 📊 Fundamentals & Valuation Robinhoo

$XIAOMI-W(01810)$   🚀 Xiaomi Rallies on Triple Launch: YU7 SUV, MIX Flip 2 & AI Glasses Xiaomi (HK: 1810) surged ~8.5% as it unveiled three flagship products: the YU7 SUV (from ¥253,500), the clamshell foldable MIX Flip 2 (from ¥5,999), and AI smart glasses (from ¥1,999). Early indicators show robust demand—over 200,000 orders for YU7 within minutes and pre‑orders for MIX Flip 2 climbing fast . 📊 Fundamental & Growth Outlook YU7, challenging Tesla’s Model Y, targets China’s booming NEV market and supports Xiaomi’s ecosystem ambition (phones → homes → cars). MIX Flip 2 showcases tech maturity: Qualcomm Snapdragon 8 Elite, dual‑Leica 50 MP cameras, massive 5,165 mAh battery, IPX8 water resistance, and a

$XIAOMI-W(01810)$   📈 Xiaomi Stock Soars 8% After YU7 EV Launch — What’s Next for Investors? Xiaomi (HK: 1810) surged 8% in Hong Kong after launching its new electric SUV, the YU7, priced 4% below Tesla’s Model Y. Within 3 minutes of launch, Xiaomi recorded over 200,000 orders — a stunning signal of strong consumer interest and market potential. Fundamentally, Xiaomi is transitioning from a mobile-device-centric company to a diversified tech ecosystem player — now encompassing IoT, smart homes, and EVs. Revenue growth in Q1 2025 rebounded thanks to recovering smartphone sales and IoT devices. The EV push could unlock a new long-term revenue pillar, especially in China’s growing NEV market. From a value investin

$XIAOMI-W(01810)$   Xiaomi to the Moon! 🚀  I have been hodling Xiaomi in a small way since they announced they launching EV. Did not disappoint!!! DCA via some options and also convert the earnings into more shares. Regret selling the 600 shares. But can't be greedy. It's all probability. So here is my take .... they have a cost efficient and effective moat. They are like the ikea of White Goods or everything that is electronic. Let's see how far they are go. 🍀🍀🍀 Xiaomi’s Q1 2025 financial results showcase a remarkable 47.4% year-over-year revenue growth, totaling 111.3 billion yuan ($15.48 billion), surpassing analyst expectations of 107.6 billion yuan. The company’s adjusted net profit also saw a signifi

$XIAOMI-W(01810)$   $Xiaomi Corp.(XIACY)$   Sold 1 option to take some profit. 🙏 Broke even already and now taking profit as the price steps up. Hope after 22nd May new heights and will sell further to take profits for this option. 🍀 Xiaomi Accelerates Momentum with Chip Innovation, EV Sales Surge, and YU7 SUV 🚀  Xiaomi (HKG: 1810) is making significant strides in 2025, reinforcing its position in both the semiconductor and electric vehicle (EV) sectors. The company’s upcoming chip launch, notable increase in vehicle registrations, and the debut of a new SUV model underscore its commitment to technological advancement and marke

$SUPER MICRO COMPUTER INC(SMCI)$   Why I’m Holding Super Micro Computer Inc. (SMCI) 1. Strategic Catalyst: $20B Deal with DataVolt The recently announced $20 billion partnership between Supermicro and DataVolt, a Saudi Arabia-based hyperscale data center company, is a game-changing catalyst. This deal positions Supermicro as a key player in the global AI infrastructure race, with accelerated deployments of ultra-dense GPU platforms in both the U.S. and Saudi Arabia. This partnership is not only about revenue—it’s about strategic alignment with sovereign digital transformation agendas, giving SMCI a first-mover advantage in hyperscale AI infrastructure, especially in Middle East megaprojects. Premarket reaction:

$Direxion Daily FTSE China Bull 3X Shares(YINN)$   Why I’m Still Holding My China Tech Stocks: BABA, Baidu, Trip.com & Tencent (WeChat) Last September, we saw a temporary spike in Chinese tech stocks—Alibaba (BABA), Baidu, Trip.com, and Tencent—driven by speculation around government stimulus. But valuations remain compelling: • Alibaba (BABA): PE ~9x, still priced like a value stock despite strong cloud and international growth. • Baidu: PE ~12x, with AI and autonomous driving as long-term catalysts. • Trip.com: PE ~17x, benefiting from the travel rebound and increasing outbound tourism. • Tencent (WeChat): PE ~15x (adjusted), with stable earnings and dominance in social, gaming, and fintech. The recent eco

Common Stocks and Uncommon Profits by Philips Fisher - this book is pre-Buffett era and this books gives you insights to businesses and why to invest.