$Sea Ltd(SE)$ The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 27 "strong buy" or "buy," 4 "hold" and 1 "sell" or "strong sell."The mean earnings estimate of analysts had fallen by about 5.2% in the last three months. ​Wall Street's median 12-month price target for Sea Ltd is $198.00, about 22.4% above its last closing price of $153.56

On October 22, $POP MART(09992)$ released its Q3 2025 business update, reporting a year-on-year revenue surge of 245%–250%, reaching a record high. Founder Wang Ning’s optimistic forecast back in August — “achieving RMB 30 billion in revenue this year will be easy” — now seems well within reach.However, the market has ignored the upbeat earnings news, and the stock continued to break lower.Why the drop?From a news perspective, Pop Mart was hit by its first short-seller report, setting a target price of HK$225.From a technical standpoint, the chart shows a head-and-shoulders pattern, with the neckline around HK$229.In terms of valuation, the market still considers Pop Mart overvalued, with growth unlikely to be replicated. The stock has now fallen

In October 2025, OpenAI and $Advanced Micro Devices(AMD)$ announced a strategic partnership that not only secures OpenAI’s future AI chip supply but also allows AMD to reclaim a leading voice in the AI chip race.According to the joint statement, OpenAI will deploy up to 6 gigawatts of AMD’s AI computing power and may acquire up to 10% of AMD’s equity in stages.The entire authorization structure is tied to procurement milestones and AMD’s stock performance, with the highest tier of stock options set at $600 per share, implying a market capitalization of around $1 trillion.This partnership represents more than a supply agreement — it’s a value bet on the future landscape of the AI industry.

J.P. Morgan downgraded $POP MART(09992)$ from Overweight to Neutral and cut its target price from HK$400 to HK$300 (2026E ~25x P/E, PEG 1.1x). The firm noted that four major catalysts have already been realized this year—strong 1H25 results, the Uniqlo collaboration, index inclusion, and the launch of gold jewelry stores—while the remaining three (animation launch, Labubu 4.0, and interactive toys) still lack visibility in timing and impact. Although search interest and resale prices have declined, this is largely due to a tenfold expansion in capacity since 1Q25 rather than weakening demand, and brand momentum and sales drivers remain solid. Government agencies and platforms are also stepping up anti-counterfeiting measures, which should help st

$CoreWeave, Inc.(CRWV)$ management explained the company’s post-IPO development vision, core competencies, and strategic positioning in the context of the rapid global expansion of AI computing infrastructure. They emphasized the explosive growth in AI compute demand, severe infrastructure shortages, and highlighted the company’s unique strengths in technology, physical infrastructure, and capital markets.🔑 Key Takeaways from the Meeting1. Company Vision & PositioningCoreWeave’s strategy is clear: provide cutting-edge infrastructure to meet the parallel computing demands of the AI era.Core mission: Build ultra-large-scale AI computing capabilities globally to meet continuous training and inference demands.Management stressed that the current m

Not sure The pullback begins hope to add Nvidia under $150 Is it possible?[Miser]  [Miser]  

$CoreWeave, Inc.(CRWV)$ yes Will consider at $80 More dip to go

China’s Retail Recovery Exceeds ExpectationsIn Q2 2025, China’s retail sales grew at an average monthly rate of +5.4% YoY, nearly double the +2.7% growth seen in the same period last year.Even more encouraging, online retail sales in H1 2025 rose +8.5% YoY, outpacing the overall retail sales growth of +5%. This is positive news for Pinduoduo. Although its Q1 2025 revenue grew only +10% YoY, far below the +59% growth for the full year of 2024, it at least indicates growth momentum is continuing.The recent retail rebound is unlikely to restore $PDD Holdings Inc(PDD)$ to the hypergrowth levels of 2024, but it may help offset some of the negative impact from higher U.S. tariffs. Analysts may even raise their full-year 2025 revenue growth forecasts—the

Bitcoin rebounds Every dip will be a buying chance then?

sg 60 hurray!

They still need to get alpha to actually work reliably. 2 for 6 is not good. And while they did land on the moon, a lot of the systems that made that possible were from other companies (RKLB being one of the main ones). $Firefly Aerospace Inc.(FLY)$

After briefly breaking above $3,500 on April 25, international gold prices have repeatedly failed to hit new highs. Cooling geopolitical tensions, uncertain Fed rate cuts, and easing trade concerns have all weighed on momentum.Ben Nadelstein, research head at Monetary Metals, believes a new high is unlikely in July: “Unless Powell is replaced or the Fed cuts rates, I don’t see gold reaching $3,500.”Brandon Aversano, CEO of The Alloy Market, agrees. He says any significant short-term rally would require major economic headwinds or rising global instability.In contrast, Brett Elliott, marketing director at APMEX, believes surprises are possible: “With the right catalyst, gold can swing more than 3% in a day.” He points to trade policy as a potential trigger.According to market watchers, four

$NVIDIA(NVDA)$   The shareholders' meeting is set to take place today. NVIDIA is sure to hit a new all-time high tonight. Analyst Ananda Baruah has raised the price target for NVIDIA from $175 to $250.

May 9 tonight 10 may take longer to hit[Miser]  [Miser]  

Powell said that the ultimate level of tariffs will determine their impact.

Expectations of Escalating Military ConflictIf Iran mobilizes its proxies to retaliate, a prolonged standoff between the U.S. and Iran could unfold.Risk of Turbulence in the Energy MarketIran may attempt to blockade the Strait of Hormuz or attack oil facilities in Saudi Arabia and the UAE, potentially causing a sharp spike in global oil prices.Financial Market Trends and Safe-Haven AssetsIn the short term, safe-haven assets such as gold, crude oil, and U.S. Treasury bonds may see increased demand.

definitely will. I hope robotic can develop faster so I don't need to learn how to drive a car Don't need to talk with the driver is another good thing to me

Fads Must Die! The current nationwide obsession with Labubu mirrors countless past trends. It will eventually be abandoned by fashion. labubu 3.0 becomes available on china's internet. In the realm of consumer experience, extravagance and trendiness are key elements. Georg Simmel placed extravagance alongside greed and stinginess, viewing them as three distinct psychological attitudes in modern monetary economies. On one hand, we greedily pursue higher returns and frugally cut back on spending—both behaviors reflect a mindset where possessing money itself becomes the ultimate goal. In contrast, the extravagant consumer finds satisfaction in the very act of spending and consumption. They are fascinated by the transaction itself, not by the possession of money or goods. For them, money’s val

Cathie Wood’s Ark Invest has once again offloaded shares of $Circle Internet Corp.(CRCL)$ , selling $44.76 million worth of stock on Tuesday. This comes just one day after Ark had already sold $51.7 million in Circle shares.According to Ark Invest’s latest filing, the sales were made across three of its exchange-traded funds (ETFs): $ARK Innovation ETF(ARKK)$ sold 208,654 shares of Circle, $ARK Next Generation Internet ETF(ARKW)$ sold 65,320 shares, $ARK Fintech Innovation ETF(ARKF)$ reduced its holdings by 26,134 shares.Follow wood?