I’m an INTJ— it’s about research, spotting the next wave, getting it right and hopefully earlier than others and always taking profit when the trade no longer serves you or when the goal is met! ♥️
$Youdao(DAO)$ here's why I think at $8.80 it's a value find! Why YOUDAO Is a Compelling Buy & What Fuels Its Business Model 1. Business Model – Multi‑Pronged & AI‑Driven Three core segments: Learning Services, Smart Devices, Online Marketing Services It's AI Subscriptions: A standout growth driver. AI‑powered services such as Youdao Dictionary and Interpreter subscriptions generated over RMB 200 million in sales in 2024—a 130% year-over-year leap + its SpaceOne dictionary pen Technological Innovation with “AI Native” Strategy: Youdao is embedding AI deeply across its offerings, leveraging proprietary large language models (Ziyue, DeepSeek‑R1) to power tutoring, translation, smart devices, and ad automation 2. Why is it compelling? First ever full year profitability in 2024; strong
$Youdao(DAO)$ here's why I think at $8.80 it's a value find! Why YOUDAO Is a Compelling Buy & What Fuels Its Business Model 1. Business Model – Multi‑Pronged & AI‑Driven Three core segments: Learning Services, Smart Devices, Online Marketing Services It's AI Subscriptions: A standout growth driver. AI‑powered services such as Youdao Dictionary and Interpreter subscriptions generated over RMB 200 million in sales in 2024—a 130% year-over-year leap + its SpaceOne dictionary pen Technological Innovation with “AI Native” Strategy: Youdao is embedding AI deeply across its offerings, leveraging proprietary large language models (Ziyue, DeepSeek‑R1) to power tutoring, translation, smart devices, and ad automation 2. Why is it compelli
$Youdao(DAO)$ here's why I think at $8.80 it's a value find! Why YOUDAO Is a Compelling Buy & What Fuels Its Business Model 1. Business Model – Multi‑Pronged & AI‑Driven Three core segments: Learning Services, Smart Devices, Online Marketing Services It's AI Subscriptions: A standout growth driver. AI‑powered services such as Youdao Dictionary and Interpreter subscriptions generated over RMB 200 million in sales in 2024—a 130% year-over-year leap + its SpaceOne dictionary pen Technological Innovation with “AI Native” Strategy: Youdao is embedding AI deeply across its offerings, leveraging proprietary large language models (Ziyue, DeepSeek‑R1) to power tutoring, translation, smart devices, and ad automation 2. Why is it compelli
Check out Replimune! Replimune’s stock collapsed ~75%—from around $12 to under $3—after the FDA issued a Complete Response Letter (CRL) for its RP1 melanoma therapy. The rejection stemmed from trial design flaws in the Phase III IGNYTE study, especially its heterogenous patient population and lack of adequate control, which undermined evidence of effectiveness Analysts linked the surprise decision to the FDA’s tougher stance under new leadership the FDA’s shift under Prasad Under Vinay Prasad, the FDA sharply increased scrutiny over accelerated approvals and uncontrolled data. Known for demanding randomized, well‑controlled trials and expressing skepticism toward surrogate endpoints, Prasad’s tenure signaled a “no shortcuts” era—becoming the central catalyst for the RP1 rejection Prasad’s
$Replimune Group Inc.(REPL)$ Replimune’s stock collapsed ~75%—from around $12 to under $3—after the FDA issued a Complete Response Letter (CRL) for its RP1 melanoma therapy. The rejection stemmed from trial design flaws in the Phase III IGNYTE study, especially its heterogenous patient population and lack of adequate control, which undermined evidence of effectiveness Analysts linked the surprise decision to the FDA’s tougher stance under new leadership the FDA’s shift under Prasad Under Vinay Prasad, the FDA sharply increased scrutiny over accelerated approvals and uncontrolled data. Known for demanding randomized, well‑controlled trials and expressing skepticism toward surrogate endpoints, Prasad’s tenure signaled a “no shortcuts” era—beco
I’m looking at Kingsoft Cloud! I think it’s got huge potential and there’s still AH premium, it has not reached its full potential yet and is an undervalued and underrated stock at the moment
I prefer stocks over options as well as sometimes options really does have limited upside. I’ll trade options during market volatility but buy stocks for long term gains. It can be a good complement to have both too