$ProShares UltraPro QQQ(TQQQ)$ Bought TQQQ just in time for the tech-sector rebound, and with the extra boost from the cash-boost campaign I locked in a tidy profit. With AI, cloud and big-cap growth stocks lifting the Nasdaq-100 lately, I feel validated in going for TQQQ — and I remain optimistic about what’s next.

$BABA-W(09988)$ 's strategic focus is spot-on! Its full-stack cloud & AI portfolio is perfectly positioned for the future. With solid fundamentals and a powerful breakout, new yearly highs seem inevitable. Staying confident in my thesis and bullish for what's next!

$Robinhood(HOOD)$ joins S&P 500 $S&P 500(.SPX)$ ! Big token unlocks (MOVE, S, APT) this week. What a turnaround – credit given where it’s due.

$Alphabet(GOOG)$ ’s ad and cloud revenue beat expectations. My early position paid off. This validates my strategy—long-term strength in AI and monetization remains solid. Holding on.

$Advanced Micro Devices(AMD)$ 's finally gaining momentum! The semiconductor sector continues to thrive powered by AI and cloud computing, with leading players' technological edges becoming increasingly pronounced. In investing, steady and consistent wins the race - keep pushing forward!

$Coinbase Global, Inc.(COIN)$ The stablecoin wave is brewing，and no one’s better positioned to ride it than Coinbase. It’s not a matter of if, but when. $1,200 might sound bold now, but in a few years? Totally on the table. Long-term, COIN isn’t just along for the ride，it’s driving the wave.

$ProShares UltraPro Dow30(UDOW)$ Continue to hold existing positions and wait patiently for the price to pull back before adding more positions.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ The returns speak for themselves. The Cash Boost Account delivers steady profits with zero risk to your principal. Definitely worth checking out!

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ has unveiled the experimental version of Gemini 2.5 Pro, instantly dominating benchmark tests with a groundbreaking score of 1443, outpacing competitors by a wide margin. In just 30 hours, both DeepSeek-V3 and Gemini 2.5 Pro have emerged, showcasing major advancements in programming, mathematics, and aesthetics. The evolution of AI programming capabilities is not only enhancing user experience but also driving efficiency in real-world applications. As competition in this space intensifies, the future of AI models looks more promising than ever!

$JD LOGISTICS(02618)$ Backed by $JD-SW(09618)$ , sitting on billions in cash, and leading the smart logistics revolution! Expected revenue to exceed 200 billion this year, with profits aiming for over 10 billion, yet its forward P/E ratio is just 10—clearly undervalued compared to $SF HOLDING(06936)$ and $United Parcel Service Inc(UPS)$ . With cutting-edge AI integration and industry-leading automation, this is a true AI + logistics powerhouse.

$LAOPU GOLD(06181)$ Absolutely impressive—it has already surpassed 300, single-handedly supporting Hong Kong's consumer sector. I truly admire its outstanding business model: luxury retail + cultural recognition + value preservation. Its core customer base, the younger generation with growing purchasing power, is a major strength. Plus, gold retains its value, and gold prices are likely to keep rising!

$Tesla Motors(TSLA)$ an exit above $200 is a god given exit opp...after the abysmal Tesla earnings, post NVDIA earnings sell off and tomorrows jobless claims (most likely to be higher given all the revisions to upside lately) this stock is gonna open below $200

$Salesforce.com(CRM)$ Klarna news is big deal. They no longer need Saleforce or Workday. AI makes these providers a net loser because their functions can be replaced with AI related functions that are much cheaper. I am surprised CRM isn't down more than 5% on this news. Klarna cannot be the only one removing CRM.

$Alphabet(GOOG)$ A good example of what happens to greedy investors is Abercrombie and Fitch.It went up 400% in one year but look at it now dare you.Investors thought it would rise forever.Sound familiar ?Also lots of other retailers tanking this am.Foot locker, PVH maker of hilfiger and Calvin Klein.Bath and body works etc Temu fell 29% yesterday.William sonoma and Urban outfitters last week.Think it has nothing to do with goog ?Consumer is 70% of the economy and goog makes almost all of it's earnings via ads.

$XPeng Inc.(XPEV)$ The world is a big place. Why are people so naïve to think that we’ve got the only economy in the world. Yes, we are a major player in this world, but we’re not the only ones. And my honest opinion, China will be taking the lead as the world strongest economy. They have all the manufacturing jobs and they have everything lined up for them to be the next superpower. I’m just riding the coattails in a company that will be the next upcoming Tesla. Will not be as big, but a very strong player in the auto making industry.Was expecting a possible pull back, but not a firm kick to the groin like this! Opening up some buying opportunities for everyone that has extra money on the sidelines. Maybe the board of X

$Palantir Technologies Inc.(PLTR)$ to breaking even in business is the goal- tht keeps u afloat to fight another day- to beat is a bonus to keep on creating- nvda's beat and its guidance is an assurance tht it's still all systems' go- and tht nvda 's money printing press is still a very well-oiled machine-

$XIAOMI-W(01810)$ Hongmeng Intelligent Driving is now too messy, with too many models and poor product strength. To be honest, Zhijie is definitely not as good as Xiaomi. Zhijie S7 and Xiaomi SU7 are competing products, but Xiaomi is obviously more focused and can basically be said to beat S7. Zhijie R7 also has to face competition from Xiaomi SUV, and it is definitely not as good as it is now.

$Salesforce.com(CRM)$ This suggests that analysts currently see better opportunities in other sectors, and that’s it. Right now, AI hardware is getting all the attention, and enterprise software is viewed as a market performer. However, enterprise software will eventually capitalize on the new AI hardware infrastructure. After that cycle runs its course, the focus will likely shift to companies like J&J, P&G, Honeywell, Costco, and Walmart as they start implementing AI into their operations and services.

$XIAOMI-W(01810)$ As of now, the delivery of August has basically reached 10,000. With the sales this week, August continues to steadily exceed 10,000.Based on the public battle reports of various car companies, etc., I roughly sorted out the time it took for the first car released by each company to deliver more than 10,000. Xiaomi's speed is very fast, so there is nothing to worry about.

$SENSETIME-W(00020)$ Revenue of each segment:1. Generative AI revenue was RMB 1.05 billion, a significant year-on-year increase of 255.7%;2. Jueying smart car business revenue was RMB 168 million, a year-on-year increase of 100.4%;3. Traditional AI revenue was RMB 520 million, a year-on-year decrease of 50.6%.Good news:The growth rate of new business generative AI and smart car business exceeded 100%. SenseTime has successfully transformed from a traditional AI to a generative AI companyBad news:Revenue increased by only more than 20% year-on-year, and the loss exceeded 2 billion