$Novo-Nordisk A/S(NVO)$ 's market cap is back above $200B! With its blockbuster oral weight-loss drug, its leading position is solid. The market is re-rating this stock – the ceiling isn't in sight.

$Alibaba(BABA)$ 's flash sale win is impressive! Previously, even a $380B investment didn't break 148, but now it's soaring. With cloud Capex rising and Ele.me gaining share, a return to 200 looks likely. Buying BABA is betting on cloud+AI+chips!

$SoundHound AI Inc(SOUN)$ is leveraging Vision AI to enhance contextual understanding, aiming to fix those frustrating "dumb smart devices". With the AI sector regaining momentum and its tech gaining recognition, holding for now seems prudent!

$SUPER MICRO COMPUTER INC(SMCI)$ proves its strength again! Riding the AI wave with booming compute demand - my $40 cost basis looks sweet now. Modest gains, but rock-solid infrastructure plays are worth holding long-term.

$XIAOMI-W(01810)$ I backed Lei’s “three melons, two jujubes” vision from day one，and today it paid off with real gains! I support every company that actually delivers for shareholders and consumers，even if they don’t make money. But since today’s profit is real, I had to mark it. Stocks rise and fall, but those who grind never stop. Here’s to all the go-getters trying to change the world!

$Tencent Music(TME)$ I almost missed one of the biggest outperformers in Hong Kong stocks this year，Tencent Music. It’s basically in the same business as $Spotify Technology S.A.(SPOT)$ , and I've already taken a big position in Spotify lately. If there's a good entry point, I'd love to add more Tencent Music too. The media and entertainment sector in Hong Kong has been performing really well recently，seems like capital is flowing back into cultural exports and content platforms. Still bullish on this space!

$SoFi Technologies Inc.(SOFI)$ Been keeping an eye on SoFi Technologies lately, and wow, the stock jumped 20.49% this week，really exciting! It's mostly because Citizens JMP started covering it and gave it an "Outperform" rating, which totally got me hyped. They believe SoFi’s at a major turning point with huge profit potential ahead. Gotta say, this stock is definitely one to watch, and could be a solid long-term investment. I’ve already started adding more, so maybe check it out and see if it surprises you too!

$TENCENT(00700)$ ’s stock is currently trading at a reasonable level, with a price-to-earnings ratio of about 18-20x. There’s potential for earnings growth of 10%-15% in the future, and with Tencent’s strong capital allocation abilities (buybacks + dividends), I believe an average return of 15% per year over the next 3-5 years is definitely achievable. If the stock drops in the short term, buybacks could help boost long-term returns. On the flip side, if the stock surges too much and reduces future returns, it’s a good idea to reduce exposure. In short, Tencent is the kind of stock you can hold with confidence and a solid long-term investment where you can sleep well at night.

$Apple(AAPL)$ Cook’s statement, “Let’s bring some powerful AI this week,” has ignited market excitement, with speculation that a new MacBook Air is on the way. Apple’s moves in AI have been closely watched, and this launch could be a crucial step in its AI ecosystem. With market sentiment soaring and investor confidence rising, all eyes are on Apple’s stock—ready for another climb to new highs!

$Palantir Technologies Inc.(PLTR)$ Caught a nice little profit with PLTR today! Honestly, this company is pretty impressive, especially with its unique tech in data analysis and software services. Palantir has been providing key solutions for governments, and now it's expanding into other industries, helping businesses with data-driven insights. The potential for growth is definitely huge!

$VinFast Auto(VFS)$ The numbers don’t really make sense. VinFast isn’t profitable yet and has a fraction of the capacity of those car companies. The stock appears to be in meme-territory, which is partly possible because only 16 million or 17 million shares are available for trading. The rest of the 2.3 billion shares outstanding are held by insiders.

$AMC Entertainment(AMC)$ YOOO @GaryGensler WHERE’S THAT REPORT FOR GAMESTOP AT!? I WANNA HEAR ABOUT ALL THE GREAT THINGS YOU AND YOUR TEAM HAVE BEEN UNCOVERING FOR THE PAST 8 MONTHS! $AMC #AMC

$Alphabet(GOOGL)$ $Tesla Motors(TSLA)$ $NASDAQ-100 Index ETF(QQQ)$ $S&P 500(.SPX)$ Good morning!Small gap down this AM, Watch to see if $SPX $QQQ move red to green at the open.. $SPX setting up for 4500,4517$GOOGL if it moves red to green it can test 2900,2918 next, calls can work above 2900$TSLA possible to see 770 if it holds 752Good luck! ?

$S&P 500(.SPX)$ On avg, $SPX corrects by 5% three x a year, 10% once a year & 20% once every 6 yrs. Over the last 12 mos. 606 large caps are up 20%+ & 284 are up 50%+. In general market uptrends, a pullback buy, not $SPX short, is a higher percentage & higher R/R move until it stops working.

$Elastic N.V.(ESTC)$ $Anaplan Inc.(PLAN)$ $Dropbox Inc.(DBX)$ $Zscaler Inc.(ZS)$ $Spotify Technology S.A.(SPOT)$ $拼多多(PDD)$ $Moderna, Inc.(MRNA)$ Spotify was one of the big unicorn IPOs in 2018, yet the stock has underperofrmed relative to some of other tech IPOs. Moderna and Zscaler are both top performers. $MRNA $ZS $PDD $ESTC $PLAN $SPOT $DBX