$SoundHound AI Inc(SOUN)$ 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!
$Novo-Nordisk A/S(NVO)$ '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.
$AMC Entertainment(AMC)$ 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
$VinFast Auto(VFS)$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.
$Alibaba(BABA)$ '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!
$SUPER MICRO COMPUTER INC(SMCI)$ 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.
$S&P 500(.SPX)$ 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.
$XIAOMI-W(01810)$ 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!