$Palantir Technologies Inc.(PLTR)$ ’s government and AI contracts keep rolling in—locked in a small gain. My first trade qualified for Contra 688, and the SGD688 voucher arrived instantly. Software monetization is accelerating; the long-term story is just beginning.

$Canaan Inc.(CAN)$ The shareholding structure has solidified, and the trend is clear! The long-term bull market setup is firmly in place, likely following a pattern of "long rallies, short dips." Hold tight—expecting further gains ahead!

$Alphabet(GOOG)$ surged on strong earnings! Today’s pullback is natural—key is holding the gap. With AI and search still strong, the uptrend may continue!

$KOP(5I1.SI)$ gains on Singapore commercial rebound! Took profits as policy risks loom in the property sector.

$SUPER MICRO COMPUTER INC(SMCI)$ Finally waited for this market trend—patience truly is the key to investing! As a core player in the AI server sector, its importance to computing infrastructure is undeniable. Despite some volatility along the way, the long-term trend remains solid, and I’m still confident in its growth potential. For a company driven by both technology and real-world applications, holding steady is the only way to see the future.

$U.S. Steel(X)$ The deal is official! Last Friday, Trump signed an executive order approving Nippon Steel’s $14.9B full acquisition of U.S. Steel，on the condition that both companies sign a national security agreement with the U.S. Treasury. This isn’t just a buyout，it’s a transformation. With Japanese capital and operational discipline coming in, U.S. Steel could be headed into a whole new era. The merger might bring more synergies than the market is currently pricing in.

$Zai Lab Ltd(ZLAB)$ Big win for ZLAB，no doubt this is major news. Drug 1310 just scored orphan drug + fast track approval = 7 years of exclusivity and a faster launch path. That puts them ahead of $INNOVENT BIO(01801)$ and $HENGRUI PHARMA(01276)$ , who’ve already licensed out. Zai Lab’s still holding it tight… curious to see their next move. Could get interesting.

$T-Rex 2X Inverse MSTR Daily Target ETF(MSTZ)$ A small profit, celebrating with a bottle of wine tonight.

$Adobe(ADBE)$ Congratulations on reaching the 400 mark. SAAS（Software as a Service） has a good profit model. Hold on firmly and look forward to better returns!

$JOYY Inc.(YY)$ This stock has been really solid, with consistent performance. Even if the earnings aren't stellar, the shareholder returns keep growing steadily, making it a great way to make money. Whether we're looking at short-term performance or long-term returns, this company has done a great job, making it a reassuring hold!

$HUA HONG SEMI(01347)$ My daily motivation comes from the profits I make. Before going to sleep, I have to check my stocks, and the first thing I do when I wake up is check them again. Wishing everyone a prosperous 2025 with lots of profits!

This article was written byKhaosai Wongnatthakan.$PayPal(PYPL)$ $Block(SQ)$ Market share and CAGR of market segmentsAlthough PayPal and Block pursue the same goal of improving payment efficiency, the market segments in which they operate most are different. Block has a competitive advantage toward the PoS market, while PayPal toward the payment processing solutions market. A PoS systemaims to track sales, accept payments, create receipts, and more. A payment processor, on the other hand, is a service that communicates transaction information between the merchant, the issuing bank, and the acquiring bank. The BNPL (buy now pay later) market segment in which both companies are investing heavily

'Intervesting… Back texting the weekly on the 5 year chart for $Netflix(NFLX)$ starting off point a green MACD says 100% of the time CCI gets overbought. Look how low it is (circle) & 6/7 times you also hit overbought levels '

I think ... this is a good entry level ... assuming they make 550 million FCF soon per quarter ... and they conservatively grow it by 20% ... discounting by annual interest of 4% and considering 12 years only I end up with 63 billion ...market cap now at 60 billion ... deducting 10 billion cash .. this is undervalued by 13 billion ..and I believe 20% growth is fairly valued ..I am - and I think the market too - concerned with a possible decline in bookings during recession .. considering this .. i can understand that stock is priced at 94 ... and could potentially fall further ...however ... long term this should be good buying levels in my view $Airbnb, Inc.(ABNB)$

source: Anthony Di Pizio, Trevor Jennewine, and Jamie LoukoKEY POINTS 72% of last year's top 1,000 games were created using Unity Software's platfrom. Roku is the top streaming platform in the U.S., and also one of Ark Invest's largest holdings. Nvidia has majority market shares across some of the largest hardware segments in the computing industry. The market might be beaten down, but this top technology investor remains bullish.Ark Investment Management CEO Cathie Wood is often regarded as Wall Street's most bullish technology investor. She manages a group of nineexchange-traded funds(ETFs) focused on various areas of innovation, from financial technology to space exploration.Those funds have been clobbered amid the broader market sell-off. The flagship Ark Innovation ETF 

source: Will Healy, Justin Pope, and Jake LerchKEY POINTS Software is a big reason Apple has remained stable during the downturn. Mastercard is a well-rounded blue chip stock. Snowflake is an innovative -- and unorthodox -- Buffett stock. Many of Buffett's software-related stocks appear poised to come back.Amid the recent stock market sell-off, Warren Buffett has again proven the success of his investment formula. While the S&P 500 has entered bear territory, his company Berkshire Hathaway sells near levels where it traded 12 months ago.Although Buffett may have become better known for holdings outside of tech, he holds a few positions in the software sector. As technology stocks recover, companies such as Apple, Mastercard, and&nb

Keep buying 1 month high… bag holder title is never good! Bearish on $JD.com(JD)$