$Opendoor Technologies Inc(OPEN)$ Got into OPEN during the Contra688 promo and locked in some decent gains. Their iBuying model gets debate, but cost controls and market share look stable. Housing demand remains, and as a proptech play, OPEN could show real upside once the model is fine-tuned. Holding for now.

$Alphabet(GOOG)$ surged 3.6% yesterday, blasting through its all-time high! With Q3 earnings tonight, all eyes are on AI monetization and cloud growth. Confident it won't disappoint. My investment thesis holds strong - bullish on its next phase!

$BitMine Immersion Technologies Inc.(BMNR)$ 's trading has been dead calm lately, feels like the calm before the storm. Better to stay patient, keep cash ready, and wait for a clearer direction.

$Alphabet(GOOG)$ 's current valuation is quite attractive, with strong growth potential ahead. The latest earnings report highlights the synergy between AI and search, not competition. The stock has been rising steadily post-earnings—let's ride the wave to steady gains together!

$Palantir Technologies Inc.(PLTR)$ Finally caught this wave — it’s really boosting my confidence in my strategy. The leading player in big data is proving to be well worth holding onto. With AI commercialization moving faster, the valuation story is getting much clearer. Sure, it’s had a decent run in the short term, but honestly, digital transformation is just getting started. I’m holding on to see how far this one can go!

$JIHONG CO(02603)$ Only 600M HKD float via Southbound Stock Connect，this is becoming a rare setup. It’s in the cross-border e-commerce sector, which has solid growth potential.There’s still some overhead supply being digested, so I’m starting with a small watch position. If it breaks out with volume, we could see a quick upside move.

$CHINA LIT(00772)$ Been eyeing CHINA LIT more closely lately. Short drama content is shifting from wild growth to quality + global expansion. The real winners? Those with deep IP reserves, full-industry capability, and overseas execution and YUEWEN checks all three. It’s not just about chasing what’s hot. It’s about being early on what will be.

$MEITUAN-W(03690)$ “The one who delivers your lunch, can deliver everything.” Meituan is transforming its food delivery infrastructure into a full-scale instant retail engine. With 100M daily orders and 7.45M riders, it’s redefining fulfillment economics in China’s retail landscape.

$Occidental(OXY)$ ’s $12 billion acquisition of CrownRock underscores its commitment to expanding its shale oil dominance. This move not only solidifies its position as the world’s largest shale oil producer but also presents significant opportunities for upstream equipment suppliers. Notably, its long-term cash flow breakeven point is set at $40 per barrel, well below current oil prices, ensuring financial resilience amid market fluctuations. With increasing energy demand and a strategic expansion plan, Occidental Petroleum's stock presents a compelling long-term investment opportunity.

$CARSGEN-B(02171)$ When the fundamentals are strong enough to be undeniable and the market begins to recognize them, the technical trend will naturally follow with consistent upward momentum. With the continuous positive news in 2025, investor confidence keeps growing, and the concentration of shares intensifies, accelerating the upward trend. This is the power of the market—once a trend is established, it’s hard to reverse, and the future potential is limitless!

$Tesla Motors(TSLA)$ Missing out on the main upward trend is a real pity! 💰 Volume is gradually recovering, while many on the sidelines are still waiting for key dates. But the market has already made it clear—cheap opportunities won’t wait! While debates around Tesla's robot delays continue, the greed of capital is simple: once the sector rallies, multi-fold gains are just the beginning! 🌟 Coupled with Musk's acknowledgment of Chinese automakers and accelerated partnerships in the industry, the future of the new energy sector looks even brighter. Ride the trend and follow the market—it’s the best move right now! 🚀

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ when Google is green, it's not under its own merit, but due to the overall market going up. how sad of a stock. $Meta Platforms, Inc.(META)$ and $Amazon.com(AMZN)$ already up 1% overnight. the stock keeps giving people hope being up 1%. only to fall 3% the next day. one step forward two steps back

$Intel(INTC)$ This stock is down 50% from a year ago, and you have to go all the way back to 2012 to find any time it was this low. Question for experts on Intel stock .. Any chance it could drop to $15 share price ? I'm a buyer of Intel at the $15 price range. I think Intel has been classified by the Federal government as " too big to fail " .. Correct ?

$C3.ai, Inc.(AI)$ AI is a risky bet. Over the past year I made a lot of money selling puts on AI at increasing strike prices, and when AI moved up over $30 after its last earnings report on February 28, 2024, I bought back all of my outstanding puts profitably and moved to the sidelines. Then I had another chance to sell puts at favorable prices again in May and quickly bought them back in June. The volatility in the price of AI has enabled me to serially sell these puts for rich premiums, and buy them back to capture the gains. Because I know that the upside potential for AI is limited, last week I once again sold puts on AI.

$NVIDIA Corp(NVDA)$ It’s a great company but with a market cap of $2.6 trillion, so it already seems a bit inflated. We certainly won’t see anything like past performance moving on from here; expecting that is delusional thinking IMHO. I’m not saying it’s going to collapse, but at these valuations there is not much more it can run. It could correct further too if recession fears and AI bubble fears kick in. It’ll come back, but some short term pain is very credible scenario.

$Tesla Motors(TSLA)$ Had TSLA held $220 and/or broken $223, I would have covered about half my short today. Given the fall, I have increased my short position by another 20% today. Average short is now $244. Target is $203, and I will sell half. Warren is selling $Apple(AAPL)$ . If he had Tesla shares, he would drop them like they were stinking potatoes. I said be careful

$Monolithic Power(MPWR)$ MPWR is a solid company with a strong track record, no doubt about that. But honestly, it’s looking a bit overpriced right now. The fundamentals are great, but the valuation feels off. So, I’m feeling pretty bearish in the short term. I think we might see some pullback before it’s worth diving back in. Right now, I’m keeping a close eye and waiting for a better entry point.

$XIAOMI-W(01810)$ $Xiaomi Corp.(XIACY)$ Haha, looks like we're diving down to 12 now! Time for all those eager buyers to jump in. It seems like the big players are taking their sweet time unloading, and it's dragging on. If you're ready to pick up some shares, this might be your chance before the main players finish their exit. Just stay sharp and watch the moves!

$Lululemon Athletica(LULU)$ Buyback would be better at this stage rather than a div. Management though probably wants to keep investing for Asian growth, while avoiding debt. I'd rather have a solid balance sheet (for an apparel company) and no div than debt to fund growth and a div. I took a small position. I'll think about adding later as I believe September might provide some overall dips.