$YUNJI(02670)$ ’s private-domain e-commerce rebound was a pleasant surprise—booked a small profit! Used my Cash Boost first trade to catch the Contra 688 promo, SGD688 voucher arrived smoothly. Community retail thesis still holds—I’m holding firm.

$SoFi Technologies Inc.(SOFI)$ 's fintech positioning perfect timing! Digital banking penetration accelerating, cross-border ecosystem forming. Valuation repair plus growth double play - firmly holding this dark horse!

$Singtel(Z74.SI)$ 's digital infrastructure paying off! 5G adoption plus SEA data center expansion equals telco transformation. Dividend growth story intact - perfect for passive income!

$NVIDIA(NVDA)$ riding the AI compute wave! Blackwell ramp + data center strength proving GPU dominance. This moat keeps deepening.

$ZTE(00763)$ held up pretty well today! The stock inched up to HKD 23.550, slightly above my entry price of HKD 22.562, giving me a modest unrealized gain of HKD 4,940.46. Not a huge win, but hey—seeing that green in the account always feels good! As a key player in the 5G rollout, I still believe ZTE has solid potential ahead. I’m holding on for now, keeping a close watch—who knows, maybe a big move is just around the corner!

$Bilibili Inc.(BILI)$ is picking up steam in ads，Q1 ad revenue up 20% YoY, with performance ads growing 30–40% and eCPM up 10%+. Monthly active users and watch time hit record highs. With traffic strong and monetization still deepening, BILI's ad story looks promising.

$Sirius XM(SIRI)$ In the in-car environment, Sirius and streaming platforms like $Spotify Technology S.A.(SPOT)$ may appear similar, but they serve entirely different user needs. For long-haul drivers or those who spend extended hours behind the wheel, traditional-style radio remains the preferred choice. Streaming services often suffer from recommendation fatigue，once you've heard enough playlists, the novelty wears off. Sirius, on the other hand, offers live hosts, curated channels, and a dynamic listening experience that keeps things fresh. This differentiation significantly reduces the risk of Sirius being replaced by streaming in the car and reinforces its moat in the automotive audio space.

$United States Oil Fund LP(USO)$ Even with the U.S. achieving energy independence, USO still reflects a broader demand story. Crude oil remains a key barometer for both U.S. and global economic activity. Recently, after the tariff event, oil and Treasury prices have been moving in sync again，this shift is telling. I believe oil is showing the right direction. Staying bullish on USO.

$FI2 CSOP HSI(07500)$ Continue to increase your position and hold firmly! I made a small profit today, which further strengthened my judgment and choice. I look forward to a bigger surprise tomorrow!

$Intel(INTC)$ is taking off, and the profits are real!With Trump's return, the new wave of tech-nationalist policies and government subsidies are boosting Intel's resurgence!Decades of accumulation and solid Book Value, Intel is not just a PPT dream, but a tangible powerhouse for the future. This is more than history; it’s a strong foundation for the future.

$MicroStrategy(MSTR)$ It’s starting to rise again, with the resistance level around $400. For the next phase, we still need to keep an eye on MSTR and $Coinbase Global, Inc.(COIN)$ , as they will likely lead the way in the crypto stock sector. While mining stocks do offer some potential, they can be quite volatile and exhausting to trade.

$Walt Disney(DIS)$ acquiring ESPN and the rest of HULU as well as streamlining Disney+ and focusing on quality over quantity will send us back over $200 this year. Based on last quarter, going from 1.5b to 0.5b in losses from streaming, I expect a major beat on EPS in February sends us to $120+

$Amazon.com(AMZN)$ Realize the game here people. 50 million shares a day on average. Meaning 7.5 trillion trades daily. The guys that need to swing a billion to really make money can't do it in the majority of the S&P 500 companies without moving the price too much...so they play here for pennies and nickels each share running statistical arbitrage.If you look at the valuation here, it is laughable and has been laughable for decades. The game is trading volume, no matter what the valuation is...that is the game of Wall Street. Be cautious, as a fair value here is closer to a 50% drop. But yes, you can talk if you hold different opinions.

$Boeing(BA)$ It is kind of risky going heavy on Boeing here.The market is extremely overbought. Nasdaq just made a new ATH and could have a pullback next week.With the market getting a pullback, BA will surely have one too. That's just how the stock market works.If you are getting calls, get them with enough time (at least 20 days out).

$Apple(AAPL)$ Apple more growth is certainly possible but it's not fast enough for greedy investors looking for double-digit growth every year. People keep saying Apple is dying just because growth has slowed. I would be satisfied if Apple only had single-digit growth for the next few years. Most investors would be quite unhappy hearing something like that. I'm just not that greedy as a senior investor.

$Coinbase Global, Inc.(COIN)$ THis is a stock that will grow in tandem with BTC/Cryptos/Alts. There are few headwinds. However we will comeback to revisit this stock at 500+ in 3 years. There is absolutely no stopping the frenzy. I may sound lunatic here but so were people who paid for a Pizza with BTC years ago. Or even people who said BTC not going above USD 100 ever. as in EVER.Give this time. 500 in 3 years.

$Walt Disney(DIS)$ Another debacle for Dismal Disney: The computers at Disneyland went down. So everyone with Genie+ and Lightning Lane got skrewed. 2.5 hour wait in line to straighten out at customer services. Still a mess because no way they could retrieve the information because computers never came back up. So if you paid a premium and had reservations for rides at 10AM, 2PM and 5PM, you were out of luck. Wow!This could never happen at Universal because they dont have this bizarrely complicated reservation system there. If you get fastpass with Universal, they give out a card that allows you to skip the line. If computers went down, you'd still have the card as proof you have fastpass and be fine for the day.The cash

$Grayscale Bitcoin Trust(GBTC)$ It's only a matter of time before Grayscale is sold to some other large fund by DCG. With AUM shrinking currently under GBTC, you might think that it would be difficult for DCG to convince others of Grayscale's value. But you have to realize that Grayscale isn't going to lose but so much AUM, and eventually, Bitcoin is going to go way up and that will ONLY increase the sponsorship rights to GBTC in the future. That it is spun off is a matter of when and not if, IMHO.

$SoFi Technologies Inc.(SOFI)$ I’ve been watching SOFI and investing in and out of it for about 10 months now. I got in around the 4s and preached that it would double. I got out in the 6s made a few bucks and started investing in other stocks. I then ended up buying when it was in the 10 range and over the next 6 months I averaged down to 8.28 and held a large bag for months and months. Ended up selling 8 out of 12k shares on the 28th for a healthy profit. Held on to the rest and watched it come down and down. I’ve since added to a total of 7250 shares at 8.24 and have 490 1/26 calls at 8.50 for an average cost of .33. Those are currently at .27. I am currently down on the the new trade although not as much as I was this morning but I sure as hec

$Marathon Digital Holdings Inc(MARA)$ The SECRET to making money (LOTS of money) , in MARA stock, (and this works for not longs and shorts) is to only look at the WEEKLY chart. To do otherwise is to become your own worst enemy where the “NOISE” kills you. PS. You don’t need anything fancy for analysis either. The standard canned indicators work just fine!