$Celestica(CLS)$ This stock is on fire! Celestica has basically built the backbone of modern tech，offering design, manufacturing, and hardware platform solutions. Through its two core segments, ATS and CCS, it supports everything from aerospace & defense to data centers and enterprise servers. The craziest part? The stock’s up 123% in just the past year… and over 1000% in the last three. That kind of run is rare. What’s driving it? Simple，booming demand, especially from cloud and connectivity clients ramping up spending. CLS is riding that wave hard.
$CTIHK(06055)$ This stock has been on fire lately，already up more than 10% from its pre-tariff level. It's no longer just a policy hype play, clearly pricing in expectations of a strong half-year earnings report. On top of that, merger rumors are swirling louder by the day. Judging by the price action, something real might be brewing behind the scenes. I’m sitting tight on my position，this kind of steady climb with potential news catalysts? Feels like it’s far from done. Sometimes, patience pays the most.
$Palantir Technologies Inc.(PLTR)$ ，this stock is truly something special! With the backing of both military and AI concepts, it has enormous future potential. After the earnings report, its market cap has reached 300 billion, but this is just the starting point. Its real value should be 3 trillion! With its leadership in data analytics and smart technologies, particularly its applications with government and large enterprises, its growth potential is massive. Buying it now is like making an early bet on the future tech giant.
$Micron Technology(MU)$ 's latest move is truly impressive! The new 1-gamma process DDR5 memory chip not only surpasses its predecessors in performance but also significantly improves power consumption and manufacturing costs. This breakthrough not only strengthens Micron's position in the memory space but also sets a new benchmark for the future storage market. With Micron gradually applying this technology to more product lines, I'm extremely confident about its future performance.
$Tencent Music(TME)$ As a music lover, I wish the platform had more great songs, but honestly, it’s disappointing. Lack of quality content means declining user experience, so I followed my gut and shorted Tencent Music. Sometimes, the market is just that simple—trust your instincts, and profits will follow!