To The Moon

$Meta Platforms, Inc.(META)$ Meta’s 20-day surge reflects strong AI-driven ad growth and efficiency gains. Rising engagement and Reels monetization add momentum. Valuation is getting stretched, but AI investments could fuel further upside. A pullback to key support levels might offer a better entry. Watch for volume and earnings guidance to confirm trend strength.

$Alibaba(BABA)$ Alibaba’s rally reflects optimism around AI integration and Beijing’s pro-growth measures. Strength in e-commerce and cloud segments supports earnings recovery. However, regulatory uncertainty and global slowdown risks remain headwinds. If AI monetization accelerates and policy support holds, $170 looks achievable. Watch for volume and margin improvements as key signals.

$XIAOMI-W(01810)$ Xiaomi’s strong earnings reflect solid smartphone sales and growing AIoT ecosystem. Expanding margins and overseas market gains strengthen the bullish case. However, competition and supply chain risks remain key challenges. If guidance stays positive and R&D investment pays off, a sustained uptrend is possible. Watch for volume spikes and institutional buying as confirmation.

Gold’s surge reflects safe-haven demand amid inflation and geopolitical risks. Central bank buying and weakening dollar provide strong tailwinds. However, overbought conditions and profit-taking could trigger a pullback. If inflation data and Fed policy stay supportive, $3,200 is within reach. Watch for consolidation around $3,000 as a test of strength.

$Strategy(MSTR)$ MSTR's post-earnings drop presents a potential buying opportunity. The dip could be driven by short-term profit-taking or market overreaction. With its massive Bitcoin holdings, any BTC rebound could boost MSTR’s value. Fundamentals remain solid, and its Bitcoin strategy positions it as a long-term crypto play. If BTC stabilizes or rises, MSTR could quickly recover. Below $300, risk-reward looks attractive for long-term investors.

$TENCENT(00700)$ Tencent’s rally is driven by strength in gaming, advertising recovery, and AI integration. Expanding WeChat ecosystem and rising fintech revenues support long-term growth. Pinduoduo’s surge reflects strong domestic and international e-commerce momentum. Growing user base, higher order volumes, and improved margins boost profitability. Tencent’s diversified revenue streams offer stability, while Pinduoduo’s rapid growth drives upside potential. Earnings strength will be key to sustaining momentum for both stocks.

$Alibaba(BABA)$ $BIDU-SW(09888)$ $TENCENT(00700)$ $SUPER MICRO COMPUTER INC(SMCI)$ The rise of DeepSeek AI could drive gains in China’s tech sector. Baidu (BIDU) and Alibaba (BABA), with strong AI infrastructure and cloud capabilities, stand to benefit from increased AI adoption. Tencent (0700.HK)’s dominance in social media and gaming creates opportunities for AI-driven user engagement and monetization. SMIC (0981.HK) and Hua Hong Semiconductor (1347.HK) could gain from higher AI chip demand. Government support f

$Palantir Technologies Inc.(PLTR)$ Palantir’s stock could reach $60 driven by growing demand for AI-driven data solutions. Its expanding government contracts and increasing commercial adoption boost revenue visibility. Strong Q4 earnings and improved profit margins reflect operational efficiency. The rise in defense spending and geopolitical tensions favor Palantir’s government business. AI integration into commercial platforms enhances scalability and market penetration. Positive analyst upgrades and institutional interest could further fuel upside momentum.

$XIAOMI-W(01810)$ This chart clearly illustrates the sales comparison of different models from various brands. (One week of data) $Tesla's Model Y and Model 3 stand out significantly, with sales far ahead of the competition. Among Chinese brands, the $Xiaomi SU7 is the only model that has surpassed Tesla in single-model sales, which is quite impressive.

$Alibaba(BABA)$ If everyone is betting on a $BABA breakout, be cautious. A break above $150 could trigger a short squeeze, but watch for the volume—it's the real tell. Are the smart money players loading up, or is it just retail chasing the hype? Follow the liquidity, not the headlines.