$iShares Biotechnology ETF(IBB)$ posted a steady $326 gain in one day, signaling renewed capital inflows into the sector. The iShares Biotech ETF rose from $126.75 to $129.55, delivering a 2.2% daily gain and $326.72 in profits. This trade reflects a value reappraisal in biotech amid accelerated FDA approvals.
$POP MART(09992)$ Just because we "don’t get it" doesn’t mean it’s a bad business. Pop Mart has its own IP, limited releases, and a huge fan base among Gen Z women. It’s gaining serious traction overseas too. Think about it，Barbie’s been hot for decades. Why not Pop Mart? Global love speaks for itself!
$EAST BUY(01797)$ WeChat officially established an e-commerce product department, and the big event of selling goods on video accounts is coming! The expert model is already on the way, and the next step is to see who can take off first. EAST BUY is good at selling goods through content. If it starts live broadcasts and does private domains on WeChat video accounts, it will be a perfect combination of time, place and people. The basic skills of content e-commerce that were previously laid on Douyin are likely to explode again in the WeChat ecosystem! The opportunity to revive is right in front of us.
$GDS-SW(09698)$ Honestly, I think the market is underestimating GDS. Its EV/EBITDA is just around 12 times, same level as before the last big rally! OpenAI is still raising funds to build its own computing power, and $Oracle(ORCL)$ jumped in right after $Microsoft(MSFT)$ cut its data centers. Demand clearly hasn’t cooled. China’s major telecoms are ramping up investment, with $CHINA UNICOM(00762)$ and $CHINA TELECOM(00728)$ growing over 20% and $CHINA MOBILE(00941)$ going all in. Not getting in now feels like missing a golden chance
$Klaviyo, Inc.(KVYO)$ is an invaluable asset! It primarily serves independent e-commerce sellers, and in the U.S. market, $Amazon.com(AMZN)$ holds about 38% of online retail, while independent websites account for 20%-30%—roughly half of Amazon's market size. For these sellers, building their own site is essential, and Klaviyo acts as a growth engine within these platforms, offering automated marketing solutions that help businesses establish private traffic channels and boost sales. For independent sellers, Klaviyo is practically a must-have tool. That’s why I’m highly confident in its future—holding firm and anticipating even greater returns!
$GDS-SW(09698)$ This is truly the big leader in the computing power industry, and the surge is just phenomenal! I missed the early opportunity, and now I’m eager to get in but didn’t have spare cash. Thankfully, the CBA account came to the rescue—trading through it is not only flexible but also offers high returns! Big thanks to the CBA account for helping me catch this wave!
$Quantumscape Corp.(QS)$ Once there are breakthroughs in technology and business, QS could see its stock price soar by over 100 times. With the electric vehicle competition heating up and global energy demand surging due to AI, the energy storage sector is poised for growth. While nuclear energy faces challenges in widespread adoption, many Western battery competitors have made strategic missteps. QS, with its advantages in energy storage, could be on the brink of a stock explosion, making it a potential opportunity for investors to watch closely.
$Microsoft(MSFT)$Microsoft stays in the business because they hope to create a video game streaming subscription service and scale. If they have enough IP, good hardware and get the streaming right then that's a potentials exciting market. Having said that though, with the size of the cloud opportunity for Azure, xbox really isn't much of a needle mover for the company overall.
$Phunware, Inc.(PHUN)$I've been leaning towards clearing out my Phunware holdings before the election. I mean, if the results are super obvious, it kind of takes the excitement out of it, right? It feels like riding a rollercoaster where you already know the ending. I’d rather not stick around just to watch things plummet. I don’t want to be caught holding onto something that could go downhill fast.
$Trump Media & Technology(DJT)$ I'm not partisan, but I think Harris is the favorite here. If she wins, DJT will drop 50% or more in less than a week. Buying put options on DJT, or selling calls, is potentially an incredibly profitable and simple trade. it might catch a lot of people off guard, I was going to short it at $ 20....DJT can be a rollercoaster, for sure.