$Bilibili Inc.(BILI)$ I'm pretty bullish on Bilibili’s “charging exclusive” model，it’s a real moat for their long-form video content. Short videos are popular but hard to monetize with paid users. Long videos offer richer content, and people feel more willing to pay for them, Paid long-video viewers definitely outnumber short-video watchers.
$Palantir Technologies Inc.(PLTR)$ Gotta say this while PLTR is hitting new highs，spotted it early in mid-April when the rally just started. It’s now way ahead of the $NASDAQ(.IXIC)$ and trading volume is consistently top 5. Wouldn’t be surprised if it becomes the next member of the “Magnificent 7.” Sharp eyes saw it coming.
$JinkoSolar(JKS)$ just dropped a bomb collab, teaming up with the New Development Bank and Brazil Post! That’s a powerhouse combo for clean energy in Brazil. With their top-notch TOPCon tech and local service game, Jinko is locking in its global lead. Knew this stock was a winner, now it’s just warming up for the next big rally!
$Talos Energy, Inc.(TALO)$ The most important thing for stock investment is to be steady and steady, one step at a time. I hope this stock can continue to bring me profits in the future. Come on！
$BABA-W(09988)$ Many investors are waiting for Alibaba’s earnings report on Feb 20 before making a move, but honestly, there's no need to wait! This report won’t disappoint, and even if it’s just in line with expectations, the market reaction could still create great opportunities. The earlier you get in, the sooner you profit! The U.S. The stock market has already broken through its double top—can Alibaba ride the momentum? I’m already in, just waiting for the gains!
$VeriSign(VRSN)$ This stock is moving quite steadily right now, and it feels like it's slowly heading upward. I’m planning to try buying a little with CBA to test the waters. The zero deposit cost is really convenient!
$Reddit(RDDT)$People going back to the platform on a daily basis or more frequently would raise that number. People ditching Twitter $Twitter(TWTR)$ ? More people finding the platform relevant? I like it the best because it's essentially a digest of the internet that day -- pulls the best from the news, all the social media platforms, sports highlights, etc.Reddit is more like the Internet's newspaper, and the comments are way better than anywhere else. The voting mechanism elevates incredible one-liners.
$Alphabet(GOOG)$The current valuation seems illogical, as it is significantly cheaper compared to its peers. The recent drop to $150 presented an excellent opportunity to buy more shares. Google has become my largest single stock position by a substantial margin, reflecting my strong confidence in its long-term potential and growth trajectory.
$GameStop(GME)$They shut the buy button off early 2021 because broker dealers were collapsing and margin calls were waived Since then? All they have done is continue to short without locate and issue FTDs Patiently waiting. Retail holds the float.
$Nike(NKE)$ value prop is BAD - many of their shoes consistently price at c. 250 bucks, where you can get lots of very good alternative choices like Hoka or Asics for like 30-40% lower. The brand heat/fashion argument is also fading very fast. See you at mid teens EPS.