$Taiwan Semiconductor Manufacturing(TSM)$ Made a decent gain on TSM this round – holding tight! Amid the AI boom, whether it's NVIDIA's GPUs or Google's TPUs, TSM is the real powerhouse behind them all, with no real rival in advanced process tech. By the way, that recent Contra688 promo was seriously tempting – too bad I missed it completely, or I'd have loaded up even more on TSM! Bullish on what's ahead. Staying put.
$SoundHound AI Inc(SOUN)$ ’s been trending nicely lately. With its new acquisition plus the rollout of Vision AI, the voice+vision combo is hitting real-use cases — automotive, enterprise, customer support and the like. The upside looks legit, and I’m betting this week might bring a fresh high.
$Tempus AI(TEM)$ I'm kinda thrilled—Tempus posted stellar Q2 revenue growth, gross margins are showing cracks in direction, and valuation dynamics seem to be breaking open; sure, there's still cash burn, but I’m bullish on its long-term growth runway and staying the course.
$Alibaba(BABA)$ Taking both risk-reward ratio and win probability into account, Alibaba stands out as a highly reliable long position for the rest of the year. Its fundamentals are improving steadily, with each pullback forming a higher low. The upward momentum is clear, making it a strong and reassuring hold.
$Alphabet(GOOGL)$ Champions remain champions, time is the ultimate multiplier! Alphabet(GOOGL) achieves a +549.02 USD unrealized gain, climbing from 171.94 USD to 179.26 USD! This isn't just profit—it's a masterclass in "owning the best and holding tight." As AI and digital advertising dominate, GOOGL cements its status as the Greatest Of All Time in tech investing!
$MEITU(01357)$ Don’t get too hyped about $KUAISHOU-W(01024)$ or others，I looked into all those AI model companies back: $SENSETIME-W(00020)$ , Kuaishou, iFlytek, Wondershare, Kunlun… Most of them have one issue，revenue might look good, but API pricing keeps trending down. Meitu is different. They're gearing up for price hikes. And let’s be real，video-based AI has way more application scenarios than images, which means bigger monetization potential. So yeah, calling it now: in this bull run, Meitu’s aiming for a 100B HKD market cap. Let’s see who’s laughing then.
$DONGFENG GROUP(00489)$ Last week seemed to be an opportunity to get on board. Although I didn’t buy at the lowest price of 4.09, it was not high anyway. I have a feeling that this stock will take off this week. Let’s wait and see!
$MARA Holdings(MARA)$ Just jumped into MARA. The P/E looks super attractive, not expensive at all, and the current price level feels solid. What really got me is its past highs. There is plenty of room to run if momentum kicks in. Feels like the kind of sleeper stock that can pop hard. I'm in, and now I’m just waiting to see it fly!
$Weibo(WB)$ Sold my Weibo stock today and made a nice profit! Recently, Weibo’s stock has been performing steadily despite market fluctuations. Its influence in the social media industry remains strong. The latest earnings report shows positive trends in user growth and advertising revenue, especially with good performance on mobile platforms. Although the stock price has had some short-term volatility, its position as a key player in the social media space is still solid, and it has growth potential moving forward!