Aenon

🍀🍀 Doing my best to invest all my income and cash for Financial independence.🍀🍀

    • AenonAenon
      ·10-30
      $Alphabet(GOOG)$   Long term still bullish. But does lose some search to ChatGPT though. But may retain higher value searches. And general knowledge leave it to ChatGPT. Sell them ads perhaps?  🧐 My view: Value-investing conclusion If I step into the “value investor” mindset: • I like the business: very strong fundamentals, excellent margins, dominant positions (search + ads), growing newer engines (cloud + AI). • The premium is real: you are paying for future growth and dominance, not just the current business. • Because of the elevated valuation (especially on a sales or FCF basis) and the heavy spending/investment, the margin for error is smaller. Execution missteps, regulatory shock, macro downturn cou
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    • AenonAenon
      ·10-16
      $STANCHART(02888)$  Standard chartered, saw the news it's partnering with OKX and it's on top of their partnership with Coinbase. DCA up since they buying their own shares actively too. For the long term. PS: not financial advice. Do your own research.  🙏😊🍀
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    • AenonAenon
      ·10-14
      $Coinbase Global, Inc.(COIN)$   long term bullish.  While they might be expensive in fees but they are the most stable option. And the first crypto exchange. Without them I wouldn't Have got into crypto.
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    • AenonAenon
      ·10-01
      $INTC 20261218 70.0 CALL$ $Intel(INTC)$   🧩 Intel Deep Dive: Fundamentals, Chart, and the Trump Semiconductor Factor Been camping on Intel for a while. ;) finally pays off 💪💪💪 As the U.S. pursues a radical new 1:1 semiconductor production rule, Intel emerges as one of the few chipmakers already anchored in American soil. But subsidies and policy are only half the story. The execution and technology leadership will decide whether it becomes the tech hero or the next cautionary tale.” “With the government now owning ~10% of Intel, political pressure and spotlight are inevitable. Don’t count on this being a quiet campaign but let’s be clear: losin
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    • AenonAenon
      ·08-29
      $Alibaba(BABA)$   Alibaba: Earnings, Value Outlook & Technical Insights 💼📈🔍 On to Alibaba for quite a bit as good long and diversification with $75usd. Now it's relative fair value and hope it goes higher. Coz still have options to sell. Let's see. Hope the New AI Chip is gonna be a big mega star.  China market Wise, Alicloud is the preferred one. So long term is an advantage. And Alipay still a leader and probably a southeast Asian Leader too,... and growing to more markets  For Now... here we go 1. Earnings Recap: Cloud Shines Despite Retail Headwinds • Mixed results: In the quarter ending June 2025, Alibaba’s total revenue was ¥247.65 billion (~US$34.6 billion)—slightly below estimates of ¥252.
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    • AenonAenon
      ·08-20
      $XIAOMI-W(01810)$   📈 Xiaomi (01810.HK / XIACY) — 2025 Outlook 🔍 Technicals Xiaomi has been in a solid uptrend this year, trading near HK$52–53 after rallying on Q2 earnings. • Resistance: HK$56–61 (previous top) 🚧 • Support: HK$49–50, then HK$45 🛡️ • Momentum: Break above HK$56 could re-test highs, while slip under HK$49 risks pullback. 👉 Chart shows bulls in control, but profit-taking likely near resistance. ⸻ 💰 Fundamentals Q2 results beat expectations: • Revenue: RMB116B (+31% YoY) 📊 • Adj. Net Profit: RMB10.8–11.9B (+75% YoY) 🚀 • Smartphones: RMB45.5B (-2% YoY) 📱 — pressure from ASP declines. • IoT & Lifestyle: RMB38.7B (+45% YoY) 🏠 — strong demand for appliances & wearables. • EVs: RMB20.6B (~3×
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    • AenonAenon
      ·08-01
      $Coinbase Global, Inc.(COIN)$   My HODL : Not financial advice and Trend: Strong bullish momentum with healthy pullbacks. Base L2 and ETF tailwinds support continuation if crypto sentiment holds. Drivers: • High trading volume during BTC ETF hype • USDC float income + partnership with Circle • Growth of Coinbase Custody + Base L2 Intrinsic Value View (DCF-style): If Coinbase sustains $4B in revenue with ~20% net margins and 20% YoY growth, fair value range = $220–280/share depending on discount rate. Currently fairly valued to slightly overvalued. Conclusion: Coinbase is no longer just a trading platform. It’s becoming Web3’s infrastructure backbone, with scalable revenue beyond fees. If you believe in the futu
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    • AenonAenon
      ·08-01
      $Figma(FIG)$  🚀 IPO Overview • Figma priced its debut at US $33/share on July 30, 2025, offering a total of ~36.94 million shares, raising around US $1.2 billion.  • It began trading under the ticker FIG on the NYSE on July 31,  • In its first trading session, shares surged over 200–250%, reaching above US $115–$117, driven by high demand and repricing of valuation, giving a market cap > US $57–68 billion at close. Fundamental & Prospectus Highlights • Revenue: US $749 million in FY 2024, up ~48% YoY; Q1 2025 revenue of US $228 million, +46% YoY. • Profitability: Net loss in 2024 of US $732 million (mostly from stock-based comp) turning to a net income of US $44.9 million in Q1 2025. • Margins: Very strong, with gross margin ~
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    • AenonAenon
      ·07-22
      I am long on $Coinbase Global, Inc.(COIN)$ who invested in Stablecoin USDC $Circle Energy, Inc.(CRCE)$ and that helps when $BlackRock(BLK)$ and a few major players are shareholders too. We don’t know what we don’t as retail investors. But we know how to position. And not financial advice Inam hoping for more correction as I think Stablecoin will open up a whole load of opportunities. And they are not just denominations they are blockchain and track able transactions essential for tokenization. It’s early days but it’s starting and crypto will move into new frontier. Let’s see where this brings us to. 🫡🍀
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    • AenonAenon
      ·07-12
      $Coinbase Global, Inc.(COIN)$   $Circle Internet Corp.(CRCL)$  🚀 Bitcoin, Coinbase & Circle: A Multi-Lens QUICK Look at then in current context As digital assets continue to gain global traction, Bitcoin, Coinbase, and Circle have emerged as key pillars of the crypto-fintech ecosystem. Whether you’re an investor, builder, or curious observer, understanding these three from multiple lenses—fundamental,  🔍 Quick Look/  Analysis  • Bitcoin may not generate cash flows, but its scarcity and trustless nature offer asymmetric long-term optionality. • Coinbase acts as a toll booth for crypto’s growth, monetizing via both retail and institutional flows.
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