To The Moon

Risk on? Or temporary bounce? For now, odds are better to stick with China H/A shares. Consumption boost is imminent and will be relentless when the time comes as and when the timing is right. Long China!

Nvda result tonight should beat analysts expectatio, key is guidance and with many hyperscalers committing billions into CAPEX for AI infrastructure expansion, it should gap up and drive China tech to 2-3 year high. likewise HSI should break above 24k and perhaps touch 25k again in the next 2 weeks. Cheers!

The experience is unique and invigorating for traders like me who trades frequently and certainly drives interest and encourages investors, traders both experience and newbies to come together and learn from each other through team settings and also competing individually for the best performance! Kudos to Tiger team for such creative initiative and fantastic design. One enhancement if I may suggest is to allow team leader to view the performance of members so that they can decide if they want to admit the members into their team. Thank you

Alibaba stock has appreciated almost 100% since Q4 last year and has be a fantastic counter for option trading! Join my team if you are an option fan!

With Xi finally shakes hand with Jack Ma, China gov has signal clearly that private sector is and will be given support to innovate and drive the AI industry into the next phase that is mass adoption, efficiency boost and most of all revolutionize the entire human response and approach to education, finance, industry 5.0 and many others. Alibaba will be in the front with hundreds of open source LLMs deployed and the inputs to these models will provide invaluable feedback to its e-commerce and user experience. Not to mention the monetization of Ant Finance and many other BUs. Rerating is a sure thing.

Alibaba clearly will beat the earning guide and given the growth in the cloud and AI segments, it's guidance will also beat expectation. The support from China gov and the meeting with Xi recently will allow baba to monetize more of its assets and expand valuation. Holding baba is key to china recovery

While open source AI architecture is the way, NVDA's GPU demand remains overwhelming... those with capital can now ramp up their AI model faster than ever with superior GPUs and distillation in parallel.