To The Moon

Mai Ka Lun.... how u feeling now? Family gonna be disappointed, and cry cry ady. Nevermind, we will continue to party wooo~ congrats everyone except Mai Ka Lun cry cry$Palantir Technologies Inc.(PLTR)$ $Cloudflare, Inc.(NET)$ $Tesla Motors(TSLA)$ $NVIDIA(NVDA)$

$CLSK 20250620 25.0 CALL$ I closed $CLSK 20250620 25.0 CALL$ , Same goes for this. Had enough fun trading this option chain. Now it's time to close it for good, given negligible value left. Don't wanna wait so long till expiry to close it. USD$11, 707 profit in total for this option chain 🙌 🔥🚀 @Daily_Discussion @MillionaireTiger @TigerPicks @TigerStars 🔥🚀

$GDS Holdings Ltd(GDS)$ Just saw the Q1 report，GDS landed the largest AI-related data center order in China, a whopping 152MW! That's like eating the biggest slice of the AI cake. As long as the AI boom keeps rolling, data centers are pure gold. This massive deal could easily fuel another leg up in the short term. And with every industry in China jumping on the cloud + AI train, demand’s only going one way: up. Already in position, now let's see it run.

$Baidu(BIDU)$ Haha, it's really funny to see the Dongpeng Special Drink advertisement on Baidu Maps. However, it's not surprising that Baidu makes money this way. In fact, I think this kind of advertisement is pretty good. As long as it doesn't affect the use of the map, I can feel that its business model is quite smart. Speaking of maps, I do think Baidu Maps is much better than AutoNavi in terms of AI voice. When driving, the voice function is really a life-saving tool. It is super convenient to find a gas station or something.

$Amazon.com(AMZN)$ ’s looking strong, especially with AWS leading the way in AI infrastructure. Q1 2025 saw AWS revenue up 17%, and their new AI models are making waves. With AI becoming a bigger part of everything, Amazon’s definitely one to watch. If you're looking for a solid play in tech, Amazon's a solid choice!

$DONGFENG GROUP(00489)$ 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!

Recap. After 2 days of rallying, US market consolidated ahead of the 2-day US-China trade talk, held in Geneva, Switzerland. Investors were wary of anything potentially negative coming from the meetings. As a result, the little bit of anxiety and a fair amount of profit taking, drove US market to end the week, marginally lower. (see below) DJIA: -0.29% (-119.07 to 41,249.38). S&P 500: -0.07% (-4.03 to 5,659.91). Nasdaq: 0.00% (+0.78 to 17,928.92). For the week, the Dow lost -0.2%, while S&P 500 fell -0.5% and Nasdaq slipped -0.3%. With the latest “good” news coming out of the US-China trade talk, it looks like the right excuse / alibi for US market to rally again, at least for the next 3 months. (see above) Mid-month Expectations. As we head into mid-May 2025, below are the expecte

$Tencent Music(TME)$ The financial report is about to be released, so I'd like to make a small bet and increase my position in Tencent Music and wait for the money to come.

$Apple(AAPL)$ There is new news about Apple's first foldable iPhone. Although the innovation is more aggressive than I expected, the Apple supply chain is more low-key, just taking the opportunity to slightly adjust the position. If the domestic supply chain really gets this dividend, it may be another easy win. The next step is to wait and see. Don't be impatient. Apple's rhythm has always been steady, but once it gets serious, the market will be noisy.