Recently, I invested in $XIAOMI-W(01810)$ stock, mainly due to its strong performance in the electric vehicle and AI sectors. Xiaomi has not only been recognized as a "Chinese ESG Role Model" by CCTV, but its SU7 model has also gained significant attention, boosting the market’s focus on electric vehicles. Additionally, Xiaomi’s HyperOS and its growing IoT ecosystem give it a competitive edge. With increasing market confidence in Xiaomi’s growth potential, I believe it has significant room to grow in smart hardware and EV markets. While the stock market carries risks, I’m optimistic about Xiaomi's long-term prospects!This Christmas, Xiaomi is giving us 1M reasons to celebrate.
$Palantir Technologies Inc.(PLTR)$ the only argument tht they put forward for their 40% drop is the bogus valuation argument- valuation is a measurement of a company's worth-this company has a bottom line of 25%- name me another saas company tht has a 25% bottom line-
$NIO Inc.(NIO)$ Who is going to put serious money into NIO if Trump or any other president can come and say anytime that they ban Chinese stocks? By buying it you don't even own the real stock, just an ADR. This is a joke not a stock, nobody will put money here. Funds stay away for a reason
$Meta Platforms, Inc.(META)$ Heading to $700 next week for sure. After this week's blowout beat and raise, and once the Emperor gets voted back in next week, this thing is going to the moon! Get aboard or get out of the way. Either way, this is poised for a massive melt-up!!
$Advanced Micro Devices(AMD)$ What is ZT systems value? IMO 1 + 1 >> 3. There is no doubt in my mind AMD will close deals valued greater than 10X this years AI revenue. It would be a mistake to get too caught up in what will seem like chump change before long.
$NVIDIA Corp(NVDA)$$Advanced Micro Devices(AMD)$ Are we surprised that AMD lowered guidance? After all, they did reduce its orders of chips from TSMC for 2025. This was due to uncertainty about demand for the MI325, a competitor to Nvidia's H200. Why would hyperscalers want the equivalent of the H200 from AMD when Nvidia's far superior Blackwell is available. So, AMD reduced orders from TSMC while Blackwell is completely sold out for 2025... insane demand. TSMC production capacity that was reduced from AMD is picked up by NVIDIA. This means more revenue for NVIDIA in 2025 with possibly an even larger market share. The ER next month will set up what will be a monster 2025.
$XPeng Inc.(XPEV)$ Don’t keep stock overnight. No reason to be up, sales were in the bottom again. Be careful with your hard earned money. Too many people lost a lot of money with this stock. Always take profits or you’ll regret it.
$Palantir Technologies Inc.(PLTR)$ Retail owns more than institutions. They aren't getting burned. PLTR is only going up in time. The only people getting burned are the shorts and the impatient, nervous, weak handed, quick sellers on dip day weasels. The rest of us are making bank.
$NIO Inc.(NIO)$ It is all about market sentiment. Once that will turn around, NIO will take off! NIO is a very disruptive company! Their solid business model is simple, serve the users with the best advanced technology and service possible and the success will follow! NIO is the only EV maker with battery swapping technology option and after over 55 millions proven swaps, NIO is in the driver seat now! American media has been relentless on NIO in the past 3 years, but this all will change as NIO’s business model will drive the company into profitability in 2025… and sentiment will change in the media and even the investment communities on NIO!
$Microsoft(MSFT)$$NVIDIA Corp(NVDA)$$Meta Platforms, Inc.(META)$$Alphabet(GOOG)$ Sold yesterday. Don't hold this over the weekend as the AI bubble is likely to burst next week. No AI software companies will ever make money with the billions they invested in the hardware and technology that would go obsolete in 2-3 years. The expensive NVDA chips today will be a dime a dozen in 5 years. MSFT struggle to find users on CoPilot even when it's free. And forget about google and META AI tools, they are free and even less people use them. MSFT, GOOG, META will miss huge due to AI expenditure but no