To The Moon

$ZHOU HEI YA(01458)$ The braised food market is fiercely competitive, but Zhou Hei Ya has carved out its own path! From street stalls to an international brand, from a regional delicacy to a national symbol, Zhou Hei Ya has defied homogenization with its bold “sweet & spicy revolution.” Now, it’s more than just food—it’s a cultural icon. This rally is well deserved! Holding strong and looking forward to even bigger gains!

$SMIC(00981)$ Successfully captured a profitable trade on SMIC, couldn’t be happier! Honestly, while the semiconductor industry has had some ups and downs lately, SMIC's fundamentals are still very promising, especially with the growing demand in 5G and AI in China. The latest financial report shows that even though there are pressures from capacity expansion and R&D investment, the company’s breakthroughs in technology nodes are still strong. Big thanks to CBA!

$NVIDIA(NVDA)$ is like the leader of the innovation world, driving the continuous development and progress of our future. Every breakthrough technology carries Nvidia’s influence, shaping not only the tech industry but also creating a future filled with endless possibilities. On the eve of Christmas, let’s look forward to the joys of a bountiful 2025! May we all seize more opportunities in the coming year and harvest our own success and glory.

$NIO Inc.(NIO)$ The shorts know everything about NIO, every word William Li uttered, every bit of news. I have a feeling they are just flirting because they are lonely, they are secretly bulls.

$蔚来(NIO)$The shorts know everything about NIO, every word William Li uttered, every bit of news. I have a feeling they are just flirting because they are lonely, they are secretly bulls.

$SMIC(00981)$ Believe in the country's prosperity, hold a full position in SMIC, the process is tortuous, but the future is bright!

$Broadcom(AVGO)$ AVGO does seem like it'll be an extremely volatile stock in the near-term. And reasonably so, as markets debate between the company's AI prospects (competitive advantage in custom ASICs/networking) and the extent actually supportable by tangible fundamentals. My view is that there is a high potential for the stock to correct towards my reduced price target given the estimated market for AVGO's AI solutions will indeed be comparatively constrained, and also considering persistent downside risks facing its non-AI business. The volatility makes it quite prone to such a correction at current levels, and for short-term trading, I'd take some profits here.

$Intel(INTC)$ I don't think all this Intel news lately worth all that much either - enough to scrape it off the bottom but that's not saying much. Unlike my long/short small cap fund of which I spend 90% of my time, my personal large cap portfolio has melded into shadow index with decades of legacy positions and funds. I also hate selling these positions because they are mostly capital gains. Sometimes it works out like $Oracle(ORCL)$ where company turns it around and I even bought more in last year. Sometimes like Intel, it's just a disaster. As I said earlier, nothing sadder in investing than the round trip.

$Broadcom(AVGO)$ I’m looking at AVGO and it’s got a PE ratio of 31, and the expected EPS growth is only 15%. That gives it a PEG ratio of 2. To me, that’s kind of pricey. I mean, fair value should be closer to 1 if you ask me. It’s like paying top dollar for a value meal that’s just okay. I get it, the hype’s real and all, but I’m not convinced it's worth the premium right now. Maybe I'll wait for a better entry point.

$Micron Technology(MU)$ AI hype bubble bursting? Look at $SUPER MICRO COMPUTER INC(SMCI)$ . As I said it would, SMCI burst is already happening. Down about 68% from its ATH. MU could be next. My guess is $50 within the next few months, then maybe $10 or so over the next couple of years.