$Meta Platforms, Inc.(META)$ is my biggest holding besides my house, and its Q4 earnings report the day after tomorrow is easily the most important one for me this year! Watching it climb steadily these days, its strong AI ad business is there for all to see, and Deutsche Bank’s $880 price target gives me plenty of confidence. I do care about the expense guidance for AI investment, but I’m firm on this heavy position and just waiting for the earnings to tell the truth. Hope this long-term bullish bet brings an over-expected surprise!
$CIG(06166)$ Bought CIG just as its optical‑module business benefited from rising AI and data‑center demand — and thanks to the cash‑boost promo I locked in a modest profit. With major customers placing orders, I’m optimistic about CIG’s upside from here.
$Robinhood(HOOD)$ Still bullish on HOOD! Crypto's future is vast, and they've already launched products that drive revenue—way ahead of competitors still stuck in the PPT phase. This is the " $NVIDIA(NVDA)$ of Finance". The dominant leader is destined to soar higher. Let's go!
$ASML Holding NV(ASML)$ , the lithography giant, is leading a funding round to become the largest shareholder in French AI startup Mistral AI. This move boosts Europe's tech sovereignty — definitely one to watch.
$NVIDIA(NVDA)$ with modest gains - the AI chip leader shows its resilience! Expecting near-term volatility though. Long-term bullish on computing power demand, but keeping position size prudent.
$GDS-SW(09698)$ Up over 6% today, clearly, the AI-driven data center boom is still going strong. As a leading IDC player, GDS holds key assets and has been aggressively expanding overseas with a solid first-mover advantage. With China expected to resume infrastructure investment in 2025, GDS is well-positioned to benefit from the global AI wave and growing compute demand. Definitely a strong contender in the AI infrastructure play.
$MAOYAN ENT(01896)$ I looked at Maoyan Entertainment and found it interesting. The film industry will not disappear. We have survived the worst years. It is impossible for it to be worse now. Let the market perform in June. If you are under pressure, why not go and watch "Children of Time" to support the company and relax, see if the audience will buy it, and decide whether you should continue to hold it.
$Qifu Technology(QFIN)$ In a challenging macroeconomic environment, QFIN has delivered impressive results, leveraging its asset-light model and advanced technology. With a 46.2% YoY profit surge, strong cash flow, and proactive buyback and dividend policies, the stock even hit a record high. More excitingly, the company is doubling down on AI-driven credit solutions, paving the way for future growth. At just 7.75x forward P/E, backed by solid fundamentals, this investment is both rewarding and promising!