$Palantir Technologies Inc.(PLTR)$ 's latest earnings are absolutely firing on all cylinders! Revenue up 70%, profit margins soaring, and next year's guidance smashing expectations — after-hours pop says it all. Growing this fast on such a large scale is rare, even in the red-hot AI space. Holding with conviction, because real winners are built over time. Staying long and strong!
$IONQ Inc.(IONQ)$ 2025 has been packed with milestones: the Nobel in physics went to three quantum pioneers, $Alphabet(GOOG)$ ’s Willow chip hit verifiable quantum advantage, and $IBM(IBM)$ teamed with $Advanced Micro Devices(AMD)$ to crack the quantum error-correction cost barrier… All signs that quantum tech is moving from theory to real-world applications.
$Netflix(NFLX)$ 's fundamentals are solid with a deep moat. Holding patiently now, waiting for the next hit show to ignite the rally. Ready to break out to new highs!
$Alibaba(BABA)$ 's AI, cloud computing, and global expansion are on fire! Its AI agent ecosystem is way ahead of competitors, and AliCloud isn't even under major profit pressure right now. More room to grow!
$Macy's(M)$ proving retail isn't dead! Back-to-school season + lean inventory = perfect combo. Old school can still rock - wishing everyone happy returns from the consumer revival!
$Palantir Technologies Inc.(PLTR)$ did alright this round—managed to lock in some gains! The path for big data and AI is getting clearer. Government contracts remain rock-solid, and commercial business is steadily picking up. The stock’s still a bit choppy, but once their AI offerings scale, there’s real potential. Holding on and keeping an eye out!
$Exxon Mobil(XOM)$ Bought Exxon Mobil not just as a legacy energy name, but as a stealth “power supplier” in the AI era. Massive power needs behind AI large models are fueling its pivot, natural gas-fired plants plus carbon capture to serve data. If the AI premium finally gets priced in, Exxon’s upside won’t be limited to oil.Cashed out a neat gain today, it feels like betting early on tomorrow’s infrastructure boom. Sweet!
$VanEck Junior Gold Miners ETF(GDXJ)$ focuses on small-cap gold miners，those exploration or early-stage producers with big upside potential when gold prices rally. It holds around 90 stocks from around the world, including names like $Harmony Gold Mining(HMY)$ , $Evolution Mining Ltd.(EVMNY)$ , and $Alamos(AGI)$ . This global diversification helps spread out company-specific risk. As of May 23, 2025, it's already up 51.39% year-to-date. That’s some serious performance. I’m holding tight，this ride’s just getting started!
$XPeng Inc.(XPEV)$ stock jumped nearly 4% this morning，no surprise with these killer delivery numbers! In March alone, they sold 33,205 cars, a massive 268% YoY increase, keeping the streak alive with five straight months above 30K. The MONA M03 is crushing it with over 15K sold for four months straight, and the P7+ blew past 40K in just four months. Q1 total? A record-breaking 94,008 deliveries, up 331% YoY! XPeng is on fire!