$Rivian Automotive, Inc.(RIVN)$ honestly surprised me this time. Rolling out its in-house RAP1 AI chip and planning to replace Nvidia in the R2 SUV shows real confidence. Processing 5B pixels per second with 4x the computing power is a big step up. Caught the momentum and made a small profit — feels like Rivian isn’t just about EVs anymore, the AI and autonomy story is worth keeping an eye on.
$Amazon.com(AMZN)$ AWS's AI revolution is just getting started — the future looks bright! So many believers have held strong with AMZN. Now, it's your turn to smash $300! Let's go!
$CoreWeave, Inc.(CRWV)$ Scored some profit on CRWV as AI infra demand keeps booming! GPU cloud is surging, and the company’s expansion pace looks promising. Holding for more upside—hope we all ride the next wave together!
$Oklo Inc.(OKLO)$ 's intriguing - this micro-nuclear play isn't profitable yet, but its modular reactor tech is gaining buzz. Disruptive energy plays are all about long-term optionality. Starter position for policy catalysts.
$CSOP Hang Seng TECH Index Daily (-2x) Inverse Product(07552)$ In this US-China standoff, it feels like no one's really winning big, or losing badly. That’s why it’s been a great setup for short-term trades lately. I've been flipping frequently, pocketing a few thousand HKD per trade. Still holding a core short position though, long-term, I’m leaning bearish.
$FIT HON TENG(06088)$ is well positioned amid the national push for the “Star Computing” initiative, akin to Elon Musk’s Starlink but focusing on low-earth orbit communications. The core tech here is optical communication, which aligns perfectly with Hongtong’s main business. Their operations cover all the hot sectors right now. Holding patiently seems wise, time will reward, and losses are unlikely.
$ServiceNow(NOW)$ crushed expectations in Q1, and even raised Q2 revenue guidance to $3.03–$3.035B, beating the $3.018B estimate. What’s more, they bumped up full-year subscription revenue guidance to $12.64–$12.68B. Honestly, this is one of those companies that doesn't hype，but when it delivers, it delivers strong. Solid numbers, clear outlook，I’m staying in, feels more and more like a long-term winner.
$TRACKER FUND(02800)$ represents the 50 most liquid companies in Hong Kong, with its top five holdings— $TENCENT(00700)$$HSBC HOLDINGS(00005)$$BABA-W(09988)$$MEITUAN-W(03690)$$AIA(01299)$ —showcasing a more internationalized portfolio, somewhat resembling the S&P 500 $S&P 500(.SPX)$ . Recently, major Hong Kong-listed companies have ramped up share buybacks and cancellations, driving a valuation recovery across the market. From a broader perspective, Tracker Fund not only refle