$Macy's(M)$ Privatization brings opportunity. I don’t hold much and was underwater for a while, but finally seeing a rebound today. Collecting dividends while patiently waiting，these stocks are the most resilient.
$Strategy(MSTR)$ Senate made big progress on stablecoin legislation Monday, passing 66-32. Final vote likely after Memorial Day recess. If passed, this is a major turning point for digital assets and a historic milestone reshaping USD dominance, stablecoins link Bitcoin to real-world use. Fed’s quietly buying Treasuries to release liquidity, fueling Bitcoin’s strength lately. MSTR as Bitcoin’s shadow stock is a no-brainer to hold!
$CHINA LIT(00772)$ In this era of explosive productivity, we’re heading toward a world flooded with material things, what really becomes scarce is what feeds the soul. Pop Mart nailed the adult loneliness, and China Literature is quietly building its IP empire across all age groups. Thinking from the endgame perspective, IP is one of the few things with lasting value. At a market cap under 100 billion, this feels like free money. If I don’t buy now, I might regret it later.
$Tencent Music(TME)$ delivered an impressive performance in 2024, with total revenue reaching 28.4 billion yuan, a 2.3% year-over-year increase, while adjusted net profit surged by 30.7% to 8.14 billion yuan. The online music subscription segment saw particularly strong growth, rising 25.9% YoY to 15.23 billion yuan—3.5 times the annual revenue of its competitor, $NTES-S(09999)$ Cloud Music. With the growing maturity of the online music market and increasing user willingness to pay, Tencent Music remains a solid long-term investment!
$HUTCHMED(00013)$ Innovative drugs have been performing well recently, especially in the Hong Kong market, which is showing even stronger momentum! If Hong Kong stocks continue to open high, I plan to sell some in the next couple of days to lock in profits. But looking ahead, the fundamentals remain strong, so I’ll hold onto the rest of my position for more potential upside.
$Meta Platforms, Inc.(META)$September games to bring the prices down, so the big players can load up cheap before the end of September/early October run up.Every year, it’s the same market manipulation scam.
$Palantir Technologies Inc.(PLTR)$ I think this is a guaranteed 5x bagger even from here, but realistically won't reach that level til 2026-27. It's a good place to load the boat and beat the market by several times. Just be realistic about the percentage and time frame. It's already a $70B market cap, it can grow a lot, but not 10x or more, at least not within a couple of years. 5x in 2-3 years is def plausible
$Alibaba(BABA)$PE is 21. It's not cheap. Earnings fell. It's a turnaround story. Until they can prove it...show the improvement in their financials, it's not going back to 2021 levels.