$Meta Platforms, Inc.(META)$ My heavy position in META is absolutely killing it.Q4 revenue surged 24% beating expectations, and it jumped over 10% in after-hours trading—the AI ad and new model dividends are fully paid off! A single-day dip is nothing at all, with a $135 billion AI computing investment and the upcoming Avocado & Mango dual models in Q1 as solid confidence. Hold tight to this tech leader, waiting for AI commercialization and the metaverse new track to keep fueling the rally—this long-term hold is totally worth it!
$Opendoor Technologies Inc(OPEN)$ Got into OPEN during the Contra688 promo and locked in some decent gains. Their iBuying model gets debate, but cost controls and market share look stable. Housing demand remains, and as a proptech play, OPEN could show real upside once the model is fine-tuned. Holding for now.
$Alphabet(GOOG)$ surged 3.6% yesterday, blasting through its all-time high! With Q3 earnings tonight, all eyes are on AI monetization and cloud growth. Confident it won't disappoint. My investment thesis holds strong - bullish on its next phase!
$BitMine Immersion Technologies Inc.(BMNR)$ 's trading has been dead calm lately, feels like the calm before the storm. Better to stay patient, keep cash ready, and wait for a clearer direction.
$Alphabet(GOOG)$ 's current valuation is quite attractive, with strong growth potential ahead. The latest earnings report highlights the synergy between AI and search, not competition. The stock has been rising steadily post-earnings—let's ride the wave to steady gains together!
$Palantir Technologies Inc.(PLTR)$ Finally caught this wave — it’s really boosting my confidence in my strategy. The leading player in big data is proving to be well worth holding onto. With AI commercialization moving faster, the valuation story is getting much clearer. Sure, it’s had a decent run in the short term, but honestly, digital transformation is just getting started. I’m holding on to see how far this one can go!
$JIHONG CO(02603)$ Only 600M HKD float via Southbound Stock Connect，this is becoming a rare setup. It’s in the cross-border e-commerce sector, which has solid growth potential.There’s still some overhead supply being digested, so I’m starting with a small watch position. If it breaks out with volume, we could see a quick upside move.
$CHINA LIT(00772)$ Been eyeing CHINA LIT more closely lately. Short drama content is shifting from wild growth to quality + global expansion. The real winners? Those with deep IP reserves, full-industry capability, and overseas execution and YUEWEN checks all three. It’s not just about chasing what’s hot. It’s about being early on what will be.
$MEITUAN-W(03690)$ “The one who delivers your lunch, can deliver everything.” Meituan is transforming its food delivery infrastructure into a full-scale instant retail engine. With 100M daily orders and 7.45M riders, it’s redefining fulfillment economics in China’s retail landscape.
$Occidental(OXY)$ ’s $12 billion acquisition of CrownRock underscores its commitment to expanding its shale oil dominance. This move not only solidifies its position as the world’s largest shale oil producer but also presents significant opportunities for upstream equipment suppliers. Notably, its long-term cash flow breakeven point is set at $40 per barrel, well below current oil prices, ensuring financial resilience amid market fluctuations. With increasing energy demand and a strategic expansion plan, Occidental Petroleum's stock presents a compelling long-term investment opportunity.