China Poised to Outperform Again as AI and Semis Drive Growth
China vastly outperformed US markets in 2025 even with weaker earnings growth. That was largely attributable to massive valuation disparity that needed to narrow. The next couple of years will be about growth driven by semis, AI, cloud, automation, robotics, and the energy needed to bring these towards mass adoption.With the kind of earnings growth acceleration expected in the table below, China will likely outperform again in 2026/27. Are you prepared? $KraneShares SSE STAR Market 50 Index ETF(KSTR)$$KraneShares CSI China Internet ETF(KWEB)$$KraneShares Hang Seng TECH Index ETF(KTEC)$$Alibaba(BABA)$
$NIO, $ABNB, $NVDA: Smart Money Setups as Key Support Levels Hold
1. $NIO Inc.(NIO)$ NIO is one of my favorite buy setups on the board right now.Monthly BX = bull cycle5B share volume shelf sitting under priceSmart Money / Institutional Buy Zone in playIf this is going to bounce, it’s between here and $4.20. 💨 2. $Airbnb, Inc.(ABNB)$ ABNB is looking pretty interesting here.If we can sweep and clear this liquidity zone, I’d expect a clean push into the next leg up. 👀 3. $NVIDIA(NVDA)$ NVDA bounced off Volume Pro support to perfection ✅ For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.
$NIO Inc.(NIO)$ Stay safe. Buy low and sell when there's decent profit. Nio is very unpredictable with full of shortsellers. Shareholders are left out to dry. Expect better days in first two weeks of next month. Sell at your own discretion. Do your homework. 🥜 🥜 🥜
$NIO Inc.(NIO)$ Just wondering who is still holding above $7 during last year's run up. I'm still holding above $5.40 with 25% losses. Regretted not letting go when it hit $8. From profit to loss. Feeling quite pissed even though it's small money. Thought can see $15 last year but it's a delusion. Maybe another 2 years? But I'm still hoping for $8. Problem is when will it come. Next month when Nio announce better result? Missed target will send price tumbling again? Nio is full of uncertainty. Management needs to do justice for shareholders by making more money instead of unnecessary spending. 🥜 🥜 🥜
NIO Inc is a holding company mainly engaged in the design, development, manufacturing and sales of smart electric vehicles. The Company offers premium smart electric vehicles under the NIO brand, family-oriented smart electric vehicles through the ONVO brand, and small smart high-end electric cars with the FIREFLY brand. The Company focuses on building in-house capabilities including battery swapping, assisted and intelligent driving, digital technologies, electric powertrain and battery, vehicle engineering and design, among others, to control the design and development of the vehicle software and hardware architecture and the critical components.