To The Moon

$Concentrix Corp(CNXC)$ set up the trade pre market and went away. Came back and cashed in early when market opened for good profits via CBA 😊

$PLTR 20250404 80.0 PUT$ $Palantir Technologies Inc.(PLTR)$  Just made AUD 1200 in 24 hours. lol. I was ready for this dump. Sold calls at the high point two days back and got protective puts a bit lower for a discounted price. Worked out pretty well.  [Miser]  

$SOUN 20250328 9.5 PUT$   Earn some fuel expenses 

$Centurion(OU8.SI)$ Awesome Investment 

$XIAOMI-W(01810)$ Xiaomi’s $5.3B stock placement raises dilution concerns, but the capital boost could drive R&D and EV expansion, strengthening its long-term growth prospects. The company’s strong smartphone recovery and expanding AIoT ecosystem provide solid fundamentals. If management effectively deploys the funds, it could enhance market positioning and profitability. Short-term pressure may create a strategic entry point for long-term investors. Buying the dip could pay off if execution stays on track.

$PDD Holdings Inc(PDD)$ Pinduoduo (PDD) stands out as the more attractive option compared to Tencent’s divergence. PDD’s low valuation and rapid growth in e-commerce, particularly in lower-tier cities, offer strong upside potential. Unlike Tencent, which faces regulatory pressures and a saturated gaming market, PDD is capitalizing on China’s evolving consumption trends. The company’s focus on user engagement and innovative business model provides a solid foundation for sustained growth. At its current valuation, PDD looks like a compelling buy.

$Apple(AAPL)$ Apple’s recent push into AI could be the catalyst it needs to reignite its uptrend. With its vast ecosystem and loyal customer base, AI integration across devices and services could unlock new revenue streams. However, execution risks and competition from established AI players like Google and Microsoft remain. If Apple successfully differentiates itself with AI-driven features, it could fuel another growth phase. This new AI focus might just be what Apple needs to drive its next leg up.

$Palantir Technologies Inc.(PLTR)$ Palantir’s path to $100 seems uncertain amid concerns of a large shareholder sale and ongoing questions about its long-term growth strategy. While its government contracts and expanding commercial business offer growth potential, the stock faces volatility due to market sentiment and investor skepticism. If it can secure more high-value contracts and demonstrate consistent profitability, a rebound is possible, but near-term risks remain. Can Palantir regain momentum and reach $100?

Gold’s surge to $3100 reflects growing market uncertainty, driven by geopolitical tensions and inflation fears. As a safe-haven asset, gold tends to rise when investors seek stability during volatile periods. Central banks' consistent gold purchases signal confidence in its long-term value. Additionally, weakening fiat currencies and potential interest rate cuts could further boost gold’s appeal. However, profit-taking at these levels might cause short-term pullbacks. Overall, gold remains a solid hedge against market instability.

$Tesla Motors(TSLA)$ The geniuses selling their Teslas in protest are now paying 25% more.

$NVIDIA(NVDA)$ All $NVDA and $TSLA stock owners now

$NIO Inc.(NIO)$ If I could go back to the day I decided to put $300,000 into NIOGlobal. I would tell myself I was insane for buying $Nio Even more every single time I added even one share over the last seven years on the way up and down. When you emailed me back (as seen below), you told me to have a “long term vision”. That was YEARS AGO and you have not held up to your end of the deal. It is BEYOND LONG TERM! It is getting to the point that it is monumentally long!! This is a slap in the face to all shareholders. As a CEO of a publicly traded company WilliamLiNIO has a fiduciary responsibility to his shareholders. He has violated that and the SECGov MUST START TO INVESTIGATE this man. Is he having personal financial issues? A possible drug proble

$Advanced Micro Devices(AMD)$ AMD’s breakout reflects strong product momentum and growing market share in AI and data centers. Meanwhile, Nvidia’s dip may present a buying opportunity, as its dominance in AI and GPUs remains intact despite short-term weakness. AMD offers growth potential at a lower valuation, but Nvidia’s leadership in high-margin AI chips gives it a strategic edge. For aggressive growth, AMD looks appealing; for long-term AI dominance, Nvidia remains a strong bet.

$POP MART(09992)$ Labubu surpassing Molly marks a significant shift in Pop Mart’s IP landscape, reflecting changing consumer preferences. Among Pop Mart’s five major IPs — Labubu, Molly, Dimoo, Skullpanda, and Pucky — Labubu stands out for its quirky design and emotional connection with collectors. Its mischievous yet lovable character appeals to a broad audience, driving strong repeat sales. This shift highlights Pop Mart’s strength in adapting to market trends and keeping its IP portfolio fresh and engaging. Which one is your favorite?

Hong Kong stocks may face further pressure post-earnings as “sell the fact” sentiment takes hold. Even with earnings beats, weak guidance and macro uncertainties could weigh on investor confidence. China’s sluggish economic recovery and regulatory risks add to the headwinds. Capital outflows and low trading volumes may further drag on momentum. Unless earnings surprises are paired with strong forward guidance, HK stocks could struggle to sustain gains in the near term.

$POP MART(09992)$ Pop Mart stands out as a safer investment due to its strong brand loyalty and proven ability to create hit products. Its strategy of limited-edition blind boxes drives consistent demand and repeat purchases, ensuring stable revenue streams. The company’s expansion into overseas markets also diversifies risk and opens up new growth opportunities. Meanwhile, Mixue’s low-cost model faces pressure from rising raw material costs and intense competition in the F&B sector. Pop Mart’s higher profit margins and intellectual property-driven business model give it a competitive edge in maintaining profitability. This makes Pop Mart a more resilient and promising long-term bet.

$NVIDIA(NVDA)$ Nvidia’s recent dip to $110 raises questions about future demand stability. While short-term demand concerns weigh on sentiment, its dominant position in AI and data center markets supports long-term growth. Strong margins, expanding end markets, and ongoing AI adoption provide a solid foundation. If the pullback reflects temporary headwinds rather than structural issues, this could be a strategic buying opportunity. Long-term investors might see value at this level — are you considering adding?

$Tesla Motors(TSLA)$ Cathie Wood’s $2600 price target for Tesla reflects aggressive assumptions on robo-taxis and energy storage. While Tesla’s EV dominance and innovation in AI and autonomy are undeniable, execution risks and competitive pressures remain significant. Valuation already factors in strong growth, so upside may depend on breakthrough developments in FSD and energy. A more conservative PT around $1000–$1500 seems reasonable based on current fundamentals. What’s your target?

$GameStop(GME)$ GameStop’s 10% surge on an EPS beat sparks talk of a comeback, but fundamentals remain shaky. While cost-cutting and improved margins are encouraging, the core business faces long-term headwinds from digital gaming trends. Retail investor momentum could drive short-term spikes, but sustainable growth hinges on strategic shifts beyond brick-and-mortar. A cautious outlook seems warranted unless turnaround efforts show lasting results. Are you buying the rally?

$ST Engineering(S63.SI)$ ST Engineering’s rally highlights its strength in defense, aerospace, and smart city solutions — sectors with stable, long-term demand. Its diversified business model and government-backed contracts provide earnings consistency and resilience against economic downturns. Compared to other blue chips facing cyclical risks, ST Engineering’s defensive positioning and steady cash flow make it a safer play. Its strong order backlog and consistent dividend payouts further enhance investor confidence. In a volatile market, ST Engineering looks like the better blue-chip bet.