To The Moon

$XPENG-W(09868)$ still shows a bit of a gap between expectations, but that’s exactly where we can seize the opportunity to add more. XPeng is not just pushing forward in the automotive sector; both XPeng Huitian and XPeng Robotics also have huge potential. What excites me is that XPeng Motors is getting closer to profitability, and the low-altitude flying car production license is under review. Plus, XPeng Robotics made an impressive debut at the auto show. The growth prospects are looking really promising. This is definitely a stock to keep an eye on long term!

$TENCENT(00700)$ The market has been good these days, especially for Tencent. With the upcoming financial report, everyone has high expectations for it. Tencent has always had a stable cash flow, and with the support of AI technology, the market's confidence in it has gradually recovered. Coupled with policy support, the consumption power and liquidity of the entire market should be further enhanced, and the future potential is huge. Therefore, now is a good time to plan ahead! I am really optimistic and think that I can reap a lot in the short term.

$Amazon.com(AMZN)$ ’s looking strong, especially with AWS leading the way in AI infrastructure. Q1 2025 saw AWS revenue up 17%, and their new AI models are making waves. With AI becoming a bigger part of everything, Amazon’s definitely one to watch. If you're looking for a solid play in tech, Amazon's a solid choice!

$DONGFENG GROUP(00489)$ Last week seemed to be an opportunity to get on board. Although I didn’t buy at the lowest price of 4.09, it was not high anyway. I have a feeling that this stock will take off this week. Let’s wait and see!

$TRACKER FUND(02800)$ This Cash Boost Account is really useful. I made a lot of money over the weekend and I can’t believe I can’t give it up. I will use it often in the future.

$Baidu(BIDU)$ Haha, it's really funny to see the Dongpeng Special Drink advertisement on Baidu Maps. However, it's not surprising that Baidu makes money this way. In fact, I think this kind of advertisement is pretty good. As long as it doesn't affect the use of the map, I can feel that its business model is quite smart. Speaking of maps, I do think Baidu Maps is much better than AutoNavi in terms of AI voice. When driving, the voice function is really a life-saving tool. It is super convenient to find a gas station or something.

$Alibaba(BABA)$ has made a pretty impressive move! They’ve launched an innovative large-scale model search engine called ZeroSearch. Simply put, it doesn’t interact with traditional search engines to gather information. Instead, it leverages a reinforcement learning framework to enhance the search capabilities of large models. ZeroSearch taps into the vast knowledge accumulated during the large model’s pretraining, transforming it into a retrieval module that can generate relevant content based on search queries. Plus, it can dynamically control the quality of the generated content, a feature traditional search engines just can't offer. This new technology is a major step forward for Alibaba in the AI space and could significantly improve search q

$GDS Holdings Ltd(GDS)$ Just saw the Q1 report，GDS landed the largest AI-related data center order in China, a whopping 152MW! That's like eating the biggest slice of the AI cake. As long as the AI boom keeps rolling, data centers are pure gold. This massive deal could easily fuel another leg up in the short term. And with every industry in China jumping on the cloud + AI train, demand’s only going one way: up. Already in position, now let's see it run.

$JD LOGISTICS(02618)$ Pang Donglai has teamed up with $JD-SW(09618)$ to build a supply chain base, which will be put into production in June, just in time for the 618 shopping festival. Don’t say it’s not interesting. Think about the more than 100 Pang Donglai products that will all be launched on JD.com, with logistics all relying on JD.com, and users across the country placing orders and receiving goods directly. You can imagine the data will soar with your eyes closed. This wave is superimposed on the peak stimulation of flash sales for takeout. In the short term, funds will rush in as soon as they smell the wind. I am optimistic that it will have a beautiful volatile market, and there is nothing wro

$MEITUAN-W(03690)$ No hype，Meituan’s core local business is a cash-printing machine. Operating profit jumped from RMB 38.7B in 2023 to RMB 52.4B this year，up 35%，and it's well on track to hit RMB 60B+ for the full year. Even without pricing in new bets like community group-buying or overseas delivery, a 20x PE gives it a RMB 1.2T valuation，that’s HKD 1.29T. At today’s price, you're basically buying the core biz and getting the growth stories for free. I’m holding tight!

$Occidental(OXY)$ I have been keeping an eye on this stock, and I finally tried to enter the market with a small position recently. Buffett almost bought it into his own small oil field. His valuation method is indeed a "half-price bargain". In addition, he is bullish on oil prices. I think following Buffett, at least I have a bottom line. Just think of it as buying an oil stock with a talisman, and hold it for now!

$Micron Technology(MU)$ Big move brewing: rumor has it that Google dropped $Samsung Electronics Co., Ltd.(SSNNF)$ ’s HBM3E, and Micron might step in as the new supplier. Samsung kept quiet, but this looks like a solid win for Micron in the high-end memory game. People used to think Micron was just a memory stock，but in this AI boom, it might just be the stealth winner. I’m adding to my position, betting on its next breakout!

$Intel(INTC)$ I entered the market on Friday and got another 5 points. Hahahaha, sometimes money comes quickly, and I'll have a good meal tonight.

$MAOYAN ENT(01896)$ Honestly, this price is already pretty beaten down. Sure, a rock-bottom might be around HK$4, but I’m not waiting that long. Just canceled my order for Shanghai Pharma and flipped into Maoyan. Hope this move pays off, sometimes the reversal comes before you even realize it. Taking the shot!

$-1X Short VIX Futures ETF(SVIX)$ , I’ve been running a steady grid trade here, smooth sailing so far. Tariff news? Market’s long immune to that. Loaded up around the 14–15 zone, and now it’s holding strong, ready for that next leg up!

$Direxion Daily Small Cap Bull 3x Shares(TNA)$ I made a fortune. I really admire my vision. I said that holding on to this stock, it would be a matter of time before I made money, and sure enough, I'm going to spend a lot tonight!

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ finally broke even，it’s been a rollercoaster but we’re back in the game! Let’s push for $20 this week, shall we? If it hits $20, I’ll send a red envelope (yes, real cash!) to every single person who likes this post! C’mon semis, don’t let me down now!

$ProShares UltraPro QQQ(TQQQ)$ Fully loaded on US stocks，got a bunch of long-term favs I just can’t part with. When the market dips, I add some TQQQ to the mix，kind of my go-to way of buying the dip with a soft-touch leverage. Yeah, it’s 3x, but used at the right time (like during pullbacks), it’s actually pretty manageable risk-wise. Slow and steady gains on the Nasdaq game，I’m in no rush as long as the long-term trend stays strong.