Vesak Day Is A Beacon of Peace And The Quest for US China Harmony
🌟🌟🌟Isn't a wonderful coincidence that Vesak Day was the very same day that the US and China signed a new trade deal regarding the suspending of steep tariffs in Switzerland for 90 days? Vesak Day holds deep significance because it commemorates the 3 pivotal events in the life of Gautama Buddha. It celebrates the birth, enlightenment and the passing of Buddha who had dedicated his life to to the pursuit of Truth, Compassion and Peace. In celebrating Vesak Day, a timeless message of inner peace, compassion and mindfulness can serve as an inspirational framework that resonates deeply with the pursuit of global harmony and peace. It can also shape a vision for World Peace. Embracing our Interconnectedness At the heart of Vesak Day is the recognition of
President’s 100 Days in office. US (Scott Bessent & Jamieson Greer) and China (Vice Premier He Lifeng) convene this weekend in Geneva for their initial trade talk since Trump unleashed a trade war against the world, as promised during his presidential campaign. The trump administration has just passed its 100-days in office with nothing to show for except: Supply chain disruptions worldwide. Deep divide domestically. Not forgetting the mass layoff of agencies staff and all sorts of internal chaos. Of the blanket tariffs imposed on a worldwide scale, Trump was ‘proud’ of the “breakthrough deal” (whatever that means) when he announced it on Thu, 08 May 2025. (see below) Note, it’s only a PR publicity stun (for now). The trade agreement is NOT signed yet because some final details are s
Recap. After 2 days of rallying, US market consolidated ahead of the 2-day US-China trade talk, held in Geneva, Switzerland. Investors were wary of anything potentially negative coming from the meetings. As a result, the little bit of anxiety and a fair amount of profit taking, drove US market to end the week, marginally lower. (see below) DJIA: -0.29% (-119.07 to 41,249.38). S&P 500: -0.07% (-4.03 to 5,659.91). Nasdaq: 0.00% (+0.78 to 17,928.92). For the week, the Dow lost -0.2%, while S&P 500 fell -0.5% and Nasdaq slipped -0.3%. With the latest “good” news coming out of the US-China trade talk, it looks like the right excuse / alibi for US market to rally again, at least for the next 3 months. (see above) Mid-month Expectations. As we head into mid-May 2025, below are the expecte
$SPDR S&P 500 ETF Trust(SPY)$ As expected, some traders are taking a bullish stance early.On Friday, three different expiration dates for SPY saw significant bullish call option activity at the 580 strike price:$SPY 20250512 580.0 CALL$ with 52,000 contracts opened,$SPY 20250512 580.0 CALL$ with 29,000 contracts opened,$SPY 20250512 580.0 CALL$ with 25,000 contracts opened.These large orders were executed just before market close, as identified through unusual options activity filters.Now, you might wonder: with pre-market prices already
May 12, 2025: Gold stocks plunged in pre-market trading, with $Gold Fields(GFI)$ falling over 9% and $Harmony Gold Mining(HMY)$ down more than 8%.Technical Analysis: The key short-term support level for $Gold - main 2506(GCmain)$ is in the range of $3260-$3240. If this range is breached, it may further test the $3164 level. Investors should closely monitor the psychological level of $3250. A decisive break below this level could trigger a more significant correction.Data as of May 12th 2025I. Reasons for the Gold Stock CrashThe significant drop in gold stocks on May 12 was primarily influenced by the following factors:Market Sentiment and Risk Appetite Shift: R
$Apple(AAPL)$ There is new news about Apple's first foldable iPhone. Although the innovation is more aggressive than I expected, the Apple supply chain is more low-key, just taking the opportunity to slightly adjust the position. If the domestic supply chain really gets this dividend, it may be another easy win. The next step is to wait and see. Don't be impatient. Apple's rhythm has always been steady, but once it gets serious, the market will be noisy.
$Tencent Music(TME)$ The financial report is about to be released, so I'd like to make a small bet and increase my position in Tencent Music and wait for the money to come.
$XPENG-W(09868)$ 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!