To The Moon

$3SBIO(01530)$ just landed a pretty sweet deal with $Pfizer(PFE)$ ，all overseas development and commercialization are handled by Pfizer, while 3SBio keeps the China rights. That means nearly all the revenue from this deal drops straight to the bottom line, with minimal cost burden. Pfizer’s decision to go with SSGJ-707 isn’t just about product potential. What really sealed the deal was 3SBio’s clear partnership structure and willingness to cede global control. Pfizer gets exclusive rights worldwide (except China) and plans to build its own manufacturing facilities in North Carolina and Kansas, ensuring full value-chain dominance. And let’s not forget the $100M equity investment，that’s a serious commitment

$HUA HONG SEMI(01347)$ Hong Kong semiconductor stocks just took off out of nowhere! Hua Hong Semiconductor popped up again，probably enough fuel to grind sideways for another week, lol. But seriously, it seems like Hua Hong’s finally climbing out of its slump, while $SMIC(00981)$ is still stuck in the trenches. If sector rotation really kicks in, we might be in for an interesting ride.

$JD LOGISTICS(02618)$ is ramping up its overseas warehousing game. And with $JD-SW(09618)$ ’s potential stablecoin in the pipeline, it could also help tackle long-standing issues with cross-border payments. Warehousing + seamless payments? That’s a pretty powerful combo，especially in today’s cutthroat global e-commerce environment.

$MEITUAN-W(03690)$ is holding up strong，the market still believes in it. On the first day of the 618 sales event, liquor sales exploded. Subsidized prices for premium spirits like Feitian Moutai dropped to ¥2069 and Wuliangye to as low as ¥859. What looks like a food delivery battle is actually a stealthy disruption of the traditional liquor distribution model. With its massive user base and lightning-fast logistics, Meituan is quietly squeezing out the old-school distributors.

$LAOPU GOLD(06181)$ is riding the wave of China-chic，a homegrown alternative to Western luxury. A true disruptor in the traditional gold industry is leading a transformation across the entire sector. If there’s a contender for China’s first real luxury brand (excluding $Kweichow Moutai Co.,Ltd.(600519)$ ), this might just be it.

Initiating Covered Calls for my 3 Lots of GOOGL assigned previously at $183. Hoping the overal IV increases in the coming weeks for more swelled-up premiums.

The short-term Elliott Wave outlook for FTSE indicates that wave II concluded at 7560.5. This marked the start of an upward movement in wave III. Wave III is unfolding as a five-wave impulse structure, characterized by a series of higher highs and higher lows. From the wave II low, wave 1 advanced to 8021.77, followed by a pullback in wave 2 to 7599.56. The Index then resumed its upward trajectory in wave 3, with its internal subdivisions further defining the bullish momentum. Within wave 3, wave ((i)) peaked at 8166.53, followed by a corrective wave ((ii)) that found support at 7862.72. The subsequent rally in wave ((iii)) reached 8798.46, and a minor pullback in wave ((iv)) ended at 8604.8. The Index is now poised to continue its upward trend, likely completing the five-wave rally that b

Tempus AI ( $Tempus AI(TEM)$ ) stock took a brutal 20% hit, sliding to $55 after a scathing short report from Spruce Point sent shockwaves through the market. The report throws shade on the precision medicine company’s product integrity, management credibility, and financial reporting practices, alleging a gaping chasm between its flashy AI branding and the reality of its books. With AI revenue a measly $12.4 million in 2024—less than 2% of its $693.4 million total, down from $5.5 million the prior year—investors are left reeling. Is this a red flag signaling a deeper collapse, or a golden buying opportunity for savvy traders? Let’s dig into the chaos and find the signal. The Short Report’s Bombshell Claims Spruce Point’s forensic dive paints a gri

The stock market has been a rollercoaster lately, with tech stocks soaring to new heights while warning signs flash in the economic distance. Nvidia’s blockbuster earnings have sparked a rally, but mixed economic signals and shifting trade dynamics are raising eyebrows. Is this the calm before the storm, or a launchpad for more gains? Let’s break it down. Tech Takes the Wheel: A Rally With Legs? Tech stocks have been the market’s shining star, propelling the S&P 500 up 3.8% and the Nasdaq a whopping 5.1% over the past month. Nvidia’s earnings report lit the fuse, driving its stock—and the broader tech sector—into overdrive. Meanwhile, the Dow Jones has lagged, up just 1.2%, as investors rotate into growth-heavy names. The catalyst? A blend of strong corporate earnings and a surprise co

The Q1 2025 earnings season has rolled out a wild mix of surprises and stumbles, painting a vivid picture of a market split between opportunity and uncertainty. From Twilio’s breakout performance to Eli Lilly’s unexpected dip, the results have sparked sharp stock moves and plenty of debate. Let’s break down the numbers, unpack the trends, and figure out which companies are screaming “buy” or whispering “pass” as we navigate this choppy landscape. Ready to dive in? Company Breakdown: The Hits and Misses Twilio: Cloud Powerhouse on the Rise Twilio ( $Twilio(TWLO)$ ) delivered a knockout punch this quarter, posting revenue of $1.17 billion—a 12% jump year-over-year—beating the $1.14 billion Wall Street had pegged. Operating income soared 34% to $213

🟩 📊 **Wilmar's Earnings Soar 13.5%, But Shares Tumble – What's Going On?** Join Iggy from the Investing Iguana as we dive into the latest updates from the Singapore market! Wilmar International's impressive 13.5% earnings jump seems like great news, right? But wait—why did their shares take a 3.8% dive before the announcement? We’re shedding light on the numbers, market reactions, and what it all means for investors like you. Packed with insights on the agribusiness giant's food products and sugar milling performance, this video is a must-watch for anyone navigating the volatile waters of earnings season. 🦖 Plus, get updates on other SGX heavyweights like ST Engineering, Sheng Siong, and StarHill Global REIT. From rising revenue to currency woes, it's all here. Whether you're looking for i

The headlines are heating up — a favorable tariff ruling is in, stocks are climbing, and the S&P 500 is suddenly looking like it’s got a date with 6000. Too optimistic, or are we witnessing the start of another leg up in this seemingly unstoppable bull market? 📈 Tariff Ruling = Risk-On Rally? The recent tariff developments — whether a rollback, reclassification, or simple delay — have given investors the clarity they’ve been craving. Fewer trade tensions? That spells good news for multinationals, tech firms, industrials, and just about everyone with a global supply chain. Markets love predictability. And when geopolitics step back, earnings and fundamentals take center stage. That’s where the rally gains traction. 💪 Earnings, Economy, and AI Tailwinds Tariffs may have lit the match, bu