4.51K
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2025-06-05
$PDD Holdings Inc(PDD)$ Top-tier companies create industries and build their own unique moats，think $Apple(AAPL)$ or $Tesla Motors(TSLA)$ . Great companies drive the whole industry to level up. Pinduoduo is all about extreme efficiency. Yeah, it went a bit too far the last two years and disrupted the balance, but with this kind of strength, a comeback is just a matter of time.
2.11K
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2025-06-05
$CHINA LIT(00772)$ Think about it，Bilibili only has two standout Chinese animation IPs: "A Record of a Mortal's Journey to Immortality" and "Ling Cage", both from China Literature. Even $TENCENT(00700)$ ’s top animated IPs mostly come from them. If you still believe in the future of Chinese animation, you can’t ignore China Literature，they’re literally the only player that connects the full IP chain: from web novels to comics, animations, dramas, and games. Get this: over 60% of the top 20 TV dramas are based on their IPs, and over 80% of the top 20 animations too. So here’s the question: Is animation the best way to go global with culture? Or is it gaming? Either way, China Literature’s IP moat is seri
1.46K
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2025-06-05
$Equinix(EQIX)$ On June 25th, Equinix is hosting its Analyst Day! The leadership team will be talking about how the company is uniquely positioned to meet the growing demand for full-spectrum connectivity and digital infrastructure. They'll also share how Equinix is accelerating its efforts to create value for customers and boldly building to capture lasting demand. Basically, it's their way of showing investors and analysts that there’s a big story ahead.
1.40K
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2025-06-05
$Direxion Daily Real Estate Bull 3X Shares(DRN)$ This ticket is always so stable. You won’t make a lot of money but it is stable, so just hold it for fun.
1.97K
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2025-06-05
$Alibaba(BABA)$ China’s public cloud market is getting hot again thanks to generative AI, with H2 2024 expected to see a 15.8% YoY growth! Alibaba Cloud is way ahead of the pack, with 26.1% market share in IaaS and 24.4% in PaaS. The fusion of cloud and AI is clearly the next big thing, especially with Alibaba Cloud tightly integrating its large model (Tongyi Qianwen) with its cloud infrastructure. Plus, the flexible and multi-tenant nature of public cloud is perfect for AI workloads，cost-effective and scalable. This setup aligns super well with the business focus of those cloud computing stocks tracked by the Big Data ETF.
2.16K
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2025-06-05
$GDS-SW(09698)$ has something big coming on June 18，if you’re thinking of jumping in, now’s the time! Earnings have been climbing steadily, and that trend might just keep going. Don’t wait until it takes off to chase!
4.20K
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2025-06-05
$VanEck Semiconductor ETF(SMH)$ Funds can slowly flow into semiconductors. Brothers, build positions and make money.
5.21K
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2025-06-05
$-1X Short VIX Futures ETF(SVIX)$ The market panic had eased significantly last month, and the stock slowly recovered.
4.27K
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2025-06-05
$RTX Corp(RTX)$ Raytheon has won a $1.1 billion order from the U.S. Navy and will increase production of AIM-9X Block II missiles, with annual production capacity raised to 2,500 missiles! Military orders are coming again, and the iconic project continues to increase. This time, Raytheon is stable!
3.58K
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2025-06-05
$ProShares Ultra QQQ(QLD)$ Isn’t this a coincidence? I didn’t expect the $NASDAQ(.IXIC)$ to close higher last night. Fortunately, I bought this ETF. I’m making a lot of money.
3.96K
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2025-06-05
$iShares Semiconductor ETF(SOXX)$ As expected, it reached 200, so it seems that there was nothing wrong with my increasing position.
2.53K
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2025-06-05
$Quantumscape Corp.(QS)$ I heard that he is an expert in management and chemistry, and he has moved to Silicon Valley. Is there any new move? Does anyone know?
4.62K
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2025-06-05
$ProShares UltraPro QQQ(TQQQ)$ The US stock market was mixed last night, but the Nasdaq held up pretty strong. Even with two weak data hits, it still managed to close in the green，resilient as ever.
3.65K
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2025-06-05
$NEBIUS(NBIS)$ is finally showing some life，it’s got that classic “quiet before the storm” vibe, kinda like how things looked back in late January. Right now, $CoreWeave, Inc.(CRWV)$ ，the sector leader，is already making a strong move and setting the tone. NBIS, being a potential AI compute play too, really should follow up with a catch-up rally. That way, the leader can keep running and the whole sector can keep the momentum going!
7.22K
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2025-06-05
$Advanced Micro Devices(AMD)$ just crushed it! Their Instinct GPUs made a killer debut on the MLPerf training benchmark, going toe-to-toe with $NVIDIA(NVDA)$ 's H100 and H200. The upgrade from MI300X to MI325X brought a 30% performance boost, powered by ROCm 6.5 with Flash Attention and Transformer Engine optimizations. It handled Llama 2-70B-LoRA，one of the hottest GenAI workloads，like a champ. MangoBoost ran multi-node training, Supermicro jumped in with liquid cooling for the first time, and big names like Dell, Oracle, and Gigabyte also showed results. Honestly, AMD’s momentum is all upside，open and scalable AI is not just a vision anymore, it’s happening!
3.69K
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2025-06-05
$e.l.f. Beauty Inc.(ELF)$ just dropped $1B to acquire Hailey Bieber’s Rhode，a bold move shaking up the beauty world! Announced on May 28, and judging by the stock’s reaction, investors are totally here for it.
8.59K
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2025-06-05
Stablecoin $CRCL IPO Analysis: Will Doubling of the IPO Price?
On June 5th, $Circle Internet Corp.(CRCL)$ will IPO on the NYSE in the highest profile IPO seen since $Coinbase Global, Inc.(COIN)$ back in 2021.Bloomberg reporting that the Circle IPO has priced at $31 per share, above the range. $Circle Internet Corp.(CRCL)$ $USDATA Corp.(USDC)$ ImageFinancial reports in 3 years:$1.7B revenues (+16% y/y) $285M EBIDTA (-29% y/y) $155M Net Income (-42%)ImageSee from the $Circle Internet Corp.(CRCL)$ financial model below. $Circle Internet Corp.(CRCL)$ 's IPO valuation was raised to $31, and the Forward
3.89K
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2025-06-05
Entering a Turbulent Market Cycle? Key Issues to Watch Before Stability Returns
In recent weeks, the market has been caught in a delicate state of turbulence, with many assets that are typically correlated diverging from their usual patterns. It is difficult to determine whether this is merely a temporary anomaly ahead of an eventual convergence in market trends, or if some assets are beginning to establish independent trajectories. However, when considering the element of time, it is unlikely that such abnormal relationships will persist for much longer.Indications from the Foreign Exchange MarketThe weakness of the US dollar index reflects the tariff battles initiated by the United States and the rising concerns over a potential economic recession. As a result, most non-US currencies have appreciated, with the Japanese yen standing out more prominently due to its sa
1.21K
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2025-06-05
Tesla's EV Sales Crash: Last Call to Buy or Bail?
Key Points Tesla’s China-made EV sales dropped 15% year-over-year in May 2025, contributing to a 4% stock price decline. The Robotaxi launch on June 12, 2025, in Austin could be a game-changer, but its initial scope is limited, and success is uncertain. Competition from Chinese EV makers and brand image issues linked to Elon Musk’s political activities are pressuring sales. Investors face a tough call: buy the dip if Robotaxi delivers, or exit if risks outweigh rewards. The outcome of the Robotaxi launch could significantly influence Tesla’s stock trajectory in June. Why Are Tesla’s Sales Falling? Tesla’s sales in China, a critical market, have been sliding for eight consecutive months. The 15% year-over-year drop in May 2025, with 61,662 vehicles sold, follows a pattern of declines driven
1.98K
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2025-06-04
$Tesla Motors(TSLA)$ When is the next hype??
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