To The Moon

$SKB BIO-B(06990)$ 在创新药赛道，科伦博泰凭借强大的研发实力脱颖而出，持续加大在生物药、小分子创新药等领域的投入，多项管线产品进入关键临床阶段，如靶向肿瘤的创新药物，展现出良好的疗效与市场潜力。公司还积极与国际药企开展合作，通过授权海外权益的方式，快速实现创新成果的价值转化，2024年与默沙东的合作交易，更是彰显其研发实力获得国际认可。在仿制药板块，规模效应与成本优势明显，为公司提供稳定现金流。从估值来看，相较于同行业创新药企，其股价仍具备较大的成长空间，是极具潜力的投资标的。

$NVIDIA(NVDA)$ $NVIDIA (NVDA.US)$ rose nearly 3% Tuesday, taking the chip giant's market value above that of $Microsoft (MSFT.US)$ to become the largest American public company as investment bank Jefferies added NVDA to its list of highest-conviction picks.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ looking forward to 21$

🟩 🚨 **64% of Fund Managers Failed in 2024 – What's the Deal?** 🚨 Join Iggy as we dive into one of the most shocking truths from the 2024 SPIVA Global Scorecard: a staggering 64% of professional fund managers couldn’t outperform simple index funds. Whether you're passionate about investing, financial analysis, or making smarter investment decisions, this video is packed with insights you can’t afford to miss. 🍕 **Why Did Fund Managers Struggle?** Picture the stock market as a pizza, where the largest companies like Apple, Microsoft, and NVIDIA hogged all the toppings in 2024. Fund managers, trying to diversify, ended up missing out on the biggest slices of success. From market concentration to high fees, we’re shedding light on why active management took a massive hit globally, including Eu

AMZN, NFLX and MSFT Forecast – Major US Stocks Look Strong, but Overbought in Some Cases ‌$Amazon.com(AMZN)$  ‌‌$Netflix(NFLX)$  ‌‌$Microsoft(MSFT)$  ‌ The three stocks in this analysis all look as if they are strong in general, but at this point in time, the markets continue to see a bit of hesitation. This is a market that could be thought of as exhausted in some instances. AMZN Technical Analysis The market for Amazon looks like it is going to be a little softer during the early hours on Wednesday, but quite frankly, I think we’re just stuck in a bit of consolidation. This does make a certain amount of sense, considering that we gapped higher on

$Palantir Technologies Inc.(PLTR)$   🚀 Bullish on Palantir (PLTR) – The Future of AI-Driven Global Security is Here! 🛡️ Palantir Technologies (NYSE: PLTR) is not just another AI company—it’s a cornerstone of the future digital battlefield. While the market is slowly waking up to its potential, long-term investors understand the game-changing role Palantir plays in national defense, cybersecurity, and institutional governance in an AI-dominated world. 1. Massive Momentum in Defense & Security Contracts PLTR continues to secure multi-million and even billion-dollar contracts with the U.S. Department of Defense, U.K. MOD, NATO allies, and private defense contractors. Their Gotham and Foundry platforms now unde

$Tesla Motors(TSLA)$   The Political Catalyst Musk publicly challenged Trump, claiming credit for his past presidency. Trump fired back, threatening to cut Tesla'ss subsidies. This political feud may sound like tabloid fodder — but it does have real implications for Tesla's regulatory and fiscal tailwinds. 📍 Step 2: Does Tesla Really Depend on Subsidies Now? Not as much as before. Tesla's margins are down, but it's no longer a subsidy-reliant startup. IRA credits help EV buyers — but Tesla has global scale, energy storage, and autonomy bets that go beyond US incentives. 📍 Step 3: Price Action Insight TSLA dipped to ~$285 but rebounded strongly to ~$294. This suggests the market doesn’t view the Musk–Trump spat a

$SoFi Technologies Inc.(SOFI)$ is acting kinda weird lately，money’s been flowing in all week, but the stock just won’t budge. Feels like it’s building up to some big announcement or move. Keep a close eye on this one.

$ProShares UltraPro Short QQQ(SQQQ)$ Just feeling a bit uneasy lately… threw some SQQQ in the position to hedge a bit. Helps me sleep better at night.

$ZTE(00763)$ crushed expectations in Q2! Plus, the financial regulator just said they’ll step up support for tech innovation，new policies on tech insurance are in the works too. Is this the signal for tech stocks to finally take off? Feels like something big is brewing.

$JD-SW(09618)$ Tried ordering food via JD recently. Honestly, their delivery speed and service were just as good as Meituan, maybe even smoother sometimes. I expected JD to struggle a bit in food delivery, but nope, they nailed it. Even though JD hasn't had many flashy innovations lately, their execution is on point. Gotta hand it to Richard Liu. If Jack Ma is all about vision, and Duan Yongping is all about strategy, then Richard Liu is the guy who dominates with flawless execution. First-tier tactician, no doubt.

$MEITU(01357)$ Don’t get too hyped about $KUAISHOU-W(01024)$ or others，I looked into all those AI model companies back: $SENSETIME-W(00020)$ , Kuaishou, iFlytek, Wondershare, Kunlun… Most of them have one issue，revenue might look good, but API pricing keeps trending down. Meitu is different. They're gearing up for price hikes. And let’s be real，video-based AI has way more application scenarios than images, which means bigger monetization potential. So yeah, calling it now: in this bull run, Meitu’s aiming for a 100B HKD market cap. Let’s see who’s laughing then.

$POP MART(09992)$ Let’s be real，in today’s business world driven by “new productive forces,” $Kweichow Moutai Co.,Ltd.(600519)$ just doesn’t matter like it used to. That’s an irreversible trend. Moutai is losing relevance not because of age, but because it’s no longer part of the new narrative. Those still trying to bottom-fish Moutai? Probably about to be on the wrong side of wealth redistribution. Pop Mart isn’t just “new consumerism”，it is part of the new productivity. It nails culture, youth, and IP. I’m already in. Just waiting for the big breakout move upward!

$MAOYAN ENT(01896)$ This summer season is quite fierce. "Jiangyuan Lane" and "Chang'an's Lychees" are all released by it, both of which are blockbuster films. The stock price is still at the bottom now, and it feels that it is only a matter of time before it recovers. To be honest, the employee cost of $BABA-W(09988)$ Pictures is too high, and the film business is basically half-withdrawn, leaving opportunities for Maoyan. I am quite optimistic about Maoyan Entertainment. It has broken through 7.5 yuan, and it is estimated that there will be a decent upward surge.

$HUA HONG SEMI(01347)$ Been looking into Hua Hong Semiconductor，its profitability is starting to show. Compared to other foundries like $United Microelectronics(UMC)$ , $GLOBALFOUNDRIES Inc.(GFS)$ , and $Tower Semiconductor(TSEM)$ , which usually trade at a P/B of 1.5 to 2, Hua Hong’s current P/B is just 1.12. Looks pretty reasonably priced, maybe even a bit undervalued.