$BABA-W(09988)$ has always been positioned as a ballast, especially after the annual report came out, this idea has become more firm. Taobao's business is very stable, which means that the lower limit is very high and it is not easy to have major problems. And don't forget, Jack Ma is back! For a large company like Alibaba, the founder is really crucial, and he is the only one who can control all the mountains. Not to mention that Jack Ma himself is a person who likes to toss and turn, and has ideas, which is a buff for Alibaba Cloud to do AI, and the probability of success is even greater.
$Macy's(M)$ is holding up strong with a 39.2% gross margin, and even boosted merchandise margin by 40 bps thanks to tighter inventory and fewer markdowns. As part of its “Bold New Chapter” strategy, Macy’s is expanding its revamped store format to 125 locations. Meanwhile, Bloomingdale’s and Bluemercury are keeping the luxury momentum going, and their media network pulled in 8% revenue growth too. Feels like the classic department store is slowly but surely finding its new groove.
$MEITUAN-W(03690)$ feels pretty undervalued right now. Its core food delivery business is rock solid, and they’re now ramping up efforts in online grocery and same-city express delivery. Plus, with tourism bouncing back, their local services are getting a nice boost. Q1 earnings already showed clear momentum in several areas,among all the big internet names, Meituan’s growth rate is one of the strongest. I mean, think about it: if there wasn’t real opportunity here, would $JD-SW(09618)$ be burning cash just to join the food delivery game? It’s not for the social benefits package, that’s for sure. Even with heavy subsidies, no one's been able to shake Meituan’s dominance. And let’s be real,those e-commer
$TRACKER FUND(02800)$ Brothers, have you received the dividends from the Prosperity Fund? I am optimistic that it will never waver and the dividends will continue to flow in.
$SMIC(00981)$ just sold some equity, and the bears are panicking,“What if they end up selling off the Southern fab too?” But I’m with the optimists: this move looks more like SMIC trimming the fat to double down on advanced nodes. Given all the recent signals, it feels more like a strategic focus shift than a distress sale. No hesitation here,I’ve loaded up and gone in hard!
$BYD COMPANY(01211)$ is truly a powerhouse,unstoppable momentum! At the shareholder meeting, Wang Chuanfu dropped a bombshell of reassurance: “I only have BYD, no businesses outside of it.” That’s not just talk,it’s the gold standard for aligning shareholder interests. When the founder’s 100% all-in, no outside distractions, you know you're holding the right stock for the long run.
$Coursera, Inc.(COUR)$ Poised for Growth Amid U.S. Policy Shifts The recent U.S. policy restricting international students from enrolling at institutions like Harvard University has created significant uncertainty in the higher education landscape. This development positions Coursera, a leading online education platform, to capitalize on emerging opportunities. ⸻ 🌍 Global Demand for Quality Education International students, facing barriers to U.S. education, are seeking alternative avenues to access top-tier academic content. Coursera’s extensive partnerships with over 300 universities and organizations worldwide enable it to offer a diverse range of courses and degrees online, making quality education more accessible globally. ⸻ 📈 Strategic Advan
Tesla Caught in the Crossfire: How the Trump–Musk Feud Could Rattle $TSLA in the Coming Weeks Tesla Inc. ($TSLA) is under heavy pressure—not just from market forces or global instability, but from a rapidly escalating personal and political feud between its CEO Elon Musk and former U.S. President Donald Trump. What started as subtle jabs has now turned into a high-stakes political standoff with billions of dollars—and investor confidence—on the line. Here are three key ways this feud could shape Tesla’s stock trajectory in the next 30 days: ⸻ 1. Trump’s Retaliation Threatens Tesla’s Federal Lifelines The feud exploded when Elon Musk publicly opposed a GOP-backed tax bill, labeling it detrimental to clean energy initiatives and middle-class EV adoption. In response, Trump accused Musk of “b
Finally hit my 100k target in 2025, after 4 years with Tiger. Started with dividend investing here but decided to switch to trading more, hopefully to increase gains. REITs are a long game and the dividends so far do not provide a good enough return compared to the stocks' depreciation. That said, investment goals are tied to investment horizons. So far,$YZJ Shipbldg SGD(BS6.SI)$ has been my top stock for a swing trading. Next milestone, retire by 42. 🎈 I only trade SG stocks.
$MAG Silver(MAG)$ This is one of the hottest trades in town... June has kicked off as well for me as it can be... gold took off due to the great Trump uncertainty... known now as the TACO (Trump Always Chickens Out)[Facepalm] [LOL] [Chuckle] [Evil] trades... silver and platinum did not just take off, but flew... Why? The weakness of USD due to the US "big and beautiful spending bill" promoted by Donald Trump. As a result, USD continues its downward spiral as discussed a couple of weeks ago. USD treasury is no longer as safe as perceived... having said that, now is still not the time to go all in for the demise of USD. The trust has weakened, but not yet broken... don't believe me, ask Warran Buffett! [Chuckle]&nb
AVGO Erngs Call: AI Revenue Growth, ASIC and Scale-up Trends
1. AI revenue growth exceeded expectations, long-term sustainability is clearData performance: $Broadcom(AVGO)$ Q2 AI-related revenue reached $4.4 billion, Q3 guidance of $5.1 billion (+60% year-on-year), management clear 2025 high growth will continue to 2026.AI revenues may reach $20B in 2025 and exceed $30B in 2026 by analyst projections.Key signals: management's confirmation of 2026 growth trajectory ("same trajectory") indicates high order visibility and no downward revision of 2027 targets, reflecting its confidence in the long-term nature of AI demand.Potential risk: visibility is not updated beyond 2026 for the time being, and attention needs to be paid to whether there are subsequent technology iterations or changes in customer demand (e.
Circle of Trust: Why This $100 Crypto Darling Might Just Be the Bank of the Future
A stablecoin firm that’s anything but boring—and finally giving Wall Street a taste of decentralised dividends There are IPOs that fizzle, some that sizzle, and then there’s Circle—the USDC issuer that arrived on the New York Stock Exchange with all the subtlety of a confetti cannon at a funeral. Priced at $31 per share, the company promptly soared to over $83, leaving early backers rubbing their eyes and asking, Did we just make money on a crypto stock… without sweating? I’ve seen enough IPOs to know hype when I smell it. But Circle isn’t the usual Silicon Valley fare with sky-high valuations and PowerPoint-based business models. No, this is a revenue-generating, regulator-charming, relatively low-drama outfit with a business model that—brace yourself—is actually profitable. In the land o
There's an interesting investment strategy:"If you buy the product, buy the stock too."If you had bought a company's stock every time you bought their product—say, buying $Apple(AAPL)$ shares every time you got a new iPhone, you might be sitting on a fortune today.Some netizens are now calling this the "consumer-investor dual approach." For example, next time they buy a Labubu figure, they'll also pick up Pop Mart shares. In fact, $POP MART(09992)$ has already surged 169% this year, with a P/E ratio of 93x.But if you’re a loyal $Lululemon Athletica(LULU)$ customer buying both yoga pants and stock… this time you might have taken a hit. Lululemon just posted bett
Circle’s IPO Explodes 168%—Can the Stablecoin Trailblazer Soar to $100?
Circle just lit up Wall Street with a blockbuster IPO, pricing shares at $31 and watching them catapult 168% to close at $83 on its NYSE debut on June 5. That’s a valuation surge from $6.9 billion to a hefty $18.4 billion in a single day, putting the issuer of USDC—the crypto world’s go-to stablecoin—squarely in the spotlight. Investors are buzzing: can Circle’s stock climb even higher to $100, cementing its place as the first stablecoin stock to hit that mark? Let’s unpack the hype, dive into USDC’s role, and set a target price for this high-stakes play. The Debut That Shook the Market Circle’s IPO was a masterclass in demand. Starting at $31 per share, the stock ripped through the day, peaking at $103.75 before settling at $83—a 168% gain that turned heads and fattened wallets. The compa