To The Moon

$United States Oil Fund LP(USO)$ surged Thursday as Middle East tensions escalated. WTI July crude jumped 4.88% to $68.15/barrel; Brent August crude rose 4.33% to $69.77/barrel. Over the last eight trading days, oil prices rose six times, up 19% from May’s lows，the momentum is strong!

$CATL(03750)$ is tackling the low-end car market challenge with its secret weapons: battery swapping and sodium batteries. It’ll take some time to fully roll out, but not too long. The market hasn’t fully priced in this potential yet, but I’m confident the day when battery swapping plus sodium tech significantly boosts CATL’s market share is just around the corner.

$IBM(IBM)$ hit another all-time high yesterday，really exciting! Hopefully, it keeps the momentum going, charging ahead and becoming a heavyweight leader in the Nasdaq, lifting the whole index up with it. What do you think? Can IBM keep this rally going?

$Broadcom(AVGO)$ The pessimism about computing power infrastructure is slowly improving. The performance of $NVIDIA(NVDA)$ and Broadcom in the US stock market are particularly impressive. Domestic policies are also increasing support, and the high prosperity of computing power infrastructure continues to be verified. Coupled with the overseas demand and market style rotation, the opportunities in AI and the technology industry chain are becoming more and more obvious, which deserves special attention!

$Direxion Daily Energy Bull 2x Shares(ERX)$ International oil prices continue to soar! After hitting the largest single-day increase since October last year on Wednesday, they continued to rise on Thursday. The security situation in the Middle East is tense. The United States evacuated some embassy personnel in Baghdad and allowed military families to relocate. As the situation became tense, oil prices soared by 5% that day!

$Palantir Technologies Inc.(PLTR)$ jumps on $Voyager Technologies, Inc.(VOYG)$ ’s IPO buzz. They invested early in that small aerospace company. With the right connections, especially leaning on Trump, they’ve secured plenty of military contracts.

$Occidental(OXY)$ isn’t as bad as the earnings say，strong resources but disciplined production, prioritizing shareholder returns. CNOOC has geopolitical and offshore risks. One’s an open ace, the other’s a hidden gem.

$Celestica(CLS)$ feels like it is going to reach 130, looking for opportunities to continue adding positions.

$Exxon Mobil(XOM)$ ’s Guyana project is a beast，brought in $4.7B profit in 2024 alone, over 10% of total earnings! Exxon’s global energy footprint just keeps expanding.

$Spdr S&P Oil & Gas Exploration & Production Etf(XOP)$ Can it hit 160 this winter? I’d say chances are high. Energy might just take off again!

$Quantum Computing Inc.(QUBT)$ is flying after Jensen Huang said quantum computing is hitting a critical turning point. Feels like a "riding with Nvidia" kind of rally，could double from here!

$UnitedHealth(UNH)$ and $Regeneron Pharmaceuticals(REGN)$ ’s recent moves show one thing: don’t bet too much on single stocks. In the U.S. market. Index investing is the safer path, with index enhancement being the real strategy to beat the market.

$CARSGEN-B(02171)$ After reading Insight, I truly believe CARsgen is one of those rare “change-the-world” companies. The founder is credible and mission-driven，10+ years in CAR-T, leading globally in solid tumors. Not a Buffett-style cash cow, but from either an investor or speculator view, it’s a standout gem.

$Talen(TLN)$ is doubling down with $Amazon.com(AMZN)$ AWS on nuclear power, eyeing a small modular reactor in PA to serve data centers. With state-level support and a replicable model, this deal boosts visibility. FCF per share expected to rise from $14.15 to $15.7 in 2026, and grow at 20% CAGR through 2032，classic case of numerator expansion + denominator shrinkage. Fundamentals are catching up with valuation.

$e.l.f. Beauty Inc.(ELF)$ is surging with a volume spike，up 6.2% in a day and charging toward $200. Strong momentum here!

$Bilibili Inc.(BILI)$ is picking up steam in ads，Q1 ad revenue up 20% YoY, with performance ads growing 30–40% and eCPM up 10%+. Monthly active users and watch time hit record highs. With traffic strong and monetization still deepening, BILI's ad story looks promising.

$Zai Lab Ltd(ZLAB)$ might just be the blueprint for how China’s biopharma goes global: 10 years building deep commercial roots, now shifting gears with a growing pipeline of self-developed drugs. If they keep executing, a $100B valuation might just be the beginning.

The “Tesla of Nuclear”? $Oklo Inc.(OKLO)$ just broke out from a classic cup-with-handle pattern. Up 375% in the past year，small cap, big energy, major momentum. Time to dig in!

🚖 Robotaxi Goes Live: The Real Inflection Point for Tesla? The official launch of Tesla's Robotaxi testing in Austin marks a pivotal shift — not just in technology, but in how investors should value Tesla. This is no longer just an EV company; it’s actively becoming a platform for autonomous transport, with direct implications for both revenue expansion and margin uplift. 🧠 Valuation Shift: From Cars to Platforms If Tesla monetises each Robotaxi at ~$30,000/year (as some ARK models suggest), the optionality is staggering. Even modest rollout across a few U.S. cities could justify a rerating of Tesla's valuation multiples, more akin to SaaS or mobility-as-a-service platforms than legacy auto. 📈 Institutional Positioning Morgan Stanley reiterating its $800 bull-case target is meaningful — no