$JD LOGISTICS(02618)$ delivers 7,949.87 HKD in one day! Price at 12.880 HKD shows strong momentum. As a top integrated supply chain provider, its smart warehousing and delivery network excelled during 618 sales. Logistics digitalization is accelerating!
$HUA HONG SEMI(01347)$ position gains 8,532.00 HKD with current price at 35.650 HKD versus 33.567 HKD cost basis. As a leader in specialty foundry services, its strength in power devices and MCUs positions it well for automotive and industrial growth.
$CATL(03750)$ position gains 9,336.51 HKD with current price at 324.400 HKD versus 301.059 HKD cost basis. As the global leader in power batteries, its technological edge and production capacity continue to drive growth in the EV sector.
$KUAISHOU-W(01024)$ position gains 10,440.44 HKD with current price at 61,650 HKD versus 56,430 HKD cost basis. As a leading short-video platform, its improving monetization and growing e-commerce business demonstrate the sector's long-term potential.
$SMIC(00981)$ position gains 15,837.95 HKD with current price at 45,050 HKD versus 39,721 HKD cost basis. As China's leading foundry, its stable performance in mature nodes and improving capacity utilization reflect the semiconductor cycle recovery.
$JIHONG CO(02603)$ Hands trembling with joy! JIHONG CO rockets with 33,710.46 HKD gains! Price surges from 10.035 to 13.16 HKD. This dark horse proves nothing beats an underdog's comeback! With smart money flowing in and business strategy crystallizing, the rerating story is just unfolding!
$e.l.f. Beauty Inc.(ELF)$ making me glow with $308.32 gains! Price up from $122.61 to $124.33. This beauty disruptor proves quality doesn't need luxury price tags! With viral TikTok fame and retail expansion, ELF is riding the wave of beauty industry transformation at full speed!
$Li Auto(LI)$ 's treating me to champagne today! $328.13 gains as price pops from $28.05 to $28.75. This smart EV maker's range-extender tech and family-focused strategy are crushing it! With monthly deliveries hitting records, the EV revolution is just warming up!
$NVIDIA(NVDA)$ 's giving out gains again! $330.46 profit as it climbs from $151.54 to $155.02. Jensen Huang's graphics empire keeps minting money in this AI gold rush - every dip is a gift! With AI adoption accelerating, this rocket's still fueling up!
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Holy moly! SOXL prints $363.61 gains today! $24.73 price demolishes my $24.16 cost. This 3x leveraged semis ETF is absolutely crushing it with AI compute boom and chip cycle recovery. Watching those gains compound is addictive - we're just getting started in this semiconductor supercycle!
$SUPER MICRO COMPUTER INC(SMCI)$ Yesss! SMCI rocks with $418.60 gains! Price at $46.84 crushes my $45.53 cost. This unsung hero in AI servers is finally getting the recognition it deserves. With its unique build-to-order model in compute infrastructure, SMCI is perfectly positioned for the AI boom - this is just the beginning!
$Bilibili Inc.(BILI)$ Woohoo! BILI made my day with $381.08 profit! Price at $21.32 finally surpassed my $21.03 cost. As the ultimate Gen-Z platform, its content ecosystem keeps improving and monetization is getting stronger. This gain proves my conviction - BILI's growth story is just beginning! With loyal young users and talented UP creators, the upside potential remains huge!
Jensen Huang Is Selling Nvidia Shares — Should Investors Be Alarmed or Unbothered?
$NVIDIA(NVDA)$ In the world of high-performance computing, no company has captured the AI zeitgeist like Nvidia. Over the past 18 months, the chipmaker has redefined not only its own market valuation but the direction of the global technology sector. Yet just as Nvidia reaches new all-time highs, a development is stirring investor debate: CEO Jensen Huang is selling stock—lots of it. On the surface, that might raise a red flag. After all, Huang is not just Nvidia’s founder; he’s the driving force behind the company’s meteoric rise. He is to Nvidia what Elon Musk is to Tesla, or what Steve Jobs was to Apple. When an executive of that stature sells millions in company stock, investors rightfully ask: What does he know that we don’t? Is it time to wo
Beyond Search: Why Google's AI Strategy Makes GOOG a Buy
Alphabet ($Alphabet(GOOG)$, $Alphabet(GOOGL)$), the parent company of Google, has long been a titan in the technology sector. Despite its consistent innovation, strong market position, and robust financial performance, a recurring sentiment among investors is that GOOG remains perennially undervalued. Let’s delve into the reasons behind this perception, examines Alphabet's strategic pivot towards AI, and assesses its potential for a significant breakout. The Undervaluation Enigma: Strong Fundamentals vs. Market Perception Google's financial health is undeniable. As of Q1 2025, the company reported a profit margin of 30.86% and an operating margin of 33.92%. Its return on equity (ttm) stands at an impress
Ceasefire truce between Israel and Iran continued to fuel US market rally on Wed, 25 Jun 2025, despite subsequent reporting that both Israel and Iran have continued to shell each other on Tuesday. This made Trump looked “ineffective” as he had brokered the deal and bitched about his unhappiness on social media platform. And it seemed to have worked. (see below) Market attempted to rally liked it wanted, helped by stabilizing oil prices. Not even a weaker-than-expected Consumer confidence report managed to dampen market sentiments. (more on this later) When 4pm came around: DJIA: -0.25% (-106.59 TO 42,982.43). S&P 500: -0.00% (-0.02 TO 6,092.16). Nasdaq: +0.31% (-61.02 to 19,973.55). Consumer Confidence (preliminary). Tuesday also saw the release of US Consumer confidence (preliminary)
$TSLA 20250703 360.0 CALL$ TSLA: collect 2.2% premium on this sold call with strike at $360. Contract expires next Thursday on 3rd July. TSLA rallied hard up 8.23% to as high as $357.54 on Monday on news of its robotaxi launch in Austin Texas. The launch was only a pilot with small fleet, pre selected influencers users and Geo fences to only drive is a pre determined ranged locations so the impact to bottom line is insignificant beyond the headline news it generates. Sensing this, decided to trade counter momentum so trade in bearish mode for this selling a short call. As of Tuesday, TSLA close back down to $340 providing a $20 buffer before strike and with another 7 trading days to go before exp
$MARA 20250711 16.5 CALL$ Sold new set of covered call with strike at cost level of $16.5. MARA technicals had been weak and making new lows though the last 2 trading days seems to make a reversal after bottoms out at $13.49 on 23 Jun maybe on the strength of BTC rally. willing to let go at cost to recycle capital for other trades.
$Micron Technology(MU)$ Q3 report blew past expectations—a really notable development. The company posted adjusted EPS of $1.91, easily beating estimates of $1.60, and revenue surged 37% year-over-year to $9.3 billion, topping forecasts of $8.86 billion. That level of upside made me pause—it’s rare to see such strong demand in memory chips, and Micron is clearly riding the wave. What caught my eye most was Micron’s Q4 guidance—$2.50 EPS on $10.7 billion revenue, well above Wall Street’s $2.03 and $9.9 billion estimates. That forward-looking confidence indicates persistent demand, primarily in AI-heavy data centers, thanks to their new HBM4 high-bandwidth memory products. In my view, Micron is no longer just a commodity memory maker—it’s gaining mome