$SANHUA(02050)$ Capitalizing on its HVAC component supremacy, Sanhua is aggressively diversifying into NEV and robotics sectors, demonstrating impressive technological scalability that appeals to value-oriented investors.
$MEITUAN-W(03690)$ proving its strength again! The market finally recognizes the long-term value in community commerce and local services. My thesis holds—tech giants' ecosystem advantage is unstoppable. Holding for the digital life boom!
$BABA-W(09988)$ While the market focuses on short-term gains in food delivery, Alibaba's true value lies elsewhere. Patience pays off—price will eventually reflect worth, rewarding those with vision.
$Coinbase Global, Inc.(COIN)$ Currently, the two main themes in the US stock market are artificial intelligence and cryptocurrency, both representing the future’s hope and direction. As I mentioned before, if the US elevates cryptocurrency to a national strategy, it’s only a matter of time before USDC surpasses USDT in scale.
$Strategy(MSTR)$ delivered steady gains today—happy with the small win! Capitalizing on market moves is always rewarding. Staying patient and sticking to the strategy for the next opportunity.
$Tesla Motors(TSLA)$ Made a modest gain on Tesla this time. The increase isn’t huge, but it’s steady. I believe in its long-term potential in EV and clean energy sectors, with many opportunities ahead. Planning to hold on and stay patient.
$Tempus AI(TEM)$ The AI healthcare sector in US stocks has started to heat up, with a strong volume surge and significant price gains. After a long quiet period, this first clear volume breakout reflects growing market confidence and optimism in this field.
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ Tesla $Tesla Motors(TSLA)$ shines again with strong momentum! Holding a dominant 44.7% share in the EV market, it remains the clear leader. Longer body and more spacious interior showcase Musk’s commitment to quality and value, signaling great growth potential ahead.
$Li Auto(LI)$ This car shows great potential, functioning both as an MPV and a versatile SUV. Its design is attractive, making it a solid alternative to MAGA. Most importantly, the extensive charging network eliminates range anxiety, promising a bright future.
$Robinhood(HOOD)$ is essentially a combination of stablecoin licensing, exchange approval, and tokenization tech. After several ups and downs, it’s finally holding firm above the 100 mark with a new high—showing both strength and stability. One to keep an eye on.
$BigBear.ai Holdings(BBAI)$ ’s move was solid! Got in low and now finally seeing some action. Still bullish on its AI edge, especially in defense. Holding tight to see how far it can run!
$NVIDIA(NVDA)$ hits another all-time high—truly impressive! The current market trend largely mirrors the U.S. market, with institutional investors taking the lead. Sentiment and direction are closely tied, reaffirming Wall Street's role as a global trendsetter.
$Palantir Technologies Inc.(PLTR)$ Driven by the AI boom and growing demand for big data solutions, leading tech stock PLTR recently hit new highs in both price and trading volume. The continued capital inflow reflects strong investor confidence in its tech capabilities and government contracts, underscoring the sustained momentum in the broader tech sector.
$Advanced Micro Devices(AMD)$ The wait was worth it—patience truly pays off in investing! AMD's decision to lift restrictions on AI chip exports is a strong catalyst for the long-dormant computing power sector, sparking fresh optimism for future growth.
$Circle Internet Corp.(CRCL)$ Despite a pullback in crypto-related U.S. stocks yesterday, optimism over tonight’s vote boosted sentiment. Circle surged ahead, leading the rally. The sector averaged a 7% gain, topping U.S. market performers—clear sign of strong market enthusiasm.
$SharpLink Gaming(SBET)$ After trading volume surpassed 2B, price action became more stable—makes sense: he holds ETH, ETH rises, so does he. Momentum is compounding, attracting more short-term capital. The stronger the volume, the stronger the hype. At this stage, holding is wiser than overtrading. Just one thing to say: buy and hold!
V Reversal... Trump "Fires" Powell? New Drama, More Volatility?
Yesterday, the market went through a nerve-wracking 20 minutes, experiencing a sharp V-shaped rebound. Trump escalated the drama by saying: "I’ve already drafted the letter to fire Fed Chair Powell!"Following that remark, the market immediately took another leg down.The chaos lasted around 20 minutes—until the TACO moment. Speaking from the Oval Office, Trump later told reporters: "There are currently no plans to replace him."Black swan event? Major banks stand out to defend FedIf Powell were actually fired, that would undoubtedly be a black swan-level event—a super bearish shock. A 15% crash in U.S. stocks in the short term wouldn’t be surprising at all.One of the current uncertainties hanging over the market is the escalating feud between President Trump and Fed Chair Powell. However, se
$VXX 20250808 42.0 PUT$ VXX: collect 1.9% premium on this cash secured put with strike at $42. Contract expires in 5 weeks on 8th Aug. Continue to sell fresh puts at lower strikes and further out to spread the risk hedging. Believe at some point, either a known or an unknown event might trigger increased volatility in the stock market that will pull down the market and with VXX increased so capture some potential counter trade profit on those positions.
$Apple(AAPL)$ I added to my Apple position, driven by its unmatched fundamentals and shareholder commitment. Despite not being the market’s current darling, Apple remains a cash-printing machine with $95.4B in Q2 revenue and a record $1.65 EPS. Its $24B in operating cash flow fuels relentless R&D and massive shareholder returns. Since 2012, Apple has returned nearly $1 trillion to shareholders—and just approved another $100B in buybacks. It’s not just a tech stock; it’s a fortress of financial discipline and long-term value.
$Ero Copper(ERO)$ ERO: straight up Copper play with Trump announced import tariffs on Copper into US. 2nd batch of buying to continue build up this position. Small starter bets on this company with its copper mining operations in Brazil that were hit by 2 separate negative news. First is the 50% import tariffs slapped by US and the 2nd was copper tariffs of 50% as well. These 2 news won't be able to stack as no matter what is 50% import tariffs. The next argument is ERO actually don't sell to US so it's a case of throwing t the baby with the bath water. 3rd supporting news is because of these uncertainties, copper price is at 52 weeks high, so any miners with good operators will be able to make decent profits.