To The Moon

Investing requires pros if one is looking at maximum returns. Otherwise, there are also many retail investors who are not pro. The more important thing is to first start and learn to be better along the way. I think finance is an industry that many have successfully switched to. All it takes is a willing heart and hard work to learn. Many retail investors do that too. I think Buffett’s ability to continue being skewed in his investments tells us that we don’t think to be physically fit to invest. Rather, it is important to be mentally fit and agile. Of course, being physically fit has its merits too as investing can require hours of focus and to deal with the physical effects of the various emotions as market swings. @SR050321

I’m more optimistic on Xiaomi going into this earnings. The EV story may not fully materialize yet, but any update on production and pre-orders could be a catalyst. While smartphone and IoT margins may face pressure, I like Xiaomi’s diversified push into EVs, AI devices, and overseas markets like India, which supports its long-term growth. For Pop Mart, it’s harder for me to judge the valuation. Labubu and Crybaby show strong IP potential, but much of the optimism may already be priced in. The key risk is whether these IPs can sustain momentum and whether global expansion delivers the same results. I’d rather stay cautious until earnings. If I were to use HK options, I’d lean towards buying Xiaomi calls since I’m more bullish there — limited risk but high potential upside if EV or AI news

I think Xiaomi’s EV story will take the central stage in this earnings report. I believe their smartphones will remain profitable as it is a cost effective option for many who are price sensitive. I think crybaby and labubu will continue to hold up popmart’s price as the craze is still going strong. There is effectively no rival that has come close to these. I will prefer to buy calls on both stocks to bet on upside. Alternatively, a combination of buying calls and selling outs would help to manage the risk from unexpected earnings. @Fenger1188 @Kaixiang @Success88 @Wayn

Navigating the market after a company's earnings report can be a complex and fast-paced endeavor. The following information provides insights into how JD.com (JD) and NetEase (NTES) have historically performed post-earnings, along with some general trading considerations. ​General Considerations for Post-Earnings Trading ​✅️ Understand the "Why" The most important thing is not just whether a company beat or missed expectations, but why. Dive into the earnings report and conference call to understand the drivers of the results. Was the beat due to one-time gains or a change in the core business? Were the misses related to temporary headwinds or a fundamental shift in the company's outlook? ​✅️ Analyze the Guidance The company's future outlook (guidance) is often more impactful than the past

​When considering whether to buy and invest in a stock like Sea Limited (SE), it's crucial to look at a variety of factors, from the company's recent performance to its long-term outlook and the risks it faces. ✅️Recent Financial Performance and Strengths✅️ ​🔥 Strong Turnaround  Sea has successfully transitioned from being a company that was losing money to a highly profitable business. This turnaround is a significant positive for investors. In its recent quarterly report, the company's net income surged, and its revenue increased by a significant percentage year-over-year.   ​🔥 Diversified Business Segments Sea operates three main business segments:   1. Shopee (E-commerce): This remains a core part of the business, with strong revenue growth driven by increased

​Berkshire Hathaway's 13F filing for the second quarter of 2025 has been released, revealing significant changes to Warren Buffett's and his team's stock portfolio. The filing provides a snapshot of the firm's equity holdings as of June 30, 2025. ​Key Buys and New Positions ​✅️ UnitedHealth Group (UNH) The most notable and surprising new position is a significant stake in UnitedHealth Group. This investment, worth about $1.6 billion, was accumulated under a request for confidential treatment from the SEC to avoid a price spike. The purchase is particularly interesting given that UnitedHealth has faced a Justice Department probe and other challenges. I do have stakes in UNH as well. ✅️ ​Chevron (CVX) Berkshire added to its position in C

CoreWeave Below $100 📉 Bargain or Value Trap? CoreWeave just hit a major milestone: its first post-IPO lock-up expiration. Nearly 84% of Class A shares are now free to trade — many of them held by insiders and key backer Nvidia. That sudden flood of supply rattled the stock, which briefly sank below the psychological $100 mark before staging a modest rebound. For retail investors, this sets up the classic question: is the sell-off just mechanical (due to insider unlocks), or is it signaling deeper cracks in CoreWeave’s growth story? --- Why Oversold Stocks Matter Now 💡 History shows that lock-up expirations often create short-term selling pressure, regardless of fundamentals. Insiders and early investors may want to take profits, causing sudden dips. But some of the market’s best rebound s

$Rocket Lab USA, Inc.(RKLB)$ $Palantir Technologies Inc.(PLTR)$ $Firefly Aerospace Inc.(FLY)$ 🌌🚀📡🌌 Rocket Lab Ignition: The Pennant Before the Next Orbital Surge 🌌📡🚀 I’m absolutely picking $RKLB here! 📡 Satellites launched over the last decade: Why $RKLB is different Over the last 10 years, Rocket Lab has been instrumental in the steady rise of satellites launched into orbit. Once Neutron enters the game, the slope of that growth curve won’t just accelerate; it could turn exponential, especially if Rocket Lab advances with launching its own satellite constellation. Vertical integration would fundamentally reset their revenue model from launch services into lo

​1. REALITY OF BMNR AS THE "LARGEST ETH HOLDER" ✨️ ​Corporate vs. Individual "Whales" BMNR is not an anonymous individual whale. It's a publicly traded company. This is a crucial distinction. Its ETH holdings are on its balance sheet, and its actions are subject to corporate strategy, shareholder pressure, and SEC oversight (to some degree, as an NYSE-listed company).   ✨️ ​The "5% of ETH" Goal BitMine has publicly stated its audacious goal to acquire 5% of the total ETH supply. This is a massive, long-term strategy that is driving its business model. They are raising capital to buy more ETH, which is why the stock is seeing so much attention.   ✨️ ​The Stock as a Proxy When you invest in BMNR, you are not directly buying ETH. You are buying a stock whose value is

$Intel(INTC)$   ​​The question of whether a presidential administration can "save" a company like Intel is complex. While government policy can significantly influence a company's success, a company's fate ultimately rests on its own financial performance, technological innovation, and competitive strategy. ​❌️CHALLENGES FACING INTEL❌️ ​Intel is facing significant headwinds that a presidential administration cannot fully solve: ​Competitive Pressure Intel is engaged in a fierce battle with rivals, particularly NVIDIA in the high-growth AI chip market and AMD in the traditional CPU market. While Intel is making strides with its new processors and foundry services, it is still playing catch-up in key areas. Its market share in CPUs has bee

$Palantir Technologies Inc.(PLTR)$   I personally do not like PLTR and feel that the run is way overdone. Call me your grapes if you want but that's just my opinion,  so do your own due diligence. Heard enough of the "but PLTR has more room to run, TA suggest otherwise" narrative.  Oh please.  If all stocks follow textbook TA, we'll all be crazy rich. Like it or not, Market Sentiments will screw your portfolios up big time; against your will and against all your textbook TAs, Fibs, ikomuchi clouds and crazy lines. Always do your own due diligence and don't follow the crowd. If it's time to take profits, please do so.  Profits isn't profits till its taken off the table. ​ BACKGROUND Citron Res

Nothing new isn't it. I've foreseen such and forewarned. It's only a matter of time.  But for those new to the topic, let's revisit what a lockup expiration is. ​WHAT IS A LOCKUP EXPIRATION? When a company goes public through an IPO, insiders (executives, early investors, etc.) are typically restricted from selling their shares for a period of time, known as the lock-up period. The expiration of this period allows these insiders to sell their shares for the first time, which can create significant selling pressure on the stock.   COREWEAVE'S SITUATION: ​CoreWeave is an AI-specific cloud computing company. Its stock, which had rallied significantly since its IPO, was subject to a lock-up period.  ​The lock-up expiration occurred shortly after the company reported its sec

$BABA-W(09988)$ when the great China AI take flight again

$UnitedHealth(UNH)$   🌟✨️ The golden star UNH ✨️🌟  PERFORMANCE AND CONTEXT 1. ​Stock Volatility UNH stock has been experiencing significant volatility. It was down more than 40% year-to-date at one point, trading near multi-year lows.   2. ​Challenges The company has faced several challenges, including a federal investigation into its Medicare billing practices, a change in leadership, and higher-than-expected medical costs, particularly in its Medicare Advantage business. These factors have contributed to investor uncertainty and a decline in the stock price.   3. ​Q2 2025 Earnings UnitedHealth Group's Q2 2025 results showed revenue growth, but net income and earnings per share (EPS) wer

$UnitedHealth(UNH)$  $Eli Lilly(LLY)$  $Novo-Nordisk A/S(NVO)$  $Hims & Hers Health Inc.(HIMS)$   The valuation and performance of healthcare stocks relative to the broader market are at some of the lowest levels in decades. This is a critical distinction for investors.  ​Here's a breakdown of what the data shows: ​😬 Relative Underperformance is a Key Factor For the past several years, the healthcare sector has significantly underperformed the broader market, particularly t

​Not sure. So I googled for the following: ❤️Popmart (9992.HK)❤️ ​Popmart is set to release its first-half financial report on August 19, 2025. The company has already provided a positive profit warning, and analysts are highly optimistic about the results. The key theme is the company's successful globalization strategy. ​Revenue Analysts expect significant year-over-year revenue growth. Bloomberg forecasts revenue of 13.76 billion yuan for the first half of 2025, which would represent a 201.9% year-on-year increase. ​Profit The company has already stated that it expects profit to grow by no less than 350% year-on-year. Adjusted net profit is anticipated to exceed 4.6 billion yuan, which would be more than the company's full-year profit for 2024. ​Key Growth Drivers ​1. Overseas Expansion

🚨 Citron Shorts Palantir: Retail Darling or Overpriced Trap? Palantir is back in the spotlight — this time not for an AI contract win, but because Citron Research has just declared it “far beyond overvalued.” Andrew Left, the man who went toe-to-toe with retail traders during the GameStop short squeeze, is shorting $PLTR and says the stock would need to fall into the $40–$50 range to be “truly cheap.” That’s a call for a 70%+ drop from current levels. Bold? Definitely. Convincing? That’s up for debate. --- The Citron Argument 📉 Citron’s thesis is straightforward: Valuation: Palantir $Palantir Technologies Inc.(PLTR)$   is priced like a high-growth software star but delivers margins and growth closer to a mature tech firm. Hype-drive