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LawrenceSG
·
2025-09-08
1
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2.18K
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lyKeoh
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2025-09-08
$NVIDIA(NVDA)$ going to add more if drop below 160.. fundamental is still very strong
$NVIDIA(NVDA)$ going to add more if drop below 160.. fundamental is still very strong
1
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8.94K
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vc888
·
2025-09-05
$Lululemon Athletica(LULU)$   International sales, especially in China, are accelerating and now comprise over a quarter of revenue, offsetting U.S. weakness and providing a path for future LULU growth. Lululemon maintains rich gross margins in the high 50s and holds hefty cash reserves, giving flexibility for buybacks or growth initiatives. Despite recent missteps and macro headwinds, I see more upside in this cheap rebound play (at just ~13x ex-cash P/E) than in expensive large-cap tech stocks at peak valuations.
$Lululemon Athletica(LULU)$ International sales, especially in China, are accelerating and now comprise over a quarter of revenue, offsetting U.S. ...
2
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4.29K
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BrokeBoyz
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2025-09-05
$XIAOMI-W(01810)$   Long-term, I still prefer Tesla for software/scale/margins and energy/autonomy optionality. Xiaomi’s interesting as a China EV + IoT ecosystem story, but it’s a ramp + pricing war execution game. I’d trade Xiaomi on delivery/margin beats; I’d invest in Tesla.
$XIAOMI-W(01810)$ Long-term, I still prefer Tesla for software/scale/margins and energy/autonomy optionality. Xiaomi’s interesting as a China EV + ...
1
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1.99K
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Anh
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2025-09-08
2
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1.31K
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dnp
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2025-09-08
1
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1.10K
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dnp
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2025-09-08
1
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1.61K
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SvipS
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2025-09-08
1
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940
General
老鼠林
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2025-09-08
1
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1.04K
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MaDLabbit
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2025-09-08
1
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1.21K
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Patmos
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2025-09-08
2
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1.25K
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MaxWin
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2025-09-08
1
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