$德康医疗(DXCM)$ DXCM true value $38. Its trading at $42 billion market cap about 12 times of projected revenues as a growth company. Now the revenues growth projection is reduced due to many cheap competitors so it's no longer a growth story. Its valued at 4 times revenues so $12 billion not anymore $42 billion.

$NEBIUS(NBIS)$ is likely to gain stronger momentum recently, as $CoreWeave, Inc.(CRWV)$ has sparked a wave in cloud computing power stocks. Investors who made quick profits from CRWV will probably turn their attention to this stock. Don’t talk to me about valuation，once the money flows in, no one cares how much the company is actually worth.

$HUA HONG SEMI(01347)$ Finally caught this wave! Hong Kong semiconductor stocks continue to rally, with Hua Hong Semiconductor surging over 12%. This is what a bull market looks like!

$SpaceX(SPCX)$  Analyst upgraded the 2027 price target to $2000. Wish I had more money.

$IDT INT'L(00167)$ 's stock skyrocketed nearly 60% upon trading resumption! Took some profits, but the real potential still lies ahead. Kicking myself for missing the Contra688 promo—using that Cash Boost would have made this win even sweeter!

$Navitas Semiconductor Corp(NVTS)$ ’s core products are deeply tied to AI power solutions and have effectively become the main engine driving its business growth. The company is a leader in next-generation power semiconductors such as gallium nitride (GaN) and silicon carbide (SiC). Simply put, its products are the “core switches” that enable faster charging, smaller form factors, and higher efficiency in electronic devices. The stock is up 17% — staying bullish on it.

$Carlyle Group LP(CG)$ delivers $391.48 gains in a single session! Price at $49.13 outperforms $47.73 cost basis. The premier PE firm's alternative investment expertise shines through economic cycles. This timely position captures the private equity renaissance!

$FIT HON TENG(06088)$ on fire! Perfectly positioned in consumer electronics recovery and EV connectors. This Apple supply chain leader keeps delivering. May all investors ride this wave to steady profits!

$ProShares UltraPro QQQ(TQQQ)$  Taking profit at 10% on the day seems reasonable, and the slight dip makes sense. I don't really see a reversal here with MACD staying below zero the whole session. AMD hasn't even reported yet, so the move feels a bit wild. Curious if it pushes toward $80 after hours.

$SpaceX(SPCX)$ $NVIDIA(NVDA)$  and $Alphabet(GOOGL)$  now own 5% of the company, which looks like a decent signal. The stock is flagging just under 150, and that level seems to be the key one to watch. It is the 7th biggest company on the planet, and funds are scrambling to buy the dip.