$NVIDIA(NVDA)$ Despite President Trump's proposal to repeal the CHIPS Act, Nvidia's stock is poised to rebound to $130. Analysts maintain an average 12-month price target of $171.24, indicating confidence in the company's resilience.Additionally, Nvidia's strong position in AI and gaming sectors continues to drive growth, suggesting that short-term policy changes may not significantly hinder its upward trajectory.

$XIAOMI-W(01810)$ Xiaomi’s inclusion in the SDR basket boosts its global recognition, but trading through SGX may not be the best choice. Liquidity and pricing efficiency are stronger on HKEX, where Xiaomi is primarily listed. While SDRs provide access for international investors, they may involve higher spreads and lower volume. Direct exposure in Hong Kong ensures better execution and market depth. Unless SGX sees significant SDR adoption, sticking with HKEX remains the smarter move.

$Alibaba(BABA)$ Major character change. Multiple convincing closes over the weekly 200SMA, major volume pouring in to support the breakout thesis. Looks to be the start of a multi month/year move like US tech in Q1 2023. Easy buy on pullbacks and the foreign asset to own in my opinion.

$Tesla Motors(TSLA)$ Tesla has the bigger bounce potential over Nvidia. While Nvidia dominates AI chips, its valuation is stretched, making a strong rebound harder. Tesla, on the other hand, has faced significant correction, and with improving margins, energy expansion, and Full Self-Driving advancements, it has more room for upside. Market sentiment can shift quickly, favoring Tesla’s comeback.

$MIXUE GROUP(02097)$ Mixue to HKD 400 by March? Likely!Mixue’s rapid expansion, cost-efficient model, and strong consumer demand position it well for further gains. With robust earnings growth and market enthusiasm for Chinese F&B stocks, momentum is on its side. If positive sentiment continues and no major headwinds emerge, hitting HKD 400 by March looks achievable.

$Broadcom(AVGO)$ Broadcom’s strong earnings beat could propel it past the $200 mark, supported by solid AI-driven demand and resilient enterprise spending. The company’s robust margins and consistent revenue growth further strengthen investor confidence. However, broader market sentiment and potential rate concerns may act as hurdles. If bullish momentum sustains, a close above $200 seems likely.

$Tempus AI(TEM)$ TEM’s AI-driven health solutions are driving strong revenue growth, backed by rising demand for precision medicine and diagnostics. Its expanding market share and improving margins reinforce confidence in future profitability. With continued innovation and strategic partnerships, earnings should support high estimates, keeping investor sentiment bullish.

$Wal-Mart De Mexico S.A.B. de C.V.(WMMVF)$ $WMT putting in a nice candle after the 50MA re-test. One thing I really like about $WMT it tends to be a safe heaven even in volatile markets (which we are back in again - very news driven). So anytime I can take a position with the same profit probabilities + lower my exposure, I’m game!

$Wal-Mart(WMT)$ $Amazon.com(AMZN)$Amazon surpasses Walmart in revenue for the first time.

$Meta Platforms, Inc.(META)$ $META: Record-Breaking Marketing at Meta Sentiment: Positive Meta achieved a new benchmark in cost-per-view and engagement rates, reinforcing its positioning in the global marketing ecosystem.

$Alibaba(BABA)$ BABA's management focus on e-commerce and AI-driven cloud computing, demonstrating accelerating growth with AI-related product revenue achieving triple-digit growth for six consecutive quarters. Eddie Wu cited an explosion in demand for inference, which now accounts for 60%-70% of new customer demand, boosting cloud margins. Eddie Wu described near-term explosive growth in AI demand and long-term confidence in GenAI opportunities. Is BABA building nukes? Keep hearing the world explosion explosion explosion.

$Wal-Mart(WMT)$ Walmart's earnings show growth but at a slower pace. Short-term positives—like e-commerce and China—struggle to offset long-term structural pressures, including inflation, competition, and rising costs. Market expectations have turned more cautious, weighing on the stock. If external conditions worsen or internal adjustments fall short, performance could weaken further.

I believe the recent pullback in Hong Kong stocks is a healthy correction rather than the start of a downtrend. While macro risks like global uncertainty and capital outflows may cause short-term volatility, the low valuations and ongoing economic recovery in China provide a solid foundation for a rebound. If policy measures stay supportive and global sentiment improves, the market should stabilize and resume growth.

I mean.. I don't support Trump and think he constantly makes promises he won't keep.. but still, this announcement is the reason anyone ever thought Trump was bullish for crypto. I think it's entirely possible he put in a huge leveraged long before making the announcement.

Gold’s rally is fueled by rate cut expectations and strong central bank demand. While $3,000 in February seems aggressive, the uptrend remains intact. If macro conditions align, we could see $3,000 later this year!

$MIXUEGROUP(02097)$ At market open, Mixue Group's stock surged nearly 30% and continued climbing throughout the day. By the close, it reached HKD 290 per share, up 43.21%, with a market cap of HKD 109.74 billion and a trading volume of HKD 4.334 billion. In my view, Mixue's success comes down to four key factors: high-quality yet affordable pricing, a franchise model that aligns interests, a well-established tea beverage ecosystem, and deep expertise in supply chain and digitalization.

$Palantir Technologies Inc.(PLTR)$ Me when they start explaining how PLTR is still overvalued at $84

$NVIDIA(NVDA)$ Nvidia receives a "Strong Buy" rating upgrade, highlighting its AI dominance but faces scrutiny over potential AI chip smuggling to China. This creates a dual narrative of growth potential and regulatory risk.

$Broadcom(AVGO)$ Broadcom closing above $200 looks possible. Consistent growth in AI-related demand and data center expansion is driving solid revenue. Recent beats on both top and bottom lines highlight strong execution. Improved guidance and margin expansion could fuel further upside. Institutional buying and positive analyst revisions may provide additional support. Strong fundamentals suggest a breakout above $200 is within reach.

$Coca-Cola(KO)$ Coca-Cola ( $Coca-Cola(KO)$ ) remains a strong, reliable long-term investment, especially with Warren Buffett's confidence in it. With its iconic brand and global reach, $Coca-Cola(KO)$ is positioned to continue delivering stable returns. The company’s adaptability to new consumer trends and focus on innovation makes it a solid pick for long-term growth. It's the kind of stock I trust to build wealth over time.