To The Moon

1. $BIDU-SW(09888)$ Baidu’s $BIDU massive 15% pop on the first day of 2026 could be the harbinger of great things to come. Investors are loving the move to list the company’s Kunlunxin AI chip arm in Hong Kong where it will likely get tremendous support and investor interest. ADR closed 1.7% higher than the HK shares. If we get a continuation of this on Monday in Asia, this technical breakout will solidify. Volume was insane today. 2. $BABA-W(09988)$ Alibaba $BABA just made its move. That’s the 3rd breakout from a bullish ▶️ formation in the past year. Past two breakouts preceded 70% gains on average. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000

The Hang Seng Tech Index $HSI(HSI)$ jumped 23.5% in 2025. Yet it still trades at about 19X PE as reflected in $KraneShares Hang Seng TECH Index ETF(KTEC)$ That compares with 34X for the Nasdaq $Invesco QQQ(QQQ)$ . Even if the Hang Seng Tech Index manages to close 50% of that ridiculous valuation gap, it means a 40% upside.And with so much money pouring into Hong Kong from both the mainland (Stock Connect) and overseas looking to get in on the hottest IPOs, money will naturally find its way to where there is value to be found. NFA $KraneShares CSI China Internet ETF(KWEB)$ $Alibaba(BAB

To all those calling the end of China's NEV growth, take a good look at this chart.Less than 10% of the total number of cars on China's roads are classified as New Energy Vehicles (NEVs).If China were to announce a ban on new ICE vehicles from the market, NEV sales would nearly double overnight.And if it were to announce an outright ban on ICE vehicles in the country, well, you get the picture.Not saying they will do that. But if China wanted to boost economic growth, this would certainly be an option.Yes, China's NEV sales are slowing after years of torrid growth. But it's merely taking a breather. $BYD Co., Ltd.(BYDDF)$ $XPeng Inc.(XPEV)$ $Geely Automobile Holdin

Still one of the cheapest major global markets, China's total market capitalization relative to its GDP is just half that of India, and 1/3rd that of Japan.China achieved a stock market capitalization-to-GDP ratio of over 100% only once. If it were to do that again, it would mean adding US$5 trillion of wealth to its nation. $KraneShares Bosera MSCI China A 50 Connect Index ETF(KBA)$ $iShares MSCI China ETF(MCHI)$ $KraneShares SSE STAR Market 50 Index ETF(KSTR)$ $iShares China Large-Cap ETF(FXI)$ $iShares MSCI China A ETF(CNYA)$ For SG users only, Welcome to open a CBA today and e

The reason silver miners are no longer outperforming silver itself recently is because of the perception that the current spike will not last long enough for miners to take advantage since it takes years to ramp up production or build a new mine. We will need to see sustained higher silver prices before these miners see another re-rating upwards. If silver is able to maintain 70 in 1Q26, it will likely trigger another big rally in silver miners.Owning shares of silver ETFs like $Sprott Physical Silver Trust(PSLV)$ may seem like a lazy and conservative way to gain exposure to the metal. But it proves its worth at times when shares of silver miners and streamers seem to have hit a wall after rallying ahead of silver prices. Today is a perfect exampl

$Tesla Motors(TSLA)$ ’s annual free cash flow. This saw a big surge in TTM as of 3Q25 to $6.8B. But at 235X P/FCF, it needs to grow FCF by 50% per year for the next five years to be even close to reasonably valued (ie 30X P/FCF).A lot of this hinges on the execution of Elon’s Robotaxi vision. “We estimate the AI and autonomous opportunity is worth at least $1 trillion alone for Tesla,” said Wedbush analyst Dan Ives.While it’s not clear what “a $1 trillion opportunity” means exactly, Tesla cannot afford any mistakes in order to justify its current stratospheric valuations. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.

China’s STAR (tech innovation) Board went from 25 to 592 listed companies in 7 years. It’s home to the vast majority of China’s most promising and innovative technology companies, including a handful of established giants.Yet, the entire board’s combined market cap is barely $1.5 trillion - equivalent to 1/3rd of $NVIDIA(NVDA)$ . Is this simply a harsh reality… or is it a golden opportunity? $KraneShares SSE STAR Market 50 Index ETF(KSTR)$ For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.🎉Cash Boost Account Now Supports

1. $Alibaba(BABA)$ $Alibaba(BABA)$ Up 4% in premarket and then down at the open on poor general market sentiment today. Wild. But I expect this to close up 3-5% as market digests negative news on $NVIDIA(NVDA)$ .2. $Ituran Location and Control(ITRN)$ ITRN is up 126% in 5yrs because car theft is a growing industry in the USA.Not exactly the growth industry we want to see flourishing. But, hey, problems require solutions.For SG users only, welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more

Big GREEN day for Hang Seng Tech today closing up 2.8% driven by AI and stimulus optimism. $KraneShares CSI China Internet ETF(KWEB)$ $KraneShares Hang Seng TECH Index ETF(KTEC)$ $BABA-W(09988)$ +4.7% $BIDU-SW(09888)$ +4.2% $KUAISHOU-W(01024)$ +7.1% $Tencent Music(TME)$ +4.5% $BILIBILI-W(09626)$ +5.7% $NIO-SW(09866)$ +5.8% $XPENG-W(09868)$ +3.6%$ $LI AUTO-W(02015)$<

China hasn't peaked. And that spells opportunity for investors. $KraneShares Bosera MSCI China A 50 Connect Index ETF(KBA)$ $KraneShares CSI China Internet ETF(KWEB)$ $iShares MSCI China ETF(MCHI)$ $KraneShares SSE STAR Market 50 Index ETF(KSTR)$ $iShares Global Consumer Discretionary ETF(RXI)$ $Alibaba(BABA)$ $JD.com(JD)$ $PDD Holdings Inc(PDD)$ $Tencent Holding Ltd.(TCEHY)$ "If its growth continues for a few mo