To The Moon

$TENCENT(00700)$ Tencent is putting its money where its mouth is:CapEx skyrocketed +386% Y/Y to nearly $11 billion, mainly for AI-driven server and GPU expansion.AI spending will remain in the low teens (% of revenue) for 2025, signaling further investment.Tencent’s AI CapEx is still far below Meta’s ($63 billion planned for FY25), highlighting room to scale.AI is becoming the foundation of Tencent’s digital ecosystem, powering its platforms, advertising, and enterprise services

$Alibaba(BABA)$ Better to bet against US stocks in regards to tariffs on China. China is smart enough to improve relations and trade partnerships with others while the US on the other hand is tanking them with everyone.Why do you want to short specifically BABA when you can just as easily short Nvidia, Amazon, Marvel, etc.

$TENCENT(00700)$ Hong Kong stocks were the recipient of the STRONGEST DAY EVER for Southbound Stock Connect inflows as Mainland investors bought a net of $4.586 billion, with Alibaba and Tencent seeing significant inflows BABA and TCEHY

$Alibaba(BABA)$ The Chinese National Team is buying. The governement also easing the capital requirments to allow the governement coroporation to buy shares. In US , you do not fight the Fed. In China, you do not fight with the monetary and fiscal authority. Expert is saying the bull market is only at the beginning.

$Unum(UNM)$ Let’s go! Been eyeing this stock from the start and now it’s printing gains like crazy. Confidence through the roof，I’m holding tight and letting it run. Y’all hopping in or what?

$TENCENT(00700)$ Tencent 2024 Earnings: The Comeback is Real 🚀📈 Q4 revenue back to double-digit growth—healthy and sustainable.💰 Earnings slightly beat expectations—momentum is building.📊 This is the signal I’ve been waiting for.I’m deploying fresh capital—adding more Tencent. The story is just getting better. 🔥

$Alibaba(BABA)$ Alibaba: The AI Boom is Just Beginning 🚀🔹 Alibaba Cloud = 2x Huawei’s market share🔹 P/E only 12x—half of Amazon’s valuation🔹 AI-driven compute demand is exploding—a re-rating is inevitable!Alibaba’s golden era is just getting started. Doubling valuation? Absolutely on the table. 🚀💰 Now is NOT too late to board.

$TENCENT(00700)$ Tencent stays true to its game—steady, calculated, and always forward-thinking.✅ Massive shareholder returns keep market confidence high.✅ Heavy AI investment ensures dominance in the next era.✅ Balanced strategy—not reckless expansion, but a sustainable, structured AI push.With its self-developed Hunyuan model, DeepSeek open-source initiative, and hardware synergy, Tencent isn’t just keeping up—it’s building the future.Short-term gains + long-term vision = unstoppable momentum. This is how leaders stay ahead. 🔥

$Alibaba(BABA)$ AI Era: Alibaba Will Fly 🚀In the internet age, C-end impact was greater than B-end—favoring Tencent.But in the AI era, the impact on B-end will be far greater than C-end—this is Alibaba’s game.✅ Alibaba dominates B-end resources—AI unicorns are built on Alibaba Cloud.✅ AI changes the rules. The right way to evaluate companies now is through an AI lens.AI belongs to Alibaba, and the market will eventually realize it. My portfolio is positioned for this shift. 🔥

$TENCENT(00700)$ Tencent Closes +3.15%—AI + WeChat = Unshakable Moat 🚀Tencent just reinforced its dominance—AI models are now integrated into the WeChat ecosystem. This is a long-term game-changer.WeChat is already China’s digital backbone, and with AI embedded, the moat only gets deeper. This isn’t just about chatbots—it’s about monetization, engagement, and ecosystem stickiness at an unprecedented scale.