To The Moon

$ZTE(00763)$ is seriously next-level! One of the only two companies in the world offering full-stack 5G solutions，standing shoulder to shoulder with Huawei. It's killing it in global base station and core network shipments, riding the massive 5G boom. On top of that, it’s diving deep into cloud, AI, IoT... all the hot growth tracks! No brainer to load up，this stock’s got long-term beast mode written all over it.

$Tencent Music(TME)$ recently released its Q4 and full-year 2024 earnings report, and the key takeaway is “stability.” The report shows that the company successfully met its growth expectations, achieving steady progress. In Q4 2024, TME’s total revenue grew by 8.2% year-on-year, reaching 7.46 billion RMB, with a net profit of 2.08 billion RMB, reflecting its strong profitability. For the full year, TME’s performance was equally impressive, driven by the strong performance of its online music business. As a regular user of Tencent Music, I’m optimistic about its future. I believe TME will continue to deliver steady growth, and its future performance is certainly something to look forward to. I’m holding on firmly, ready to reap the rewards!

$J&T EXPRESS-W(01519)$ MSCI Quarterly Review: J&T Express Joins MSCI China Index! This inclusion means more passive inflows and signals growing confidence from international investors in the Hong Kong stock market. With improving liquidity, attractive valuations, and higher-quality listings, this could mark the start of a new wave of opportunities!

$TAL Education Group(TAL)$ This stock is about to take off!

$Apple(AAPL)$ Have you noticed that $Advanced Micro Devices(AMD)$ , $Meta Platforms, Inc.(META)$ , $Microsoft(MSFT)$ all ran up right into the close, including weeks before, on their respective earning's day and they were all 'sell the good news' events?I'm not seeing the same with AAPL, I think many 'trend traders' are going to get caught leaning the wrong way today (for AMZN too!). Apple and Amazon are always the big holiday season winners every year.

$Microsoft(MSFT)$ At every earnings event, Microsoft's CFO, Ms. Hood, has made negative comments that seem completely frivolous regarding the company's financial guidance that resulted stock price tanked. I hope she refrains from doing so this time.

$Taiwan Semiconductor Manufacturing(TSM)$ A growth multiple no longer makes quite as much sense when the CEO plainly states that future growth is limited. It’s great to be a passionate cheerleader rooting for your home team but equity markets are decidedly dispassionate toward retail investors. This is likely going to be more than a one day dip.

$.DJI(.DJI)$ I don’t see a depression. I do see home prices going back to pre fomo-cov levels, higher unemp -- about 8% and big gov has to kill their over regulating everything. get smart. but they are gov workers.... impossible. A big re-set, truth comes out after the election.

$Qualcomm(QCOM)$ hello, there is zero chance that $ARM Holdings Ltd(ARM)$ will force QCOM to stop using its license any time in the near future. Like hello, sure lets have my largest customer stop selling my product.Yeah. How is that going to work out for them and how will that look to the other customers? Its all a ploy, a negotiating tactic at best. Whats the endgame? Force them to acquire INTC and move away from ARM completely... sureOh and then what would all QCOM customers say? Dont you think Google would be knocking on ARm door and screaming... like waht are you doing to us?

$Oklo Inc.(OKLO)$ CNBC talking about it again rn. “Huge support”. Big tech has lobbyists rebranding nuclear rn in return for tax breaks. It’s not going away. This will be the new once the U.S. takes off, the world will do the same. $$They forecast 50% demand over 15 years!