To The Moon

$POP MART(09992)$ Just took some profit and still bullish! Pop Mart's strategy is solid – slowing new releases but keeping the hype high. The order book says it all, with buyers outpacing sellers 4 to 1! Perfectly timed with the Contra 688 campaign, those free vouchers are a sweet bonus. Holding strong for the next leg up!

$NVIDIA(NVDA)$ On Sept 22, NVIDIA joined hands with OpenAI to build a mega-scale AI data center, with an investment plan rumored to reach up to $1 trillion. The market reacted swiftly, pushing the stock up about 4% in a day, sending its valuation close to $4.5 trillion and reigniting the AI frenzy.

$Oklo Inc.(OKLO)$ This stock is building tomorrow's energy foundation. AI data centers can't rely on intermittent sources, making nuclear power the inevitable trend.

$Qifu Technology(QFIN)$ 's rebound aligns with fintech sector recovery! Improving loan demand boosting earnings outlook. Keeping positions modest given regulatory uncertainties - took partial profits while maintaining core exposure.

$Pony AI Inc(PONY)$ The autonomous future arrives, foresight gets rewarded. Pony AI(PONY) serves up a +481.62 USD profit, accelerating from 13.33 USD to 13.95 USD. This isn't just a trade but a strategic position in autonomous driving's inflection point. As Pony AI navigates the self-driving marathon, my portfolio just hit its first checkered flag!

$HUA HONG SEMI(01347)$ Been looking into Hua Hong Semiconductor，its profitability is starting to show. Compared to other foundries like $United Microelectronics(UMC)$ , $GLOBALFOUNDRIES Inc.(GFS)$ , and $Tower Semiconductor(TSEM)$ , which usually trade at a P/B of 1.5 to 2, Hua Hong’s current P/B is just 1.12. Looks pretty reasonably priced, maybe even a bit undervalued.

$Alibaba(BABA)$ has made a pretty impressive move! They’ve launched an innovative large-scale model search engine called ZeroSearch. Simply put, it doesn’t interact with traditional search engines to gather information. Instead, it leverages a reinforcement learning framework to enhance the search capabilities of large models. ZeroSearch taps into the vast knowledge accumulated during the large model’s pretraining, transforming it into a retrieval module that can generate relevant content based on search queries. Plus, it can dynamically control the quality of the generated content, a feature traditional search engines just can't offer. This new technology is a major step forward for Alibaba in the AI space and could significantly improve search q

$NIO Inc.(NIO)$ is absolutely crushing it! It single-handedly raised the ceiling for all Chinese EV makers, and others are riding the wave. Battery swapping might seem niche, but it's actually the smartest move in the long-term. The more users, the bigger the edge. Right now, NIO’s killer card is battery swap, once it clicks, the stock is gonna fly!

$Sirius XM(SIRI)$ Last week，SiriusXM made an appearance at the 33rd Annual Media, Internet, and Telecommunications Conference. The company has laid out a strategic plan aimed at driving sustainable growth, focusing on the in-vehicle sector and cost optimization. As demand for entertainment and information services in the automotive industry continues to rise, SiriusXM's strategic focus will undoubtedly support its steady growth moving forward. We can expect continued innovation in the in-vehicle space and performance improvements driven by cost control—making it a promising opportunity to watch.

$RLX Technology(RLX)$ I sold my position in RLX Technology, and I couldn’t be happier with the gains! The stock’s been performing really well lately, with a 70.43% year-on-year revenue growth in Q3 last year, reaching 679 million RMB. Both gross and net profit margins have remained quite stable. In Q2, net revenue also saw a big jump of 65.9%. The company’s looking really strong, and there’s a lot of potential for growth!