$CARSGEN-B(02171)$ is propelling forward with a dual-engine strategy of “technological breakthroughs + commercial innovation” in the CAR-T space. As Saiceliz's sales network expands and CT041 embarks on a new journey in solid tumor treatment, the company’s RMB 1.479 billion cash reserve provides a solid foundation for global expansion.For us, CARsgen’s leadership in the global cell therapy market, strong R&D capabilities, and accelerating commercialization process position it for long-term growth. With increasing product sales and more innovative therapies entering clinical stages, the company is poised for rapid performance breakthroughs, making its stock an attractive investment opportunity with promising upside potential.
$HUTCHMED(00013)$ Profits from tech stocks are starting to flow into other sectors, and Hong Kong's biotech sector is finally showing some signs of life with improving liquidity! Today, my HutchMed position got both the soup and the meat—seems like the market is beginning to revalue this space. Now, let’s see if the momentum continues!
$PDD Holdings Inc(PDD)$Imported junk is also sold by US giants, (Walmart, Amazon, etc.) The only difference is the price the consumer is paying for that junk.I do quite a bit of shopping on both TEMU and Amazon and have now started to cross check pricing on certain items I find on Amazon. I have no trouble finding these items on TEMU at a fraction of the price that Amazon charges. I’m not talking about big ticket or name brand items, but smaller gadgets, household items, unbranded clothing, etc. are significantly less expensive direct from China than they are when buying from a middleman like Amazon. I hold WMT, AMZN and PDD so am not biased towards one stock over the other, but I do believe these proposed tariffs are mor
$SUPER MICRO COMPUTER INC(SMCI)$ Immensely frustrating stock since March - but assuming they get the 10k filed with no impact to $$, this will move. While leadership has not helped themselves with missed upgraded guidance (twice), no pre-guidance on earnings, and weak responses to this short attack….. they are well positioned to gain considerable market share. Liquid cooled servers are the future - they lead the market.
$NVIDIA Corp(NVDA)$The biggest scam of all time. Well played. A big marketing act to get the bucks from these Europeans. At this point, there is no AI revolution—maybe in a few years. First, that bubble is going to burst
$Taiwan Semiconductor Manufacturing(TSM)$sorry I just need to sell a few shares now and then and it's only 10% higher than it was when it hit 160 in late 22 for blowout quarters for eight times in a row I think it would have got a little higher I wonder what's keeping it down
$ARM Holdings Ltd(ARM)$ As we continue to encounter this distribution from last Friday's advance and prior to the FOMC rate decision.... There is a U$D valuation gap from last Tuesday at 127.22 close that has an increasing probability to be filled. IMO Stay warm
$AST SpaceMobile, Inc.(ASTS)$ Ummm.. to all those Longs that had either some excellent luck or thorough due dilligence to come in under $10, I salute you. On a separate note, to all of us who initially got in just under $20, with several shares, Congrats as well. Be patient, it's an investment with lucrative returns. That said, I'm doing a portfolio rebalance. Lots of change coming in the next 60 days and the market is reflecting that.. Still not selling it all...
$GameStop(GME)$ Just noticed something interesting in Yahoo’s GME stats. They now state 484M “implied” shares outstanding. That’s 58M more than real outstanding shares. That was never the case before. Implied shares outstanding is used to calculate the market cap stated on this site, so it’s an important issue.Generally this discrepancy is attributed to having 2 classes of stock, A & B, with only A shares trade-able and B shares not trade-able until converted to A shares first. Insider shares, on the other hand, are already included in the real outstanding share count, although they’re restricted and why they’re not included in the float.So what’s going on? Must be another Yahoo inexplicable mistake again. At least “apes” better hope it is.Mayb