$iShares Biotechnology ETF(IBB)$ Nice catch on this IBB rebound! Market sentiment for biotech is warming up, and innovative drugs remain full of potential. Thinking long-term and holding for the next leg up.
$Circle Internet Corp.(CRCL)$ is gaining traction as a leading blockchain-based financial innovator. With its mission to transform global finance through frictionless value exchange, its USDC stablecoin is increasingly adopted for on-chain transactions. Circulation continues solid growth. Bullish long-term!
$Alibaba(BABA)$ 's firing on all cylinders! Instant commerce GMV spikes + AI model upgrades in Cainiao are boosting margins. With $5B+ buybacks this year, the market's waking up to its undervalued ecosystem play – this rebound has legs!
$Alphabet(GOOGL)$ ’s the real steady player here! Even with all the AI hype, their search ads keep bringing in solid revenue, YouTube viewership keeps climbing, and cloud services are gradually gaining momentum. Big blue chips might pull back sometimes, but that’s when we can add more. Stay calm, guys—good companies are made for the long haul!
$XIAOMI-W(01810)$ 's rally is a solid win for me! My conviction comes from a long-term view of its EV strategy: success feels inevitable. Positioned in the mid-to-high-end market with strong branding and an already established international channel, it's only a matter of time before profits soar. Once production scales up, it’s a natural takeoff. A trillion-yuan valuation in 5 years? Absolutely reasonable. This isn’t just about returns, it’s about catching the pulse of transformation. From smartphones to smart cars, Xiaomi is evolving, and I’m proud to be riding that wave.
$DONGFENG GROUP(00489)$ Just added more shares! Not selling a single one below 8 yuan. Seres is about to hit the limit up, and with the restructuring closing in, I’m super bullish，ready for a big run!
$C3.ai, Inc.(AI)$ jumped nearly 8% last night, marking its third day in a row of gains. The whole market was on fire， $S&P 500(.SPX)$ up over 2%, $Dow Jones(.DJI)$ up 1.2% and AI stocks like C3.ai moved fast. In this kind of market, it’s all about catching the momentum early. Feels like C3.ai, as a pure AI play, is finally getting picked back up by the market. For now, I’m holding tight and watching close，if it takes off, I’m not missing it.
$SPDR Gold Shares(GLD)$ I believe gold will rise significantly in the future due to the global economic slowdown and stagnating corporate profits, making gold $Gold - main 2506(GCmain)$ a key safe-haven asset. Central banks used to suppress gold prices, as it competes with fiat currencies. But with the U.S. dollar becoming harder to obtain, central banks are increasing their gold reserves and hoping for higher gold prices, as it serves as an important asset and collateral. This trend of rising gold prices is likely to continue.
$BEIGENE LTD SPON ADS EACH REPR 13 ORD SHS(ONC)$ BeiGene has delivered an impressive performance! With global revenue surging in 2024 and non-GAAP operating profit turning positive for the year, the company is proving its strong growth potential. As the global oncology market expands, BeiGene's robust R&D and market strategy position it well for future success.
$Intel(INTC)$ When I first heard about Intel potentially being acquired, it sounded like a joke. But as the news gained traction, I realized this could be a game-changing shift for the industry. With Musk joining, Intel is poised for unprecedented innovation, particularly in autonomous driving and high-performance computing. If this truly happens, the semiconductor landscape will be redefined. I bet on this move, and it paid off big time!