$Alphabet(GOOGL)$ led the charge yesterday, surging 3% at its peak and shining in the tech rebound! With AI and cloud driving growth, this rally has more room to run. Bullish on what's ahead!
$SMIC(00981)$ , China’s chip giant, surged amid plans to acquire 49% equity in SMIC Northern. The move strengthens its foundry capacity as semiconductor sentiment improves. Got my portfolio a nice lift!
$ProShares UltraPro Short Russell 2000(SRTY)$ 's inverse play worked! Small-caps are struggling lately, making this 3x short ETF a timely hedge. But decay eats returns - taking profits strategically. Investing is like driving: know when to brake!
$Celestica(CLS)$ Thrilled with my recent investment in Tianhong Technology! As a key beneficiary of booming trends like AI, cloud computing, aerospace, and defense, the company’s strong financial momentum and double-digit growth outlook for 2025 gave me real confidence to hold long-term. At this point, it’s hard to ignore the powerful rally Tianhong has shown,truly one of the top growth stocks on the TSX. Right sector, right stock, this is what smart investing feels like!
$PDD Holdings Inc(PDD)$ At the core, both $MEITUAN-W(03690)$ and Pinduoduo grow by pleasing consumers，but their business nature differs significantly. Pinduoduo rides on China’s e-commerce boom. As consumption upgrades, people, people, especially women, are ordering more and more online, even if some items are used only once or not at all. Meituan, on the other hand, operates in a fixed-demand market. No matter how rich or convenient life gets, you’re not going to eat 30 meals a day. It’s a battle for efficiency in a zero-sum game. That’s why Meituan arguably causes much more disruption to traditional offline businesses than Pinduoduo does.
$Alphabet(GOOG)$$Alphabet(GOOGL)$ just got hit with a court ruling saying its ad business is an illegal monopoly, with claims of illegal bundling too. Risk of a forced breakup is real. While it’s bad news for Google, it’s great for its rivals. $Trade Desk Inc.(TTD)$ soared yesterday, no surprise. As a core player in the decentralized ad space, TTD already had a moat, and now it’s got policy tailwinds. Still holding strong, waiting for the market to reprice it properly!
$BEIGENE LTD SPON ADS EACH REPR 13 ORD SHS(ONC)$ , once known for "burning cash," has now turned things around with the outstanding performance of Brukinsa, turning profitable and surpassing Hansoh Pharmaceutical in market value, becoming the new "king of pharma" in the A-share market! This is not just about the rise in stock prices, but a massive breakthrough in BeiGene's R&D and innovation. The future growth prospects of its core products are extremely promising, especially with the ongoing expansion into global markets and the continuous enrichment of its R&D pipeline. BeiGene is poised for sustained growth, and its business outlook is clear. This presents an investment opportunity that shouldn’t be overlooked.
$ProShares UltraPro Short S&P 500(SPXU)$ Going all-in pays off! When the market presents an opportunity, taking decisive action is key. This round of gains was absolutely worth it—proving that conviction matters. The momentum is still there, so let’s keep pushing forward!