$Palantir Technologies Inc.(PLTR)$ , the "king of beating expectations," hits another high! The premium valuation sets a high bar. But its deep tie-up with Nvidia, building a full-stack AI ecosystem from software to hardware, is the real confidence booster. Keep smashing those earnings!
$NVIDIA(NVDA)$ On Sept 9 ET, NVIDIA unveiled its next-gen Rubin CPX chip system, optimized for AI video generation & software development! Designed as modular cards (available late 2026), it boosts large-context processing and can integrate into existing servers or run standalone in data centers. Another AI power move.
$Tempus AI(TEM)$ Locked in some gains on TEM! AI + healthcare is just warming up. Tempus' precision medicine game looks strong. Took early profits, but eyes still on the upside. Hope we all stay green!
$Bilibili Inc.(BILI)$ 's Gen Z fortress is awakening! Despite China stock volatility, user engagement and monetization are visibly improving. Holding for the next viral content hit - whoever owns the youth owns the future.
$LAOPU GOLD(06181)$ makes sense to rally，the offline stores have lines out the door, it’s by far the hottest player in the gold $Gold - main 2506(GCmain)$ game. Their rise in the luxury market actually shows a shift in Chinese taste. People used to follow Western styles, thinking that Western design meant prestige. But now with growing cultural confidence, LaoPu Gold brings traditional craftsmanship and Chinese symbols like gourds and butterflies into their products. It’s clear Chinese luxury has its own story to tell.
$JD LOGISTICS(02618)$ Had to send a few packages recently, and honestly, JD Logistics blew me away，super fast, great service, and way cheaper than $SF HOLDING(06936)$ or $Deppon Logistics Co.,Ltd.(603056)$ . Total win. And speaking of wins, let’s talk food delivery. $MEITUAN-W(03690)$ these days? Man, it’s getting ridiculous，meals cost way more than eating in, like 10-15 yuan more per order. But JD’s food delivery? It’s like going back to the good old days of Meituan, prices are reasonable, and way more restaurants than I expected. Way more promising than what I’ve seen.
$BABA-W(09988)$ BMW Group has announced a strategic AI partnership with Alibaba in the Chinese market, focusing on large language models, intelligent cockpits, and full-link digitalization. This collaboration signifies the deep integration between traditional luxury automakers and tech giants in the smart mobility era. By combining BMW's automotive craftsmanship with Alibaba's AI expertise, the partnership is set to enhance intelligent driving experiences and accelerate the industry’s digital transformation. With BMW advancing its innovation in China and Alibaba deepening its AI ecosystem, this partnership holds strong potential for long-term growth.
$EAST BUY(01797)$ This investment has reinforced my belief that companies that focus on hard work behind the scenes are the ones truly worth supporting. There’s no flashy livestream hype or exaggerated promotion, just dedicated product managers quietly building something real from the ground up. This is how I define true value—through solid actions, not superficial gimmicks. This company is one to watch as it grows.
$Micron Technology(MU)$ It is reported that Micron, one of the DRAM memory giants, will also join the competition for 16-Hi (16-layer stacked) HBM3E memory. The company is currently conducting final device evaluations and plans to achieve mass production within the year. Continuing to remain optimistic.