$SUPER MICRO COMPUTER INC(SMCI)$ Took some profit on $SMCI! AI server demand is booming and their guidance looks solid. Holding my shares tight. With the Contra688 promo — free vouchers for more shares? Love it!
$BYD COMPANY(01211)$ NEV, energy storage, semiconductors, robotics—all high-growth sectors globally, and BYD is killing it in every field! Massive R&D spend, multi-front expansion, truly impressive！
$Moderna, Inc.(MRNA)$ mRNA tech is so hot rn! From COVID shots to fighting cancer—this medical revolution is unreal. Last century we kicked infectious diseases, this century’s mission? Making cancer treatable. Science takes time, but every breakthrough gets us closer to a world where cancer’s not a death sentence.
$Li Auto(LI)$ This car shows great potential, functioning both as an MPV and a versatile SUV. Its design is attractive, making it a solid alternative to MAGA. Most importantly, the extensive charging network eliminates range anxiety, promising a bright future.
$PDD Holdings Inc(PDD)$ delivering that sweet $666.52 unrealized gain! With $106.65 current price cruising past $101.52 cost basis, the e-commerce juggernaut proves its staying power. Time to 'crack out the fancy booze' indeed!
$NEBIUS(NBIS)$ proving why it's THE GOAT! $728.50 unrealized gains with current price at $51.78 (vs cost $48.66) . This is what happens when conviction meets patience. The market always rewards true insight.
$Amazon.com(AMZN)$ Bezos elevated "low prices" as a core pillar of Amazon's strategy, driving the team with an "everyday low price" mindset and long-term vision. This not only ensured unit profitability but also scaled the business and boosted customer loyalty.
$SoFi Technologies Inc.(SOFI)$ Feels like this is the last call before takeoff! This rally’s been wild, I just couldn’t sit on the sidelines anymore. Jumped in before it leaves me behind again!
$GDS-SW(09698)$ just secured a massive order in Q1 2025, the biggest in its history in China, spanning 40,000 square meters with 152 MW across two locations. This is a clear sign of the booming AI sector. With its strong land and power resources, GDS is perfectly positioned to meet the needs of major cloud and internet players. I’m holding firm on this one, expecting even bigger returns ahead.
$Alibaba(BABA)$ 's fundamentals remain strong, with the two-sided network effect in e-commerce ensuring its lasting competitiveness. Meanwhile, Tongyi’s open-source ecosystem is further solidifying its technological moat—it now boasts the world’s largest open-source model family and China’s biggest open-source model community, “Mota.” With such a solid foundation, Alibaba’s long-term value is undeniable.