$Advanced Micro Devices(AMD)$ Patience pays off! With $Alphabet(GOOG)$$Alphabet(GOOGL)$ running Gemini 3 on AMD MI300x, AMD's cost and power efficiency is becoming a trump card as AI hits infrastructure limits. Well positioned! Plus, the contra688 boost was a sweet deal for newbies - bullisih on the future!
$Taiwan Semiconductor Manufacturing(TSM)$ From precision screws to cutting-edge chips, the island's manufacturing is world-class. It's now a strategic ace in the hole. Want to keep the AI dream alive? You can't bypass TSMC's advanced processes. Game-changing advantage!
$Opendoor Technologies Inc(OPEN)$ broke and held above $5! While the market tanked yesterday, it topped my watchlist with strong gains. Outlook remains bullish — holding for more.
$Palantir Technologies Inc.(PLTR)$ Renowned tech analyst Daniel Ives reaffirmed his bullish stance on Palantir, naming it a "top tech pick" for H2 2025. He highlighted Palantir's AIP leadership in the early-stage AI revolution, signaling strong growth ahead!
$HENGRUI PHARMA(01276)$ showed modest gains today. The current price of HK$58.400 is slightly above my cost basis of HK$57.438, resulting in an unrealized profit of HK$1,924.70. As a leading domestic innovative pharmaceutical company, its long-term growth potential remains promising despite short-term market fluctuations.
$Talen(TLN)$ is doubling down with $Amazon.com(AMZN)$ AWS on nuclear power, eyeing a small modular reactor in PA to serve data centers. With state-level support and a replicable model, this deal boosts visibility. FCF per share expected to rise from $14.15 to $15.7 in 2026, and grow at 20% CAGR through 2032，classic case of numerator expansion + denominator shrinkage. Fundamentals are catching up with valuation.
$T-Rex 2X Inverse MSTR Daily Target ETF(MSTZ)$ BTC barely moved, but this thing pumped like crazy?! I’m honestly confused lol. Not to sound too “humblebrag,” but I made money out of nowhere... like it just landed in my lap. No complaints though，cash is cash. I’m happy and mildly annoyed at the same time
$Trade Desk Inc.(TTD)$ feels seriously undervalued right now. It’s still way below its all-time high, but people forget how strong it was during the 2022 ad slowdown，while others were struggling, TTD kept growing! With this kind of resilience, I couldn’t resist jumping in. This one’s got real bounce-back potential!
$SUPER MICRO COMPUTER INC(SMCI)$ is on the rise! Benefiting from the increasing shipments of $NVIDIA(NVDA)$ ’s Blackwell chips, its stock price is expected to have around 15% upside potential. With SEC-related uncertainties behind it and surging demand for Blackwell servers—far exceeding the previous generation—higher average selling prices are also fueling revenue growth. This investment has delivered solid gains, and the AI server market remains red hot. Staying bullish on Supermicro’s long-term growth!
$Zai Lab Ltd(ZLAB)$ I've been following this company for almost a year now, buying and selling gradually. Keep going, staying strong, and hoping it can return to its peak moment.