$Tempus AI(TEM)$ is knocking on $100's door! Its secret sauce is that massive (and growing) multimodal real-world database. This is a total game-changer in the AI healthcare race. $10B+? We're just getting started!
$XIAOMI-W(01810)$ 's deliveries were strong last week, with the "93" milestone hit. Next week looks even brighter! Lei Jun's tough call shows leadership courage. The strict, equal management system sets a firm example—great for long-term team discipline.
$Singtel(Z74.SI)$ Bullish on Singtel's (Z74) dominance in SEA's digital ecosystem. 5G acceleration and cross-border data center expansion will unlock growth, accumulating for long-term value.
$Carlyle Group LP(CG)$ 's been on a nice run! With rate hikes winding down, alternative assets are heating up - exits and fundraising are both picking up. PE is a cyclical game, but Carlyle's global network gives it real edge. Taking these gains in stride and playing it smart.
$Direxion Daily Junior Gold Miners Index Bear 2X Shares(JDST)$ Gold took a step back on Monday as safe-haven demand cooled off. Iran hinted it may restart nuclear talks, as long as the U.S. stays out of Israel’s military ops. That calmed markets a bit. Citi chimed in too, saying gold might’ve already peaked. They expect a consolidation between $3100 and $3500 per ounce in Q3, with a possible downtrend into late 2025 or 2026. Looks like the gold bulls may need to take a breather, for now.
$ISHARESHSI(03115)$ Tencent’s been busy lately,just launched the Hunyuan Game Visual Generation Platform, powered by their AI big model, boosting game content creation big time. This is the future engine for gaming, and $TENCENT(00700)$ ’s playing it smart. If you want steady, grab the iShareshsi, it packs all the big players in one, so you can sleep easy. Solid and chill!
$TENCENT(00700)$ There are barely any companies in the world that keep growing for decades, $Coca-Cola(KO)$ ’s been doing it for over 100 years, Tencent and $Kweichow Moutai Co.,Ltd.(600519)$ for more than 20. Honestly, if a middle-class family can hold on to 10,000 shares of Tencent long term, they’ve probably got things like education and retirement mostly covered. Markets swing short-term, but I still believe time is on the side of great businesses, and Tencent is one of those you just hold tight and ride out the years with.
$J&T EXPRESS-W(01519)$ achieved a full turnaround in 2024 through refined operations, technological empowerment, and a regional agency model. With dual growth drivers in Southeast Asia and China, losses in new markets have narrowed, signaling strong growth potential. As global e-commerce continues to expand and J&T leverages its cost advantages, the company is well-positioned for sustained growth and increased market share. Long-term prospects remain promising!
$Li Auto(LI)$ has been on fire lately, with its stock soaring over 12%! Li Xiang, the founder and CEO, has hinted that a new electric SUV model will be launched in the first half of 2025 to cater to the growing demand from family users. This move marks a huge step forward for the brand. As a long-term believer in Li Auto's potential, seeing their continued innovation and product strength is truly reassuring. Excited for the future!