To The Moon

$YUNJI(02670)$ ’s private-domain e-commerce rebound was a pleasant surprise—booked a small profit! Used my Cash Boost first trade to catch the Contra 688 promo, SGD688 voucher arrived smoothly. Community retail thesis still holds—I’m holding firm.

$SoFi Technologies Inc.(SOFI)$ 's fintech positioning perfect timing! Digital banking penetration accelerating, cross-border ecosystem forming. Valuation repair plus growth double play - firmly holding this dark horse!

$Singtel(Z74.SI)$ 's digital infrastructure paying off! 5G adoption plus SEA data center expansion equals telco transformation. Dividend growth story intact - perfect for passive income!

$NVIDIA(NVDA)$ riding the AI compute wave! Blackwell ramp + data center strength proving GPU dominance. This moat keeps deepening.

$ZTE(00763)$ held up pretty well today! The stock inched up to HKD 23.550, slightly above my entry price of HKD 22.562, giving me a modest unrealized gain of HKD 4,940.46. Not a huge win, but hey—seeing that green in the account always feels good! As a key player in the 5G rollout, I still believe ZTE has solid potential ahead. I’m holding on for now, keeping a close watch—who knows, maybe a big move is just around the corner!

$Bilibili Inc.(BILI)$ is picking up steam in ads，Q1 ad revenue up 20% YoY, with performance ads growing 30–40% and eCPM up 10%+. Monthly active users and watch time hit record highs. With traffic strong and monetization still deepening, BILI's ad story looks promising.

$Sirius XM(SIRI)$ In the in-car environment, Sirius and streaming platforms like $Spotify Technology S.A.(SPOT)$ may appear similar, but they serve entirely different user needs. For long-haul drivers or those who spend extended hours behind the wheel, traditional-style radio remains the preferred choice. Streaming services often suffer from recommendation fatigue，once you've heard enough playlists, the novelty wears off. Sirius, on the other hand, offers live hosts, curated channels, and a dynamic listening experience that keeps things fresh. This differentiation significantly reduces the risk of Sirius being replaced by streaming in the car and reinforces its moat in the automotive audio space.

$United States Oil Fund LP(USO)$ Even with the U.S. achieving energy independence, USO still reflects a broader demand story. Crude oil remains a key barometer for both U.S. and global economic activity. Recently, after the tariff event, oil and Treasury prices have been moving in sync again，this shift is telling. I believe oil is showing the right direction. Staying bullish on USO.

$FI2 CSOP HSI(07500)$ Continue to increase your position and hold firmly! I made a small profit today, which further strengthened my judgment and choice. I look forward to a bigger surprise tomorrow!

$Intel(INTC)$ is taking off, and the profits are real!With Trump's return, the new wave of tech-nationalist policies and government subsidies are boosting Intel's resurgence!Decades of accumulation and solid Book Value, Intel is not just a PPT dream, but a tangible powerhouse for the future. This is more than history; it’s a strong foundation for the future.