To The Moon

Pinduoduo ( $PDD Holdings Inc(PDD)$ ) just dropped a bombshell: Q1 revenue hit RMB 95.67 billion, missing the mark of RMB 101.6 billion. The result? A brutal 13% plunge in its stock price yesterday, dragging it down to $100. Investors are now at a crossroads—buy the dip or short the slide? Is this a golden opportunity or a trap waiting to spring? And could PDD be replaying last August’s horror show? Let’s break it down. The Earnings Fallout: A Deeper Look PDD’s Q1 2025 revenue grew 10% year-over-year to RMB 95.67 billion—not terrible, but shy of the RMB 101.6 billion analysts expected. The real gut punch? Profits cratered. Operating profit fell 38% to RMB 16.09 billion, and net income nosedived 47% to RMB 14.74 billion. Why? A 37% surge in operatin

In today’s world, where remote work and flexible careers are becoming the norm, many people are starting to rethink how and where they live. One smart approach is geo-arbitrage: earning in a strong currency like the Singapore dollar (SGD) while living in a country where the cost of living is much lower. Let’s face it, Singapore is a great place to work, but it’s not exactly cheap to live. But what if you could keep earning in SGD and enjoy a higher standard of living in places like Thailand, Vietnam, Malaysia, or Indonesia? In cities like Chiang Mai or Da Nang, your rent, food, and daily expenses could be a fraction of what you’d spend in Singapore. Think $2 meals, $400 beachfront apartments, and affordable healthcare. Your savings grow faster, and your money goes further. This lifestyle i

$Equinix(EQIX)$ This stock is really awesome. I made a small profit and I’m in a good mood.

$VanEck Junior Gold Miners ETF(GDXJ)$ With all the market uncertainty and inflation pressure still hanging around, gold and silver are back in the spotlight. They're classic safe-haven assets, especially good at hedging against inflation，and since they don’t pay interest, they actually shine more when interest rates are low. Goldman Sachs even came out and named gold and oil as must-haves for long-term portfolios to fight inflation. Why? Because there’s growing concern over the credibility of U.S. institutions and oil’s resilience to supply shocks. In times like these, gold becomes the go-to safe harbor for smart money.

$ProShares Ultra Silver(AGQ)$ Under the current circumstances, in addition to gold, it is also a good idea to buy some commodities such as silver as a hedging measure.

$Direxion Daily Real Estate Bull 3X Shares(DRN)$ Make another fortune hahaha, add chicken legs tonight.

$HENGRUI PHARMA(01276)$ isn't the kind of stock you want to trade in and out of. You sell it on impulse today, and tomorrow it just won't dip to your buy-back price. When you're finally ready to load up again, it feels too expensive. In the end, all that flipping just works against you. Honestly, for a solid pharma blue chip like this, the best play is simple: hold tight, let time do the heavy lifting, and collect shares like you're collecting rare treasures，the longer you hold, the more peace of mind you’ll have.

$Li Auto(LI)$ Honestly, I think Li Auto’s new i Series is really promising. They’re taking it step by step，solid smart driving, smooth in-car system, and the product team clearly gets what families need. Some folks are comparing Li Auto’s quarterly report with $XIAOMI-W(01810)$ ’s, saying Li’s looks worse. I just don’t see it. In fact, I think Li’s report shows more depth and consistency. Xiaomi’s latest quarter? Let’s just say it wasn’t great. Their flagship stores are already flipping to franchise models. Meanwhile, Li Auto is sticking with direct sales，if that doesn’t show who's playing at a higher level, I don’t know what does.

$JD-SW(09618)$ definitely deserves some love for its food delivery and digital products services，or else Didi’s monopoly is a warning sign. I think $MEITUAN-W(03690)$ has encroached on JD’s digital delivery turf, and JD’s food delivery is more like a strategic move to counterattack. If they can keep the competition friendly without too much bloodshed, it’s a win-win for customers, society, and even the country and its people.

$MIXUE GROUP(02097)$ Grabbed two cups of Mixue lemon tea today and honestly felt something. Mixue Group customers and competitors all know no one can beat their prices, this business model would work just as well in Southeast Asia. Wonder why Mixue is so strong? It’s all about the spending power of the new generation of everyday kids, with addictive taste and crazy high repeat purchases. Honestly, this business is solid, can’t help but respect it.

$FIT HON TENG(06088)$ posted nearly 32 billion yuan in revenue and over 1.1 billion yuan in net profit for 2024, solid earning power. They focus on wiring solutions, covering a broad range from smartphones and data centers to automotive electronics. With 5G, AI, and cloud computing booming, the demand for connectivity is skyrocketing, and Hongtong is perfectly positioned to ride this wave. Definitely one to watch for growth.

$CTIHK(06055)$ is honestly the kind of stock I feel comfortable holding long-term，like, really long-term. It's the only overseas-listed arm of China National Tobacco, a one-and-only kind of asset. The business? Pure monopoly, backed by policy, and built around a product people are literally addicted to，demand doesn’t just “stay,” it clings. Add in national brands like Zhonghua and Hongtashan that basically sell themselves, and you’ve got a solid cash machine. What really gets me is how small the float is. This stock feels like a baby standing under a giant. And that, to me, screams long-term potential. Sometimes the best investments are the quiet ones，just plant it and let time do its thing.

$HUTCHMED(00013)$ Institutions are calling it a defining moment for China’s pharmaceutical industry. Global markets are finally recognizing the value of Chinese innovation in biotech，not just a temporary trend, but the beginning of real international traction. Names like HUTCHMED and Innovent are still reasonably priced with solid pipelines. When quality biotech stocks pull back after early gains, those are often the best windows for entry. The real breakout for China’s biopharma might just be getting started.

$POP MART(09992)$ To-C is always the most direct path，like it or not, every business ultimately serves the consumer. Recently, some niche categories have started going mainstream, especially with viral growth on platforms like Douyin and $KUAISHOU-W(01024)$ . It’s no longer just a toy for collectors，blind boxes are going national. New users get hooked, old users become ambassadors, and we’re seeing the power of viral fission. I still believe in your profitability，at least for now. With this kind of momentum and exposure, I wouldn’t be surprised if earnings keep trending up.

$MEITU(01357)$ Nice at the end of the day, it’s all about value. This recent surge in Meitu feels totally justified. Ten years from now, when we look back, Meitu might just represent the ideal of the AI application era. I’ve been holding Meitu for almost two years now. Rode through all the ups and downs, not here for a quick flip. It’s about long-term conviction. Stick to value, and time will reward you.

$3SBIO(01530)$ just landed a pretty sweet deal with $Pfizer(PFE)$ ，all overseas development and commercialization are handled by Pfizer, while 3SBio keeps the China rights. That means nearly all the revenue from this deal drops straight to the bottom line, with minimal cost burden. Pfizer’s decision to go with SSGJ-707 isn’t just about product potential. What really sealed the deal was 3SBio’s clear partnership structure and willingness to cede global control. Pfizer gets exclusive rights worldwide (except China) and plans to build its own manufacturing facilities in North Carolina and Kansas, ensuring full value-chain dominance. And let’s not forget the $100M equity investment，that’s a serious commitment

$HUA HONG SEMI(01347)$ Hong Kong semiconductor stocks just took off out of nowhere! Hua Hong Semiconductor popped up again，probably enough fuel to grind sideways for another week, lol. But seriously, it seems like Hua Hong’s finally climbing out of its slump, while $SMIC(00981)$ is still stuck in the trenches. If sector rotation really kicks in, we might be in for an interesting ride.

$JD LOGISTICS(02618)$ is ramping up its overseas warehousing game. And with $JD-SW(09618)$ ’s potential stablecoin in the pipeline, it could also help tackle long-standing issues with cross-border payments. Warehousing + seamless payments? That’s a pretty powerful combo，especially in today’s cutthroat global e-commerce environment.