777
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2025-06-03
$DONGFENG GROUP(00489)$ Voyah sold over 10,000 units in May (10,022 to be exact), up a whopping 122% YoY. That’s a solid performance in the ultra-competitive mid-to-high-end EV segment. Personally, I’m even more optimistic about the second half of the year，feels like there’s still untapped potential. Heard the former chairman came from the passenger car division, and the new one’s a commercial vehicle veteran. Could bring in new strategies and partnerships. In short: holding firm and watching Dongfeng gain real traction.
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2025-06-03
$CARSGEN-B(02171)$ Honestly, the value of CARsgen doesn’t rely on BD deals to be justified. CT041 targets gastric cancer，a major indication in China, not some niche disease like overseas players focus on. Just look at their recent double-blind trial: 2:1 randomization, and yet 40% of the control group eventually crossed over to receive CT041. If it weren’t widely acknowledged by doctors and patients as the best available treatment, would that even happen? My view hasn’t changed，CT041 is the most promising CAR-T for solid tumors worldwide, period. The current valuation of CARsgen? Way below what it should be. Their universal product 0596 already saw 6 CRs out of 7, and the rest of the pipeline? Basically being given away for free.
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2025-06-03
$EAST BUY(01797)$ is playing a smart game lately. Yu Minhong keeps the buzz going with his travel-and-stream combo, while Sun Dongxu quietly rolls out relatable new products，even sanitary pads for 6.18. They're pushing on all fronts，content, products, platforms，with flow, structure, and a clear game plan. It’s less like e-commerce and more like a well-organized campaign. And honestly? They’re winning some ground.
823
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2025-06-02
Bulls, Bears, and Big Bets: What’s Driving the Stock Market Now?
$S&P 500(.SPX)$ The stock market’s been a wild ride lately, teetering between record highs and sharp pullbacks. Investors are glued to their screens, trying to decode whether this is a golden opportunity or a looming trap. With fresh data and seismic shifts in play, let’s break down the latest trends, spotlight the movers and shakers, and figure out what’s next for your money. S&P 500: Climbing High, Stumbling Hard The S&P 500 has been flexing its muscles, but it’s not without a few bruises. After a stellar May, where it gained 6.16%, the index took a breather in early June, dropping 1.2% month-to-date. Zoom out, though, and the picture’s still rosy: it’s up 0.51% year-to-date in 2025, fueled by optimism around tech innovation. But don
TOPzoomzi: Absolutely love the insights shared here! [Great]
937
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2025-05-28
$Palantir Technologies Inc.(PLTR)$
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2025-06-03
$MIXUE GROUP(02097)$ is charging toward a HK$250 billion valuation, with shares pushing HK$650! After this round of brutal price wars, the biggest winner might just be low-cost tea chains like Mixue. Once people get used to grabbing a milk tea for 5 or 6 bucks, who’s going back to paying 15 or 16 for Heytea or CHAGEE? This whole subsidy war is really a reset in consumer mindset，affordability is king. Mixue is riding high, while premium tea brands are feeling the squeeze.
514
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2025-06-02
Riding the Rollercoaster: Unpacking Today’s Stock Market Madness
$S&P 500(.SPX)$ The stock market’s been a thrill ride lately, with twists and turns that’d make even the boldest investor grip their portfolio tight. The S&P 500’s hanging onto a 0.51% gain for 2025, but don’t let that fool you—beneath the surface, it’s a whirlwind of winners, losers, and global drama. From tech’s relentless climb to energy’s brutal tumble, here’s your front-row seat to the action—and how to play it. S&P 500: Up, Down, and All Around The S&P 500’s had a year of highs and lows. May was a blockbuster, jumping 6.16%—its strongest month yet—only for June to claw back 1.2% so far. Still, that 0.51% year-to-date gain shows grit. Investors are jittery, though—volatility’s spiked, and the market’s teetering between hope an
TOPI’m just getting chopped up by the market over and over again.[Cry][Cry]
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2025-06-03
Gold keeps hitting new highs! How to sell options long?
While economic uncertainty and geopolitical chaos have reignited investment demand, the debate over gold's role in global financial markets is still far from over. While gold is recognized as a Tier 1 asset under Basel III, it is still not recognized as a High Quality Liquid Asset (HQLA). HQLA is the key classification that the World Gold Council (WGC) seeks to change.In its latest report, analysts at WGC recommended that the Basel Committee on Banking Supervision (BCBS) revisit the classification of gold and identify it as HQLA.Analysts said in a research note: "In recent months, due to trade policy uncertainty, financial markets have experienced a period of significant volatility, stock prices have fallen sharply, U.S. bonds have suffered a rare sell-off, and bid-ask spreads have general
602
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2025-06-02
Stock Market Meltdown or Money-Making Moment?
$S&P 500(.SPX)$ The stock market is a wild ride right now—gains one day, losses the next, and enough twists to keep even seasoned investors guessing. The S&P 500 is clinging to a 0.51% gain for 2025, but that calm headline masks a stormy reality: a 6.16% surge in May crashed into a 1.2% drop so far in June. Beneath the surface, sectors are splitting, global tensions are simmering, and the Fed’s next move is anyone’s guess. So, is this a meltdown in the making or a golden opportunity? Let’s dive into the chaos and find out. The Market’s Wild Swings The S&P 500’s 2025 story is a rollercoaster with no brakes. After a punishing 3.1% drop in April, May roared back with a 6.16% gain—the year’s high-water mark. June, though, is dragging it ba
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2025-06-03
From Point-of-Sale to Point of Power: Toast’s Quiet Domination of Restaurant Tech
I’ll admit, when I first looked at Toast, I saw a hardware-centric business that made sleek card readers and kitchen displays. But I was wrong. Underneath the surface, $Toast, Inc.(TOST)$ has quietly become a heavyweight in restaurant software and financial services, weaving itself into the operating fabric of the food industry. With a $24.9 billion market cap and a share price that’s nearly doubled in the past year, it's fair to ask: is Toast now priced to perfection—or just getting warmed up? Not just toast—an ecosystem wired for growth and scale Beyond the Till: Toast’s Push into Enterprise What once served as a point-of-sale solution for independent cafés is now breaking into boardrooms. Toast has begun carving out a presence in the enterprise
TOPGreat product offerings with lots of room to grow. Toast, Shopify and Block seem poised to benefit as merchants transition to newer technologies to drive their own growth.
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2025-06-03
Home Depot Stock: Time to Trim After a Decade of Growth?
$Home Depot(HD)$ When I look back at the last two articles I wrote on Home Depot, I had a neutral rating. I use “neutral” instead of “hold,” since I didn’t own the stock myself. The most recent of those articles was written almost exactly three years ago, so I thought it’d be interesting to revisit my conclusion from back then. At the time, I wrote that a lot would depend on whether or not we entered a bear market or recession. I believed the odds of a recession were high, and my base-case expectation was that the stock could fall another 30–35% over the next few years. As it turned out, we didn’t really have a recession. Some argue that 2022 counted—since we had two quarters of negative GDP growth—but I didn’t consider that a real recession. I thin
TOPBuy more every 2 weeks. 9.20 dividend its a no brainer
905
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2025-06-03
Crypto Stocks To Watch if ETH Cup and Handle Breakout Push Towards $4,000?
We are seeing significant discussion and technical analysis suggesting that a "cup and handle" pattern has formed on Ethereum's (ETH) charts, and if confirmed, this could indeed push its price towards the $4,000 mark and potentially higher. Here is a breakdown of the analysis and why I am trying to assess it as a point of interest Understanding the Cup and Handle Pattern The cup and handle is a bullish continuation pattern in technical analysis, first identified by William J. O'Neil. It suggests that an upward trend will resume after a period of consolidation. The "Cup": This is a rounded bottom formation, resembling a "U" shape, indicating a period of consolidation after a price decline, followed by a recovery back to the original high. A longer, more "U"-shaped cup is generally considere
TOPNo better company to be associated with right now than CRWV. The rise of CRWV is bullish for CORZ.
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2025-06-03
Circle’s IPO May Look Boring, But That’s Exactly the Point
$Circle Internet Corp.(CRCL)$ is going public on June 4th. It’s not flashy like a new AI startup or a meme-fueled EV stock. No dramatic founder stories, no viral marketing. Just a company doing the work, powering a $60 billion stablecoin that moves silently beneath much of the crypto economy.Let’s be clear: this is not a bet on crypto hype—it’s a bet on infrastructure.Circle operates USDC, the second-largest stablecoin behind Tether. Think of it like digital cash, backed 1:1 by dollars. As of March 2025, USDC has $60 billion in circulation and is natively issued on 19 blockchains. It’s integrated into hundreds of DeFi protocols, wallets, and trading platforms, including Coinbase.Now Circle is raising $100 million via IPO to fund product developmen
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2025-06-03
WHY ASTS & RKLB AREN’T COMPETITORS -- THEY’RE BUILDING DIFFERENT LAYERS
$AST SpaceMobile, Inc.(ASTS)$ $Rocket Lab USA, Inc.(RKLB)$ So no -- these companies aren’t in competition. Rocket Lab is building the secure, modular, defense-aligned architecture to operate above the Earth. ASTS is embedding persistent connectivity into the same zone, for consumers, enterprises, and agencies alike. One is defining how we project power. The other is defining how we stay connected. They don’t overlap. They interlock.xWe’re finally in the post-launch phase of the space economy -- where the real value isn’t in who gets to orbit, but in who controls what happens once you’re there. We still talk about launches the way we talked about dial-up modems in the early internet: who can get there fast
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2025-06-03
AI Stocks Face 'Show Me' Moment. Apple To Host Flagship WWDC Conference.
The big run of artificial intelligence stocks has taken a breather in 2025 but a couple of plays are hanging in there, such as Palantir Technologies (PLTR). While semiconductor stocks ruled as the best AI stocks early on, there could be new options emerging.To be sure, top AI stocks such as $Microsoft(MSFT)$ and $NVIDIA(NVDA)$ face high expectations. For many companies — such as Google parent $Alphabet(GOOG)$ , $Amazon.com(AMZN)$ and Facebook parent $Meta Platforms, Inc.(META)$ — the rise of generative AI poses both risk and opportunity.Amid the rise of generative AI — which gen
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2025-06-03
Precious Chance of NBIS& OSCR
1. $NEBIUS(NBIS)$ raises $1 billion through convertible bond offering and the market hammers it down 5%…People don’t really get it, they are pricing the effect of dilution on its face…2.5% average interest rate with an initial conversion price of $51.This is insanely bullish!Are you aware that this is a company growing revenue three digits YoY?The ROI on this will be much, much higher than the combined effect of interest paid and potential dilution.Bullish.2. $Oscar Health, Inc.(OSCR)$ valuation is completely ridiculous...- Grew revenues 67% annually since 2021.- Highest NPS score in the industry.- Trading at 7 times 2027 earnings.And this is considering that enhanced ACA subsidies will expire this year.W
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2025-05-30
Top Movers After Earnings: ELF, CRM & GAP
Let’s check out the top movers after earnings!1. $e.l.f. Beauty Inc.(ELF)$ Soared 24% on Blowout EarningsEPS: $0.78 vs. $0.53 (Beat by 47.2%)Revenue: $332.6 million vs. $292.6 million (Beat by 13.7%)Full-year earnings guidance: E.l.f. Beauty did not provide full-year fiscal 2026 guidance due to uncertainty over new U.S. tariffs on Chinese imports, as 75% of its products are made in China. To offset potential cost increases, the company plans a $1 global price hike starting August 1, 2025.CEO Tarang Amin highlighted e.l.f.'s 21st consecutive quarter of net sales growth and emphasized their expansion into the prestige segment with the $1 billion acquisition of Hailey Bieber’s Rhode brand. Amin stated: “We delivered our strongest year yet, driven by c
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2025-06-03
THE HARSH TRUTH ABOUT $NVDA VS $AMD
$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ Both Nvidia and AMD now trade at similar forward earnings multiples -- 28x for Nvidia and 26x for AMD -- a convergence that would have seemed absurd during the AI melt-up in early 2024, when Nvidia’s multiple topped 60 and AMD’s hovered in the low 30s. At face value, the market is signaling parity. But the multiple is a mirage -- because these companies aren’t converging. They’re diverging into opposite ends of the AI stack.We were told there could only be one. That the AI revolution would consolidate around a singular force. And for a time, it did. Nvidia wasn’t just dominant in training -- it was the training cycle. CUDA became the operating system of intellig
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2025-06-03
Trading Ideas| How to Invest?
Hello everyone! Today i want to share some technical analysis with you!1.Great investors & teachers to study: • Bill Miller • Ray Dalio • Nick Sleep • Terry Smith• Peter Lynch• Seth Klarman • Warren Buffett• Mohnish Pabrai• Charlie Munger• Joel Greenblatt• François Rochon• Benjamin Graham2.High vs. low ROIC businesses:Image3.The true value of a portfolio:Image4.Keep your eye on reinvestments:ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.
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2025-06-02
Weekly Buybacks: Q&M Dental, Venture, Cosmosteel, Wing Tai & UMS Professional directors raise stake
The five trading sessions spanning May 23 through to May 29 saw close to 90 director interests and substantial shareholdings filed for more than 30 primary-listed stocks. Directors or CEOs again filed 24 acquisitions, and two disposals, while substantial shareholders filed 22 acquisitions and six disposals. 1. $Q&M Dental(QC7.SI)$ On May 26, Q & M Dental Group (Singapore) non-independent executive director and group chief executive officer Ng Chin Siau increased his total interest from 53.72% to 53.92%. The 1,882,200 shares were acquired by Quan Min Holdings Pte Ltd at an average price of S$0.345 apiece. Since the end of April, Dr Ng has increased his total interest from 53.02%. 2. $Venture(V03.SI