To The Moon

$CARSGEN-B(02171)$ After reading Insight, I truly believe CARsgen is one of those rare “change-the-world” companies. The founder is credible and mission-driven，10+ years in CAR-T, leading globally in solid tumors. Not a Buffett-style cash cow, but from either an investor or speculator view, it’s a standout gem.

$Talen(TLN)$ 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.

$e.l.f. Beauty Inc.(ELF)$ is surging with a volume spike，up 6.2% in a day and charging toward $200. Strong momentum here!

$Bilibili Inc.(BILI)$ 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.

$Zai Lab Ltd(ZLAB)$ might just be the blueprint for how China’s biopharma goes global: 10 years building deep commercial roots, now shifting gears with a growing pipeline of self-developed drugs. If they keep executing, a $100B valuation might just be the beginning.

The “Tesla of Nuclear”? $Oklo Inc.(OKLO)$ just broke out from a classic cup-with-handle pattern. Up 375% in the past year，small cap, big energy, major momentum. Time to dig in!

🚖 Robotaxi Goes Live: The Real Inflection Point for Tesla? The official launch of Tesla's Robotaxi testing in Austin marks a pivotal shift — not just in technology, but in how investors should value Tesla. This is no longer just an EV company; it’s actively becoming a platform for autonomous transport, with direct implications for both revenue expansion and margin uplift. 🧠 Valuation Shift: From Cars to Platforms If Tesla monetises each Robotaxi at ~$30,000/year (as some ARK models suggest), the optionality is staggering. Even modest rollout across a few U.S. cities could justify a rerating of Tesla's valuation multiples, more akin to SaaS or mobility-as-a-service platforms than legacy auto. 📈 Institutional Positioning Morgan Stanley reiterating its $800 bull-case target is meaningful — no

The stock market in 2025 is a whirlwind of high-flying tech giants and volatile sectors, but savvy investors know the real treasures often lie in the shadows. Underrated stocks—those trading below their intrinsic value with strong fundamentals—offer a chance to capture significant upside before the market catches on. From real estate to biotech and semiconductors, these hidden gems span diverse sectors, providing opportunities for diversification and alpha. Let’s dive into five underrated stocks to watch in 2025, explore why they’re overlooked, and uncover their potential to shine. What Are Underrated Stocks? Underrated stocks are companies with robust fundamentals—low price-to-earnings (P/E) ratios, strong cash flows, or innovative products—that haven’t yet captured the market’s full atte

$Circle Internet Corp.(CRCL)$   🔍 Circle: Price Discovery Under Pressure? Circle ($CRCL) is entering a new chapter with options trading now live—ushering in increased volatility and two-sided flows. Historically, newly listed crypto-aligned stocks that experience rapid appreciation often retrace when derivatives become available, as traders hedge or speculate on reversals. ⚠️ Valuation vs. Reality Circle's valuation—after a 200%+ YTD surge—looks stretched when benchmarked against revenue visibility, regulatory headwinds, and its core dependence on USDC transaction volume and stablecoin adoption. Unlike pure software names, Circle's margin profile is more sensitive to macro tightening and yield differentials, especially if interest rate cuts a

$Pop Mart International Group Limited(POPMF)$  (9992.HK): Bubble About to Pop, or IP Incubator with Disney-like Potential? 1. The Bull Case – More Than Just Toys. Pop Mart isn't simply riding the “Labubu mania.” What many overlook is that the company is actively building a multi-IP entertainment platform with licensing optionality. IPs like Skullpanda, Crybaby, Hirono, and Dimoo are early-stage assets with potential for monetisation via: Animated series (already underway in mainland China) Mobile games (early pipeline visible) Global retail footprint (Pop Mart stores now in 20+ countries) Think of it as Funko meets Marvel, but at an earlier, less-discovered phase. 2. The Bear Case – Froth and FOMO. Recent price action reflects classic signs

$DBS(D05.SI)$  It really depends on the lifestyle and life circumstance (single/family/health etc).  There are also different definition of "retirements". Some want to enjoy life and spend, some just want to chill with slower life but probably continue to earn some income. So this number is pretty meaningless without deeper context.  My personal number would be S$1.5M (in today's dollar). It must generate enough passive income to fully cover my (+family) living expenses (today's dollar term) with some buffer to absorb occasional indulgence or luxury spendings (nothing fancy, just maybe have an expensive meals or buying time/comfort when needed). It also has to continue to be invested and grow at least inline wi

2025  I decided to try more trading on my own rather than traditional dividend investing as I saw the depreciation of REITs eating away into the returns. So far as of mid year 2025, YTD My dividends: $36,466.50 + $11,364  Tiger + Moomoo trading profits: $37,520 + $31,186.15  I was supposed to start dabbling in Options Trading but I cannot stay awake for the US market due to my day job. Maybe that will be my goal for 2026. 

$Alphabet(GOOG)$  After closing my last winning trade, I was eager to take a position on GOOG Calls 27/06 or 03/07 due to the market pullback. Gut feeling told me not to buy, looks like it paid off. Will monitor GOOG as its my favourite MAG7 stock (undervalued) to trade. Looking for a good pullback between 178.3 and the last Support at 177 [Happy]  

$Intel(INTC)$  🔌 Apple Cuts Intel Off — Can $INTC Still Hold the $20 Line? 💥 It's official: macOS will drop Intel chip support entirely by 2026, closing the final chapter of a 20-year partnership. This isn’t a surprise — Apple has been transitioning to its M-series chips since 2020 — but the confirmation still stings. 📉 Intel's stock is hovering around $20.60, with bears circling. Is this just another headline hit, or the final blow to investor confidence in Intel's comeback story? 🧠 What This Means (And What It Doesn’t) ❌ Don't overreact: Apple Macs made up a small fraction of Intel's revenue — low single-digit % at most. The loss is more symbolic than material. ✔️ Real issue: The bigger risk is the optics — another

🟩 Strengths 1. Robust Revenue Growth Oscar reported $3.05 billion in revenue in Q1 2025, a 42% year-over-year increase, driven primarily by higher membership enrollment. This signals strong demand-side traction and pricing power. 2. Significant Net Profitability Improvement Net income rose to $275 million (up from $177 million in Q1 2024), representing solid margin improvement. This was complemented by an Adjusted EBITDA of $328.8 million, up 50% YoY—suggesting operational leverage and improving unit economics. 3. Operational Efficiency Gains The SG&A expense ratio declined from 18.4% to 15.8%, reflecting improved cost management and scale efficiencies. For a technology-driven insurer, this signals progress toward sustainable profitability. 4. Membership Growth Individual & Small G

$Apple(AAPL)$ $Tesla Motors(TSLA)$ The AI revolution is reshaping the tech landscape, and the Magnificent Seven (Mag 7)—Apple, Alphabet (Google), Amazon, Meta, Microsoft, Nvidia, and Tesla—are at the forefront. Nvidia has long been hailed as the AI king, but Meta’s aggressive monetization and Google’s cloud infrastructure are shaking things up. With OpenAI tapping Google Cloud and Meta unveiling AI-powered ads and a potential $14 billion Scale AI deal, the race for AI supremacy is tighter than ever. This report dives into the current AI leadership among Meta, Google, and Nvidia, analyzing their strengths, recent moves, and investment potential. Nvidia: The AI Hardware Titan

$NVIDIA(NVDA)$ has been a juggernaut in the tech world, riding the AI boom to a staggering $3.48 trillion market cap as of June 2025, making it the second most valuable company globally. After briefly overtaking Apple, Nvidia’s stock has faced volatility, with a 17% plunge in January 2025 wiping out nearly $600 billion in value—the largest single-day loss in U.S. history. Yet, the chipmaker’s resilience is undeniable, rebounding to $3.5 trillion amid renewed optimism. With analysts buzzing about a potential $4 trillion valuation, the question is: can Nvidia be the first to hit this milestone, or are headwinds too strong? Let’s dive into the drivers, risks, and what’s fuelling the hype. The Bull Case: AI Dominance and Global Demand Nvidia’s meteori