To The Moon

The US Army's 250th anniversary celebration isn't just military spectacle — it's also corporate strategy in full display. For the first time ever, the parade is co-sponsored by big tech, defense, and crypto-aligned firms. Key players: $Lockheed Martin(LMT)$   $Palantir Technologies Inc.(PLTR)$   $Coinbase Global, Inc.(COIN)$   Plus Amazon, Oracle, and Trump's platform $DJT But here's the trade-worthy question: Is this patriotism — or positioning? 🧠 Why These Stocks Matter Now 🔐 $PLTR – Military + AI = Policy Darling Palantir has always played the s

$ZA ONLINE(06060)$ After consolidating for a while, it’s about time to break past the previous high. As one of the early beneficiaries of the stablecoin narrative, the logic still holds and the price is still low. Doubters are out, believers are locked in. Let’s go, this might be the move!

$MEITU(01357)$ Three months ago, I said Meitu was cheap. Fast forward to now, business is still growing, its AI segment hasn’t been eaten by the tech giants, and $BABA-W(09988)$ just came in with strategic support and cornerstone investment. Told you it was undervalued at 30B. Even now, it’s not expensive. 50B market cap? Not impossible, just wait and see, haha!

$Oklo Inc.(OKLO)$ has returned to 70 this week. Keep an eye on it and hold on tight.

$POP MART(09992)$ Let’s be real, Pop Mart is basically a global financial game. With its IP going viral overseas, the whole world’s getting pulled into this frenzy. This isn’t just a toy brand anymore, it’s a capital story with emotion and scarcity baked in. It's not dying out anytime soon. Go bold, buy in. Wang Ning might just be on his way to becoming China’s next richest man.

$Bilibili Inc.(BILI)$ All in, no hesitation, no regrets. I’m fully committed. Every dip is a gift. My rule? Cash ready on the drop, buy without blinking, buy every time, buy as much as I can. Bilibili feels like a fighter jet flying low, just waiting to soar.

$CHINA LIT(00772)$ The partnership between $KUAISHOU-W(01024)$ and China Literature is a major win-win. With Kuaishou’s Keling AI, tons of short stories and web dramas from China Literature can be turned into viral short videos. More content, stronger user engagement, and new monetization opportunities, ads, e-commerce, you name it. Kuaishou is clearly heading in the right direction with its AI-powered content strategy!

$GDS-SW(09698)$ Up over 6% today, clearly, the AI-driven data center boom is still going strong. As a leading IDC player, GDS holds key assets and has been aggressively expanding overseas with a solid first-mover advantage. With China expected to resume infrastructure investment in 2025, GDS is well-positioned to benefit from the global AI wave and growing compute demand. Definitely a strong contender in the AI infrastructure play.

J $J&T EXPRESS-W(01519)$ Been climbing steadily since April, clearly, the buyback helped support the stock price. Now the key is whether it can break past HK$7. I’m holding on a bit longer to see where this goes.

$Plug Power(PLUG)$ Big week ahead, hitting $3 could be in sight! In the next two weeks, Congress might delay Trump’s rollback of hydrogen tax credits until 2029. That’s potentially $45M extra per year for Plug. And if they announce a big project on top? Boom liftoff!

$CARSGEN-B(02171)$ It’s soared 10x in less than a year, but I believe it still has that king’s aura to climb 100x more!

$Strategy(MSTR)$ Wall Street’s heating up on digital asset companies， $Circle Internet Corp.(CRCL)$ ’s stock has tripled since its IPO. Crypto stocks are riding a real bull wave now. Hold tight on MSTR, the gains are coming，time to feast!

$IONQ Inc.(IONQ)$ Let’s be honest，this quantum rally? It really got sparked by one sentence from Jensen Huang. At his Paris keynote, he said: “Quantum computing has reached a tipping point.” In plain English: it’s no longer just theory in labs，now it’s starting to solve real-world problems. From a tech evolution perspective, that’s a strong signal，quantum computing is no longer a someday story, it’s in motion. Markets picked it up fast, and this time, the hype has some real legs.

$Coinbase Global, Inc.(COIN)$ The stablecoin wave is brewing，and no one’s better positioned to ride it than Coinbase. It’s not a matter of if, but when. $1,200 might sound bold now, but in a few years? Totally on the table. Long-term, COIN isn’t just along for the ride，it’s driving the wave.

$United States Natural Gas Fund LP(UNG)$ After Israel launched airstrikes on Iran’s nuclear sites and military targets, oil futures posted their largest single-day gain in over three years. While oil stole the spotlight, the ripple effect boosted the entire energy sector，and natural gas surged in tandem as a strategic alternative. In the Middle East, every flash of conflict amplifies energy plays.

$MIXUE GROUP(02097)$ Pop Mart $POP MART(09992)$ , Lao Pu Gold $LAOPU GOLD(06181)$ their recent surge isn’t random. It’s just that some investors are still using old-world logic to judge a new-gen market. Think blind boxes are a waste of money? Well, Gen Z probably thinks hoarding expensive liquor is just as pointless. It’s not irrational spending，it’s shifting priorities. Pop Mart sells emotional hits, Mixue wins with unbeatable pricing, and Lao Pu Gold thrives on cultural nostalgia and risk aversion. If you don’t “get it,” that’s fine，the market clearly does. This is youth-driven consumption, and capital knows exactly where the next wave is.

$JinkoSolar(JKS)$ At the recent SNEC solar expo, JinkoSolar unveiled its latest heavyweight: the SunGiga G2 Plus 520kWh liquid-cooled energy storage system, designed specifically for commercial and industrial applications. With its large capacity and advanced liquid cooling, it’s built for high-performance, high-density use cases. Jinko’s team confirmed that global deliveries will begin in Q4 2025, signaling its ambition to lead in the next phase of global energy storage. Clearly, Jinko isn’t just playing the solar game anymore，it’s going all-in on the energy infrastructure of the future.

$Palantir Technologies Inc.(PLTR)$ This stock’s insane run has people asking: “Is it just because there’s no competition?” Not exactly. The real reason? Palantir AIP isn’t just another AI tool，it’s building the enterprise operating system for the AI era. It’s not an add-on. It redefines how companies think, decide, and act. We’re at the early stages of a major enterprise paradigm shift. And Palantir is positioning itself as the foundational layer for this new age. If it truly becomes the go-to operating system for enterprises? The upside could be massive.

$U.S. Steel(X)$ The deal is official! Last Friday, Trump signed an executive order approving Nippon Steel’s $14.9B full acquisition of U.S. Steel，on the condition that both companies sign a national security agreement with the U.S. Treasury. This isn’t just a buyout，it’s a transformation. With Japanese capital and operational discipline coming in, U.S. Steel could be headed into a whole new era. The merger might bring more synergies than the market is currently pricing in.

$Quantumscape Corp.(QS)$ Thanks to Cash boost account, I can make money again. It is really useful. I highly recommend it.