To The Moon

$Wilmar Intl(F34.SI)$ Trimmed position at minor profits. Bullish on Wilmar, but control position on single company.

$TIMES ELECTRIC(03898)$ 第三季業績稍不如預期，但估值已過度調整，繼續逢低買進。

$WEICHAI POWER(02338)$  Closed position for profits. It is fair value, far away from bubble.

$CSOP HS TECH(03033)$ 有張券可以，買一手用左去先，轉頭賣返出去，呢隻野好大成交

$HENGAN INT'L(01044)$ Closed position for profits, gained 25% included one time dividend, equal to 5% dividend for 5 years. The stock price is in fair value, is about 5% dividend yield, and it has potential to raise more if US Fed continues to cut rates.

$SES AI Corp(SES)$ Entering as I see great bullish potential for SES and their earnings on Wednesday. Thought to get in first!

$Microsoft(MSFT)$ & OpenAI just leveled up! A massive Azure deal plus backing for its non-profit arm shows a masterstroke in ecosystem strategy. The stock is consolidating near highs, but the AI monetization story is stronger than ever. Eyes on the upcoming earnings – bullish for the long run!

$NVIDIA(NVDA)$ 's GTC was mind-blowing last night, sending the stock to a record high with a $4.9T market cap! This wasn't just a show, but a display of its ecosystem empire. Jensen's vision is truly visionary – bullish for the long run. Just hold on and enjoy the ride!

$Netflix(NFLX)$ steady after stock split! Ad-tier and gaming dual growth drivers, cash flow improving. Valuation is full for now - looking for a better entry point!

$iShares Biotechnology ETF(IBB)$ 's biotech rebound well-timed! FDA approvals accelerating with M&A heating up, sector sentiment improving. Volatility persists but innovation thesis intact - keeping long-term allocation!

$CRITICAL METALS CORPORATION(CRML)$ 's critical metals play working! New energy demand unfolding, scarce resource value being rediscovered. Modest gains but sector outlook clear - holding for the upcycle!