$Chagee Holdings Limited(CHA)$
Chagee’s 15% surge is exciting, but it doesn’t change my long-term conviction. This spike reflects improving market sentiment and potentially stronger fundamentals. Unless there's a drastic shift in the company’s outlook or industry landscape, short-term price movements shouldn’t shake our thesis. I believe in holding winners and letting compounding do its work. If anything, momentum is signaling strength, not exhaustion. Fundamentals remain intact, and growth prospects in the premium tea market look promising. Pullbacks may come, but they’re part of the journey. I’d only consider trimming if valuations become overly stretched. For now, I’m holding with confidence.
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