Hello everyone! Today i want to share some trading ideas with you!1.Here's a breakdown one of my biggest winners in my growth portfolio 🧐 $TransMedics Group, Inc.(TMDX)$ IntroductionBack in Q3 of 2023, I initiated an overweight position in TransMedics at under $40, as I saw it as a mini-monster revolutionizing the organ transplantation process with its proprietary Organ Care System (OCS). This system preserves organ vitality from donor to recipient -- a breakthrough technology crucial for improving transplant success rates, expanding the availability of viable organs, and ultimately saving more livesBuilding on its innovative foundation, TransMedics has recently expanded its operational capabilities by acquiring Summit Aviation in Q3 2023. This a

Hello everyone! I want to share some trading ideas with you!1.This stock is on my radar because they are report their earnings 👇 $PDD Holdings Inc(PDD)$ IntroductionPinduoduo stands out in the e-commerce sector with its innovative approach that combines social networking with online shopping. By leveraging a group buying mechanism, Pinduoduo offers products at significantly reduced prices, incentivizing users to engage their social networks for collective purchasing. This strategy not only enhances consumer savings but also drives massive sales volumes -- positioning Pinduoduo as a formidable player in China's competitive e-commerce landscape.Product Offerings • Team Purchase: This feature remains central to Pinduoduo’s business model, facilitatin

Hello everyone! Today i want to share some trading ideas with you!1.Although the slowing growth of ER, I am still confident about the future of $Snowflake(SNOW)$ .Snowflake's current business model, which separates storage from compute costs, is ideally suited for the digital era, particularly with the ongoing explosion in data generated by AI projects. This consumption-based model is becoming increasingly crucial as companies delve into AI, requiring scalable, rapid, and cost-effective data processing and analysis capabilities.In traditional data management systems, scaling to manage large volumes of data for AI can be complex and costly. Snowflake’s approach allows companies to pay only for the compute resources they use, decoupling

$Snowflake(SNOW)$ reports F2Q25 results tonight after the market close. I expect the company to exceed our F2Q product revenue and non-GAAP EPS estimates of $809M and $0.16, which are at the high end of guidance. While i am not expecting tonight's results to be a catalyzing print, i think the F2Q results should be fine such that i am comfortable owning the stock into the quarter. Upside catalysts going into the print include improving consumption trends, subsiding cloud optimization headwinds, and a strong product cycle that drives more workloads on the Snowflake platform. Concerns include the recent data breach incident, customers moving to Iceberg tables that present near-term growth headwinds, and a new CFO tasked with navigating the existentia