If you're looking for high returns, look beyond the flashy compute stocks—photonic infrastructure is where the opportunity lies. Every AI cluster is useless if the GPUs can't communicate fast enough. Compute grabs the headlines, but data movement is the real bottleneck. The optical market is projected to triple to $36B this decade, and each new generation—from 800G to 1.6T to 3.2T—creates a fresh upgrade cycle. Key names to watch are $Applied Optoelectronics(AAOI)$  and CRDO. They own the bottleneck. When the market catches on, these could move.

$ServiceNow(NOW)$ The stock is currently trading at a P/S ratio of around 8.4x, which is a discount of over 50% compared to its 5-year average of about 17x. As a key leader in enterprise software, it maintains over 20% annual revenue growth with strong AI tailwinds. This valuation gap looks compelling to me.

$ServiceNow(NOW)$ ServiceNow's revenue retention remains extremely strong. Large enterprises rarely rip it out once it's deeply integrated into their workflows. Remaining Performance Obligations nearing $28 billion provide unusually high visibility into future revenue. Gross margins are elite for a company still growing at close to 20%. Free cash flow generation is massive and continues to compound. AI is becoming an accelerator, not a threat. NOW is embedding AI agents directly into enterprise workflows instead of competing head-on with consumer AI models. The balance sheet remains very strong with billions in cash and manageable debt. A drawdown in a high-quality growth name after a huge multi-year run isn't unusual. Stocks like NOW have his

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Don't listen to the swing traders and the semi-bulls. They don't realize $iShares Semiconductor ETF(SOXX)$  is topping out. Buy in the 5's now because we'll see double digits very soon.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Though the premarket looks like this, it could be a whole different story once regular trading hours begin.

$IBM(IBM)$ IBM should break through $350. The five-star analyst has been consistently upgrading, and Citi usually gets the price target right every time. They're calling for $375.

$IBM(IBM)$ 6 million new shares were shorted on June 1st. If it starts running again, that could add more fuel. I think it could run.

$ServiceNow(NOW)$  Based on what the NVIDIA CEO mentioned, the stock price could return to previous highs soon. A threefold increase in productivity suggests a market cap of $400 to $500 billion is achievable.

$Dell Technologies Inc.(DELL)$ A big push into the close. I'm guessing we close around $475. We should see $500 next.

$Tiger Brokers(TIGR)$ Tiger Brokers’ interest expenses for Q3 2025 were $21.9 million, up 39.8% from $15.7 million in the same period last year. Still bullish.

$SMIC(00981)$ Nice little gain on SMIC! Capitalizing on chip boom & homegrown substitution. Q3 capacity hit 95.8% — production lines are packed! Snagged the Contra688 cash vouchers too, free money feels good. Staying long for the next lift-off!

$Tesla Motors(TSLA)$ Elon Musk and his xAI team have built the world's largest and most powerful AI training supercomputer. It’s an epic arms race. Put simply: Want Musk and his genius team working for you? Then holding a share of $TSLA might just make your day.

$Keppel(BN4.SI)$ 's transformation slaying! Data centers + renewables = legacy conglomerate reinvented. Singapore state-backed stability = patient capital's dream!

$SANHUA(02050)$ Capitalizing on its HVAC component supremacy, Sanhua is aggressively diversifying into NEV and robotics sectors, demonstrating impressive technological scalability that appeals to value-oriented investors.

$VanEck Semiconductor ETF(SMH)$ ETF delivers $447.35 gains at $271.50 (vs $262.73 entry)! Semiconductor sector rallies on AI boom and demand recovery. This ETF smartly captures the chip industry renaissance.

$ProShares UltraPro Dow30(UDOW)$ Trump is paying the price for his earlier “stubborn” policies. After the hundred-day plan, trade talks stalled, Russia-Ukraine negotiations faced setbacks, and US debt pressure remains high. Today, the US International Trade Court demanded the removal of tariffs imposed under an alleged misuse of the International Emergency Economic Powers Act (IEEPA). For the market, the key question is whether this passive easing is real or not. The court halting tariffs can be seen as a phased, indirect easing. If this decision holds, asset performance may shift toward “lower taxes↑, lower tariffs↓.” US debt pressure will increase due to declining tariff revenue, but this is positive for the dollar and US stocks.

$United States Natural Gas Fund LP(UNG)$ I made some money again. My luck is so good. It happens to be the May Day holiday, so I can travel in business class.

$HUA HONG SEMI(01347)$ In the mid to long run, Hua Hong basically moves in lockstep with HK Semiconductor. Their gains since the start of the year are almost the same. If HK Semi takes off, Hua Hong’s gonna follow for sure. I’m holding tight and just waiting for it to ride the wave and bring in the profits!

$Zai Lab Ltd(ZLAB)$ delivers an impressive performance! With a 50% YoY revenue growth in 2024 and a remarkable 66% surge in Q4, the momentum of this innovative biopharma company is undeniable. Looking ahead, the company projects $5.6-$5.9 billion in revenue for 2025—strong growth ahead!

$Qifu Technology(QFIN)$ Recently, I made some gains, and QFIN really delivered! The company announced a new stock buyback program, planning to repurchase up to $450 million worth of shares over the next year, which adds more support to the stock price. Plus, their advancements in AI technology are remarkable, with a related paper being accepted by ICASSP 2025, showcasing their strong tech capabilities. The profits this time aren't huge, but I'm optimistic about the company's future! Big thanks to CBA as well!