$Astera Labs, Inc.(ALAB)$ posted $159.4M in revenue for FY2025 Q1，up 13% QoQ and a massive 144% YoY! Didn't let me down at all. Bought quietly when no one was paying attention and the price was low. If you truly believe in something, just hold on and wait patiently for it to pay off!

$Moderna, Inc.(MRNA)$ One solid pick can seriously change the game. This run’s been so wild I’m scared to check my portfolio，it’s that good!

$Trip.com Group Limited(TCOM)$ Trip’s "2025 Spring Festival Tourism Summary Report" is truly eye-opening! The report reveals that Trip's inbound travel ticket orders have increased by 180% year-on-year, while inbound travel hotel orders have surged by over 60%. This clearly indicates that China’s tourism market is not only recovering but expanding rapidly, with Trip leading the charge in this boom. From an investment perspective, Trip’s performance is equally impressive. With a return of 41.97% over the past six months and a Sharpe ratio of 1.10, the company shows steady long-term growth and exceptional risk-adjusted returns. Now is the perfect time to invest in Trip stock. As the Chinese tourism market continues to expand, Trip is bound to delive

$ProShares Ultra QQQ(QLD)$ Sold my position in QLD with great gains! The volatility over the past few days really gave me some great opportunities, and I managed to catch the momentum of the $NASDAQ(.IXIC)$ 's rise. The leveraged effect of QLD definitely boosts its returns when the market performs well, but you do need to stay alert at all times. Compared to the fluctuations in the past few days, it’s holding a good position. The management fee rate is relatively low, making it a fairly cost-effective leveraged ETF. For those looking to take higher short-term returns, QLD is a solid choice!

$SMIC(00981)$ SMIC saw its stock price surge by 5.06% today, and I couldn’t be more excited! The continued recovery of the semiconductor industry, especially with the strong demand from emerging applications like AI, is really driving the market forward. According to Omdia data, global semiconductor market revenue grew by 26% year-on-year and 8.5% quarter-on-quarter in Q3 2024, showing the industry's powerful rebound. With the ongoing push for domestic chip manufacturing, SMIC, as a leading player in China, is set to benefit.

$Advanced Micro Devices(AMD)$ It competed with Intel because it was a beneficiary of 10 years of horrid management, execution and overall stasis from $Intel(INTC)$ and $Taiwan Semiconductor Manufacturing(TSM)$ hitting on all cylinders. That same serendipity doesn't exist with $NVIDIA Corp(NVDA)$ and now, with a refocused Intel, they will have to aggressively take the fight to two fronts. The next 5 years are not looking nearly as good as the last 5 for AMD.

$Phunware, Inc.(PHUN)$ Honestly, I feel like Phunware just doesn’t hold any real value right now. It’s tough to put a solid price on it when the fundamentals aren’t there. At this point, it seems like the only way to play it is by watching the charts and reacting. I mean, I’ve been keeping an eye on the price action, and if it dips down to around $8, I might seriously consider jumping back in.

$Amazon.com(AMZN)$ Has anyone else got the memo? No company is worth a $1T, let alone trading above it..The oil prices will continue to go down and will continue to have a weak demand too. Interest rates have gone down and will continue to go down.. All these, will bring everything down in a good way.. Growth stocks are dead.. Companies trading at high multiples are dead.. But Consumers will have high purchasing power.. . Deflation is coming.. 🍿🍿🍿🍿

$Apple(AAPL)$ Apple did try to push the state of the art with its Vision Pro but with its high price and some deliberate handicapping it just didn't fly. I guess that though they love the high valuation from being a cutting edge company, they fear failure. It is great to have a company that makes fine products but we don't need to buy them anew every year or two.

$SUPER MICRO COMPUTER INC(SMCI)$ A high-risk gambler's stock? It's like watching a rollercoaster ride—thrilling, sure, but I'm not about to hop on for the wild ride. It's fun to see the chaos and excitement, but I draw the line there. And honestly, all those stocks that shot up like rockets on the AI promise? They're making me a bit skeptical now. I've cashed in some good money on AI stocks, no doubt, but for now, I'm stepping back, taking a deep breath, and watching from the sidelines. This market's too unpredictable for my taste right now!

$NVIDIA Corp(NVDA)$ The market's intense focus on AI does raise some concerns about a speculative bubble. While NVIDIA has seen impressive gains, there’s a real risk that if AI adoption doesn’t ramp up as quickly as investors hope, the momentum could falter. It’s essential to be wary of inflated valuations and the heavy reliance on a few major players. This kind of concentration can create vulnerabilities, making the market susceptible to sharp corrections if sentiment shifts. Balancing optimism with caution is key in such a rapidly evolving landscape.

$JD-SW(09618)$ Lately, I’ve been keeping an eye on JD, and honestly, it’s been quite the rollercoaster. It’s frustrating! You watch the charts, and it’s like they’re stuck in this pattern—up in the morning, then down again by the afternoon. I get it; the market has its pressures, but come on! It’s almost like they’re teasing us. I’ve seen so many people get excited only to be left hanging when it drops back down. Honestly, it makes me wonder what’s really going on behind the scenes.

$Alibaba(BABA)$ When Alibaba goes up, it barely moves, but when it drops, it’s like it's leading the whole internet sector down with it. It’s like BABA’s stuck being the heavyweight that drags everything along. But honestly, that’s the risk with big tech stocks, especially one as massive and influential as Alibaba. Its movements tend to ripple through the whole market.

$JD.com(JD)$ When the overall market outlook is uncertain, those with a significant portion of their assets tied up in JD stock are likely to pull out. The increased risk just doesn’t justify staying in. There’s no reason to take on unnecessary risks when the downside potential looms larger. It’s better to play it safe and wait for a clearer opportunity rather than risk getting caught in a downward trend.

$NVIDIA Corp(NVDA)$ I would be more concerned about current big buyers developing their own chips. This has already begun and while it likely will not make a dent in the next year or so, I expect the landscape to change by 2026-7. This will be an issue for both NVDA and $Advanced Micro Devices(AMD)$ alike. AMD is more diversified.

$ASML Holding NV(ASML)$ Not sure why everyone thinks they may miss the boat on ASML. As if it’s about to return to its loftier heights of a few days ago. The US and European governments are limiting sales to China by chipmakers like ASML. This situation isn’t going away for several years. And it’s the exact reason why ASML issued very low growth estimates for the future. They may have a monopoly on certain chip making machines, but if you can’t sell them to probably your biggest client your business is stuck. Personally I’d move on from these chipmakers for the next couple of years and then see if anything changes. There is no reason whatsoever for ASML to move substantially higher from here.

$Tesla Motors(TSLA)$ Evs will be part of the future but will Tesla? If TSLA was close to bankruptcy in 2019 as Musk claims what are the real financials now? What cash on hand must Tesla use in China? There are a lot of uncertainties. The biggest certainty however is that all of Musk promises are dreams and fairy dust. FSd has been lied about for 10 years. Semi for 4 years. Optimus for many years. Low priced cybretruck was a lie and will soon be another anchor on earnings.Tesla on the other hand will have no one in their corner if China market sours. Europe and US customers are increasingly turned off by the low resale values, political show, and stagnant models.

$HSI(HSI)$ The funds seem a bit hesitant, likely waiting for tomorrow's big meeting. Bears are worried about potential positive news, while bulls are anxious about policies falling flat. For retail investors, there's really not much to overthink. If you've already bought in, just hold your positions. If you haven’t, it might be best to sit back and wait. No need to jump in until we see some clear signals from the market.

$Alibaba(BABA)$ $BABA-W(09988)$ it's smart to focus on the bigger picture. The Chinese government's economic stimulus package is indeed the main driver behind Alibaba's rally, but that might not be enough to create lasting change. Looking at Alibaba’s fundamentals, it’s clear they’re struggling. With the stock trading at a premium, it seems risky to get too excited. Downgrade BABA to "Strong Sell" makes a lot of sense given the current landscape. That cautious approach might save us from getting burned as the market adjusts to these realities.

$Tesla Motors(TSLA)$ I thought the TSLA fanboys were saying that you could upgrade your existing Tesla to a robotaxi by just downloading FSD software?Now it looks like a brand new vehicle you have to buy. So scratch those claims of 10 million robotaxis on the street by 2030. No way Tesla can sell/produce this many new vehicles in 6 years.