$Broadcom(AVGO)$ ’s VMware $VMware(VMW)$ acquisition has fueled explosive growth—adding $500B in market cap within a year, a rare feat even for top software firms. Its integration prowess shines, and we’re bullish on its future upside!

$POP MART(09992)$ really made my day today! The stock jumped to HKD 250.000, breaking past my entry at HKD 240.920, and now I’m sitting on a nice gain of HKD 5,447.93! Seeing that green in my portfolio seriously put a smile on my face. As the trendsetter in the designer toy world, POP MART’s brand power is just undeniable—every new release gets me hyped! I’m super excited about its future IP development and global expansion.

$Zai Lab Ltd(ZLAB)$ might just be the blueprint for how China’s biopharma goes global: 10 years building deep commercial roots, now shifting gears with a growing pipeline of self-developed drugs. If they keep executing, a $100B valuation might just be the beginning.

$RTX Corp(RTX)$ The White House just announced that Raytheon Technologies is partnering with Emirates Global Aluminum and UAE’s Tawazun Council on critical minerals like gallium. This move highlights a clear push by the U.S. to secure vital mineral resources while deepening strategic ties with the Middle East. It's not just a defense story，it’s a strong signal for resource, energy, and rare earth stocks.

$Spdr S&P Oil & Gas Exploration & Production Etf(XOP)$ has quietly rebounded 10% from the bottom，gaining steadily one to two percent a day, nice and smooth! It’s clearly in a rebound trend now, and with tariffs no longer dragging down the market, the sentiment is turning bullish. I went in heavy today，if you're planning to add more, now’s the time. Let’s push this together!

$Tesla Motors(TSLA)$ Earlier this month, President Trump showcased Tesla at the White House, calling it a “great product.” With potential regulatory support for autonomous driving, Tesla could gain strong momentum later this year. In industries with high fixed costs, economies of scale play a crucial role, and Tesla’s ability to consistently launch hit products proves its excellence. I firmly believe Tesla has immense potential ahead—growth is just a matter of time! Solid returns on this round of investment, and I remain bullish on its long-term value!

$Li Auto(LI)$ ’s growth potential is far from fully priced in! The company is actively expanding overseas, and this growth driver hasn’t even been fully reflected in the market yet. More importantly, Li Auto is one of the first to go all-in on AI-powered car systems. In the future, EV competition will be all about the in-car OS, just like how smartphones are no longer just about specs but the software experience. Li Auto is already leading in this space, securing a top spot in China.Now is the best time to position.

$Meta Platforms, Inc.(META)$ In today’s bull market, it’s hard to find bargains, but ME­TA stands out as an attractive option. While the losses from Reality Labs have impacted earnings, the company’s overall profit margins remain high even with these losses. With continued growth and enviable margins in its advertising business, I believe ME­TA has strong upside potential ahead. It’s one of my top picks for 2025 and a core holding in my best growth stock portfolio.

$Eli Lilly(LLY)$ here is a fact. Pfizer is down -7.16% for the last 3 monthsYes negative not positive.Lilly is up 4.83% for the last 3 months.Yes even with today's dip Eli Lilly is doing better than Pfizer.A little food for thought.

$Quantumscape Corp.(QS)$ At some point (hopefully soon) the names of 4 EV manufacturers, the leading energy storage manufacturer and a CE company, will become available. Most likely, these companies are withholding their name due to existing contracts with suppliers or internally.

$Gevo(GEVO)$ If you can change,and I can change, and the gov't wants climate change, as we all do, Gevo & Grubber can change too!..GO.ROCKY!Go GEEEVOOO bebbeee!

$Intel(INTC)$ I find it eerie that Intel/Pat G. has been so quiet the last month. In the first 6 months of the year Intel was contantly promoting itself, the turn around, the new chips, the foundries and now almost nothing.

$Microsoft(MSFT)$ The way microsoft done security is to block .exe like windows S mode from running or even blocking C++ in UWP (i am glad UWP is dead) which is ridiculous and useless. The reason they forced TPM 2.0 in windows 11 is that they want to lock down computer as a phone and prevent people for using linux.

$Palantir Technologies Inc.(PLTR)$ This is the only stock you will ever own that has no chance of crashing. I've been accumulating shares since it was $11. Once Alex Carp went on the Daily Show with Jon Stewart and explained defense AI, and how he will use it for good vs evil . I'll hold till I die.

$SIA(C6L.SI)$ There are two main lines of thinking: First, there is a significant increase in business volume and a substantial improvement in efficiency. Second, during the US dollar's interest rate reduction cycle, there are long-term benefits, with financial expenses and cash flow continuing to improve. Therefore, as a leading airline, Singapore Airlines is worth a long-term investment.

$SSE Comp(000001.SH)$ The short-term fluctuations in the A-share market are inevitable. Let's delve into the reasons behind today's market plunge.Firstly, the data released last night was somewhat bearish, with loan figures and M2 for September significantly lower than expected. Although the authorities are confident, the market needs to see some tangible results!Secondly, there is internal debate over the specific amount of this round of stimulus, and there are also negative voices from the outside. Some believe that the current stimulus of a few trillion yuan is not enough to boost the economy. Take the pandemic time, for example; the U.S. directly issued 45 trillion yuan to revive the economy. A few trillion domes

$Direxion Daily FTSE China Bear 3X Shares(YANG)$ The short selling index continues to run strongly above the annual line. First, we'll see if the A-shares have a rebound and whether the short selling index can hold steady near the annual line. The area around the annual line will still be a strong support line for shorting China.

$Alphabet(GOOG)$ Personal opinion: If we extend the timeline and give Microsoft, Google, and Amazon more time, it's highly likely that these three giants will, like Meta, successfully integrate AI with their core businesses, which could lead to increased revenue and profits. In this way, the supporting resources and market opportunity windows are on the side of these three giants; what they lack is time. Substantial capital expenditures in AI by these three giants will continue. Of course, the process may not necessarily be smooth sailing or align with the expectations of Wall Street investors; concerns will always be present, and the stock prices of the three giants and Nvidia will also experience fluctuations. Hopefully

$.SPX(.SPX)$ It seems that the U.S. stock market is gathering momentum tonight, ready to make a charge.The S&P and the Dow have been setting new highs, and the Nasdaq is also on the verge of a breakthrough. Similarly, the Russell 2000, which leads the smaller stocks, is also approaching a crucial level. Most importantly, for these smaller stocks, one of my key indicators is showing signs of building up for an imminent release.From yesterday to this morning, the movements of the speculative funds' commander-in-chief have already shown signs, and the big market itself has reached the first threshold, seeing if it can surpass the high point of 927. If it goes smoothly, it will then target the upper boundary that has been

$PDD Holdings Inc(PDD)$ PDD is just like AMAZON in China and a huge revenue/profit increase highly expected in the upcoming earnings due to the stimulus money directly given to people before the long holiday weekend.