Aenon
Aenon
šŸ€šŸ€ Doing my best to invest all my income and cash for Financial independence.šŸ€šŸ€
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avatarAenon
08-01
$Coinbase Global, Inc.(COIN)$   My HODL : Not financial advice and Trend: Strong bullish momentum with healthy pullbacks. Base L2 and ETF tailwinds support continuation if crypto sentiment holds. Drivers: • High trading volume during BTC ETF hype • USDC float income + partnership with Circle • Growth of Coinbase Custody + Base L2 Intrinsic Value View (DCF-style): If Coinbase sustains $4B in revenue with ~20% net margins and 20% YoY growth, fair value range = $220–280/share depending on discount rate. Currently fairly valued to slightly overvalued. Conclusion: Coinbase is no longer just a trading platform. It’s becoming Web3’s infrastructure backbone, with scalable revenue beyond fees. If you believe in the futu
avatarAenon
08-01
$Figma(FIG)$  šŸš€ IPO Overview • Figma priced its debut at US $33/share on July 30, 2025, offering a total of ~36.94 million shares, raising around US $1.2 billion.  • It began trading under the ticker FIG on the NYSE on July 31,  • In its first trading session, shares surged over 200–250%, reaching above US $115–$117, driven by high demand and repricing of valuation, giving a market cap > US $57–68 billion at close. Fundamental & Prospectus Highlights • Revenue: US $749 million in FY 2024, up ~48% YoY; Q1 2025 revenue of US $228 million, +46% YoY. • Profitability: Net loss in 2024 of US $732 million (mostly from stock-based comp) turning to a net income of US $44.9 million in Q1 2025. • Margins: Very strong, with gross margin ~
avatarAenon
07-22
I am long on $Coinbase Global, Inc.(COIN)$ who invested in Stablecoin USDC $Circle Energy, Inc.(CRCE)$ and that helps when $BlackRock(BLK)$ and a few major players are shareholders too. We don’t know what we don’t as retail investors. But we know how to position. And not financial advice Inam hoping for more correction as I think Stablecoin will open up a whole load of opportunities. And they are not just denominations they are blockchain and track able transactions essential for tokenization. It’s early days but it’s starting and crypto will move into new frontier. Let’s see where this brings us to. šŸ«”šŸ€
avatarAenon
07-12
$Coinbase Global, Inc.(COIN)$   $Circle Internet Corp.(CRCL)$  šŸš€ Bitcoin, Coinbase & Circle: A Multi-Lens QUICK Look at then in current context As digital assets continue to gain global traction, Bitcoin, Coinbase, and Circle have emerged as key pillars of the crypto-fintech ecosystem. Whether you’re an investor, builder, or curious observer, understanding these three from multiple lenses—fundamental,  šŸ” Quick Look/  Analysis  ā€¢ Bitcoin may not generate cash flows, but its scarcity and trustless nature offer asymmetric long-term optionality. • Coinbase acts as a toll booth for crypto’s growth, monetizing via both retail and institutional flows.
avatarAenon
07-02
$Robinhood(HOOD)$   šŸš€ Robinhood: The Retail Revolution Continues, But Is It Still a Buy? i am too assessing if Robinhood is a buy, but I do hold Tiger stock myself. Albeit tokenized, why not fractional stocks on Tiger.  PS: Do your own research and Not financial advice.  Quick Conclusion, price is a hit steep for me now. No quick opportunity. Long term plays I have too many.  Detail analysis here it is; Robinhood (HOOD) has staged a massive rally in 2025, driven by surging revenues, profitability, and expansion into tokenized stocks. But is this fintech disruptor still a good investment at current prices? Let’s break it down across fundamentals, valuation, technicals, and innovation. šŸ“Š Fundamentals & Valuation Robinhoo
avatarAenon
06-27
$XIAOMI-W(01810)$   šŸš€ Xiaomi Rallies on Triple Launch: YU7 SUV, MIX Flip 2 & AI Glasses Xiaomi (HK: 1810) surged ~8.5% as it unveiled three flagship products: the YU7 SUV (from Ā„253,500), the clamshell foldable MIX Flip 2 (from Ā„5,999), and AI smart glasses (from Ā„1,999). Early indicators show robust demand—over 200,000 orders for YU7 within minutes and pre‑orders for MIX Flip 2 climbing fast ļæ¼. šŸ“Š Fundamental & Growth Outlook YU7, challenging Tesla’s Model Y, targets China’s booming NEV market and supports Xiaomi’s ecosystem ambition (phones → homes → cars). MIX Flip 2 showcases tech maturity: Qualcomm Snapdragon 8 Elite, dual‑Leica 50 MP cameras, massive 5,165 mAh battery, IPX8 water resistance, and a
avatarAenon
06-27
$XIAOMI-W(01810)$   šŸ“ˆ Xiaomi Stock Soars 8% After YU7 EV Launch — What’s Next for Investors? Xiaomi (HK: 1810) surged 8% in Hong Kong after launching its new electric SUV, the YU7, priced 4% below Tesla’s Model Y. Within 3 minutes of launch, Xiaomi recorded over 200,000 orders — a stunning signal of strong consumer interest and market potential. Fundamentally, Xiaomi is transitioning from a mobile-device-centric company to a diversified tech ecosystem player — now encompassing IoT, smart homes, and EVs. Revenue growth in Q1 2025 rebounded thanks to recovering smartphone sales and IoT devices. The EV push could unlock a new long-term revenue pillar, especially in China’s growing NEV market. From a value investin
avatarAenon
05-27
$XIAOMI-W(01810)$   Xiaomi to the Moon! šŸš€  I have been hodling Xiaomi in a small way since they announced they launching EV. Did not disappoint!!! DCA via some options and also convert the earnings into more shares. Regret selling the 600 shares. But can't be greedy. It's all probability. So here is my take .... they have a cost efficient and effective moat. They are like the ikea of White Goods or everything that is electronic. Let's see how far they are go. šŸ€šŸ€šŸ€ Xiaomi’s Q1 2025 financial results showcase a remarkable 47.4% year-over-year revenue growth, totaling 111.3 billion yuan ($15.48 billion), surpassing analyst expectations of 107.6 billion yuan. The company’s adjusted net profit also saw a signifi
avatarAenon
05-21
Superb
China's Baidu Tops First-Quarter Revenue Estimates Aided by AI Demand Surge
avatarAenon
05-20
$XIAOMI-W(01810)$   $Xiaomi Corp.(XIACY)$   Sold 1 option to take some profit. šŸ™ Broke even already and now taking profit as the price steps up. Hope after 22nd May new heights and will sell further to take profits for this option. šŸ€ Xiaomi Accelerates Momentum with Chip Innovation, EV Sales Surge, and YU7 SUV šŸš€  Xiaomi (HKG: 1810) is making significant strides in 2025, reinforcing its position in both the semiconductor and electric vehicle (EV) sectors. The company’s upcoming chip launch, notable increase in vehicle registrations, and the debut of a new SUV model underscore its commitment to technological advancement and marke
avatarAenon
05-17
While I have no issue for his pay package. But 3% is really reducing the rights of all shareholders to a number. Hmm
Tesla blocks stockholders with less than 3% shares from suing officers on its behalf
avatarAenon
05-14
$SUPER MICRO COMPUTER INC(SMCI)$   Why I’m Holding Super Micro Computer Inc. (SMCI) 1. Strategic Catalyst: $20B Deal with DataVolt The recently announced $20 billion partnership between Supermicro and DataVolt, a Saudi Arabia-based hyperscale data center company, is a game-changing catalyst. This deal positions Supermicro as a key player in the global AI infrastructure race, with accelerated deployments of ultra-dense GPU platforms in both the U.S. and Saudi Arabia. This partnership is not only about revenue—it’s about strategic alignment with sovereign digital transformation agendas, giving SMCI a first-mover advantage in hyperscale AI infrastructure, especially in Middle East megaprojects. Premarket reaction:
avatarAenon
05-07
$Direxion Daily FTSE China Bull 3X Shares(YINN)$   Why I’m Still Holding My China Tech Stocks: BABA, Baidu, Trip.com & Tencent (WeChat) Last September, we saw a temporary spike in Chinese tech stocks—Alibaba (BABA), Baidu, Trip.com, and Tencent—driven by speculation around government stimulus. But valuations remain compelling: • Alibaba (BABA): PE ~9x, still priced like a value stock despite strong cloud and international growth. • Baidu: PE ~12x, with AI and autonomous driving as long-term catalysts. • Trip.com: PE ~17x, benefiting from the travel rebound and increasing outbound tourism. • Tencent (WeChat): PE ~15x (adjusted), with stable earnings and dominance in social, gaming, and fintech. The recent eco
avatarAenon
04-23
Common Stocks and Uncommon Profits by Philips Fisher - this book is pre-Buffett era and this books gives you insights to businesses and why to invest.
avatarAenon
04-17
$SMCI 20260116 184.0 CALL$  Out for the few options I managed to snag this tmr. While I am not convince it will reach this levels. This option pricing is worth a shot for the some good performance still. Let's see.  #SMCI #Supermicro #nvda #aichip #option
avatarAenon
04-14
$STANCHART(02888)$   I DCA some into this small holding I am currently holding. Standard Chartered is only at 8+ PE and going strong as they doing well with a well diverse portfolio and business engagements.  With Trust bank, the JV w NTUC they are also the fourth biggest bank in Singapore. And it's only a digital bank with no retail space and cost. So I personally support this. Note: Not financial advice and DYOR  šŸ™šŸ€šŸ˜Ž
avatarAenon
04-10
$Tesla Motors(TSLA)$   Do becareful as well guys. While the market seems like it has pivoted. We have to be wary. 🫄 Might be a proper relieve rally. So take profit as deem fit. Nothing wrong with it. I sold another one too… yesterday before the announcement coz judging from technicals + company fundaments + competition + macro + consumers sentiments The trajectory will be limited in the next 12 months. Just like Palantir. In terms of probability the chance of 2x the % compare to others is not that high. #tesla #byd #ev #xiaomi 
avatarAenon
04-09
$Palantir Technologies Inc.(PLTR)$   With current market and over 100PE is a bit high. While I don't regret not selling earlier.  At this point in time. It's better to reposition for other holdings. I am good to take profit now and there is always time for future entries. Current market too unstable for anything over 100PE to sustain the pricing.  Till next..., #palantir #trade 
avatarAenon
04-09
When someone seems and upfront and doing crazy things. They are doing it cover up other actions that will seem and go unnoticed. Much like a magic show. He is doing these damages for a reason. And as a business man and capitalist who knows the agenda he has. Will not wanna speculate but we need to assess the motivate, the direction and the underlying gains for who. As the saying goes…. Follow the money. The fact that his family can run companies that is directly related to his actions is a little concerning. Besides BAU as a business. No new business should be ventured or entered into as a president. It should be sacrificial and an act of contribution to country anti corruption and also eliminate conflict of interests  #tigertrade 
avatarAenon
04-08
$Tiger Brokers(TIGR)$  Stay safe and avoid liquidation. Trade on low and zero leverage during this flunctuations and uncertain times. Market usually already uncertain and it just magnified many folds with these tyrant acts of taxes. It’s a case of ā€˜all in’, calling bluffs and poker hands. šŸ™Œ Let’s see how it unfolds. Of coz those w liquidity can always capitalise on value in the market. Where there is. šŸ€šŸ€šŸ€

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