AI & Robotics Infrastructure Plays These companies are building the backbone for the next wave of AI, Robotics & Physical AI: $NEBIUS(NBIS)$  – cloud compute for AI workloads $Aurora Innovation(AUR)$  – robotics & automation engines $APPLIED DIGITAL CORP(APLD)$  – critical data infrastructure $CoreWeave, Inc.(CRWV)$  – GPU & AI compute scaling $IREN Ltd(IREN)$  – energy & smart infrastructure Positioning early in the backbone of the AI cycle can be explosive. I'm watching for dips and entry zones.

$Luckin Coffee Inc.(LKNCY)$ Over 500 respondents delivered 70% approval rate, that's laboratory-grade consensus with N=400+ valid samples. Brilliant stuff $Starbucks(SBUX)$  $Dutch Bros Inc.(BROS)$  $BRC Inc(BRCC)$  $Chagee Holdings Limited(CHA)$ 

$Chagee Holdings Limited(CHA)$  $MongoDB Inc.(MDB)$  is making waves today with massive volume. Could be some major news in the works.

$Chagee Holdings Limited(CHA)$ Short sellers are lining up. Time to pay them a visit...Legions of retail warriors armed with onions arriving from Orion

$Chagee Holdings Limited(CHA)$  $Deutsche Bank AG(DB)$  initiation at $40.50 is like finding diamonds in bargain bin, upside potential's bottomless pit!

$Chagee Holdings Limited(CHA)$  Deutsche Bank making waves with fresh coverage, slapping a $40.50 target on $Deutsche Bank AG(DB)$  like confetti at a bull market party. Grab your popcorn, the financial circus is in town!

$RTX Corp(RTX)$ Raytheon has won a $1.1 billion order from the U.S. Navy and will increase production of AIM-9X Block II missiles, with annual production capacity raised to 2,500 missiles! Military orders are coming again, and the iconic project continues to increase. This time, Raytheon is stable!

$BABA-W(09988)$ Almost a month into my second wave of buying, holding positions in both HK and US markets. The CEO’s recent push for innovation gives me some real hope that Alibaba might finally kick off its second growth curve this year. I still like $TENCENT(00700)$ , but between the two, I’m more bullish on Alibaba, especially with its mix of e-commerce, cloud, and global expansion. Way ahead of $BIDU-SW(09888)$ in my view, hahaha. Just holding tight and waiting for that breakout moment!

$SMIC(00981)$ The US Department of Commerce tightens semiconductor export controls to China even further, and the market’s all about domestic alternatives now! Stocks like SMIC are catching a lot of attention from funds. Looking at the early market movements, it’s clear that a strong uptrend is coming. This is the kind of stock to hold tight to, big opportunities ahead!

$TAL Education Group(TAL)$ Making money feels great!

Today’s $TRACKER FUND(02800)$ is looking good! It's been steadily rising, especially with the $HSI(HSI)$ showing strength. The market's been pretty upbeat, and even though there’s been some volatility, funds like this, tracking the Hang Seng, tend to be safer with more stable returns over time. There’s definitely been a lot of investor confidence in Hong Kong’s market recently, especially with noticeable inflows of capital. Lots of potential opportunities ahead!

$Tencent Holding Ltd.(TCEHY)$ The small gains are still thanks to my judgment! Also thank Tiger's CBA, which allowed me to seize opportunities even without much capital.

$Taiwan Semiconductor Manufacturing(TSM)$ According to the latest reports, TSM's 2.5D chip packaging technology, CoWoS, may face stiff competition from glass substrate technology. Still need to speed up its technology development, nowadays science and technology is really updating too fast, TSM you better keep up!

$CleanSpark, Inc.(CLSK)$ Inching upward time. Behind most miners in the 1 month and 3 month. Catalyst is good news. You have 100’s of billions entering and exiting btc’s market cap in the span of minutes. Don’t blink or you will miss the breakout. I’m still holding.

$CleanSpark, Inc.(CLSK)$ Seriously, dude? Now bitcoin is up and you're down. Actually it's up more than btc, btc was down less than 5% before and this stock is down almost 10% and still hasn't reversed it.

$Alphabet(GOOG)$ Apple $Apple(AAPL)$ versus chatGPT , Samsung vs Gemin, who is going to win? I can't figure out why Apple didn't choose Google. If chatGPT is really better than Gemin, then Google’s position is in danger! But in my opinion, first Apple must be the one that provides the best experience, but I also think that open AI is certainly not able to compete with Google, so it's a bit hard to figure out the result. Anyway, the winner takes all.

$Microsoft(MSFT)$ Microsoft has reached an agreement with G42, the UAE's artificial intelligence and cloud computing company, to allow the UAE to work with OpenAI, according to the UAE's minister for the concerned party. In that case, I’m rooting for another promising upward trend!

SummaryAI is viewed as a solution to economic concerns such as de-globalization and inflation, with generative AI transforming productivity for individuals and SMEs, and augmenting human talent rather than replacing it.Chinese companies, including Bilibili, are aggressively developing generative AI models, with Bilibili using AI to boost income streams, improve search functionality, and increase user engagement and content creator growth.Despite geopolitical and delisting risks, Bilibili's strong business performance, robust operational metrics, and promising future growth make it an attractive investment opportunity, particularly for those comfortable with Chinese stocks.Cheerful young man looking at smartphone in streetJohnnyGreig/E+ via Getty ImagesDe-globalization, Inflation, and the S

SummaryToday, I will explore a few topics with you, principal among which will be a comparison of the operating philosophies of AWS and Azure.We will explore the strategies that both businesses have employed and what their futures may look like based on the strategies they employ in the future.We will also discuss equity investing through the lens of risk = return, as well as Amazon's ad businesses and the TAM thereof.In short, while I am not nearly as bullish on Amazon as I've been over the last year, I do believe it still represents a good value for investors at these levels.Exterior view of the Amazon Logistics delivery agency in Velizy-Villacoublay, FranceHJBCA Brief Introduction That Explores Nuance Of Risk = Return And Equity InvestingOver the last 9 months, I have been heavily focus

SummaryI view Bank of America currently as a momentum stock, especially after its Q2 earnings report.It has attracted the highest trading volume on the open market among banking stocks.Such activities are in stark contrast to its insider activities (or the lack of buying activities).I will explain why I agree with the insiders and see other better alternatives.Bank Of America"s Earning Exceed Analysts" ExpectationsBrandon BellThesisBank stocks have drawn a lot of attention recently. First, the SVB sell-off in the first quarter of this year triggered high selling pressure. Then the recent Q2 earning season reversed course and created a good amount of buying pressure. Amid all this attention, Bank of America Corporation (NYSE: