$IBM(IBM)$ Last three analyst updates. Barclays at 350 target. Wedbush raised from 320 to 350. Citi significantly increased from 285 to 375. That's at least 15 to 25 percent upside from here. Could go even higher if the upcoming deals materialize.
$ServiceNow(NOW)$ Honestly, I keep coming back to NOW. This stock doesn't get people as emotional as the flashy AI names, and that's kind of why I like it. While everyone is busy chasing the latest hype, NOW just keeps quietly executing in the background. Enterprise AI adoption, sticky customers, strong cash flow... the setup looks stronger the more I look into it. Feels like one of those names people suddenly "discover" after it's already way higher.
$Strive(ASST)$ Solid little win with ASST! As a bitcoin reserve company, it's been an interesting hold. Gonna keep riding for now~ Can't believe I missed the Contra688 train - everyone's flexing their voucher hauls in the chat, totally feeling the FOMO!
$MP Materials Corp.(MP)$ bounced back above 70 with the Fed’s rate cut fueling sentiment. As a strategic rare earth play, the story stays strong—holding steady here, and the march toward 80 looks well within reach.
$TENCENT(00700)$ 's latest rally is seriously impressive! With gaming as its cash cow and Video Accounts ads exploding, all backed by aggressive share buybacks, it's easy to see why it's called the bedrock of Chinese tech. Heading to HK$600 — steady gains ahead!
$Bilibili Inc.(BILI)$ ’s rebound feels solid—content is improving, user stickiness remains high. The recovery trend is clear. As long as costs stay under control, I believe it still has great long-term potential. Holding on!
$SANHUA(02050)$ gains 4,396.48 HKD with current price at 25.300 HKD versus 22.552 HKD cost basis. As a top EV thermal management supplier, its expertise in key components like electronic expansion valves drives strong growth in the booming EV sector.
$CARSGEN-B(02171)$ Honestly, the value of CARsgen doesn’t rely on BD deals to be justified. CT041 targets gastric cancer，a major indication in China, not some niche disease like overseas players focus on. Just look at their recent double-blind trial: 2:1 randomization, and yet 40% of the control group eventually crossed over to receive CT041. If it weren’t widely acknowledged by doctors and patients as the best available treatment, would that even happen? My view hasn’t changed，CT041 is the most promising CAR-T for solid tumors worldwide, period. The current valuation of CARsgen? Way below what it should be. Their universal product 0596 already saw 6 CRs out of 7, and the rest of the pipeline? Basically being given away for free.