$Qifu Technology(QFIN)$ One of the best fintech plays with a 14.2% dividend yield (ex-dividend Sep 09) and a PE of 1.95. Virtually debt-free. I think there's 7X potential from here once the international expansion plays out. I've been buying daily and have accumulated over $560,000 worth, planning to keep adding. DYD
$Huya Inc.(HUYA)$ Looks increasingly promising after Q2. AI game assistants, voice moderation and virtual hosts could improve engagement while lowering content-production costs. Management is also reviewing streamer economics, which may create additional operating leverage. I'm bullish on this one.
$Alibaba(BABA)$ To be fair, Dr. M called it right on Baba across the board. The Ford, Stu, and Fredrika noise behind that curtain doesn't really change any of it.
$Amazon.com(AMZN)$ Whenever this pulls back, I've been adding in my long-term accounts. The plan is to hold for 5-10 years and see how it plays out. I'm not going overboard yet since the news is still fresh. A deeper dip would give me a chance to add more.
$Apple(AAPL)$ John Ternus takes over as CEO on Sept 1, and his first real test comes 8 days later at the “Surprise and shine” event. New leadership, AI as the priority, and maybe a foldable in the works. The question now is whether the run-up into the event holds or gets sold off on the news.
$Alibaba(BABA)$ Baba is up 1.4% at $118. Still waiting for the usual after-the-fact call that it will keep moving higher. Hopefully the next update comes before it touches $102.
$NVIDIA(NVDA)$ added the equivalent of 2 X $Alibaba(BABA)$ in one session, while some were still talking about Jack Ma picking up shares. If a stock's outlook depends on national team support, buybacks, hopes and prayers, that's probably not a great bet.
Price is moving higher now, but the only reason is the dollar is getting diluted. $Apple(AAPL)$ at $400 near term just to keep up with the money printing.