$Canaan Inc.(CAN)$ ’s mining rig orders showed a solid rebound—booked a small profit. My first trade caught the Contra 688 promo, and the SGD688 voucher landed instantly. Hashrate demand is still climbing—I remain bullish.
$Alphabet(GOOG)$ edges up pre-market after announcing a massive AI and data center investment in India—its largest there! Set to create ~200k jobs, this move solidifies its push into emerging markets. As a core AI player, Google's moat is unmatched. Bullish!
$NEBIUS(NBIS)$ is making bold moves—issuing 20% new shares while buying back the same amount, plus canceling 40 million shares. Bullish signs! With its strong uptrend, breaking $60 seems imminent. Bright future ahead!
$JIHONG CO(02603)$ gave me a pleasant surprise today! The stock climbed steadily to HKD 13.120, slightly above my entry price of HKD 12.278, and brought in an unrealized profit of HKD 9,256.73! While the gain isn’t jaw-dropping, seeing steady green in the portfolio still feels amazing! This kind of stability is gold, and I’ll definitely keep a close eye on JiHong’s next moves—who knows what surge might come next!
$XIAOMI-W(01810)$ Just like that，the SU7 Ultra becomes the fastest mass-produced EV in Nürburgring history.This isn't just about speed. It’s about Xiaomi’s shift from internet-style speed to real manufacturing capability. Lei Jun’s respect for the century-old auto industry is showing，loud and clear.
$TRIP.COM-S(09961)$ Here’s a little-known fact: Ctrip is now one of the top ten Chinese companies by market value. Last year, its revenue and net profit exceeded 10 billion yuan, and its ability to make money is amazing! But the strange thing is that its valuation has not kept up. In fact, those Chinese companies with moats are all great. If you study them carefully, they are really worth buying. If you don’t take the opportunity to buy them now, you will really lose out!
$MIXUE GROUP(02097)$ Honestly, $Chagee Holdings Limited(CHA)$ just can’t compete with MIXUE, especially when it comes to supply chain. In the tea industry, once it scales up, it’s not just about the taste, but the supply chain. For chain businesses, competitors can easily copy and catch up. I’ve seen a lot of jasmine milk tea shops in Shanghai lately, and they’re just as good as Bawang Tea, but at a cheaper price. However, I’ve never seen anyone do low-cost fresh fruit tea and milk tea as well as Mixue Ice City. With its low-cost advantage, successful overseas expansion, and strong supply chain, Mixue Ice City still reigns as the most competitive player in the industry.
$Celestica(CLS)$ The AI sector is entering a new phase of growth, with increasing demand in networking and connectivity, especially as the focus shifts toward AI inference and network expansion. Celestica stands to benefit from this trend, as its business continues to thrive. Hyperscale customers are showing clear signs of redirecting more capital expenditure toward the company's cloud communication products.Additionally, the company’s profit margins have reached their highest levels in a decade, demonstrating strong profitability and market competitiveness. With the ongoing upgrades in AI infrastructure, Celestica has significant growth potential and could see even greater opportunities ahead.
$J&T EXPRESS-W(01519)$ I frequently use J&T Express, and every time I do, I can feel how much their efficiency and service quality are improving! I believe as the company continues to grow, J&T Express will only get better, capturing an even larger market share. It's a forward-thinking industry leader, and I'm excited to see its continued success!