$TRIP.COM-S(09961)$ 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!
$SUPER MICRO COMPUTER INC(SMCI)$If you want to play the upside, the best bet right now is for the earnings/business update on 11/5. I suspect the company will report good numbers but future guidance could take a hit from the issues surrounding the company right now. Furthermore, if they are able to announce the retention of a new auditor (which I suspect will be done by Monday) this will stabilize the stock.If the CEO steps down, that should also be a boost. I intend to play the potential upside from the Call with options. Good results and progress from resolving these internal controls/governance issues will cause a quick jump in price. Not investment advice, just my opinion
$Meta Platforms, Inc.(META)$meta has one of the cheapest valuations within the mag seven, save google. I'm kind of on the opposite page..I think META's ultimate goal is to get the internet off our phone phone screens and into the surrounding world(see rayban), and there's alot of potential in that. I could also see them reducing AI spend and getting heavily rewarded for that, as the market seems to be a little weary over overspend on AI projects rn.But ive never owned it. Personally, Im hoping the market sells it off hard, so I can get an attractive entry point.
$Invesco QQQ(QQQ)$ Should be $500 by now, then $515 with tech earnings next week…all of them will beat with such a low bar. Elections are just noise when traders are flushed with cash and Powell Fed Put…shorting/puts are a fools game…
$Coinbase Global, Inc.(COIN)$Look I get it, you tried you failed, you averaged down and failed again. It’s ok it’s not your fault. Fund managers pay hundreds of millions to buy majority shares only for the purpose of fleecing seniors to make billions more. It’s not right.Coin ⬇️
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$no complaining ..analyze buy sell make money...soxl moves easilly 6 pct daily...lots of room to make money Monday...get er done. ..youve got this..make money for you and your family..You were born to win! Lets pull together and help each other