To The Moon

$CATL(03750)$ The news keep focusing on Li Auto and Xiaomi as diversifying away from CATL and makes it seem like they are losing huge market shares. The reality is that those 2 firms make up a small fraction of CATLs revenue. Moreover CATL still retains the technology and economies of scale in production. If needed, they can always slash prices to gain back market dominance. IMO, this is overblown and I will load up at these prices. DYODD.

$BABA-W(09988)$  Definitely a value buy as the current headwinds depress It's share price. However, there is massive tailwinds from China's own government push for its cloud infrastructure as well as the development and use of its own domestic chips will continue to show up on its income statements in the near future. 

I don't think it is a bad thing to protect workers while pursuing breakneck innovation on AI. Ensuring that there is stable employment begets consumer confidence and this will fund the cycle of demand as customers. If you follow the West's approach of cutting workers, it's a short term success for shareholders but at the expense of long term growth. 

$01810$ sadly despite holding shares of Xiaomi, I believe near term Increase in cost of production will continue to eat into the profit margins. 

$BABA-W(09988)$   Buying more shares here 

$BABA-W(09988)$   if this news is true, then it might be a glimmer of hope for Chinese stocks! 

$CATL(03750)$ seems like a glimmer of hope! If this news is true 

$Shopify(SHOP)$   After taking some time to look through their financials, I view last night’s sell off more as profit taking behaviour rather than a sell due to bad news. The company is expanding its revenue at a good pace and their fees charged to merchants have increased as well without a drop in users. Most critics view their drop in operating margins to be a cause for concern but this can be attributed to Shopify’s expansion in the international market as well as a new revenue stream (that is partnering PayPal and OpenAI). All these new streams do incur higher costs at the start but it’s strengthens Shopify’s value and top line.

$Shopify(SHOP)$  Recurring revenue is healthy, and their merchant churn is low. This coupled withan improving operating leverage makes this pullback an attractive entry point.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Just bought another 500 shares at $4.20