To The Moon

Interesting find! Keep the Ester Egg

If we see from the competition, there is no competition for Pop Mart but many competitors to Mixue. No competition mean the owner should not do stupid things when manage while the other could be killed by competition. It will be good to ask what won’t change in the next 5 years. Will people continue their habits of buying toys or buying drinks?

I will think market will rebound once they get used to the way how Trump wish to interfere the economy with his quick executive orders. His focus is good to reduce the US debts and move fast with efficiency and effectiveness. Market will sooner or later realised that his MAGA will prove to be something to be remembered in History to reverse the decline of overall US productivity, temporarily though. 

$ChinaSunsine(QES.SI)$ who is the recent buyer? 

$ChinaSunsine(QES.SI)$ continue to monitor to see byd and tesla production figure. 

$ChinaSunsine(QES.SI)$ with more vehicles on the road and people like to travel, there is no reason the product demand will go into vain. 

$Taiwan Semiconductor Manufacturing(TSM)$  i still couldnt find a solid reason about the business prospect of this company that will derail it to achieve what it set to achieve other than the market noise etc. 

$Taiwan Semiconductor Manufacturing(TSM)$  unless there is a war that certain stupid leader want to force upon to, i cannot see the replacement of$Taiwan Semiconductor Manufacturing(TSM)$  in this era of AI

$ChinaSunsine(QES.SI)$ as long as EV continue to improve its total volume to the conventional ICE vehicle, this Company should have good prospects. 

$ValueMax(T6I.SI)$ the dividend is commensurate to the risk which is pushed up by Trump's hostile policy - as long as Gold price is trending up.