To The Moon

$Sea Ltd(SE)$ The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 27 "strong buy" or "buy," 4 "hold" and 1 "sell" or "strong sell."The mean earnings estimate of analysts had fallen by about 5.2% in the last three months. ​Wall Street's median 12-month price target for Sea Ltd is $198.00, about 22.4% above its last closing price of $153.56

On October 22, $POP MART(09992)$ released its Q3 2025 business update, reporting a year-on-year revenue surge of 245%–250%, reaching a record high. Founder Wang Ning’s optimistic forecast back in August — “achieving RMB 30 billion in revenue this year will be easy” — now seems well within reach.However, the market has ignored the upbeat earnings news, and the stock continued to break lower.Why the drop?From a news perspective, Pop Mart was hit by its first short-seller report, setting a target price of HK$225.From a technical standpoint, the chart shows a head-and-shoulders pattern, with the neckline around HK$229.In terms of valuation, the market still considers Pop Mart overvalued, with growth unlikely to be replicated. The stock has now fallen

In October 2025, OpenAI and $Advanced Micro Devices(AMD)$ announced a strategic partnership that not only secures OpenAI’s future AI chip supply but also allows AMD to reclaim a leading voice in the AI chip race.According to the joint statement, OpenAI will deploy up to 6 gigawatts of AMD’s AI computing power and may acquire up to 10% of AMD’s equity in stages.The entire authorization structure is tied to procurement milestones and AMD’s stock performance, with the highest tier of stock options set at $600 per share, implying a market capitalization of around $1 trillion.This partnership represents more than a supply agreement — it’s a value bet on the future landscape of the AI industry.

$Oracle(ORCL)$ is building its flywheel. How does it work?TikTok’s U.S. user data will continue to be hosted by $Oracle(ORCL)$ on servers in Texas, under the extended Project Texas framework. This arrangement ensures strict physical isolation and independent third-party audits, reinforcing Oracle’s strategic role in U.S. data security.Ownership of TikTok’s U.S. operations will now be 80.1% held by U.S. entities:Oracle & Walmart consortium: 40%U.S. private equity firms (e.g., Blackstone, Silver Lake): 30%Existing international investors: 10.1%ByteDance: reduced to 19.9%This structure satisfies U.S. regulatory requirements while avoiding a complete technical split. TikTok U.S. will also establish an ind

J.P. Morgan downgraded $POP MART(09992)$ from Overweight to Neutral and cut its target price from HK$400 to HK$300 (2026E ~25x P/E, PEG 1.1x). The firm noted that four major catalysts have already been realized this year—strong 1H25 results, the Uniqlo collaboration, index inclusion, and the launch of gold jewelry stores—while the remaining three (animation launch, Labubu 4.0, and interactive toys) still lack visibility in timing and impact. Although search interest and resale prices have declined, this is largely due to a tenfold expansion in capacity since 1Q25 rather than weakening demand, and brand momentum and sales drivers remain solid. Government agencies and platforms are also stepping up anti-counterfeiting measures, which should help st

$CoreWeave, Inc.(CRWV)$ management explained the company’s post-IPO development vision, core competencies, and strategic positioning in the context of the rapid global expansion of AI computing infrastructure. They emphasized the explosive growth in AI compute demand, severe infrastructure shortages, and highlighted the company’s unique strengths in technology, physical infrastructure, and capital markets.🔑 Key Takeaways from the Meeting1. Company Vision & PositioningCoreWeave’s strategy is clear: provide cutting-edge infrastructure to meet the parallel computing demands of the AI era.Core mission: Build ultra-large-scale AI computing capabilities globally to meet continuous training and inference demands.Management stressed that the current m

Not sure The pullback begins hope to add Nvidia under $150 Is it possible?[Miser]  [Miser]  

$CoreWeave, Inc.(CRWV)$ yes Will consider at $80 More dip to go

China’s Retail Recovery Exceeds ExpectationsIn Q2 2025, China’s retail sales grew at an average monthly rate of +5.4% YoY, nearly double the +2.7% growth seen in the same period last year.Even more encouraging, online retail sales in H1 2025 rose +8.5% YoY, outpacing the overall retail sales growth of +5%. This is positive news for Pinduoduo. Although its Q1 2025 revenue grew only +10% YoY, far below the +59% growth for the full year of 2024, it at least indicates growth momentum is continuing.The recent retail rebound is unlikely to restore $PDD Holdings Inc(PDD)$ to the hypergrowth levels of 2024, but it may help offset some of the negative impact from higher U.S. tariffs. Analysts may even raise their full-year 2025 revenue growth forecasts—the

Bitcoin rebounds Every dip will be a buying chance then?