AI & Robotics Infrastructure Plays These companies are building the backbone for the next wave of AI, Robotics & Physical AI: $NEBIUS(NBIS)$ – cloud compute for AI workloads $Aurora Innovation(AUR)$ – robotics & automation engines $APPLIED DIGITAL CORP(APLD)$ – critical data infrastructure $CoreWeave, Inc.(CRWV)$ – GPU & AI compute scaling $IREN Ltd(IREN)$ – energy & smart infrastructure Positioning early in the backbone of the AI cycle can be explosive. I'm watching for dips and entry zones.
$Chagee Holdings Limited(CHA)$ Short sellers are lining up. Time to pay them a visit...Legions of retail warriors armed with onions arriving from Orion
$Chagee Holdings Limited(CHA)$ Deutsche Bank making waves with fresh coverage, slapping a $40.50 target on $Deutsche Bank AG(DB)$ like confetti at a bull market party. Grab your popcorn, the financial circus is in town!
$RTX Corp(RTX)$ Raytheon has won a $1.1 billion order from the U.S. Navy and will increase production of AIM-9X Block II missiles, with annual production capacity raised to 2,500 missiles! Military orders are coming again, and the iconic project continues to increase. This time, Raytheon is stable!
$BABA-W(09988)$ Almost a month into my second wave of buying, holding positions in both HK and US markets. The CEO’s recent push for innovation gives me some real hope that Alibaba might finally kick off its second growth curve this year. I still like $TENCENT(00700)$ , but between the two, I’m more bullish on Alibaba, especially with its mix of e-commerce, cloud, and global expansion. Way ahead of $BIDU-SW(09888)$ in my view, hahaha. Just holding tight and waiting for that breakout moment!
$SMIC(00981)$ The US Department of Commerce tightens semiconductor export controls to China even further, and the market’s all about domestic alternatives now! Stocks like SMIC are catching a lot of attention from funds. Looking at the early market movements, it’s clear that a strong uptrend is coming. This is the kind of stock to hold tight to, big opportunities ahead!