To The Moon

$TRIP.COM-S(09961)$ 's moat is seriously deep, especially in the high-end hotel market. They’ve built a solid fortress there by taking stakes in top hotels, and honestly, they’re pretty much the king of this market. The revenue and profits from high-end hotels are insanely good for them, it’s like a goldmine. Meituan's been eyeing this space for a while, but honestly, it won’t be easy for them to break in. Ctrip has been in this game for so long, the entry barrier is just way too high.

$CTIHK(06055)$ stands as an industry leader with its exclusive franchise rights, creating a natural competitive moat. As the only overseas-listed platform of China National Tobacco Corporation (CNTC), it dominates the export business of tobacco leaves, duty-free cigarettes, and new tobacco products. Looking ahead, its growth potential is equally promising—accelerated overseas acquisitions, including the 2023 purchase of China Tobacco Brazil, and a deepening layout in the cigar business with plans to establish a factory in Cuba, unlocking high-margin potential. With a strong moat and continuous expansion, this is a company worth long-term confidence!

$Amazon.com(AMZN)$ Made a nice little profit on AMZN today! Honestly, this company just keeps getting better, especially with all the innovation in e-commerce, cloud computing, and AI. The way they’re diversifying their business really makes me feel confident about their growth potential. Hopefully, this is just the beginning—looking forward to even bigger opportunities ahead!