To The Moon

$iQiyi Inc.(IQ)$ Although iQIYI is often referred to as the " $Netflix(NFLX)$ of China," its business model aligns more closely with $Walt Disney(DIS)$ . Recently, iQIYI announced the launch of its first-ever offline theme park in Yangzhou, Jiangsu, set to open within the year. This move strengthens its resemblance to Disney, whose business success is built on the power of IP development and monetization. By integrating cutting-edge digital technology with its film and TV IPs, iQIYI aims to deliver an immersive entertainment experience. From reinforcing its dual-engine strategy in long and short videos to expanding into offline entertainment, iQIYI is adapting to ma

$Unity Software Inc.(U)$ This stock was seriously undervalued before! With the rise of AI, especially with the boost from DeepSeek, the capital market has started to realize that AI doesn’t have the insurmountable moat it was once thought to have. What's even more impressive is that 70% of the top 1000 games worldwide are made using UNITY—now that’s truly remarkable! The fusion of AI and gaming is opening up vast new opportunities.

$TENCENT(00700)$ WeChat’s removal from the "Notorious Markets" list is a positive sign, showing Tencent's efforts in copyright protection are being recognized. Although being added to the U.S. Department of Defense's list of military-related companies may present challenges, it’s unlikely to have a lasting negative impact on Tencent. With its diversified business and strong innovation capabilities, Tencent is well-positioned to navigate these challenges. Bought in today, and it turned out to be a good move with some nice returns. Investors should stay cautiously optimistic and keep an eye on Tencent’s long-term performance.

i'm a risk-taker, mate. Go big or go home, right? If you're too scared, just stick to the banks, coward! $S&P 500(.SPX)$

During the holidays, I'll be holding onto cash. My target for the $S&P 500(.SPX)$ in 2024 is 5000.Considering the current market environment, especially the high valuations of tech stocks, there are still some uncertainties. Compared to 2000, the market today appears even more frenzied, with overall stock valuations surpassing those of that time.Then, there were many deeply undervalued value stocks in the market, whereas now, most of the passive holdings in the S&P 500 have reached 50%, reducing the capacity for price discovery. Additionally, it's challenging to find significantly cheap investments in traditional sectors, as highlighted in Buffett's recent annual report.Moreover, in 2000, there were some wildly sp

$SUPER MICRO COMPUTER INC(SMCI)$ What's my take on the stock offering? It seems like a clear distribution of shares at a high level. Once we break through the green box, we can only look for support around $814; $850 just won't hold.

The emergence of Sora presents a significant challenge for . Tesla's core value proposition lies in its autonomous driving technology, heavily reliant on AI and machine vision, which has earned Tesla the reputation of being an AI company. However, Sora, functioning as a real-world simulator, facilitates the implementation of AI for autonomous driving by more companies, potentially narrowing the technological gap with Tesla. With a bearish gap open due to a downgrade, my next support levels are at 160.92, though they're not highly refined. There won't be upside potential until the 172.38-174.53 zone is regained. TSLA has been the worst-performing stock in the S&P500 for 2024 so far.As for my confidence in Tesla, it depends on how the situation unfolds. If the s

$Tesla Motors(TSLA)$ I think Elon is not buying because he knows it will go even lower.

$特斯拉(TSLA)$ bear gap open on downgrade, 167.72 and 160.92 are my next levels though not super refind. No upside until 172.38-174.53 zone is recaptured

The emergence of Sora poses a major challenge for $Tesla Motors(TSLA)$ . Tesla's autonomous driving technology, which relies heavily on AI and machine vision, is at the core of its value proposition. This technology has also earned Tesla the reputation of being an AI company. However, Sora, as a real-world simulator, will enable more companies to implement AI for autonomous driving, potentially narrowing the technological gap with Tesla.