$CoreWeave, Inc.(CRWV)$ Solid gains on CRWV! Their custom GPU clusters for heavy AI workloads are a true moat—tough to replicate. Bullish on the future of AI and nuclear power. And the contra688 offer was the perfect bonus for this trade. The rookie perks are unreal!
$MP Materials Corp.(MP)$ is the anchor of the U.S. rare earth sector. As the only large-scale domestic producer, it's deeply tied to America's supply chain strategy with strong gov backing. For investors seeking both growth and stability, MP remains a core holding. Bullish!
$ProShares Ultra Financials(UYG)$ edged up steadily today, reaching $98.41 from my entry at $94.88—a 3.7% gain and a tidy $381.02 profit! As a 2x leveraged play on the financial sector, it's closely tied to interest rate trends. With the Fed nearing the end of its rate-hike cycle and banking sector earnings outlook improving, this ETF is getting the boost it needs. Looking forward to more upside ahead!
$RTX Corp(RTX)$ is on the move! With tensions flaring up again in the Middle East, particularly in Israel, defense stocks are usually the first to react. Sure, oil prices may spike, but I think Raytheon,the “military-industrial beast” offers better value. If geopolitical conflict escalates, a run to $180+ could happen in no time!
$MIXUE GROUP(02097)$ I went to Malaysia and Bangkok last week and saw that there were so many Mixue stores. The queues were all the way to the door! I was a little excited at the time. Isn't this the Mixue Group that I hold heavily? I didn't expect that it would go overseas so fast. It opened stores right under my nose. With a steady pace of going overseas and strong brand recognition, this "cost-effectiveness + IP" strategy is also popular overseas. More importantly, $HSI(HSI)$ is now subject to review and adjustment. There is a high probability that a large-scale and representative consumer stock like Mixue will be included in the index, and it will not be a dream to enter the Hong Kong Stock Connect in
$SPDR Gold Shares(GLD)$ The US dollar has lost its moat and will likely continue to depreciate by 20% in the future. Now it is not that gold follows the dollar, but that gold predicts the trend of the dollar. We have officially entered a new era: gold prices the dollar, not the dollar prices gold!
$Sirius XM(SIRI)$ This stock boasts a high RoTA (Return on Tangible Assets), with a pragmatic management team that avoids overpromising. Cash flow is primarily allocated to buybacks and dividends, with payout ratios aligning closely with short-term debt. As a “cigar butt” stock with a downside cushion, the risk of loss is low—the real test lies in patience. Sometimes, investing is just about enduring the wait to reap the value.
$Daqo New(DQ)$ Recently, my wallet has been a bit tight, so I bought a little using my CBA account, and the returns have been quite impressive. Very satisfying!