$CATL(03750)$ Solid gains, and staying bullish! For retail investors, solid-state batteries aren‘t just a short-term play — it’s a 5-10 year megatrend, like lithium batteries a decade ago or solar 5 years back. We might be right on the verge. Nuclear is the future too, but the battery revolution is closer! P.S. The contra688 promo was a sweet deal — free trading boost really kicks off the journey!
$Bilibili Inc.(BILI)$ 's "Gaming + AI + Global Expansion" strategy is impressive! Its AI implementation is top-tier with several products in testing. Coupled with its video出海 plan, the growth story is solid. Bullish in the future!
$Apple(AAPL)$ 's real moat isn't just products, but the ecosystem, in-house chips, iOS efficiency, and small innovations that are hard to copy. Can iPhone17 again outpace the competition?
$NIO Inc.(NIO)$ Nice move! NIO’s potential shines as expected. Bullish on the EV sector long-term—holding for bigger gains. Wishing everyone profitable trades! Stay sharp, opportunities favor the prepared. Let’s ride the wave together!
$Bilibili Inc.(BILI)$ showed modest gains today. The current price of $22.04 reflects a slight increase from my cost basis of $21.30, resulting in an unrealized profit of $469.19. As a leading platform for SMB financial automation, the company demonstrates steady performance amid economic recovery, warranting continued observation.
$NTES-S(09999)$ The mobile game Ni Shui Han has generated revenue of over $120 million in the first week in Europe and the United States, and the AI NPC dialogue duration is three times the industry average! The proportion of game revenue from overseas sales has risen to 35%, and the dividends of global IP monetization are here. There are many opportunities, so hurry up and get on board!
$T-Rex 2X Inverse NVIDIA Daily Target ETF(NVDQ)$ NVIDIA $NVIDIA(NVDA)$ CEO Jensen Huang stated that the company is reassessing its strategy in China after U.S. export restrictions on Hopper-based H20 chips. NVIDIA won’t release new Hopper chips going forward. In the near term, its data center revenue is expected to decline by 8%-9%. But this isn't just a headwind，it could be a catalyst for China's domestic semiconductor industry. Rising trade tensions are accelerating the push for self-sufficiency in AI computing infrastructure.
$Quantumscape Corp.(QS)$ The top management just received a large amount of equity incentives on April 8th. Five top management received more than 4 million shares in total. The key is that no one sold them! This is usually a reward for achieving some technical or commercial milestone. The fact that the top management dared to take it and not sell it is a good sign, indicating that they are confident in the future development. Now we are waiting for the Q1 financial report to be released to see what surprises are hidden behind this wave of rewards!
$Strategy(MSTR)$ New gameplay, issued at the beginning of the year; par value $100 (later reduced to $80) per share, dividend rate 8%; when MSTR exceeds $1000, each STRK can be converted into 1/10 share of MSTR, that is, 10 shares can be converted into one share of MSTR; no expiration date.
$Alphabet(GOOGL)$ starting to become really attractive at 18.8x P/E (forward) & 11.8x EV/EBITDA (forward). If this continues, I will accumulate more over the coming days. Even if Search dies (in 5 years), the potential of GCP, DeepMind, YT, & Waymo in that same time frame makes up for it.Image