$HubSpot(HUBS)$ reported Q1 revenue of $714M, up 15.7% YoY, with subscription revenue contributing over $698M，a strong signal of recurring growth. HubSpot continues to expand steadily in the CRM and marketing automation space, driven by product enhancements and a growing customer base. A solid SaaS player worth keeping on the radar.
$CG Oncology Inc.(CGON)$ just caught my eye big time! The BOND-003 trial looks super promising，this oncolytic virus targeting HR NMIBC could be a real game-changer. If the clinical results hold up, commercialization seems almost inevitable. Rare disease focus plus clear clinical direction? I’m already in, and this might be one of the best biotech plays this year!
$UnitedHealth(UNH)$ has seen little stock price movement in over three years, yet EPS, dividends, and buybacks have been steadily rising—making its valuation increasingly attractive. The unique closed-loop advantage of its Optum ecosystem (insurance + services + data) is hard to replicate, with industry-leading technology investment and profit margins. By 2025, healthcare services are expected to surpass insurance as the company’s primary growth driver. In the long run, UNH remains a fundamentally strong and highly predictable growth company—perhaps still undervalued by the market!
$HUA HONG SEMI(01347)$ surged over 22% today, and this rally is really exciting! The key drivers behind this stock price movement are their solid performance and the high expectations surrounding the semiconductor industry consolidation. By 2025, China’s semiconductor foundry industry is expected to enter a new phase, with revenue growth outpacing equipment depreciation, which will drive profit growth in the foundry sector and usher in a golden period of profit recovery. Additionally, with around 140,000 12-inch wafers of capacity not yet included in the company’s system, there are plenty of integration opportunities on the horizon. I’m optimistic about Hua Hong’s future—holding on and waiting for the profits to roll in!
$XPeng Inc.(XPEV)$ Maybe the company pumping the price to do more dilutions. They are losing $6 million dollars everyday. Sales were 20K last month and now sales were 4600 in the first 3 weeks of this month. Take profits if you can.
$XPeng Inc.(XPEV)$ Deliveries were 2800 cars the first 2 weeks of january,tomorrow will know numbers ffor 3rd week january. Too many problems in China affecting all chinesse stocks. Always sell for a profit if you are one of the lucky ones,don’t keep it overnight.
$Unity Software Inc.(U)$ Orders for new deliveries have been pushed out from Feb 2nd to the week of the 19th. Seems like they’re selling pretty well considering they aren’t currently advertising them on TV… So… I think… it could be a good sign.
$Unity Software Inc.(U)$ First off, I’m long so don’t go bashing me if you hold different opinions. I just want to bring up that software development for the Vision Pro has been ongoing. It’s not just starting now. It certainly can expand the number of users but to think that now is when it will start is not right.
$Intel(INTC)$ Come on Intel Hardware electrical engineers please do your job and create 3nm chips or even better!!. You know you can. Incorporate better GPU not 4090 level performance but at least 4060s for a start.. that WILL be a an incredible 10-30% stock increase. You guys know you can do it!!