$Moderna, Inc.(MRNA)$ gains $548.53 with current price at $27.63 versus $26.52 cost basis. The mRNA technology pioneer maintains its competitive edge in vaccine development and pipeline innovation, showing promising long-term growth potential.

$HubSpot(HUBS)$ HubSpot’s Q1 performance really stood out，solid numbers, smart product strategy, and consistent upward momentum in strategic investments. You can feel the company’s moving with clarity and execution. If you're eyeing the CRM and marketing automation space, and looking for a SaaS name with real tech edge and financial strength, HubSpot’s definitely one to keep on your long-term radar. It’s not hype-driven，it’s substance all the way.

$XIAOMI-W(01810)$ In the field of AI, according to Xiaomi's disclosure, in April this year, the company announced the open-source launch of its first inference large model, Xiaomi MiMo. In terms of R&D expenditure, as disclosed by Xiaomi, the R&D expenditure in the first quarter increased by 30.1% to 6.7 billion yuan this year from 5.2 billion yuan in the same period last year, mainly due to the increase in R&D expenditure related to innovative businesses such as smart electric vehicles and AI.

$Tesla Motors(TSLA)$ The maturity and launch of autonomous driving technology and robotics are the excellent future of Tesla. Musk has long said that Tesla is not a car company, but a technology company. The future space for traditional automakers is limited, while the company's future is boundless. Therefore, when many people are pessimistic about Tesla, you just need to trust Musk and firmly buy or hold.

$XIAOMI-W(01810)$ If Xiaomi develops a mobile phone SOC based on the Loong architecture, there will be far fewer doubts. Currently, Loongson Zhongke lacks the capability to develop a mobile phone SOC based on the Loong architecture, but Xiaomi has this advantage, and the two sides should cooperate.

$Tesla Motors(TSLA)$ X Money has started testing, and Elon Musk confirmed the news in a post on X, writing, "Very small beta test first." Musk's early vision of integrating payment functions into X dates back to October 2022, when he acquired Twitter for $44 billion and stated, "We need to accelerate the creation of X, an everything app." Combined with the landing test of Austin's robotaxi in June, it won't be surprising if an "American WeChat" emerges later, coupled with XAI. This move not only competes with PayPal, Meta, and OpenAI, but also takes on Uber... It's a disruption that spans from integrated models to applications. This pie is extraordinarily ambitious—let's hope it's not too hot to handle.

$XIAOMI-W(01810)$ If Xiaomi develops a mobile phone SOC based on the Loong architecture, there will be much less doubt. At present, Loongson Zhongke is unable to develop a mobile phone SOC based on the Loong architecture, but Xiaomi has this advantage, and the two should cooperate.

$Tesla Motors(TSLA)$ Tesla and SpaceX CEO Elon Musk, the world's richest man, has announced that he is redirecting all his focus back to electric vehicles and Martian ventures. In a Saturday social media post, he revealed that he has returned to a 7x24 work schedule and will "sleep in conference rooms, server rooms, or factories." "I must focus entirely on X/xAI and Tesla, as well as next week's Starship launch, as we're rolling out critical technologies," he added. Musk's official return signals positive momentum for the accelerated development of Tesla, autonomous driving, and even artificial intelligence.

$Tesla Motors(TSLA)$ The dynamic PE is only around 20 times, but the valuation of \(Tesla (TSLA)\), which has a much lower unit price and much slower iteration, has actually reached 180! With the explosive sales， the listing in Hong Kong, the initial emergence of humanoid robots, the explosive sales of the major modification of M7, various positive factors have one after another.

$XIAOMI-W(01810)$ In recent years, Musk has indeed been delaying Tesla's automotive business, and he hasn't implemented many localized strategies for China, the most competitive market. The YU7 will be the ultimate challenge to Tesla's brand and emotional value. Leaving other aspects aside, compared with the updated Model Y, the YU7 is indeed much more aesthetically pleasing. The customer positioning for buying Xiaomi and Tesla is actually very similar. Cost-effectiveness has never been the core pursuit—just being passable is enough—while the emotional value brought by the brand is the core decision-making factor. As Musk has been making a mess of political matters in the past two years, when comparing Lei Jun, the gentl

$XIAOMI-W(01810)$ In fact, Xiaomi has invested 13.5 billion yuan over four years, and much of the progress came after OPPO disbanded its Zeku team (OPPO had previously invested 10 billion yuan without success), demonstrating Lei Jun's perseverance in this area. Currently, even though Google's products are manufactured by Samsung, they still can't match the level of Xiaomi's Xuanjie O1. From the setback of "Songguo" (Xiaomi's chip project) to the debut of "Xuanjie," Xiaomi has caught up to the first tier in just four years, finally filling its long-standing "chip shortage" gap. With a 13.5 billion yuan investment and a 2,500-person team, whether Xuanjie can achieve better power consumption performance, deliver differenti

$Tesla Motors(TSLA)$ Following the release of a dancing video, Tesla's robot has recently appeared in a video doing household chores. It is said that the robot has learned these skills by watching real - person videos. Obviously, the living scene is different from the industrial scene and the autonomous driving scene. It doesn't require the same level of precision, and in fact, skills can be acquired by learning from massive online videos.

$XIAOMI-W(01810)$ I once attended a class that talked about end-to-end thinking. What exactly is end-to-end? It means starting from the customer's needs when considering problems. To help everyone understand, the teacher gave an antonym: "brain-to-end," which refers to having a great idea and then seeking out customers who appreciate it. This approach often leads to failure in business. Although this seems like a simple concept, surprisingly, it represents a huge difference in thinking patterns and is also a very rare ability. Why is Xiaomi so strong in marketing? It's precisely because they excel in this aspect. The company's leaders understand people's needs and can cater to them.

$Tesla Motors(TSLA)$ historically in the U.S. stock market, there is a strong tendency for retail investors to buy into stocks after significant price increases—often near the peak of a bull market—and then get "trapped" when the market reverses. This pattern has repeated across many cycles due to a combination of psychological, structural, and behavioral factors.

$XIAOMI-W(01810)$ The Xiaomi Xuanjie O1 has been released. After checking out the industry's evaluations of this chip today, the overall feeling is that it has exceeded expectations. Although there might be some efforts to boost benchmark scores, for Xiaomi's first SoC chip developed over four years, this is definitely an unexpectedly outstanding performance.

$Tesla Motors(TSLA)$ I rarely post about Tesla because the public opinion environment is too harsh. It’s full of extreme views like "kowtowing to foreigners" or "winning at all costs." Most people still perceive Tesla as a "rudimentary interior" car, with comments filled with abusive language and one-sided perspectives accounting for as high as 99%. This makes investing difficult, as most people prefer instant news over improving their knowledge and self-understanding.

$XIAOMI-W(01810)$ What does Lei Jun's reappearance mean? Lei Jun started posting on Weibo again yesterday... Many people don't know what he's up to, and some Mi fans are even moved by his words. In fact, his intentions are not hard to guess—Xiaomi's YU7 model will be launched soon, and Lei Jun is likely to personally participate in its promotion, so he needs to start warming up in advance. With Lei Jun's influence, it won't be difficult for the XIAOMI YU7 to sell well.

$Tesla Motors(TSLA)$ Could humans discriminate against robots in the same way the United States once discriminated against Black people? Tesla recently brought in that catering company executive. Could it be that the future commercial evolution of Robotaxi/Optimus might involve food delivery services in addition to goods delivery? Would Robotaxi + Optimus solve the middle distribution route, with humans handling the final 500 meters? At least for now, it's very difficult for Optimus to deliver goods from the entrance of a residential community or office building to users' hands—this part still requires human labor. But in five years, maybe the "final 500 meters" won't need human intervention either, and Optimus will be a

$XIAOMI-W(01810)$ In recent years, Chinese tech enterprises have increasingly made their mark in overseas markets. Thanks to AI technology—especially significant advancements in loading AI onto hardware products—many manufacturing companies have proactively or passively adopted the labels "AI" and "smart." Whether to go all-in on AI and the degree of AI integration have become yardsticks for measuring a company's strategic acumen, brand value, and market competitiveness. As a consumer electronics and smart manufacturing enterprise focusing on smartphones, smart home devices, smart vehicles, and an IoT platform, Xiaomi has built a massive consumer-grade AIoT platform centered on smartphones. Its products are sold in over

$Tesla Motors(TSLA)$ When a company is still small in scale, choosing the right competitor is crucial. During their early startup days, both $NIO (NIO)$ and XPeng chose Tesla as their rival, while only $Li Auto (LI)$ targeted luxury brands like BMW, Benz, and Audi (BBA). After stabilizing in the extended-range market, Li Auto gradually launched rounds of offensives in the pure electric market, waiting until it grew stronger before challenging $Tesla (TSLA)$. In recent years, many industries have seen companies succeed by selecting overseas brands with slow iteration, large market space, and high p