$Tesla Motors(TSLA)$ Elon Musk and his xAI team have built the world's largest and most powerful AI training supercomputer. It’s an epic arms race. Put simply: Want Musk and his genius team working for you? Then holding a share of $TSLA might just make your day.

$VanEck Semiconductor ETF(SMH)$ ETF delivers $447.35 gains at $271.50 (vs $262.73 entry)! Semiconductor sector rallies on AI boom and demand recovery. This ETF smartly captures the chip industry renaissance.

$SANHUA(02050)$ Capitalizing on its HVAC component supremacy, Sanhua is aggressively diversifying into NEV and robotics sectors, demonstrating impressive technological scalability that appeals to value-oriented investors.

$Keppel(BN4.SI)$ 's transformation slaying! Data centers + renewables = legacy conglomerate reinvented. Singapore state-backed stability = patient capital's dream!

$ProShares UltraPro Dow30(UDOW)$ Trump is paying the price for his earlier “stubborn” policies. After the hundred-day plan, trade talks stalled, Russia-Ukraine negotiations faced setbacks, and US debt pressure remains high. Today, the US International Trade Court demanded the removal of tariffs imposed under an alleged misuse of the International Emergency Economic Powers Act (IEEPA). For the market, the key question is whether this passive easing is real or not. The court halting tariffs can be seen as a phased, indirect easing. If this decision holds, asset performance may shift toward “lower taxes↑, lower tariffs↓.” US debt pressure will increase due to declining tariff revenue, but this is positive for the dollar and US stocks.

$Apple(AAPL)$ Apple is the only 3 trillion company now in market cap. Microsoft trading below 50 and 200 day moving averages. This is terrible news. Apple and Microsoft trade together for the last 10 years. Apple automatically down on earnings report.

$SMIC(00981)$ Nice little gain on SMIC! Capitalizing on chip boom & homegrown substitution. Q3 capacity hit 95.8% — production lines are packed! Snagged the Contra688 cash vouchers too, free money feels good. Staying long for the next lift-off!

$United States Natural Gas Fund LP(UNG)$ I made some money again. My luck is so good. It happens to be the May Day holiday, so I can travel in business class.

$HUA HONG SEMI(01347)$ In the mid to long run, Hua Hong basically moves in lockstep with HK Semiconductor. Their gains since the start of the year are almost the same. If HK Semi takes off, Hua Hong’s gonna follow for sure. I’m holding tight and just waiting for it to ride the wave and bring in the profits!

$Zai Lab Ltd(ZLAB)$ delivers an impressive performance! With a 50% YoY revenue growth in 2024 and a remarkable 66% surge in Q4, the momentum of this innovative biopharma company is undeniable. Looking ahead, the company projects $5.6-$5.9 billion in revenue for 2025—strong growth ahead!

$Qifu Technology(QFIN)$ Recently, I made some gains, and QFIN really delivered! The company announced a new stock buyback program, planning to repurchase up to $450 million worth of shares over the next year, which adds more support to the stock price. Plus, their advancements in AI technology are remarkable, with a related paper being accepted by ICASSP 2025, showcasing their strong tech capabilities. The profits this time aren't huge, but I'm optimistic about the company's future! Big thanks to CBA as well!

Being someone who is adjacent to the health + wellness field I'm watching the insatiable (pun intended) hunger for weight loss drugs. As they are developing GLP-1 style drugs, even though there's no long term research yet, so who knows, there's a big band wagon to hop on to.And I have individual stock holdings in $Viking Therapeutics, Inc.(VKTX)$ Wait for Heading to $100! Is there anyone who hasn't joined?