$TRIP.COM-S(09961)$ The recovery in the tourism industry is now truly real, no fluff involved. If last year still had some regional marketing elements, this year it’s all about the solid data recovery. Ctrip’s performance today is strong, holding a dominant position in the bull market. It has returned as a leading indicator, and if it can maintain the key bull level above 444, it will be a positive signal for the Hong Kong stock market.
$DONGFENG GROUP(00489)$ ’s stock continues to hit new highs, with technical indicators signaling strong momentum ahead. The key question now is whether the fundamentals will catch up. As the automotive industry accelerates toward intelligence and electrification, Dongfeng Group stands to benefit. More importantly, there are growing signs of a potential partnership with $Xiaomi Corp.(XIACY)$ —if confirmed, this could open up new growth opportunities. With the trend in our favor, it's time to increase positions and wait for fundamental validation to ride the next wave of gains.
$Advanced Micro Devices(AMD)$ is gearing up for a major showcase at the CES 2025 tech conference in Las Vegas, where it is expected to unveil its next-generation GPU. Historically, AMD shares tend to rally during the week of its major product launches, and the company has built a strong track record of receiving multiple analyst upgrades post-launch. If you're bullish on future tech developments, AMD is definitely an investment to watch.
$NIO Inc.(NIO)$By its collaboration with strategic investor CYVN Holdings, Nio is able to enhance its presence in the Middle East and North Africa and even establish an R&D center in Abu Dhabi. This strategy will help the company to mitigate the export tariff impact for Chinese goods.
$Marathon Digital Holdings Inc(MARA)$For all the paranoid delusions screaming about conspiracies and manipulation : ASML tanked hard because of their poor guidance report, that caused nvda to dip and the spy market to pull back a lot and bitcoin followed and so on. People fear sold and now will have to buy back in at a high cost basis probably or we will be sideways while bitcoin retakes 68k which it will. Relax.
$Trump Media & Technology(DJT)$The stock has certainly made some impressive moves in the last couple of weeks, showing solid gains. However, let's not forget it's still down about 50% since its debut as DJT six months ago. So, for those who held back from buying back then, you can pat yourselves on the back for avoiding that initial drop. Of course, the question now is where it goes from here. Momentum is picking up, but there's still ground to cover to regain those losses.
$Micron Technology(MU)$MU (or memory) was mentioned as extreamly important in AMD new chips as even more memory is needed in AMD chips. This was part of AMD Conference Event. This could have been some of the reason for the $4 gain. Oh, maybe the new logo too. ha!
$Tesla Motors(TSLA)$Looking forward to earnings, consensus EPS is $.57, $.09 less than Q323 which also missed by $.06. That trend alone should be enough for someone honestly looking at the financials to bail. Regardless of the next day carnival barking, if $.57 is missed later this month, lookout below…far below
$Apple(AAPL)$Apple will most likely meet or beat expectations this quarter, so $240 should be a good base price target. That's just my opinion and not a prediction. Services should be good for boosting Apple's revenue and profits thanks to Apple's huge user base. The longer Apple products last, the larger the user base will grow. No worries here.
$Li Auto(LI)$Li Auto faces a challenging environment characterized by high production costs, intense competition, and fluctuating demand for electric vehicles. While its recent financial performance has been disappointing, the company's efforts to stabilize costs and improve margins in the coming quarters offer a glimmer of hope for a turnaround.From a technical standpoint, the stock remains under pressure but could find support at lower levels, providing an attractive entry point for value-oriented investors. However, caution is advised, as a sustained recovery will depend on several factors, including broader market conditions, competitive positioning, and the successful execution of the company's strategic initiatives.I
$Micron Technology(MU)$I can see maybe 150 in a year but not 200. That’s a tall order. Micron seems to grenade after every earnings call. Over time (long time) it goes up, but it doesn’t seem to trade logically. Right now it’s struggling to get back above the 200dma. Once it clears it and holds it, it will take the next leg up. I think we were all hopeful when it shot up to 150s in June, but look g back, that was probably more painful for us longs, it wasn’t helpful to get our hopes up; and in the end, it cratered well below the last highs of 120s back in April. I’m confident it has the ability to get back to 150s, but it will be a slow path up there.
$SUPER MICRO COMPUTER INC(SMCI)$i dont think Fijitsu CEO and attorneys would have allowed a partneship/deal tobe stuck/signed if anyting was wwrong withe company...im sure thye have inside knowledge ofthe situation....also, SMCI wuld be on the plate for a HUGE lawsuit/mega $ with them alone,if not on the deal not on the level....I believe the company and its product are solid,manufacturing solid....CEO is or should be removed, gone immediately....no matter what the outcome.
$Direxion Daily FTSE China Bear 3X Shares(YANG)$YANG time is coming .......again. Just wait for this rally to flame out like a typical China stock. After all, you can be sure a LOT of junk stocks are contributing to the crazy rally. China stimulus will fail to save their markets and overall economy. YANG will be a big winner.
$Marathon Digital Holdings Inc(MARA)$I am long on Mara and CLSK.If one reviews a graph of global liquidity super-imposed over a graph of the bitcoin price, it is quite amazing and sobering to see the correlation. In fact, the Bitcoin price correlates with global liquidity more than any other asset - over 83% of the time and there is a short time lag.Global liquidity has steeply ticked up, so we know the direction of the BTC price.Shorting shares in a company which will go up exponentially as the price of bitcoin goes up - just as global liquidity is moving up dramatically, and just before October which is the best performing month for bitcoin - would not make sense to anyone in this space.Shorts know this price action is
$CrowdStrike Holdings, Inc.(CRWD)$ Well over $400 by years end. (Probably closer to $500)The reduced guidance was politics. Giving the impression to their customers that the problem impacted them too so they too felt the pain!They’ll smash the reduced guidance at next earnings call.
$Intuitive Machines(LUNR)$$Newpark Resources(NR)$ next week this is above $10. $AST SpaceMobile, Inc.(ASTS)$ did the same thing when news came out. They went from $2.40 up to $5.30 and back down to $4. 3 days later up to $9 and then after two months up to $30. I think we do a similar move here once IM2 lands in a few months. Holding long.
$PDD Holdings Inc(PDD)$this needs to not drop to 92$ this week and start the trend up… agreed? Goes up to 98 and then drops then up again and drops…. Needs to break a 100 desperatelyThis stock has been amazing in the past and i hope it will prosper in the future!
$Coinbase Global, Inc.(COIN)$it’s all about picking the one winner in a new era. There will be people who don’t understand something that’s new, they’ll say it’s over valued, to sell, and that you’re late. Coinbase global is the $Apple(AAPL)$ and $Amazon.com(AMZN)$ of 20 years ago. The party is just getting started.
$Palantir Technologies Inc.(PLTR)$'S AI is controlling it own sp. Realized earnings are real-time adjusted according to real time market conditions and the sp is a reflection on the overall current valuation. Sp manipulation is probably in our favour here preventing sp over valuation and we benefit from the sp stability.