$FIT HON TENG(06088)$ is well positioned amid the national push for the “Star Computing” initiative, akin to Elon Musk’s Starlink but focusing on low-earth orbit communications. The core tech here is optical communication, which aligns perfectly with Hongtong’s main business. Their operations cover all the hot sectors right now. Holding patiently seems wise, time will reward, and losses are unlikely.

$CoreWeave, Inc.(CRWV)$ Scored some profit on CRWV as AI infra demand keeps booming! GPU cloud is surging, and the company’s expansion pace looks promising. Holding for more upside—hope we all ride the next wave together!

$Taiwan Semiconductor Manufacturing(TSM)$ I wonder when Amazon $Amazon.com(AMZN)$ will decide to drop $Intel(INTC)$ INTC and go with TSM. They will inevitably have delays with volume production and by the time 18A is up and running TSMC will already be in volume production of a superior chip

$Oklo Inc.(OKLO)$ 's intriguing - this micro-nuclear play isn't profitable yet, but its modular reactor tech is gaining buzz. Disruptive energy plays are all about long-term optionality. Starter position for policy catalysts.

$CSOP Hang Seng TECH Index Daily (-2x) Inverse Product(07552)$ In this US-China standoff, it feels like no one's really winning big, or losing badly. That’s why it’s been a great setup for short-term trades lately. I've been flipping frequently, pocketing a few thousand HKD per trade. Still holding a core short position though, long-term, I’m leaning bearish.

$SUPER MICRO COMPUTER INC(SMCI)$ It broke 1000 on pure hype alone. That's not happening again. There is no round 2. It's a good company, but it's not one for growth. Dell $Dell Technologies Inc.(DELL)$ and IBM $IBM(IBM)$ have a better chance at hitting 1000 before this does.

$Amazon.com(AMZN)$ AWS's AI revolution is just getting started — the future looks bright! So many believers have held strong with AMZN. Now, it's your turn to smash $300! Let's go!

$游戏驿站(GME)$ Always a good sign when other tickers get spammed on this board. Reeks of desperation. Don't they know moat people are now holding and DRS'ing. They are checking things like this way less than they used to. Most are zen, and know something big is about to come out. Lol they aren't selling to buy a random ticker real quick. They are screwed. Just a waiting game now. But keep on spamming! 

$NIO Inc.(NIO)$ 's battery swap wins with BaaS(lower cost) + 3-min swap(no anxiety). Dense stations bring scale advantage + smart energy income, boosting both experience & value.

$SUPER MICRO COMPUTER INC(SMCI)$ People don't seem to understand a 200 dollar price swing for smci isn't anything out of the ordinary...the stock split will be good and hopefully normalize things should be over 1000/100 by the end of the year. By the way smci next earnings will be massive...alot of sales got pushed back a quarter.

$Taiwan Semiconductor Manufacturing(TSM)$ This is extremely undervalued, don’t be fooled by the MM it is a long term investment, there’s no competitor out there even close to what TSMC is producing, especially how they are expanding globally. Don’t be left in the dust you will regret it.

$奈飞(NFLX)$ Not to be too 'bull' but Netflix just raised their prices, and still do not correctly license their content to other providers. I cancelled my Netflix this month.. but with Peacock and all the others, Disney, Amazon Prime, etc.. HBO Max. Im not missing Netflix yet. Im just realizing I barely looked at what the others have to offer.

$Rivian Automotive, Inc.(RIVN)$ honestly surprised me this time. Rolling out its in-house RAP1 AI chip and planning to replace Nvidia in the R2 SUV shows real confidence. Processing 5B pixels per second with 4x the computing power is a big step up. Caught the momentum and made a small profit — feels like Rivian isn’t just about EVs anymore, the AI and autonomy story is worth keeping an eye on.

$Broadcom(AVGO)$ The base inflation to month 08 actually went up from 0.2 to 0.3 and that's probably why it's faltering yesterday. There are some inflation clauses but that's how some of them are ignored. Maybe the Fed will make to remind everyone.

$ARM Holdings Ltd(ARM)$ As far as I know, ARM’s only competition is RISC-V and x86, RISC-V being the bigger threat since reduced instruction set architectures (ARM and RISC-V) are gradually displacing x86. Despite this, ARM is the frontrunner in the CPU architecture market, and I don’t think big tech companies would be investing heavily into ARM if they didn’t think ARM would play a big role in the future of computing.The stock looks very expensive however. IMO there is not enough data to conclude how much profit and growth they can achieve consistently to be able to properly value the business. Qualitatively, I like the business model. Quantitatively, I would need more tangible earnings to determine if they can provide a good ROIC.

$ProShares Ultra Bloomberg Natural Gas(BOIL)$ The odd time spent watching the market wasn’t in vain—the account number gave a little sweet treat!

$ServiceNow(NOW)$ crushed expectations in Q1, and even raised Q2 revenue guidance to $3.03–$3.035B, beating the $3.018B estimate. What’s more, they bumped up full-year subscription revenue guidance to $12.64–$12.68B. Honestly, this is one of those companies that doesn't hype，but when it delivers, it delivers strong. Solid numbers, clear outlook，I’m staying in, feels more and more like a long-term winner.

$TRACKER FUND(02800)$ represents the 50 most liquid companies in Hong Kong, with its top five holdings— $TENCENT(00700)$ $HSBC HOLDINGS(00005)$ $BABA-W(09988)$ $MEITUAN-W(03690)$ $AIA(01299)$ —showcasing a more internationalized portfolio, somewhat resembling the S&P 500 $S&P 500(.SPX)$ . Recently, major Hong Kong-listed companies have ramped up share buybacks and cancellations, driving a valuation recovery across the market. From a broader perspective, Tracker Fund not only refle

$ProShares UltraShort Bloomberg Crude Oil(SCO)$ Sure enough, it started to take off this week. I'm getting more and more impressed with my judgment.

$Coinbase Global, Inc.(COIN)$ The most recent position was built at $253. As long as it holds the midline of the Bollinger Bands on the daily chart, it's a profitable trade. Today, Coin may still be a centralized exchange, but I believe its future goes far beyond that. Coin is gradually transforming into an integrated platform connecting the open economy.