$Intel(INTC)$ When I first heard about Intel potentially being acquired, it sounded like a joke. But as the news gained traction, I realized this could be a game-changing shift for the industry. With Musk joining, Intel is poised for unprecedented innovation, particularly in autonomous driving and high-performance computing. If this truly happens, the semiconductor landscape will be redefined. I bet on this move, and it paid off big time!

$iShares Biotechnology ETF(IBB)$ Nice catch on this IBB rebound! Market sentiment for biotech is warming up, and innovative drugs remain full of potential. Thinking long-term and holding for the next leg up.

$Alibaba(BABA)$ 's firing on all cylinders! Instant commerce GMV spikes + AI model upgrades in Cainiao are boosting margins. With $5B+ buybacks this year, the market's waking up to its undervalued ecosystem play – this rebound has legs!

$C3.ai, Inc.(AI)$ jumped nearly 8% last night, marking its third day in a row of gains. The whole market was on fire， $S&P 500(.SPX)$ up over 2%, $Dow Jones(.DJI)$ up 1.2% and AI stocks like C3.ai moved fast. In this kind of market, it’s all about catching the momentum early. Feels like C3.ai, as a pure AI play, is finally getting picked back up by the market. For now, I’m holding tight and watching close，if it takes off, I’m not missing it.

$Taiwan Semiconductor Manufacturing(TSM)$ TSM is a beast and everyone needs to recognize it. $Intel(INTC)$ INTC is failing more & more each day. Samsung just lost out on their Google Pixel deal to TSMC. $Apple(AAPL)$ AAPL releasing iPhone 16 with built-in AI. TSM has phenomenal YoY revenue growth. TSMC is expanding worldwide and they’re already showing promising results from the Arizona plant. Don’t forget about those Germany and Japan factories. The demand is there— Jensen Huang says so. He loves his TSMC team. The quality of chips being produced in Taiwan cannot be beat by its competitors. The list goes on. Companies want the best q

$SPDR Gold Shares(GLD)$ I believe gold will rise significantly in the future due to the global economic slowdown and stagnating corporate profits, making gold $Gold - main 2506(GCmain)$ a key safe-haven asset. Central banks used to suppress gold prices, as it competes with fiat currencies. But with the U.S. dollar becoming harder to obtain, central banks are increasing their gold reserves and hoping for higher gold prices, as it serves as an important asset and collateral. This trend of rising gold prices is likely to continue.

$BEIGENE LTD SPON ADS EACH REPR 13 ORD SHS(ONC)$ BeiGene has delivered an impressive performance! With global revenue surging in 2024 and non-GAAP operating profit turning positive for the year, the company is proving its strong growth potential. As the global oncology market expands, BeiGene's robust R&D and market strategy position it well for future success.

$Alphabet(GOOGL)$ ’s the real steady player here! Even with all the AI hype, their search ads keep bringing in solid revenue, YouTube viewership keeps climbing, and cloud services are gradually gaining momentum. Big blue chips might pull back sometimes, but that’s when we can add more. Stay calm, guys—good companies are made for the long haul!

$DONGFENG GROUP(00489)$ Just added more shares! Not selling a single one below 8 yuan. Seres is about to hit the limit up, and with the restructuring closing in, I’m super bullish，ready for a big run!

$Apple(AAPL)$ tim cook cant read a stock chart. he initiated buybacks at the top instead of waiting for institutions to bring it to a more reasonable price. iphone 16 is not gonna be worth the upgrade.