$Lyft, Inc.(LYFT)$ Solid gains on LYFT! Slow but steady moves as travel demand recovers and cost cuts kick in. Keeping my position for now, waiting for earnings to deliver some surprises.

$SINGTEL(Z74.SI)$ Grab IPO indicates potential upside for Singtel. Fintec, business recovery, developing market recovery and 5G adoption makes this a good hold.

Summary Walt Disney's share price is miles away from its 52-week high, and I believe that there is greater room to fall. While Walt Disney is a great company, they have many challenges ahead of them, and it's not certain whether they can be overcome. I initiate coverage on Walt Disney using a simple 5-year EPS projection, and have arrived at a 'Hold' rating based on my estimated valuation. Walt Disney (NYSE:DIS) stock currently trades at about $133 (at the time of writing this article), which is a drop of over 30% from its 52-week high of $203.02. While many investors may be pouring in to buy the dip, I would be extremely cautious with such an investment, as I believe that the company has multiple hurdles to cross before such a valuation can be justified. In this article, I will be explain

$NVIDIA(NVDA)$ In the past few days, Nvidia’s QX CPO switch launched early for pre-orders, with pricing and device orders both exceeding expectations. The attention from senior officials in both China and the U.S. has also been beyond expectations. Technology is the pillar of the future—deeply committed to Nvidia!

$Airbnb, Inc.(ABNB)$  War (temporary and will end soon), high oil prices and the fear meter is at all-time high (confirmed by CNN Stock Fear & Greed index). Even saw that hedge fund manager Bill Ackman saying that WW3 has already started. Cmon, give me a break. This is when you get greedy and BUY way oversold, high quality growth stocks like Airbnb as the recovery back up will be sharp. Accumulating.

$Bilibili Inc.(BILI)$ 's fundamentals are solid with high user loyalty and a large youth base. While it can't compare to giants like NVIDIA, its profitability keeps improving—minor fluctuations don’t shake the long-term outlook.

$Oklo Inc.(OKLO)$ has had several recent highlights: fresh funding unlocked, regulatory progress, and fuel deals secured. Keep an eye on Auroro kickoff in Q3—COLA submission and partnership execution will be catalysts. Cash management matters.

$C3.ai, Inc.(AI)$ Bet on AI and win big! The sector’s profit growth is soaring, profits in the pocket. Happy with what I got, no greed here～

$HUTCHMED(00013)$ In my trading system, one rule stands out: you gotta know what kind of money you’re making! Is it from company growth? Value discovery? Or just pure speculation? Honestly, with the pharma rally going strong, many are disappointed in Hutchison. But for me, it’s a solid stock for day trading. Each gain might be small, but over time, it adds up，I’ve made tens of thousands steadily.