To The Moon

$SentinelOne, Inc(S)$ Investors should not be swayed solely by market sentiments around SentinelOne's earnings but instead focus on the underlying business growth for the following reasons... Modest Financial Improvements: The company showed slight improvements in key metrics like Gross Profit Margin (74.72%) and reduced Net Loss ($70.79 million) . These indicate progress in operational efficiency and cost management, which are critical for long-term sustainability. Unprofitability Persists: Despite improvements, SentinelOne remains unprofitable, with a Net Profit Margin of -31.39% and Negative EPS (-$0.22) . Sentiment-driven reactions might overlook the fact that profitability is still a work in progress. Focus on Growth Metrics: Investors sho

$MEITUAN-W(03690)$   The pullback in Alibaba's investment in its instant commerce business could potentially benefit Meituan by reducing competitive pressure, thereby allowing Meituan to consolidate its market share in the sector. Reduced Competition: Alibaba's decision to sharply shrink its investment in instant commerce suggests a strategic retreat from aggressive expansion in this segment. This could ease the competitive intensity in the market, where Meituan has been a dominant player. With fewer resources allocated by Alibaba, Meituan may face less pricing pressure and customer acquisition challenges. Market Consolidation: Meituan, already a leader in China's instant commerce (including food delivery and o

$BABA-W(09988)$ Total revenue increased by 15% year-over-year (YoY) , excluding Sun Art and Intime. China E-Commerce CMR grew by 10% , while Cloud Intelligence revenue surged 34% , driven by strong demand for AI and public cloud services. Alibaba’s Q2 results reflect steady growth in core businesses, with AI and Quick Commerce emerging as key drivers. While investments are weighing on short-term profitability, the company is positioning itself for long-term leadership in AI and cloud computing. Future Outlook: Cloud Growth - Demand for AI infrastructure remains robust, with supply constraints limiting server deployment. Quick Commerce - Further integration with Alibaba’s ecosystem (e.g., Taobao, Tmall) is expected to drive synergies and market s

$Alphabet(GOOGL)$ The launch of Alphabet's latest AI model, Gemini 3, has been a significant catalyst. The model's enhanced capabilities have definitely bolstered investor optimism about its company's growth prospects in both AI and cloud computing.

$XIAOMI-W(01810)$ The drop in Xiaomi's stock price despite strong Q3 2025 earnings can be attributed to several factors: 1. Market Sentiment and Sector-Wide Weakness The broader electric vehicle (EV) and technology sectors in Hong Kong have been under pressure, with EV stocks like XPeng, NIO, and Li Auto also experiencing declines. This suggests that Xiaomi's stock may have been dragged down by sector-wide bearish sentiment rather than company-specific issues. 2. Short-Term Profit-Taking Xiaomi's stock had previously rallied significantly, reaching a 52-week high of HKD 61.45. After such a run-up, investors might have taken profits, especially given the mixed outlook for the smartphone and EV segments. 3. Concerns Over Smartphone Margins Analyst

$BABA-W(09988)$ Alibaba shares surged approximately 10% today, after the company announced a significant increase in its investment in AI and cloud infrastructure beyond its original target, alongside the release of a new AI model. The company's CEO, Eddie Wu, cited rapid AI industry development and exceeding demand for AI infrastructure as reasons for the increased spending, which has positively impacted investor sentiment and supports a bullish outlook for Alibaba's AI and cloud computing businesses.  

$SoFi Technologies Inc.(SOFI)$ Stock surged nearly 270% over the past 12 months. Sofi's robust revenue growth, rising profits, and expanding ecosystem all drew a stampede of bulls back to its stock. Fed lower interest rates amplified these gains.

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$Sea Ltd(SE)$ Sea reports 418.3% surge in Q2 2025 earnings to US$414.2 million, on Shopee and Monee's performance. I'm holding SEA Limited stock since 2022 and going strong! [Cool]  [Miser]  

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