To The Moon

$Lyft, Inc.(LYFT)$ and Mobileye continue to push forward. I’ll cover this more below, but it certainly looks like autonomy will become a commodity and the ride-sharing networks will be in a good position long-term.And $Tesla Motors(TSLA)$ , which I have a short position in via Jan 2027 puts, continues to fall behind in autonomy, despite what Elon Musk says. Not only is Tesla still not a “known AV operator” in Austin, where it says it’s launching a robotaxi service in 4 months, but there was an FSD accident that’s worth our attention.A Cybertruck owner on FSD 13.2.4 posted earlier this week that his truck crashed into a light post while FSD was active. You can see from the image below that this was no ordi

$WeRide Inc.(WRD)$ Jumped in and jumped right out. Highly volatile and risky.

$Wilmar Intl(F34.SI)$ Wilmar is my largest stock holding. As a Fortune 500 company and a global leader in agricultural products, Wilmar has a significant presence in China and India, where it plays a key role in feeding large populations. The relatively slow pace of technological change in the agricultural sector suggests that Wilmar's business model is unlikely to become obsolete in the future. While profit margins, particularly in China, have been under pressure in recent years due to macroeconomic headwinds, there are signs of gradual improvement.

🌟🌟🌟DeepSeek has ignited a seismic shift with Chinese technology companies at the forefront of this AI revolution. DeepSeek which was a relatively unknown company just a few months ago, has emerged as a formidable challenger to established AI giants, marking what many are calling China's ChatGPT moment. Is KWEB $KraneShares CSI China Internet ETF(KWEB)$ a Good Buy Now with a DeepSeek driven rerating? KWEB tracks the CSI Overseas China Internet Index, which consists of China based companies whose primary businesses are focused on Internet and Internet related Technology. KWEB includes publicly traded securities in either Hong Kong Stock Exchange, Nasdaq or New York Stock Exchange. The Top