May Lwin

    • May LwinMay Lwin
      ·11-28
      Great article, would you like to share it?

      Lei Jun just did what every retail investor daydreams about: he bought the dip publicly, decisively, and with eight figures of conviction.

      @1aaa1a13
      Lei Jun just did what every retail investor daydreams about: he bought the dip publicly, decisively, and with eight figures of conviction.
      Lei Jun just did what every retail investor daydreams about: he bought the dip publicly, decisively, and with eight figures of conviction.
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    • May LwinMay Lwin
      ·11-28
      Great article, would you like to share it?
      @Stormytw
      $Tesla Motors(TSLA)$ Trades and trade very interesting time to trade tesla
      $Tesla Motors(TSLA)$ Trades and trade very interesting time to trade tesla
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    • May LwinMay Lwin
      ·11-28
      Great article, would you like to share it?

      Tencent’s Silent Reorientation: A Cash-Rich Giant the Market Still Insists on Misunderstanding

      @orsiri
      A company minting money at Ferrari speed while being priced as if it’s due for retirement. $Tencent Holding Ltd.(TCEHY)$ continues to present one of the most entertaining mismatches between perception and reality in global tech. The market clings to a narrative of a fatigued Chinese conglomerate, yet the numbers depict a company in full command of its cash engine and quietly reorienting itself toward higher-margin, lower-regulation business lines. This isn’t a repair job. It’s a deliberate strategic shift carried out by a business that was already functioning beautifully. A giant quietly reshaping itself beneath the market’s gaze Valuation, Cash Flow, and the Persistent Mispricing Problem The latest million-share buyback on 26 November adds anoth
      Tencent’s Silent Reorientation: A Cash-Rich Giant the Market Still Insists on Misunderstanding
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    • May LwinMay Lwin
      ·11-28
      Great article, would you like to share it?

      Zoom: A Mature Cash Machine Rediscovering Its Edge

      @orsiri
      From Pandemic Pin-Up to Profit Powerhouse Zoom just reported 196% earnings growth on 4.4% revenue growth—and the market barely blinked. Only in tech could a company multiply its profits almost threefold and still be treated like yesterday’s novelty item. But beneath the market’s aloof shrug lies one of the most dramatic and, dare I say, underrated corporate evolutions of the post-pandemic era. Reinvention begins quietly, then reshapes everything beneath the surface Rather than chasing its former hyper-growth identity, $Zoom(ZM)$ has reimagined itself as something more stable, more efficient, and frankly more investable. The top line may now grow at a leisurely 4.4%, yet the company has become a masterclass in translating incremental revenue into out
      Zoom: A Mature Cash Machine Rediscovering Its Edge
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