To The Moon

$XIAOMI-W(01810)$ ’s Q3 net profit surged, its auto business turned profitable, and investment banks are bullish collectively. I followed the trend to buy 01810 and made a small gain. Luckily, I caught the contra688 promotion—got the stock vouchers after my first trade with the cash boost account, which is great value. With AI large models landing and the "human-vehicle-home" ecosystem advancing, the long-term logic is solid, and I’ll keep holding and stay optimistic.

$Oklo Inc.(OKLO)$ This AI bull market is lifting nuclear energy too! OKLO's epic rally says it all. With the US pushing nuclear expansion and the future of fusion, I'm confident in my investment thesis and remain bullish.

$Baidu(BIDU)$ has all it takes, just waiting for revenue to turn positive. Once growth rebounds, the stock could take off rapidly.

$CHINA LIT(00772)$ Bought Yuewen at lows, confident in the rebound. Clear logic—AI boosts and content upgrades support long-term upside. Still optimistic.

$Circle Internet Corp.(CRCL)$ Modest gains with CRCL! While internet sector competition is fierce, leading players are showing their edge. Staying vigilant as markets can turn - slow and steady wins this race.

J $J&T EXPRESS-W(01519)$ Been climbing steadily since April, clearly, the buyback helped support the stock price. Now the key is whether it can break past HK$7. I’m holding on a bit longer to see where this goes.

$Qifu Technology(QFIN)$ ame in solid for Q1， revenue slightly beat, double-digit growth is back, and referral fees surged 83%, which is impressive. Profit beat guidance too, though Q2 outlook is a bit softer and recent quarters have seen flat QoQ profit. But what really stands out is the buyback，$450M authorized, $178M already used in H1. They’re on track to use it all this year, cutting 5-10% of share count annually. Valuation? Around 5–5.5x full-year non-GAAP earnings. That’s pretty cheap given how steady it is. Still the most institutionally held and liquid name in the fintech space. If the big brother QFIN holds the line, the rest of the sector gets a shot too.

$XIAOMI-W(01810)$ is showing a textbook breakout pattern，clean and convincing. You ignored it at 35, you might regret it at 100.

$MIXUE GROUP(02097)$ Firmly bullish on Mixue’s business model—this is not just a tea brand, but a supply chain powerhouse with a highly scalable, asset-light expansion strategy. With 45,000 stores and a cost-efficient, high-ROE approach, its long-term growth potential is undeniable. A market cap of 150 billion? Given its trajectory, that’s far from overvalued. Another solid win in my portfolio, and the future looks even brighter!

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The semiconductor sector is facing short-term pressure, with clear capital rotation. Staying firm on short positions! The trend is the best indicator—following the momentum is key. I'll wait for the full sentiment flush before considering a rebound entry.