$SMIC(00981)$ got a boost from accelerating domestic substitution and strong demand for mature nodes—booked a small gain. My first trade qualified for Contra 688, and the SGD688 voucher landed instantly. With steady capacity expansion, the long-term thesis is clearer than ever—I remain bullish.
$CRITICAL METALS CORPORATION(CRML)$ $500B market cap for CRML? Absolutely solid thesis. The key shift this year: projects moved from "testing" to "on-ground execution". With a robust cash position, they're fully armed. I'm staying bullish and waiting for the value to unfold!
$Alphabet(GOOG)$ 's model is now top-tier, with strong hardware/software chops. They're monetizing compute power, and the browser is a key LLM gateway. Legal wins add to the bullish vibe.
$Microsoft(MSFT)$ ’s FY2025 Q4 earnings beat expectations, driven by booming AI cloud. Shares jumped nearly 8% after hours, pushing its market cap past $4 trillion. A true tech titan and long-term investment favorite.
$Palantir Technologies Inc.(PLTR)$ rockets up! The king of big data & AI is BACK! All that holding through volatility finally pays off - this breakout is everything! Just the beginning, staying aboard for the real surge!
$CHINA LIT(00772)$ The partnership between $KUAISHOU-W(01024)$ and China Literature is a major win-win. With Kuaishou’s Keling AI, tons of short stories and web dramas from China Literature can be turned into viral short videos. More content, stronger user engagement, and new monetization opportunities, ads, e-commerce, you name it. Kuaishou is clearly heading in the right direction with its AI-powered content strategy!
$GDS Holdings Ltd(GDS)$ Trend is trend，no point doubting the AI infra boom.As AI shifts from training to inference, data center demand is only heating up. GDS keeps climbing even with just so-so earnings. Why? Wall Street gets this sector. Sometimes, it’s that simple，ride the wave, don’t fight it.
$SoundHound AI Inc(SOUN)$ It is indeed interesting that SoundHound AI will be on the $NVIDIA(NVDA)$ GTC conference in 2025. This shows that its technology in the field of voice AI has been highly recognized by industry leaders. Nvidia's GTC is not an ordinary stage, it is a weather vane of AI technology trends, and being selected itself represents a certain degree of "strength certification".
$DONGFENG GROUP(00489)$ has successfully achieved independent production of IGBT modules through Zhixin Semiconductor, expanding its supply network and strengthening the security of China's NEV supply chain. Meanwhile, the Dongfeng Mach hybrid engine leads the industry with a record-breaking 47.06% thermal efficiency, reaffirming China's dominance in hybrid powertrain innovation. With technological breakthroughs and a self-sufficient supply chain, Dongfeng's rise is undeniable—making it a compelling long-term investment opportunity!