$BAMA TEA(06980)$ Made a decent gain on Bama! With the "Year of the Horse" trend and consumer sector recovery, it's poised to hit new highs before 2026. Kicking myself for missing Contra688 though – free SGD$688 coupons just slipped away!
$Bilibili Inc.(BILI)$ This BILI rally is not only strong but steady. More than just a pump. Its user base is top-tier: 80% Gen Z, 105 mins daily usage, 58% interaction rate. High stickiness, strong ad monetization potential. Bullish long-term.
$Robinhood(HOOD)$ 's fintech moat deepening! Commission-free model working + crypto revival = Gen Z adoption booming. Controversial but transformative - holding for next leg up!
$NVIDIA(NVDA)$ hits another record high! Its H20 AI accelerator has been cleared for export to China, with shipments expected soon. The company also launched the RTX Pro, a GPU tailored for China and compliant with U.S. regulations. With this momentum, who can stop NVIDIA?
$Qifu Technology(QFIN)$ Had a quick look at Qifu Technology’s (360 DigiTech) Q1 report，solid as always. Non-GAAP net profit rose 60% YoY to RMB 1.93 billion, and profits are still climbing QoQ. Since last year, Qifu restarted its overseas expansion as part of its “1 body + 2 wings” strategy, this time targeting developed countries like the UK and Canada. Progress in the UK is especially fast, the licensing process is almost done, and their local head already started in Q1. These countries have high credit penetration and high interest rates (UK credit card APR cap is ~35%, Canada also sees rates above 30%), so there’s big potential. For a fintech "high-flyer" like Qifu, moving into developed markets makes total sense，could be the start of their ne
$GDS-SW(09698)$ GDS (Gongxin Data) is a hidden gem in the data center space, and it's definitely one to keep on your radar! As China’s largest third-party data center operator, it controls over 50 core data centers nationwide, and its business is rock solid. According to the Q4 2024 financial report, it saw a 9.1% year-over-year revenue growth, and it’s supporting 40% of the computing power needs for Alibaba Cloud and Tencent Cloud. Now, we’re waiting for the Q1 report on May 10th. If AI revenue makes up over 40%, then it’s time to jump in with both feet! This stock has serious growth potential and could really explode!
$Adobe(ADBE)$ John Warnock was once called a "madman" for creating the world's most complex software—but that very madness built Adobe into a creative empire! With relentless innovation and market leadership, Adobe’s growth story is far from over.
$Advanced Micro Devices(AMD)$ I managed to get a nice little profit with AMD today, feeling pretty good about it! AMD’s been gaining momentum, especially with its Ryzen and EPYC processors—now they’re really giving Intel a tough competition. Lately, their performance in gaming and data centers has been impressive, and with the stock’s fluctuations, I was able to make a move at the right time!