$Quantumscape Corp.(QS)$ The top management just received a large amount of equity incentives on April 8th. Five top management received more than 4 million shares in total. The key is that no one sold them! This is usually a reward for achieving some technical or commercial milestone. The fact that the top management dared to take it and not sell it is a good sign, indicating that they are confident in the future development. Now we are waiting for the Q1 financial report to be released to see what surprises are hidden behind this wave of rewards!
$Strategy(MSTR)$ New gameplay, issued at the beginning of the year; par value $100 (later reduced to $80) per share, dividend rate 8%; when MSTR exceeds $1000, each STRK can be converted into 1/10 share of MSTR, that is, 10 shares can be converted into one share of MSTR; no expiration date.
$Alphabet(GOOGL)$ starting to become really attractive at 18.8x P/E (forward) & 11.8x EV/EBITDA (forward). If this continues, I will accumulate more over the coming days. Even if Search dies (in 5 years), the potential of GCP, DeepMind, YT, & Waymo in that same time frame makes up for it.Image
$SMIC(00981)$ ’s recent performance in the Hong Kong stock market has been impressive. Not only has it outperformed the A-shares, but it has also shown a smaller pullback, proving its strong market resilience. From an industry standpoint, SMIC is on par with $Taiwan Semiconductor Manufacturing(TSM)$ , but in terms of capital market position and strategic outlook, it’s competing at the same level as $NVIDIA(NVDA)$ . Just like Nvidia investors have seen massive returns, SMIC holds enormous long-term potential.
$NVIDIA Corp(NVDA)$ publishes its Q1 2025 report. The company is now the third-largest in the world, trailing only $Microsoft(MSFT)$ and $Apple(AAPL)$, after seeing its market cap rise by 200% over the last year alone. Will the brutal momentum continue?Image