$DONGFENG GROUP(00489)$ Just picked up a small position in Dongfeng，kind of a way to calm the restless itch inside. Not betting the farm, just catching a bit of rhythm with a light spec play. Funny how sometimes it's exactly in moments like this that undervalued gems show up. Dongfeng, being a central SOE in autos, has solid fundamentals beneath the surface. Wouldn't be surprised if it's next in line when the sector rotation hits. Investing isn’t always about numbers and logic. Sometimes it’s about flow, timing, and trusting that little gut feeling.
$CARSGEN-B(02171)$ is accelerating forward in the CAR-T field with a dual strategy of "technological breakthroughs + commercial innovation." As Saikaize expands its sales network and CT041 makes strides in solid tumor treatment, the company, backed by RMB 1.479 billion in cash reserves, is proving its strong market position. With the CAR-T industry entering a crucial second phase, every step forward by CARsgen paves the way for Chinese biotech firms on the global stage. In the long run, its cutting-edge technology and growing commercialization capacity suggest significant future growth potential!
$Direxion Daily S&P Biotech Bear 3x Shares(LABD)$ Continuing to short, this wave of profits is really sweet. Bought using my CBA account, with zero initial investment and high returns. Thanks to the platform for providing such a great experience, I highly recommend it to my friends!
$CHINA LIT(00772)$ It turns out the buyback is driving the surge—no wonder the stock is climbing! 🎉 Dreamland Island, under Yuewen Group, not only launched independent operations but also secured over $10 million in new financing. As a standout in AI companion products, it has garnered nearly 5 million users, 80% of whom are young women. With impressive user engagement, its revenue already covers costs. Generative AI is shining in gaming, and Dreamland Island’s success adds solid confidence to the future of AI products!
$Apple(AAPL)$Even with a minority of people interested in AI, Apple will sell about 228-230M iPhones this year, like they did last year. With an install base of 1.45B iPhone users, roughly 300M users with iPhones 4+ years old, and taking about 30-32M Android switchers each year plus brand new, “never owned a smartphone” users, it’s very possible even without AI features, Apple will continue to sell at least 225-235M iPhones annually. Worldwide economies, even in China to some extent, are recovering from post pandemic economic turbulence, and that’s about 58% of revenue for Apple, so plenty of people doing well economically who are Apple users. If iOS 18, Apple Intelligence, and the upgraded iPhone 16 and 17 hardware reso
$Apple(AAPL)$It's better to have one good product than none at all. Whatever is holding Apple's share price up is fine with me. Some funds must think it's worth the value even if you don't. Individual "expert" opinions don't matter for Apple to hold its value.With drop in intrest rate comes more spending on retail, and AI is growing at huge rates. The new phone is going to make a big bang next week. We are going up this next quarter.
$NVIDIA Corp(NVDA)$Great buying opportunity possible this goes up to $250 before 2025?Don’t know about $250; especially with the uncertainty of a recession; however, we will know more by the end of the month. $200 maybe, but not $250 before 2025 or a near term drop...I also think we can hit the nineties again over the next month. It’ll only take a scare…. That whole recession thing… So, it could go up. It could go down!!!! lol! None of us have a crystal ball. Money might even run to Gold for a bit… to hide and keep value before the market has very clear direction.Nonetheless, $250/$300 for sure over the next three years (ish).$1k over the next five to ten for sure though.
$Tesla Motors(TSLA)$It is far too low of a P/E to apply to a company growing earnings at that rate, and with the potential to dominate many markets over the next decade. It also does not account for the high probability that in the 2025/2026 timeframe the company is likely to be able to produce about 1 million more vehicles per year, or greater, nor that they may be selling insurance and subscription services to a reasonable amount of their total annual vehicle sales (FSD is $99 a month). It also does not take into account the robotics, AI, battery/charging, and solar businesses that warrant higher valuations. That is why I applied a 65x forward P/E to 2025 earnings on the core business, and gave a $80 premium for curren
$Axon Enterprise, Inc.(AXON)$Axon hopes it will cut time spent by police officers on completing reports in half. If that becomes reality, it will become a force multiplier for agencies struggling with recruiting. International agencies send representatives to trade conferences for law enforcement executives, so it may not take long to roll out when Axon is ready. As long as the stock performs the way it has, we’re all winners.
$Lockheed Martin(LMT)$I'm telling ya folks, LMT is likely 30% undervalued. It is a well run company that is absolute expert in military and space systems, and is well poised to leverage technology growth into defense and aerospace systems. If you are the government, who you going to trust to create the next generation of defense capabilities? The choice is clear.