AI is smashing down from the model layer all the way to hardware and cloud, $Celestica(CLS.US), $Digitalocean(DOCN.US), $Workday(WDAY.US), $FS.COM(03355.HK). This series covers server OEM, cloud, enterprise software, and networking equipment. Everyone is sharing the pie of computing power.
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As long as Bitcoin is still on the table, anything related to crypto won't lack attention—mining's $Cipher Digital(CIFR.US), exchanges' $Bullish(BLSH.US), public chains' $Tron(TRON.US), and those riding on digital assets like $Trident Digital Tech(TDTH.US), the volatility is so high it makes people both love and fear it🙈
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The story of innovative drugs going global has been passed on by different players this year, with $INNOCARE(09969.HK), $JUNSHI BIO(01877.HK), $HAIXI PHARMA(02637.HK), and $LONGBIO-B(01779.HK) emerging together. The sector's popularity keeps coming back every now and then.
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There are still many people traveling, $Delta Air Lines(DAL.US) and $American Airlines(AAL.US) have stable passenger traffic; on the defense side, $Northrop Grumman(NOC.US) is supported by orders, and both things that fly in the sky and those used for warfare are popular.
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iQIYI fell 0.7% today, with no volume support, it's that kind of weak decline 😔. The domestic streaming competition landscape is getting increasingly crowded, the cost of premium content keeps rising, but the ceiling for paying users is becoming clearer. The funding stance of the Baidu ecosystem is one of the core variables in the current valuation, and management dynamics are more worth watching than the financial report numbers 😪.
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Intuitive Machines rose 0.89%, with its lunar exploration commercial contracts being the core support. Stock price fluctuated significantly around mission events, currently maintaining a moderate uptrend; Firefly Aerospace rose 2.8%, driven by increased demand for commercial rocket launch services leading to valuation recovery, with multiple contract progress announcements recently 🚀
Both small space companies lack explosive catalysts. Their performance aligns with the overall market perception of the space sector as "bullish in the long term but highly volatile in the short term," making them suitable for long-term positioning rather than short-term speculation.
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The current share price of Great Wall Motor's H-shares is around HK$5, corresponding to a relatively high A/H premium rate. The discount on Hong Kong stocks provides a relative safety margin for long-term holders; the overseas export growth rates of the Wey, Haval, and Tank brands are key variables to track closely in 2026. 🚗
As a premium pure-electric brand under Dongfeng, Voyah's pricing strategy focuses on the segment above 300,000 yuan. Its brand recognition is improving in an environment of rapidly increasing new energy penetration. The common pressure for both comes from Tesla's price competition and BYD's cost pressure—if the macro consumption environment weakens further, the sales elasticity of premium EVs will be significantly lower than that of the mass-market price segment.
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Silicon Core is still suspended from trading, while Tencent Music is like a frog being boiled in warm water, rising a little bit. It's a bit of a chicken rib—not much value but hard to let go. China Hongqiao closed in the red again today. These cyclical stocks really test your mentality; it feels like a minor pullback. But I'm holding on stubbornly, because if I sell, who knows when I'll catch the next opportunity.
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$Direxion Daily AMD Bull 2X Shares(AMUU.US) $Direxion Daily Meta Bull 2x Shares(METU.US) $Defiance Daily Target 2X Long HIMS ETF(HIMZ.US) $Leverage Shares 2X Long TSLA Daily ETF(TSLG.US) $Leverage Shares 2X Long CRCL Daily ETF(CRCG.US)
After the ceasefire, tech sentiment has rebounded. The logic of Meta's ad AI monetization acceleration supports METU. Tesla faces continued drag from negative sentiment around Musk's potential government role, but the valuation already reflects a lot of bad news. AMD continues to challenge NVIDIA's share in the AI training chip competition. Recent regulatory policies on prescription weight-loss drugs are the core variable for HIMS. CRCG is a beneficiary of the AI cloud narrative following CoreWeave's listing.
The daily reset mechanism of leveraged single-stock ETFs leads to time decay, making them suitable only as short-term tools when there is a clear directional view. They should not be held overnight for more than a week. ⚡
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$Fastly(FSLY.US) Today's move was really exciting. I thought the adjustment in cloud services was almost over, but then it gave me a big pullback😂
$IBM(IBM.US) Its volatility is always low, steady like an old-age stock, really just making retirement money;
$Trade Desk(TTD.US) Such a tiny gain has little presence. The advertising industry probably still won't see a major rally this year.
However, $Tradr 2X Long APP Daily ETF(APPX.US) this kind of 2x ETF is extremely aggressive. Short-term traders see it and get tempted, but just don't dare to chase, afraid their assets will go back to square one overnight.
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ZhongAn Online has fallen again. It feels like the internet insurance sector has been really tough these past two years. Sometimes I even wonder if I bought a wealth management product instead of a stock. I'm losing a lot of money. In theory, the market should offer some room for imagination, but the reality is that it's shrinking day by day.
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SMIC has been quite strong recently, +4.5% brings a somewhat inexplicable sense of happiness. Is it the semiconductor sector's turn to recover today? Back then, it was hammered so hard that I questioned life itself. Now, with a rebound, I immediately start feeling reluctant to sell again 😂
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ANTA and Li Ning, these two shining stars of domestic brands, were steady again today. Although they didn't rise much, every time I look back at my holdings, it's so much less stressful than trading internet and new energy stocks. Honestly, sometimes I feel consumer goods are more reliable. Just endure slowly, and as long as there's no sudden collapse, you can endure your way to spring.
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After watching the collective dive of Astera Labs, Unity, Canaan Technology, and IREN in my portfolio today, I'm a bit overwhelmed😪. Only Turbo Energy stood out, still able to pull off a big bullish candlestick.
Holding stocks now is just like riding a rollercoaster. Holding AI and blockchain stocks really tests one's conviction. I thought embracing technology could counter the cycle, but my portfolio ended up shrinking first🙈.
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$TRAVELSKY TECH(00696.HK) and $CHINA SHENHUA(01088.HK) are both incredibly stable. The market has been chaotic recently, yet these two are still slightly up. They feel like the epitome of retirement portfolio holdings. Shenhua, the coal giant, is just lukewarm but offers sweet dividends. It's hard to get aggressive with it; you just end up holding and becoming zen. TravelSky still has some tech imagination, but it's always stuck in the middle, holding it for peace of mind. Watching the show from the sidelines, just gotta grind it out slowly inside the market~
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Sensata stock feels like the steady and solid type, mainly focusing on sensors and control systems. Although it doesn't sound sexy, it's inevitably tied to main themes like vehicles and industrial automation. Honestly, buying this kind of stock is just hoping it won't be too volatile and to grind it out slowly. Recently, tech growth has been insanely hot, hasn't all the money gone to those high-flying stocks like AI and semiconductors? No one even looks at the mess left behind by stocks like ST. In the end, who isn't just an ordinary naive investor watching and grinding out the days?
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These semiconductor supply chain stocks are worth watching from a technical perspective 👀 Celestica has the most beautiful bullish moving average alignment, with RSI around 55 and not overbought. HIMX and Amkor are oscillating near the 50-day moving average, which is a key support level. Entry reference: Celestica retracing to the 50-day moving average, stop-loss set at the previous low, target at the previous high, risk-reward ratio approximately 1:2. LIDR and AXTI have abnormal volume ratios, so observe first before making a move.
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Another big green candle for NVTS today, down -6% and I'm almost numb. Feels like the semiconductor sector is testing our faith this year.
PAVS got cut in half, are the holders still okay?
Watching RCAT's drone stock surge makes me itchy to get in, but thinking about the recent volatility of a few small tech stocks, afraid of stepping on another landmine, I'll just hold back and watch for now.
NB and PAYP are barely holding up the fort, but with the overall market sentiment this bad, I don't dare to add more positions. These small-cap stocks are really cutting me up and making me want to start over.
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Corning actually managed to pull up a bit recently, rising over 2 points. Honestly, it's still a bit beyond expectations 😰. The story about AI and optical communication is being hyped up again by the market. Everyone seems to be eyeing new opportunities in camera glass and optical modules. As a long-term shareholder, I'm already used to Corning's slow pace. This stock won't make you rich overnight, but it gives you a sense of presence when it's not being volatile. At least it's more comfortable than those that constantly cut down naive investors. I'll just continue holding it casually. If it really goes up one day, I hope it doesn't shake me off again 😂.
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$WUXI LEAD(00470.HK) also rose in a laid-back manner today, +0.2%, with just this little volatility, lithium battery stocks are really being ignored now. If you have some, just continue holding them, wait for news to catalyze, and there will be a rebound when the time comes, no need to rush.
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Chinese internet stocks are really having a tough day...Bilibili, iQiyi, Tencent Music all plummeted, and NetEase is also deep in the red. Sectors like gaming and content are really out of favor with the market right now. It feels like even holding onto faith can't withstand the pressure. But DJT actually managed to turn slightly green, which is a bit baffling. This sector rotation is really torturous. I thought it couldn't get any worse, but it did. Let's just lie low and watch for a while...😪
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The recent surge in nuclear and lithium is really baffling. $Cameco(CCJ.US) $Centrus Energy(LEU.US) $Energy Fuels(UUUU.US) all exploded at once. On the lithium side, $Lithium Americas(LAC.US) $Albion Resources Ltd.(ALB.AU) also caught the sentiment, giving a feeling of 'what goes around comes around'. Last time I reduced my position, I was heartbroken. Now, watching it pull up directly, my mentality is truly shattered 😭. I'm afraid to chase highs for fear of being dumped, and missing out is even more frustrating. I can only sigh that the capital is so smart. Honestly, this market is a perfect meat-eating opportunity for those adding to their positions based on faith. Unbelievable 🥲.
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The rhythm of Hong Kong-US listed Chinese concept stocks is really hard to describe. $PDD(PDD.US) has been relatively resilient lately (-0.45%), but $Tencent Music(TME.US) has fallen nearly 5 points, $iQIYI(IQ.US) is also down, and $Kingsoft Cloud(KC.US) is even worse, a sea of red, which easily leads to emotional exhaustion. The only red one, $Chagee(CHA.US), happens to have symbol confusion. In these times, being long on Chinese internet listed companies really requires cultivating oneself to become a Buddha; sometimes I wonder if I've picked up an inverse ETF. Is everyone still doing okay?
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Watching these 2x leveraged ETFs today is like riding a rollercoaster. $T-REX 2X Inverse CRCL Daily Target ETF(CRCD.US) , which inversely tracks $Circle(CRCL.US) , is down -7%, while $Leverage Shares 2X Long CRCL Daily ETF(CRCG.US) , the long 2x version, is up +6.7%. Friends daring to play with hedging today need a strong heart. $Tradr 2X Long ASTS Daily ETF(ASTX.US) soared 13%, $GraniteShares 2x Long PLTR Daily ETF(PTIR.US) also held firm, but $Tradr 2X Long CRWV Daily ETF(CWVX.US) suddenly crashed. It's truly one day in heaven, the next in hell. Lately, touching leveraged ETFs feels like every rebound comes at the cost of several heartbeats. In a word, not gambling isn't exciting, but gambling really makes you regret it 😂. Who's still chasing these all-in pushes?