momoM

$ Tesla(TSLA.US)What a unique badge! Longbridge is really dedicated to supporting trading discipline$ NVIDIA(NVDA.US)

$ Rocket Lab(RKLB.US)Update: 1) RKLB has mastered small rocket recovery technology, and improving profit margins relies on increasing launch frequency to lower average fixed costs, which is also RKLB's strength. In 2022, it achieved a record of 9 launches, and as of November this year, it has already conducted 18 launches, setting another company record while maintaining a 100% success rate, theoretically allowing for lower insurance costs. Gross margin has increased from about 27% last year to 37% recently, and losses are also shrinking.2) RKLB's performance in the small rocket business is nearly perfect. To reach the next level, it needs to acquire the technology to launch larger rockets. RKLBpredicts that the gross margin for the medium-sized Neutron rocket could reach40% to 50%, significantly higher than Electron's approximately 30%, mainly due to greater payload capacity and higher launch prices ($50M to $55M), with internal costs expected to be controlled within the $25M to $30M range. Additionally, greater payload capacity will also attract more heavyweight clients, boosting revenue and valuations.RKLB has been working hard this year to advance the first launch of the Neutron rocket, but the latest announcement delays it to the first quarter of next year.RKLB is somewhat like SpaceX five years ago or earlier, gradually moving from small rockets to larger ones. SpaceX is, of course, the industry leader, with massive rocket scale and payload capacity, and has already achieved recovery, along with NASA as a major client.

$ Alibaba(BABA.US) A foreign institution held a summit and commented: We give Alibaba/9988.HK a buy rating, with a 12-month target price of $163/HK$158 based on FY26E SOTP. We are optimistic about Alibaba Cloud's growth potential driven by AI (not just relying on foreign chip supply) and its expanded daily application goods + service offerings (with AI-native agent potential). These factors differentiate Alibaba's equity story from other trading platforms, driving further long-term multiple re-ratings.

$ VGT(02476.HK) South Korean retail investors' top buy 【Sheng Hong Technology's core developments from April to early May 2026】1. Business Progress: Diverging Situations Between Old and New ProjectsCurrent main business (GB300): Production and delivery are normal. In Q1 2026, Sheng Hong's procurement of CCL (Copper Clad Laminate) increased by approximately 20% quarter-on-quarter, primarily for GB300 production.Google Project (V8AX): The project timeline is delayed by one quarter compared to expectations. The small-batch mass production originally scheduled for Q2 2026 has been postponed to Q3. On the positive side, Sheng Hong has passed the relevant tests, received Google's order, and has begun production.NVIDIA Rubin Platform (Next-Generation Core):Compute Board: Previously delayed by about one and a half months due to production process issues, but overall R&D is still progressing.Orthogonal Backplane: According to a clear schedule, the next key test is expected to be conducted and yield results in early May 2026. This is the core node the market is most focused on.2. Market Position and ShareNVIDIA Supply Chain: In NVIDIA's switch board segment, Sheng Hong maintains a share of approximately 60%. Its share in GB300 switch board supply is also 60%, and it is expected to maintain a similar level or see a slight decline in the Rubin platform.Competitive Landscape: Despite competition from new entrants like Jingwang Electronics, Sheng Hong's position remains solid due to its verification advantages in high-speed materials (M8) and strong production capacity reserves.3. Capacity and CostCapacity Expansion: The capacity expansion plan is progressing smoothly. New capacity will be released every month in 2026, with a large amount of new capacity construction expected to be completed by year-end.Price Trend: There is a price increase trend in the PCB industry. Sheng Hong plans to raise prices in multiple time windows such as January, March, and April 2026, passing on cost pressures (especially on the material side) to downstream customers.

$ ZIJIN GOLD INTL(02259.HK) Keeping two hands to squat in was right, although I didn't have the courage to buy heavily on the first day, still not good at trading new stocks

$ AMD(AMD.US) has basically confirmed a 10-15% price increase for PC CPUs, but whether server CPUs will see a price hike is still under internal discussion. AMD is being cautious in its decision-making, as its core goal for 2026 is to capture 50% of the global data center server CPU market share, which was over 40% as of Q3 2025. Typically, AMD prioritizes price competition over price hikes to gain market share. Therefore, server CPUs are highly likely to see no price increase or only a minimal one.$ Intel(INTC.US) has not officially announced any price increases, but the market is experiencing severe shortages. This mainly affects fourth- and fifth-generation server CPUs, with around 40-50 models generally out of stock, and delivery cycles extended to 16-24 weeks. The shortages stem from overly optimistic demand forecasts for sixth-generation CPUs at the end of 2024, which led to a shift in production capacity toward the sixth generation. However, actual market demand in 2025 remains concentrated in the fourth and fifth generations (over 75% share), and North American CSPs placed large additional orders for fourth- and fifth-generation CPUs in Q2 and Q3, sparking hoarding expectations. Some domestic OEMs have proactively proposed price increases to shorten delivery times, but this is an individual action, not an official Intel strategy. Intel may use a strategic 10-20% price increase not to boost revenue but to narrow the price gap between the fourth/fifth generations and the well-supplied sixth-generation products, steering demand toward the sixth generation and optimizing production capacity.(Repost)

$ Apple(AAPL.US) Now it's clear the market doesn't see you as an AI stock at all, completely unaffected by AI news...

$ TENCENT(00700.HK) A foreign institution commented after hosting a summit: We maintain continued confidence in Tencent after the meeting. The company is further deepening its moat advantages by investing resources, while also being a major beneficiary of AI applications in China's internet sector, as AI has endowed all its major business lines with long-term growth potential. We also see the upcoming AI agent features in its WeChat super app, the growing closed-loop e-commerce transaction capabilities, and the growth potential of Tencent Cloud as one of China's top three public cloud service providers. We forecast year-on-year revenue growth of 13%/13% for Q3/full year 2025, with EPS growth of 18%/17%. We believe Tencent's unique WeChat ecosystem and global gaming assets, combined with diversified monetization methods, will enable the company to achieve compound earnings growth amid macroeconomic cycles. Maintain Buy rating, with a 12-month target price of HKD 701 based on sum-of-the-parts valuation.

$ Oracle(ORCL.US)$ Coreweave(CRWV.US)$ Nebius(NBIS.US) Would this be positive news?

$ IFBH(06603.HK) My 6 stocks $ ZHOU LIU FU(06168.HK) are already up 16%. Hurry up! Jane Street's trading is so torturous.

$ DAHON TECH(02543.HK) got one lot in the dark pool at 99, didn't sell at 90, and finally exited at 80. The hardest stock to get, with decent fundamentals, and this is the result... 