MBSENTM@EC2612B

There are increase gains for Sandisk, Western Digital, Micron Tech, AXT, and Exxon Mobile.

Hong Kong shares increase for Hang Seng Index, Hang Seng Tech Index, Sense Time, SMIC, and Hua Hong Grace.

Despite lower shares for other companies, they still can increase.

Seriously, Singtel stop making my life hard. I need the connectivity. Can't believe they are so terrible. I am cancelling my plan with them and will short it!

I believe Alibaba is going to surprise the market with a major new chip product. 💪🏽

It is also surprising that no one is talking about yesterday’s gold movement. Gold has never, in history, dropped 10% and then rebounded 10% in a day. The decline itself was the first of its kind in 40 years.

Singtel -5.4% on outage is a buying opportunity if you believe network reliability is fixable. Core business unchanged

$XTALPI(02228.HK) We must wait for the President to inject confidence into the market! It feels like there's no trading opportunity for the time being. The crazy ones, like minimax, have already gone to the moon, but I know it's definitely the second SenseTime. The difficult ones are struggling at the bottom. For example, bte/eth, waiting for the President and the Fed to figure it out. What's needed for the midterm elections.

🚀 Who do you think is foreign capital’s top choice for investing in China‘s AI?

With the Chinese AI sector heating up, all eyes are on where foreign capital is flowing. Is the smart money on computing infrastructure, full-stack technology, or hardware independence?

Alibaba $Alibaba(BABA.US)has drawn renewed interest from Cathie Wood’s Ark Invest, betting on its massive AI infrastructure plan (exceeding 380 billion yuan) and its new collaboration with NVIDIA $NVIDIA(NVDA.US)on “Physical AI.” Baidu $Baidu(BIDU.US)is favored for its integrated capabilities from chips to models. Meanwhile, Tencent’s industrial AI, SMIC’s role in chip sovereignty, and SenseTime’s vision expertise present compelling alternative bets.

$SMIC(00981.HK)$TENCENT(00700.HK)$Tencent(TCEHY.US)$SENSETIME-W(00020.HK)