$Tencent 5xLongSG270930(PSJW.SG) Starting a fresh position with Tencent 5xLong at 0.058. Small first step — now let patience and momentum do the heavy lifting. 🚀 @Bridge Buzz SG
[Week 5] Portfolio Health Check: Riding the Volatility Wave 🌊
1️⃣ Current Holdings
I continued to adjust my weightings and leaning further into my high-conviction plays. My sector distributions are:
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$TENCENT(00700.HK)
Tencent has refreshed its 52-week low 5 times in the past month alone, culminating in a new absolute low of HK$438.40.
How low will it go?
0521 | Dolphin Research Focus: Stock 1, $SpaceX(SpaceX.NA). SpaceX has formally filed an S-1 with the SEC to list on Nasdaq (ticker SPCX).
The implied valuation range is $1.75–2.0tn, and the deal could...
Yesterday, the shares recorded in Hong Kong's CCASS for $Bilibili(BILI.US) rose from 282mn to 308mn, a net add of 26.29mn.
Typically, major shareholder sell-downs, placements/pledges, or equity award ........................
0520 | Dolphin Research Focus: 🐬 Stock pick 1: $BABA-W(09988.HK) unveiled its in-house AI chip 'Zhenwu' M890 at the recent Alibaba Cloud Summit, offering 3x the prior-gen performance and 144GB of VRA...
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After the HK market close on May 19 (Beijing time), $Bilibili(BILI.US) released its Q1 2026 results, marking another ads-led quarter. Overall in line with expectations.
1) Ads remain in a clear sweet s......
+6
After the HK close on May 19 (Beijing time), Bilibili reported Q1 2026 results. It was another ad‑led print, broadly in line with expectations.
Advertising was the clear bright spot, with Q1 ad revenue...
+6
BILI 1Q26 First Take: Q1 results were broadly in line. Ads, one of the two core pillars, beat expectations. That said, Dolphin Research is slightly disappointed that MAUs rose by only ~10 mn QoQ durin...
0519 | Dolphin Research Focus: 🐬 Macro/Industry 1) Trump announced on social media that, at the request of leaders of Qatar, Saudi Arabia and the UAE, the planned strike on Iran set for the 19th has ...
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