📢 Companies Reporting Earnings Next Week
$Baidu(BIDU.US) $Canaan(CAN.US) $Bilibili(BILI.US) $Amer Sports(AS.US) $Home Depot(HD.US) $Toll Brothers(TOL.US) $Cava(CAVA.US) $Keysight Tech(KEYS.US) $Hasbro..................................................................
$Bilibili(BILI.US)
I invested in Bilibili for two main reasons. First, I saw little justification for the sell-off after better than expected full year 2025 earnings. In fact, I bought more shares yest...
[Week 4] Portfolio Health Check: Post-Earnings Rebalancing 📈🔄
1️⃣ Current Holdings
I have made some major moves this week to rebalance my exposure. My sector distributions have shifted significantly:
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$Bilibili(BILI.US)
Bilibili is evolving. A profitable and cash-rich company. Their platform is shifting focus toward high-margin advertising and AI-driven content discovery.
Despite slowing gaming grow...
$Bilibili(BILI.US)
I bought Bilibili because it is a cash-rich and profitable company that still appears undervalued.
I believe its strong user community gives it a real advantage in building a high-mar...
$BILIBILI-W(09626.HK)
Bilibili (9626.HK): : The Profitability Pivot or a Technical Trap?
Bilibili has finally silenced critics by hitting full-year GAAP profitability. However, the charts suggest a tug...
$Bilibili(BILI.US)$BILIBILI-W(09626.HK)
This morning, I bought shares of Bilibili after doing some research on the company. It is cash-rich and profitable. I believe it deserves a higher share price.
Ma...
Apr 1 | Dolphin Focus: 🐬 Macro/Industry: Leaders of the US and Iran signaled openness to ending hostilities, easing fears of a broader Middle East war. On the back of this, US stocks closed higher on...
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The increase in universal tariff will deal another blow to the market on top of the war.
There is a need for better risk management as the markets enter a volatile phase!