[Week 4 - My Portfolio Health Check]
Used some saving for BYD and Xiaomi.
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Why the Upcoming Space IPO Could Matter for Markets
The upcoming space IPO could be a major signal that investors are ready to treat space as a serious public-market theme, not just a futuristic idea. ...
This week's community feed clustered around NVIDIA's earnings print, the Cerebras IPO landing into a NVDA-dominated AI chip market, and a clear China-EV conviction call on BYD. 📊
[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:
🟢 ...
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $BYD Company(BYDDY.US) BYD ACCELERATING TALKS OVER ENTERING F1: FT
Q2 total revenue is expected at RMB 850–900 mn.
LiDAR shipments are estimated at ~650k units.
2026 will remain a 'price-for-volume' year for Hesai Group amid high-stakes competition.
+6
$BYD COMPANY(01211.HK)
I have just added more BYD shares today. I am doubling down on my conviction.
Looking at the latest April 2026 global Price to Sales (P/S) data, the picture is clear:
1️⃣ Global A...
$LEAPMOTOR(09863.HK) released its Q1 2026 results after the HK close on May 15 (BJT). The print marked a departure from Leapmotor’s historically steady execution.
Despite a seasonal soft quarter for th...
+6
[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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