NextDecade

Another volatility due to data drop would be another opportunity to collect the chips given up by weak hands. Of course any additions would be based on the entry levels predeteryfor each stock and not blind "buy! buy! buy!".

Looking forward for the companies’ improvement.

The winning streak is expected give months of selling pressure. However the ceasefire have not changed anything fundamental, the straits is not opened. Do not be fooled!

VIPS 4Q25 First Take: A warmer winter and a late Lunar New Year weighed on winter apparel sales. Management had already lowered guidance, but the actual print came in worse. Details below.

1) Operating metrics turned softer: active buyers declined YoY, down by approx. 0.4 mn. With lower purchase frequency per user, order volume fell 5% YoY.

2) With GMV lagging, revenue fell 2.3% YoY, worse than the market’s post-cut expectation of sub-+1% growth. The company is no stranger to managing through revenue declines.

Amid weak topline, tight cost control helped: total opex fell 3.7% YoY, a larger drop than revenue, with all expense lines down. As a result, profit still grew +1.7% YoY.

3) In summary, the quarter was soft, but protecting profitability is commendable. The late Lunar New Year also suggests better sales in 1Q26.

On shareholder returns, buybacks totaled approx. $700 mn over the past year, plus ~$250 mn in dividends, exceeding $950 mn in aggregate. That equals about 11% of current market cap.

Watching out for silver

Learnt something today, thanks

Own what is real!

2026 is a roller coaster ride indeed. s important to keep abreast of the situation at North America. How are the other countries reacting to The situation.

Let's consider the Middle East and African countries. How will they react? Will there be a nuclear arm race? Will the AI race continue? With increased investments, will inflation return?

There are tons of uncertainties, its best to conserve cash and monitor the situation closely. What are cheap currently, may just get cheaper. Mr Market is never rationale.