2026 Speculative Plan

Will allocate half of the position to $XPeng(XPEV.US)$Recursion Pharmaceuticals(RXRX.US)

XPeng is the most Tesla-like domestic automaker with the strongest autonomous driving technology among 整车厂 and is the most committed to a tech-driven path. As a $XIAOMI-W(01810.HK) owner, real-world testing shows its autonomous driving is quite average. Flying cars and robots are just lottery tickets, but freebies are hard to resist. Finances are also improving.

For RXRX, a leader in AI healthcare, at historical lows with enough cash to last another year. Phase 2 drug data in December showed good results. Many say 2026 will be the year of AI applications, so this seems like a good bet. Went all in with 2000 shares at 3.8. Waiting for the flowers to bloom ❤️‍🔥

The other half will be used for opportunistic trades to supplement income. After reviewing leading tech stocks, most show weekly MACD divergence at highs—odds are too low. With our limited capital, value investing isn’t viable. Can’t wait. $Oracle(ORCL.US) has decent odds—bought 150 shares at 191 to observe.

That’s it. Probably better not to overthink China concepts...