Boss's Boss

$Rocket Lab(RKLB.US)

In one sentence:

**The direction of a good deal is "buying time, buying spectrum, buying cash flow, buying the application layer"; the risk is "using high leverage and dilution to buy a mature network that must grow again".**

— Jason 🍎

Just do it!

Rocket Lab is acquiring Iridium Communications Inc – one of the most transformative deals in the space industry.

By combining our launch capability and satellite manufacturing with @IridiumComm’s global satellite communications network and rare spectrum, Rocket Lab becomes a fully integrated, self-launching, tier-1 space power, delivering critical communications capability to millions of users worldwide.

$XTALPI(02228.HK) This bag was bought at the Longbridge Cafe as a souvenir, feels pretty good.

Can only marvel at the strength of China's manufacturing supply chain.

$XTALPI(02228.HK) brought a friend for a cup of coffee 😄 Still has a good vibe.

Can't tell if it's tears or rain. $XTALPI(02228.HK) versus $XIAOMI-W(01810.HK), will it make you feel a little, just a little better? And there's Alibaba $BABA-W(09988.HK)

Choose the right stock, leave the rest to time.

Currently, it's a stage of extreme liquidity shortage, hang in there! Happy weekend.

$XTALPI(02228.HK) Can anyone see the borrowing cost for 2228 on Futu here?

$XTALPI(02228.HK) The core percentages are as follows: Category percentage corresponds to number of shares / Explanation Founder shareholder equity basis 25.70% Combined SFO equity of Wen Shuhao, Ma Jian, and Lai Lipeng...

Admired for a long time. Happy holidays.

$AVONFLOW(301575.SZ) is the only A-share I've started building a position in. I met their founder a few days ago and had a meal together. I think this person is really good.

The company's ideas and future development plans are quite interesting. Initial position established. Holding for the medium term.

$XTALPI(02228.HK) The suffering of Hong Kong stocks is an unspeakable suffering. The only thing in my mind right now is the scene of Luo Yonghao slapping himself hard in the face.

$Li Auto(LI.US) $LI AUTO-W(02015.HK) I had a discussion with a former core person who used to work at Li Auto about the company's situation over the past few years. The conclusion is not optimistic. My personal judgment is that Li Xiang's past success has largely become an obstacle for the company to reach a higher level. When it cannot break through to a higher level, the only way left is downhill. The three major issues compiled from the conversation are consistent with my previous personal judgment: 1. Severe misalignment between the positioning and the actual market situation when MEGA was launched; 2. Persistent refusal to enter the sedan market; 3. Slow progress in autonomous driving, with significant organizational challenges emerging;

Starting a business is tough! How to avoid being blind and not blindly follow, including towards oneself, is always a challenge. Currently do not hold any Li Auto related stocks;

$SpaceX(SPCX.US) is preparing to buy one share of SPCX in each of my three retail accounts as a commemorative offering!

$Rocket Lab(RKLB.US) This technique, the quant firms have some real pros.

$Rocket Lab(RKLB.US) Rocket Lab has been added to the Nasdaq-100 Index (effective Monday, June 22):

$Tesla(TSLA.US)Come on, give it a boost 😄

$XTALPI(02228.HK) Short selling data compiled, you can take a look.

$XTALPI(02228.HK) What I've always been curious about is, where has the downward momentum in the pharmaceutical sector come from in the past six months or so? Of course, I think insufficient liquidity would be the primary reason. The liquidity in Hong Kong stocks, especially in the pharmaceutical sector, is really too poor. Secondly, it comes from institutions, particularly the two previous share placements and possible structural short-selling by related institutions, which could also be important factors. Of course, this is just my speculation. There's no specific data to support it. This has led to the oversold condition of this stock reaching an outrageous level. But against the backdrop of insufficient liquidity, it's not surprising that it continues to fall. It's just so bitter.

$XTALPI(02228.HK)Speechless. I feel ashamed to face my elders.

$XTALPI(02228.HK) Up and down, back and forth, in and out, close your eyes, lie flat!

$XTALPI(02228.HK) ❯ Please do everything possible to gain a comprehensive understanding and assessment of 2228.HK's fundamentals and ecosystem capabilities; then give me your view on whether my heavy position in this stock, with plans to hold it long-term, is the right thing to do. I

 know there's no perfect answer in the world, but I hope you can think of every possible way to give me an answer that you believe you've done your utmost, given your all.

⏺ This is the question that matters most — a heavily-held, long-term-conviction position deserves the most thorough work I can do. Ultracode is on and

 you've asked for maximal effort, so I'll run a large multi-agent research workflow: parallel deep-dives across every fundamental + ecosystem

 dimension, an adversarial verification layer (web facts on XtalPi must be cross-checked, not trusted), explicit bull/bear red-teams, then a

 synthesized verdict.

 First, let me pull the hard financial/structural facts from Longbridge inline — verified anchors the research agents will build on.

⏺ Bash(cd "$HOME/Library/Mobile Documents/com~apple~CloudDocs/Longbridge"

     D="analysis/2228_fundamental"; mkdir -p "$Dominion Energy(D.US)"…)

 ⎿  === pulling fundamentals ===

      company.json                    0 bytes

      finreport.json                  0 bytes

    … +37 lines (ctrl+o to expand)

 ⎿  Allowed by auto mode classifier

· Sautéing… (1m 15s · ↓ 4.8k tokens · still thinking with xhigh effort)

$XTALPI(02228.HK) Actually, I mainly want to try to find out the source of the downward momentum for Jingtai over the past six months. The trading volume isn't exactly small. Of course, overall tight liquidity in the Hong Kong stock market would be one reason; just look at Tencent. From a certain perspective, Jingtai has been relatively resilient. If anyone is interested in this topic, we can discuss it together.

$XTALPI(02228.HK) Let Jason look at the recent short-selling data, and the conclusions are as follows

  Key Conclusions

 1. Directional bearishness is clear: Short positions were continuously added during the stock price decline from

 10.3→8.24 (−20%), and continued to pile on at low levels, indicating this is not short-term speculative hedging, but a persistent belief in a trend of bearishness. This is the main headwind currently.

 2. However, 7.39% + days to cover ~6 days = fuel for a short squeeze. Once positive catalysts emerge (earnings report/pipeline/cooperation/AI pharmaceutical sector revaluation), it is enough to trigger rapid covering and a sharp rally—the single-day 1.14 billion shares on 5/25, intraday 7.52→closing 8.37 has already demonstrated this elasticity.

3. Key observation point: The marginal short cost is pinned at ~7.95–8.18, the 8.0 level is the cost/psychological defense line for shorts. If it breaks below, shorts will likely pour in and increase positions; if it stabilizes and rallies upward accompanied by a peak and decline in the short interest ratio, that is the first signal of shorts beginning to capitulate.

$NEOS Nasdaq-100(R) High Income ETF(QQQI.US) This one is not bad, just time your entry and hold on. Dividend yield over 10%. Exciting

$KNOWLEDGE ATLAS(02513.HK) What method does the market maker use to exit? Passive ETFs should be the best bagholders.

$Recursion Pharmaceuticals(RXRX.US) $Robinhood(HOOD.US) The market seems to be correcting the prices of these two stocks. It's just a bit late. The call options are most likely going to be sacrificed. But in the long run, I still maintain my optimistic long-term view on them.

$Robinhood(HOOD.US)Ah, came a bit late, what a pity, my calls are about to expire worthless.