Microsoft $Microsoft(MSFT.US) My recent thoughts:

What I value is still the "Cloud + AI" driven model.

1. AI Copilot Penetration: Microsoft 365 Copilot has over 20 million commercial paid seats, growi...

$Redwire(RDW.US)

Redwire caught my attention because it sits at the intersection of space infrastructure, defense, and drones.

After Q1 results, I liked the strong revenue growth, improved gross margin,...

Trade Showcase

Circle 1Q26 First Take: With USDC supply and reserve asset yields publicly known, interest income, ~95% of revenue, is largely predictable. As a result, Circle's share price tends to move with USDC, e...

  • 0

$Fundrise Innovation Fund LLC(VCX.US)wow wow, gonna shoot up?

$Hims & Hers Health(HIMS.US) Options Collar

As a Trader, you want to ride the Trend in the long term direction but with 140%+ Implied Volatility, that can literally be a 180 on the flip of a dime.

Goin..................
  • 0
  • 1

$Hims & Hers Health(HIMS.US) -10% AH after posting 1Q results below consensus and lower than expected 2Q and FY’26 EBITDA guidance. With GLP-1 competition intensifying, I expect HIMS selling pressures...

....................................
  • 0

People wonder why I'm focusing on non-US markets recently.

Why? CPO is my #1 thematic long.

Markets don't know yet, the sudden paradigm shift in photonics...

I was one of the only to frontrun the curr...............................................................
  • 0
  • 1

Rumor: TSMC will partner with Innolux on FOPLP (Fan-out Panel-Level-Packaging) advanced packaging for AI chips, media report. TSMC will work with Innolux at its Longtan plant, aiming to use FOPLP on f......

$Tesla(TSLA.US)$Rocket Lab(RKLB.US)$XTALPI(02228.HK)

At the 2013 shareholders' meeting, Buffett said:

In his lifetime, he has held about 400 to 500 stocks, but the vast majority of his wealth actually c...

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Novo Nordisk Reports New Positive Data for Higher-Dose Wegovy Trial - $Novo Nordisk AS(NVO.US) $Hims & Hers Health(HIMS.US) $Eli Lilly(LLY.US)

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ Novo .....................

Day 24: Tesla Latest News for today.

As of May 13, 2026, Tesla (TSLA) stock is experiencing volatility, dipping slightly after a recent surge, while trading around $430–$445. Key news includes Elon Mus...

Trade Showcase

$Keel Infrastructure(KEEL.US) is a proper binary bet!

Home run or bust

I'll hedge on the former

Time will tell but if they announce something soon for even 1 of the data centres big money will be caught ......