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$Novo-Nordisk A/S (NVO.US)$ What do you guys think the earnings report will show
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Performance Review
My performance in 2025 was anchored by the explosive growth of the semiconductor sector.
The Big Winner: My position in Micron Technology (MU) soared by over 324%, proving that patience with memory chip cycles pays off.
Tech Titans: Holding Intel (+110%), Alphabet (+108%), and Nvidia (+66%) allowed me to capture the broad AI infrastructure build-out.
Local Gems: In the Malaysian market, 99SMART (+108%) and SCGBHD (+144%) provided incredible alpha, balancing my po...
My performance in 2025 was anchored by the explosive growth of the semiconductor sector.
The Big Winner: My position in Micron Technology (MU) soared by over 324%, proving that patience with memory chip cycles pays off.
Tech Titans: Holding Intel (+110%), Alphabet (+108%), and Nvidia (+66%) allowed me to capture the broad AI infrastructure build-out.
Local Gems: In the Malaysian market, 99SMART (+108%) and SCGBHD (+144%) provided incredible alpha, balancing my po...
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What are your outlook and predictions for the new year 2026? My simple thought as below. ![]()
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Market will be cautionly bullish for 2026 as inflation and the Fed decisions on rate cut will remain a main factor that may slow the easing cycle. If market liquidity is high, overall we should see a more bullish market.![]()
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S&P may add 12% to 7600 based on the average consensus of wall street - not too bad. However the overall prediction varies quite a lot from 3.7% at 7100 to 18% to 8100.![]()
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Market will be cautionly bullish for 2026 as inflation and the Fed decisions on rate cut will remain a main factor that may slow the easing cycle. If market liquidity is high, overall we should see a more bullish market.
S&P may add 12% to 7600 based on the average consensus of wall street - not too bad. However the overall prediction varies quite a lot from 3.7% at 7100 to 18% to 8100.
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$SanDisk Corp (SNDK.US)$ Bravo!!! Good show tonight for the New Year! Hit my 2000% Thank you!!! 🙏🏻😜❤️💰💰💰💰💰🥂
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$Moore Threads Technology (688795.SH)$
Retail investors piled into the deal with 4,000× subscription, signalling massive appetite for domestic AI chip plays as China pushes to replace Nvidia hardware.
The Beijing-based GPU start-up — founded in 2020 by former Nvidia China head James Zhang and staffed with ex-Nvidia/AMD veterans — has launched four generations of GPUs (Sudi, Chunxiao, Quyuan, Pinghu) despite being on the U.S. Entity List.
Key number...
Retail investors piled into the deal with 4,000× subscription, signalling massive appetite for domestic AI chip plays as China pushes to replace Nvidia hardware.
The Beijing-based GPU start-up — founded in 2020 by former Nvidia China head James Zhang and staffed with ex-Nvidia/AMD veterans — has launched four generations of GPUs (Sudi, Chunxiao, Quyuan, Pinghu) despite being on the U.S. Entity List.
Key number...
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Will China open up to cryptocurrencies?
Rumored a hundred times, my judgment is that it will not happen within the next ten years. Anyone with a bit of common sense knows that the current overall decision-making direction is firmly focused on supporting manufacturing, hard technology, bottleneck industries, and semiconductors, while strongly opposing financial innovation. The purpose of financial development is to support the real economy.
Therefore, how could cryptocurrency possibly be allowed? Those spreading such rumors are likely just holding long positions.
The more probable gray areas are:
First, Hong Kong serves as an experimental ground, allowing for extensive exploration.
Second, there have been some advancements in civil and criminal matters; for example, cryptocurrencies are now recognized as property in civil cases, moving away from a blanket prohibition based on public order and morals.
Third, mining activities are being tacitly tolerated, with no more severe crackdowns.
Other possibilities seem unlikely as well, including tax-related matters. Offshore centers have moved away and are no longer as cooperative as before.
Rumored a hundred times, my judgment is that it will not happen within the next ten years. Anyone with a bit of common sense knows that the current overall decision-making direction is firmly focused on supporting manufacturing, hard technology, bottleneck industries, and semiconductors, while strongly opposing financial innovation. The purpose of financial development is to support the real economy.
Therefore, how could cryptocurrency possibly be allowed? Those spreading such rumors are likely just holding long positions.
The more probable gray areas are:
First, Hong Kong serves as an experimental ground, allowing for extensive exploration.
Second, there have been some advancements in civil and criminal matters; for example, cryptocurrencies are now recognized as property in civil cases, moving away from a blanket prohibition based on public order and morals.
Third, mining activities are being tacitly tolerated, with no more severe crackdowns.
Other possibilities seem unlikely as well, including tax-related matters. Offshore centers have moved away and are no longer as cooperative as before.
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If NVO really doesn't work, then just mate with LLY.
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NVO has started selling aphrodisiacs, and TMD is still not hard.
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$SMIC (00981.HK)$ The stock price is high, but the earnings per share are low; it can only be described as a speculative or concept stock.
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