SpaceM+

Duan Yongping's top five holdings (by weight):•  AAPL (Apple): 36.72% (Largest holding, still the core position, but reduced quarter-over-quarter)•  BRK.B (Berkshire Hathaway Class B): 21.91% (Second largest, a defensive core holding)•  NVDA (NVIDIA): 12.07% (Third largest, significantly increased allocation for AI computing power)•  Pinduoduo: 10.09% (Fourth largest, buying more as it falls)•  TSLA (Tesla): 6.34% (Newly entered as the fifth largest)

SpaceX offering 30% of shares to retail investors: a benefit or a trade-off?

$ Tesla(TSLA.US)TSLA's NVDA momentElon Musk personally pointed out:- 🧠Major valuation changes when unsupervised autonomous driving is deployed at scale- 🤖Even more significant valuation changes when Optimus goes into mass production14.3 FSD = The moment to sleep with eyes closed (mentioned at shareholders meeting)

Longbridge Skills vs. Futu Skills: The Battle for Broker Infrastructure in the AI Era — One Is Moving with the Times, the Other Still Ships an Installer

$ XTALPI(02228.HK) Thanks to @老板的老板 海豚代言, trust the boss's investment, trust Tencent's investment.

$ Roundhill Memory ETF(DRAM.US)The "cheap era" for memory chips is over. It's not temporary; it's structural.It has gone from a "cyclical gamble" to a sector that can be held for the long term. Sell off the options, and keep holding the underlying shares.