#  @theexpme theexpme theexpme posts on YouTube about ai, investment, stocks, tech the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/youtube::UCulS3lGwvZc_ya8hQEii95Q/interactions)  - [--] Week [---] -5.90% - [--] Month [-----] +1,330% - [--] Months [-----] +14,371% - [--] Year [-----] +30,500% ### Mentions: [--] [#](/creator/youtube::UCulS3lGwvZc_ya8hQEii95Q/posts_active)  - [--] Week [--] +37% - [--] Month [---] +800% - [--] Months [---] +21,900% - [--] Year [---] +7,267% ### Followers: [---] [#](/creator/youtube::UCulS3lGwvZc_ya8hQEii95Q/followers)  - [--] Week [---] +2.20% - [--] Month [---] +9.10% ### CreatorRank: [---------] [#](/creator/youtube::UCulS3lGwvZc_ya8hQEii95Q/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [technology brands](/list/technology-brands) [currencies](/list/currencies) [countries](/list/countries) [exchanges](/list/exchanges) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) [social networks](/list/social-networks) [financial services](/list/financial-services) **Social topic influence** [ai](/topic/ai), [investment](/topic/investment), [stocks](/topic/stocks), [tech](/topic/tech), [gold](/topic/gold), [china](/topic/china), [bitcoin](/topic/bitcoin), [market](/topic/market), [datacenter](/topic/datacenter), [nasdaq](/topic/nasdaq) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/microsoft) [Tesla, Inc. (TSLA)](/topic/tesla) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [BlackRock Inc (BLK)](/topic/blackrock) [TeraWulf Inc. (WULF)](/topic/terawulf) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Oklo Inc. (OKLO)](/topic/$oklo) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [Vistra, Corp. (VST)](/topic/vistra-corp) [Vertiv Holdings Co (VRT)](/topic/$vrt) ### Top Social Posts Top posts by engagements in the last [--] hours "FLNC AI [--] FLNC AI [--] Fluence Energy (FLNC) [----] [--]. : Backlog [---] ( [--] ) 100% [--]. AI: (Data Center) [--] GWh [--]. : (Arizona) [--]. : 4.9% $20 (One-time) [--]. : 48% Tech : [--] [--] #FLNC #theexpme # # #EnergyStorage #AI #DataCenter #CleanEnergy theexpme FLNC EnergyStorage AI Data Center Clean Energy theexpme FLNC EnergyStorage AI Data Center Clean Energy" [YouTube Link](https://youtube.com/watch?v=lmExWTJivZM) 2026-02-14T12:01Z [---] followers, [--] engagements "FLNC: The AI Battery Giant with a $5.5B Backlog FLNC: The AI Battery Giant with a $5.5B Backlog [--]. Huge Backlog: Fluence Energy (FLNC) has $5.5 Billion in orders covering 100% of their [----] revenue target already [--]. AI Fuel: Data Centers need massive backup power for AI. Fluence has a [--] GWh pipeline of potential deals in this sector. [--]. US Advantage: Their Arizona manufacturing plant gives them a huge tax credit edge over Chinese competitors. [--]. Profit Dip: Margins hit 4.9% due to a one-time $20M project cost but this is a temporary hurdle. [--]. Software Boom: Their high-margin software" [YouTube Link](https://youtube.com/watch?v=npkXd45reKo) 2026-02-14T12:01Z [---] followers, [--] engagements "HYMC 2026: HYMC 2026: HYMC [----] * : 100% (Debt-Free) [---] * : Vortex [--] * : [---] * : (Dilution) [---] * : (PEA) [--] Tags: #HYMC # # # # #theexpme theexpme HYMC theexpme HYMC" [YouTube Link](https://youtube.com/watch?v=sqg7HtDZQLQ) 2026-02-14T00:01Z [---] followers, [--] engagements "HYMC 2026: The Massive Silver Comeback HYMC 2026: The Massive Silver Comeback Quick breakdown of Hycroft Mining (HYMC) for [----] * Financial Fortress: From debt-heavy to 100% Debt-Free with $175M cash in hand. * Game Changer: Massive high-grade silver discovery at the Vortex zone in Nevada the worlds top mining jurisdiction. * The Strategy: Transitioning to a large-scale Sulfide Mill to unlock [---] million ounces of silver resources. * Risks to Watch: High capital costs for the new plant ($800M+) and past share dilution. * Big Catalyst: The upcoming Q1 [----] Technical Report (PEA) will determine" [YouTube Link](https://youtube.com/watch?v=CZOSGFshkjE) 2026-02-14T00:00Z [---] followers, [--] engagements "Modine (MOD): The Secret AI Infrastructure Play You Need to Watch Modine (MOD): The Secret AI Infrastructure Play You Need to Watch Is this the ultimate pivot Modine (MOD) is transforming from a legacy auto-parts maker into a high-growth AI cooling giant. Key Highlights for Investors: [--]. AI Explosion: Data Center revenue just surged 78% YoY. AI chips generate massive heat and Modine has the liquid cooling solutions to keep them running. [--]. The Big Spinoff: Modine is shedding its [--] billion USD automotive business to become a pure-play Climate Solutions company by late [----]. This means higher" [YouTube Link](https://youtube.com/watch?v=dmP-myvL8zw) 2026-02-15T12:00Z [---] followers, [--] engagements "Inside ARKQ 2026: The Rise of Physical AI and Robotics Inside ARKQ 2026: The Rise of Physical AI and Robotics Explore the future of innovation with our deep dive into the ARK Autonomous Technology & Robotics ETF (ARKQ) for [----]. As AI moves from the cloud into the physical world ARKQ is positioned at the heart of this massive transition. Key Highlights: [--]. High-Conviction Portfolio: Over 61% of the fund is concentrated in just [--] powerhouses like Teradyne Tesla and Kratos. It is a bold bet on the winners of the Physical AI era. [--]. Beyond Software: We are witnessing the era of "Intelligence in" [YouTube Link](https://youtube.com/watch?v=ikSfMPl8Am0) 2026-02-15T03:42Z [---] followers, [--] engagements "Teradyne (TER) AI Infrastructure Teradyne (TER) AI Infrastructure AI Nvidia Apple Teradyne [----] AI : [--]. [----] [----] Compute AI Data Center 90% [--]. 60% AI [----] HBM4 [--]. (VIP Compute Test) 50% 3nm 2nm [--]. (Robotics) : All-time High P/E [--] 45% [---] AI Infrastructure Tags: #Teradyne #TER #AI # #Semiconductor #TechStock #theexpme theexpme Teradyne TER AI Semiconductor TechStock theexpme Teradyne TER AI Semiconductor TechStock" [YouTube Link](https://youtube.com/watch?v=thUD0aXxJGo) 2026-02-15T06:56Z [---] followers, [--] engagements "Xiaomi 2026: From Smartphone Giant to EV King 🚀 Xiaomi 2026: From Smartphone Giant to EV King 🚀 Xiaomi is no longer just about budget phones In [----] their Human x Car x Home strategy is a total game-changer for the tech industry. Key Highlights for Your Portfolio: [--]. EV Breakthrough: Smart EV gross margins hit a record 25.5% outperforming many rivals. Targeting [------] deliveries this year with a brand-new SUV model. [--]. Premium Pivot: High-end smartphone sales are soaring driving massive profits in internet services and ads. [--]. HyperOS Ecosystem: A seamless connection between your phone car" [YouTube Link](https://youtube.com/watch?v=0CXzSxKtM0g) 2026-01-22T00:00Z [---] followers, [--] engagements "AVGO: The Ultimate AI Infrastructure Powerhouse AVGO: The Ultimate AI Infrastructure Powerhouse Broadcom (AVGO) is the backbone of the digital world in [----]. Here are [--] reasons why it is a top pick for your portfolio: [--]. AI Supercycle: While everyone watches GPUs Broadcom owns the networking. Their chips are essential for connecting AI clusters. AI-related revenue has surged by [---] percent [--]. VMware Success: The pivot to a subscription model is a game-changer. VMware now provides stable recurring revenue that balances the cyclical nature of the chip market. [--]. Massive Cash Flow: With a 77" [YouTube Link](https://youtube.com/watch?v=1yWNC5dsloE) 2026-01-26T12:00Z [---] followers, [--] engagements "Amazon (AMZN) 2026: Why This Tech Giant is Winning the AI War 🚀 Amazon (AMZN) 2026: Why This Tech Giant is Winning the AI War 🚀 Amazon has evolved from a retail giant into a high-margin technology empire. In [----] the focus has shifted to Efficiency and Profitability. Here is what you need to know: * AWS Re-acceleration: Growing at 20% YoY fueled by massive AI infrastructure demand. * Ads Cash Machine: The fastest-growing segment (+22% YoY) with high margins. * Strategic Pivot: Launching "Amazon Haul" to combat Temu and deploying "Trainium 2" in-house AI chips to cut costs. * Financial" [YouTube Link](https://youtube.com/watch?v=23f4KO9ICJA) 2026-01-17T12:00Z [---] followers, [--] engagements "Watchlist - Update [--] Feb [----] Watchlist - Update [--] Feb [----] Fx ------Bull------ XAUTHB D: up / W: up XAUUS D: up / W: up USDTHB D: up / W: up HKDTHB D: up / W: up XDR: D: up / W: up ------Sideway------ USOIL D: up / W: down ------Bear------ Index ------Bull------ US500 D: up / W: up NDQ D: up / W: up ------Sideway------ SENSEX(india) D: down / W: up ------Bear------ SET(thai) D: down / W: down CSI300(china) D: down / W: down Stock ------Bull------ MSFT D: up / W: up NVDA D: up / W: up AMZN D: up / W: up ARM: D: up / W: up ASML: D: up / W: up ADBE D: up / W: up ------Sideway------ [----] D: down" [YouTube Link](https://youtube.com/watch?v=29fMGnX_wMo) 2024-02-04T16:01Z [---] followers, [--] engagements "Watchlist (18 .. 2026) #theexpme Watchlist (18 .. 2026) #theexpme 🪙 Crypto: BNB Bull () Sideway () Clarity Act () Sentiment () BTC $94000 - $98000 📈 Stock: Semiconductor () AI () TSM ASML Record High () Alibaba Tencent Cloud MSFT MSTR Pullback () 🌏 Index: (S&P [---] / Nasdaq) Bull AI Supercycle () VNIND () Emerging Market () SET () Sideway 💰 FX & Commodities: Silver All-time High () USDTHB () [----] - [----] #theexpme #CryptoNews #Bitcoin #StockMarket #AI #Investment #GoldPrice # # #" [YouTube Link](https://youtube.com/watch?v=3B8-Me8hxYY) 2026-01-18T14:42Z [---] followers, [--] engagements "GEV [--] AI GEV [--] AI GE Vernova (GEV) [--]. GEV GE [--]. [--] : * Power: [--] * Wind: [----] * Electrification: AI Data Center GEV [--]. * AI Supercycle: AI GEV * : Prolec GE * : [---] : GEV AI Tags: #GEV #GEVernova # # #AI # #theexpme" [YouTube Link](https://youtube.com/watch?v=68pMH1puHUg) 2026-01-24T12:00Z [---] followers, [--] engagements "Shopify Stock Analysis 2026: Why $210 is the Next Target Shopify Stock Analysis 2026: Why $210 is the Next Target Shopify (SHOP) is evolving into a global commerce powerhouse In [----] the story is all about Agentic Commercewhere AI doesn't just assist but autonomously manages stores to drive massive sales growth. Key [----] Highlights: * Revenue Growth: Re-accelerating to 32% YoY thanks to Enterprise and B2B wins. * AI Advantage: AI-driven sales are up 11x as Shopify Sidekick takes over merchant tasks. * Profitability: Impressive FCF margin of 18% with a $6B fortress balance sheet. * Global" [YouTube Link](https://youtube.com/watch?v=6PxHeKXYDf8) 2026-01-18T12:00Z [---] followers, [--] engagements "Silver Mining Stocks 2026: [--] Keys to Profit 🚀 Silver Mining Stocks 2026: [--] Keys to Profit 🚀 Silver is hitting new highs in [----] transforming from a precious metal into a critical strategic asset for AI EVs and Solar tech. But not all miners will win. Before you invest check these [--] vital metrics [--]. Ore Grade is King 💎 Don't just look at reserve size. High grade means lower production costs. Gold: Look for surface mines [--] g/t. Silver: Look for surface mines [--] oz/t. [--]. Recovery Rate Reality ⚙ High grade is useless if you can't extract it Check the "Recovery Rate." If it's low (below 80-90%)" [YouTube Link](https://youtube.com/watch?v=AK3piAv_iTc) 2026-01-26T01:00Z [---] followers, [--] engagements "Watchlist - Update [--] Feb [----] Watchlist - Update [--] Feb [----] Fx ------Bull------ XAUTHB D: up / W: up USDTHB D: up / W: up HKDTHB D: up / W: up XDR: D: up / W: up ------Sideway------ XAUUS D: down / W: up USOIL D: up / W: down ------Bear------ Index ------Bull------ US500 D: up / W: up NDQ D: up / W: up ------Sideway------ SENSEX(india) D: down / W: up ------Bear------ SET(thai) D: down / W: down CSI300(china) D: down / W: down Stock ------Bull------ MSFT D: up / W: up NVDA D: up / W: up AMZN D: up / W: up ARM: D: up / W: up ASML: D: up / W: up ADBE D: up / W: up ------Sideway------ PDD D:" [YouTube Link](https://youtube.com/watch?v=FigqV4Uphvc) 2024-02-11T15:27Z [---] followers, [--] engagements "Alibaba (BABA) Sacrifices -78% Profit to Go All-In on Becoming Chinas AI Leader ☁🤖 Alibaba (BABA) Sacrifices -78% Profit to Go All-In on Becoming Chinas AI Leader ☁🤖 Hook Did you know Alibaba is going through a major transformation The company just accepted a -78% drop in profitfor one big goal: to become Chinas #1 AI + Cloud infrastructure powerhouse. Key Points 1) Cloud is the new hero While China e-commerce is no longer the easy growth engine Cloud Intelligence revenue jumped +34% YoY fueled by rising demand for AI-related cloud services. 🚀 2) Pain for Gain (short-term hurt long-term" [YouTube Link](https://youtube.com/watch?v=IJO3iZ7jTGc) 2026-01-13T05:29Z [---] followers, [--] engagements "CATL [----] CATL [----] CATL (300750.SZ) [--] 38% [--] [--] [--]. : 36% Qilin Shenxing [--]. ESS: AI Data Centers [--]. : [--] [---] . Solid-State [----] : : Oversold () [---] Tags: #theexpme #CATL # # #EV # # #AI #Technology" [YouTube Link](https://youtube.com/watch?v=IVsf7b7Up_Y) 2026-01-18T00:00Z [---] followers, [--] engagements "2026 AI Trends: From Hype to Industrial Execution [----] AI Trends: From Hype to Industrial Execution The "honeymoon phase" of AI is officially over. [----] is the era of Industrial Execution. Here are the [--] shifts defining the new economy. [--]. The Great Divergence The business world has split in two. The "AI Haves" (mostly giants with $5B revenue) are turning algorithms into profit. The "AI Have-Nots" (64% of firms) are still stuck in pilot projects that don't make money. [--]. Physical AI is Here The $30000 humanoid robot has arrived. Hardware costs have crashed by 40%. For factories a robot is now" [YouTube Link](https://youtube.com/watch?v=NaT3lypXDk0) 2026-01-25T05:15Z [---] followers, [--] engagements "NVIDIA (NVDA) AI [--] [----] NVIDIA (NVDA) AI [--] [----] NVIDIA AI Q3 FY2026: [---] +62% YoY 90% Data Center () AI [--] : [--]. Blackwell Rubin [--]. Sovereign AI (): AI [--]. : [--] : * 25% (Policy Whiplash) * (ASIC) : (Accumulate on Weakness) [--] [---] 170-180 #NVDA #NVIDIA #AI # #Blackwell #SovereignAI #TheEXPme # # #" [YouTube Link](https://youtube.com/watch?v=OTxhuilvBmI) 2026-01-20T12:00Z [---] followers, [--] engagements "ALAB: AI 100% ALAB: AI 100% [--] Astera Labs (ALAB) "" AI Infrastructure * : (Connectivity) "" (GPU) (Bottlenecks) * : [----] +104% YoY [-----] USD (Gross Margin) 77% * : Scorpio (Switch) Aries (Retimer) [--] PCIe [---] [----] * : [---] USD (High Case [---] USD) * : "" 160-165 USD Data Center Tags: #theexpme #ALAB #AsteraLabs #AI # #Semiconductor #AIInfrastructure #TechStocks" [YouTube Link](https://youtube.com/watch?v=PEV8DmVF-AE) 2026-01-16T12:00Z [---] followers, [--] engagements "Defi [---] Defi Defi [---] Defi" [YouTube Link](https://youtube.com/watch?v=PEvjmCD-1uw) 2021-06-10T15:56Z [---] followers, [--] engagements "UBTECH (9880.HK) UBTECH (9880.HK) UBTECH Humanoid Robot Pivot / Industrial Automation Walker H1/2025 Consumer 41.8% + Education 38.6% 9.0% 10.3% : (+AI) Walker S2 / : R&D Dilution Tesla H1/2025: [-----] . (+27.5% YoY) GM 35% [---] . () : 1) Walker 2) GM 3035% 3) Placement 4) tags #Ubtech #9880HK #HumanoidRobot #Robotics #AI #TechStock #HongKongStocks #theexpme" [YouTube Link](https://youtube.com/watch?v=QJNt-_9WoEk) 2026-01-19T00:00Z [---] followers, [--] engagements "2025 15.23% [----] Passive Fund & RMF [----] [----] 15.23% S&P [---] Take Profit : 2025: DCA [--] Passive Fund 2026: DCA RMF Index (Nasdaq S&P [---] ) : : [----] 62% $5000+ De-dollarization Silver: : [--] Crypto: 4-Year Cycle Bitcoin : Strategic Trading [--] -------------------------------------------------------------------------------- (Tags) # #2025 #2026 # #Bitcoin # #RMF #PassiveFund # # # #DCA #S&P500 #Nasdaq #Silver" [YouTube Link](https://youtube.com/watch?v=TFmgqLesxWQ) 2026-01-01T16:10Z [---] followers, [--] engagements "Watchlist - Update [--] Jan [----] Watchlist - Update [--] Jan [----] Fx ------Bull------ XAUTHB D: up / W: up ------Sideway------ XAUUS D: down / W: up USDTHB D: up / W: down HKDTHB D: up / W: down XDR: D: up / W: down ------Bear------ USOIL D: down / W: down Index ------Bull------ SENSEX(india) D: up / W: up US500 D: up / W: up NDQ D: up / W: up ------Sideway------ ------Bear------ SET(thai) D: down / W: down CSI300(china) D: down / W: down Stock ------Bull------ MSFT D: up / W: up PDD D: up / W: up NVDA D: up / W: up AMZN D: up / W: up ------Sideway------ [----] D: down / W: up ADBE D: down / W: up" [YouTube Link](https://youtube.com/watch?v=UDw1HTKl6eg) 2024-01-21T16:38Z [---] followers, [--] engagements "Shopify (SHOP) 2026: Agentic Commerce Shopify (SHOP) 2026: Agentic Commerce Shopify () Unified Commerce Operating System () : * Agentic Commerce ( ): AI Shopify "" * Revenue Re-acceleration (): 32% Enterprise () * Operating Leverage (): (Free Cash Flow) 18% [--] * (Target Price): $210.00 ( Upside +25.4% ) : (Antitrust) : Shopify Quality Growth () Tags: #Shopify #SHOP # # #AgenticCommerce #ECommerce #theexpme" [YouTube Link](https://youtube.com/watch?v=UVoc6jXfGM0) 2026-01-18T12:00Z [---] followers, [--] engagements "2026: [--] "" 🚀⛏ 2026: [--] "" 🚀⛏ $108/oz [----] [--] : [--]. Newmont (NEM) - 🛡 - [--]. Fresnillo (FRES) - 👑 [--] 300% [--]. First Majestic (AG) - 💸 Pure Play () $21 $108 [--]. Hycroft (HYMC) - 🎰 (High Risk) (High Reward) 👇 Tags #theexpme #Silver2026 #Newmont #Fresnillo #FirstMajestic # #Hycroft" [YouTube Link](https://youtube.com/watch?v=UzqdBpQuybo) 2026-01-27T01:00Z [---] followers, [--] engagements "Watchlist - Update [--] Jan [----] Watchlist - Update [--] Jan [----] Fx ------Bull------ XAUTHB D: up / W: up ------Sideway------ XAUUS D: down / W: up USDTHB D: up / W: down HKDTHB D: up / W: down XDR: D: up / W: down USOIL D: up / W: down ------Bear------ Index ------Bull------ US500 D: up / W: up NDQ D: up / W: up ------Sideway------ SENSEX(india) D: down / W: up ------Bear------ SET(thai) D: down / W: down CSI300(china) D: down / W: down Stock ------Bull------ MSFT D: up / W: up PDD D: up / W: up NVDA D: up / W: up AMZN D: up / W: up ARM: D: up / W: up ASML: D: up / W: up ADBE D: up / W: up" [YouTube Link](https://youtube.com/watch?v=WamyvsrOb04) 2024-01-28T15:05Z [---] followers, [--] engagements "RKLB Rocket Lab [----] RKLB Rocket Lab [----] Rocket Lab (RKLB) [--]. : 71% Space Systems () [--]. : 3Q25 48% Backlog () [----] 37% Economies of Scale () [--]. : (SDA) [--] [--] SpaceX [--]. : Valuation () P/S [--] Neutron () [----] : [--] [--] Tags: #RKLB #RocketLab # # #SpaceTech #theexpme" [YouTube Link](https://youtube.com/watch?v=WmH31EmbvgQ) 2026-01-22T12:01Z [---] followers, [--] engagements "ASML: AI [----] ASML: AI [----] ASML (YouTube / TikTok / Reel) ASML EUV AI [--] 2026: [--]. : [--] ASML AI Supercycle [--]. (The China Reset): [----] 20% [--]. (High-NA EUV): [-----] : [----] [----] "" AI Tags: #ASML # #AI # # #theexpme" [YouTube Link](https://youtube.com/watch?v=XqluGbahd_Q) 2026-01-19T12:01Z [---] followers, [--] engagements "Watchlist - Update [--] Jan [----] Watchlist - Update [--] Jan Fx ------Bull------ XAUTHB D: up / W: up ------Sideway------ XAUUS D: down / W: up ------Bear------ USDTHB D: down / W: down HKDTHB D: down / W: down XDR: D: down / W: down USOIL D: down / W: down Index ------Bull------ SENSEX(india) D: up / W: up US500 D: up / W: up ------Sideway------ NDQ D: down / W: up SET(thai) D: up / W: down ------Bear------ CSI300(china) D: down / W: down Stock ------Bull------ MSFT D: up / W: up PDD D: up / W: up [----] D: up / W: up NVDA D: up / W: up ------Sideway------ AMZN D: down / W: up [---] D: down / W: up" [YouTube Link](https://youtube.com/watch?v=_dBT0SJT2gU) 2024-01-07T17:06Z [---] followers, [--] engagements "Watchlist - Update [--] Apr [----] Watchlist - Update [--] Apr [----] Fx ------Bull------ XAUTHB D: up / W: up XDR: D: up / W: up XAUUS D: up / W: up USDTHB D: up / W: up USOIL D: up / W: up HKDTHB D: up / W: up ------Sideway------ ------Bear------ All time high [----] [-----] [-----] [-----] [-----] Index ------Bull------ US500 D: up / W: up NDQ D: up / W: up SENSEX(india) D: up / W: up ------Sideway------ HK50(hongkong) D: up / W: down CSI300(china) D: up / W: down ------Bear------ SET(thai) D: down / W: down Stock ------Bull------ MSFT D: up / W: up NVDA D: up / W: up AMZN D: up / W: up ARM: D: up / W: up" [YouTube Link](https://youtube.com/watch?v=aokB2CJPwrU) 2024-04-07T15:49Z [---] followers, [--] engagements "TSMC: The Ultimate AI Winner for [----] TSMC: The Ultimate AI Winner for [----] TSMC is officially leading the AI revolution. Their latest results smashed expectations with [-----] billion USD in revenue up [----] percent. The growth is driven by AI chips for giants like Nvidia and Apple which now make up [--] percent of their total business. To stay ahead TSMC is spending a record [--] billion USD in [----] to dominate the next-generation 2nm chip market. With a massive [----] percent gross margin and an analyst price target reaching [---] USD TSMC remains the essential backbone of the global digital economy." [YouTube Link](https://youtube.com/watch?v=bxDX_UG4WL4) 2026-01-21T12:01Z [---] followers, [--] engagements "Alibaba (BABA) 78% AI ☁🤖 Alibaba (BABA) 78% AI ☁🤖 Hook Alibaba "" -78% [--] AI Key Points Cloud : Cloud Intelligence () +34% AI Triple-digit () 🚀 Pain for Gain (): Free Cash Flow () [--] GPU AI : PDD Douyin Buyback () Conclusion : 2025-2026 "" Alibaba Investment Phase () AI Tags #Alibaba #BABA #9988 # # #AIStocks #CloudComputing #TheEXPme" [YouTube Link](https://youtube.com/watch?v=cnG3BOXFqc4) 2026-01-13T05:20Z [---] followers, [--] engagements "Pop Mart (9992.HK) 2026: ESG Pop Mart (9992.HK) 2026: ESG Pop Mart [--] "" 2025-2026 : * Revenue () 300% * Labubu Plush () 1200% * [--] Gross Margin () 70% : [----] ESG ( ) : [---] HKD Accumulate () Growth () IP Tags: #PopMart #9992HK # #ArtToy #Labubu # # #theexpme" [YouTube Link](https://youtube.com/watch?v=cyLleeLRtBU) 2026-01-26T00:00Z [---] followers, [--] engagements "Market Update Jan [--] 2026: Gold and Tech Peak as Crypto Stalls Market Update Jan [--] 2026: Gold and Tech Peak as Crypto Stalls Crypto: It is a sea of red today Most Altcoins are Bearish (downward trend) as liquidity stays concentrated in Bitcoin. BTC is playing defense at [-----] USD while BNB stands out as the only Bullish (upward trend) outperformer. Stocks: AI and Semiconductors are the stars of the week. NVDA and TSM are surging after record earnings and massive Capex (capital expenditure) plans for [----]. Chinese tech giants like Alibaba and Baidu are also rising on AI monetization" [YouTube Link](https://youtube.com/watch?v=d-OkmbP7vWY) 2026-01-25T07:35Z [---] followers, [--] engagements "JD.com (JD) [----] JD.com (JD) [----] JD.com 2026: Deep Value () [--]. : P/E [--] 14.9% [--]. : [----] JD [--] [--]. : 3.4% (Downside Protection) [--]. : [----] (Southbound Connect) : 14.9% JD Retail (Food Delivery) 213% [---] : $45 (USD) / [---] HKD ( Upside 40%) : JD "Top Pick" Tags: #JD #JDCOM # # #TheEXP #theexpme" [YouTube Link](https://youtube.com/watch?v=dLpF18CPe5Q) 2026-01-25T00:00Z [---] followers, [--] engagements "SYM: AI Backlog () [---] 🤖📦 Symbotic Inc (SYM) AI-enabled Robotics () Walmart : Business (): AI Warehouse Automation () Walmart Partnership (): Walmart [--] Massive Backlog (): [----] ( [---] ) Financials ( 2025): 26% [---] Net Loss () Adjusted EBITDA ( ) Risks (): Walmart SYM Story Stock #theexpme #SYM #Symbotic # #AI #Robotics #Walmart #WarehouseAutomation # #StockMarket #" [YouTube Link](https://youtube.com/watch?v=hNi_MBZzl2o) 2026-01-11T10:08Z [---] followers, [--] engagements "25 .. 2026: - All-time High Bear [--] .. 2026: - All-time High Bear Crypto: Bear () BTC Defensive () [-----] BNB Outperformer () Altcoins () Stock: Semiconductors & AI Leader () NVDA TSM Capex () Alibaba Baidu AI Monetization ( AI) MSTR Index: S&P500 Nasdaq Record High () [----] SET () Bullish () FX & Gold: New High Geopolitical () DXY Bearish () [--] TheEXP.me Note: Real Growth #theexpme # # # # #AI #NVDA #Bitcoin #SET #StockMarket2026 #FinTech" [YouTube Link](https://youtube.com/watch?v=iT1vLpKQgYI) 2026-01-25T07:36Z [---] followers, [--] engagements "SYM: The AI robotics stock transforming warehouseswith a massive $22.5B backlog 🤖📦 A deep dive into Symbotic Inc (SYM) a tech company using AI-enabled robotics to transform warehouse logisticswith a major customer and strategic shareholder like Walmart backing the story. Key highlights: Business: Builds robotic systems and AI software for warehouse automation making storage and order sorting faster and more accurate. Walmart partnership: Walmart is not only a customerits also a major shareholder deploying Symbotics system across [--] distribution centers in the U.S. Massive backlog: Symbotic" [YouTube Link](https://youtube.com/watch?v=kTgrnVe_ZMM) 2026-01-11T10:06Z [---] followers, [--] engagements "Silver at $108 🚀 Top [--] Mining Stocks for [----] Silver at $108 🚀 Top [--] Mining Stocks for [----] It is [----] silver has hit $108 and the market is facing a "Physical Squeeze" With China restricting exports here are the [--] miners you need to watch: [--]. Newmont (NEM) - The Safe Haven 🛡 The industry giant with the strongest balance sheet. Now a Gold-Copper hybrid it is the safest bet for stability and dividends. [--]. Fresnillo (FRES) - The Cash Cow 🐮 The world's #1 silver producer. Profits exploded 300% as prices soared generating massive free cash flow despite lower ore grades. [--]. First Majestic (AG)" [YouTube Link](https://youtube.com/watch?v=lFMXuYbBZzc) 2026-01-27T01:01Z [---] followers, [--] engagements "Watchlist - Update [--] May [----] Watchlist - Update [--] May [----] Fx ------Bull------ XAUTHB D: up / W: up XAUUS D: up / W: up ------Sideway------ USOIL D: down / W: up USDTHB D: down / W: up HKDTHB D: down / W: up XDR: D: down / W: up ------Bear------ All time high Index ------Bull------ US500 D: up / W: up NDQ D: up / W: up CSI300(china) D: up / W: up HK50(hongkong) D: up / W: up SENSEX(india) D: up / W: up ------Sideway------ ------Bear------ SET(thai) D: down / W: down SENSEX Bull SET Bear Stock ------Bull------ [----] D: up / W: up PDD D: up / W: up [---] D: up / W: up AMZN D: up / W: up NVDA" [YouTube Link](https://youtube.com/watch?v=ltdojXYwyqM) 2024-05-26T13:14Z [---] followers, [--] engagements "NVIDIA (NVDA) 2026: From Chipmaker to AI Architect NVIDIA (NVDA) 2026: From Chipmaker to AI Architect NVIDIA is no longer just a chip company; it is the fundamental architect of the global AI era. Quick Q3 FY2026 Highlights: Revenue hit a record $57 Billion up 62% year-over-year. Data Center sales now drive nearly 90% of total revenue proving that AI factories are the new industrial backbone. [--] Growth Drivers to Watch: [--]. Blackwell Supercycle: Demand is off the charts with the next-gen Rubin architecture already on the roadmap for late [----]. [--]. Sovereign AI: Global governments are now a major" [YouTube Link](https://youtube.com/watch?v=nacly7RCewc) 2026-01-20T12:01Z [---] followers, [--] engagements "AI [----] AI [----] [----] AI Industrial Execution [--] [--]. The Great Divergence ( AI) Scale AI [--]. Physical AI Humanoid [-----] ( [--] ) [--]. E-Commerce Agentic AI AI Agent [--]. Data Center AI #AI2026 #BusinessTrends #Robotics #TechSummary #theexpme" [YouTube Link](https://youtube.com/watch?v=oCbfkVzcoxw) 2026-01-25T05:13Z [---] followers, [--] engagements "11 .. 2026: & New High & BNB 🚀 Watchlist () [--] [----] Crypto Stocks Index Forex 💰 Crypto: BNB BNB Bullish () opBNB BTC & Altcoins Sideway () () Morgan Stanley ETF : [----] Macro () 📈 Stocks: AI Semiconductor (): NVDA TSM ASML Bullish () AI Servers () China Recovery (): Baidu Tencent Ping An Spin-off () Baidu Defense (): RKLB AVAV 🌍 Index: -- US500 & Nasdaq: All-time high () Vietnam (VNIND): [----] GDP [----] 7.5% SET (): Sideway () ✨ Forex & Commodities: Gold (XAUUSD): $4400 - $4600 All-time high () USDTHB: ( [-----] - 31.50) USOIL: Bearish () Oversupply ()" [YouTube Link](https://youtube.com/watch?v=oNoXVIGoxok) 2026-01-11T08:26Z [---] followers, [--] engagements "AVGO AI AVGO AI Broadcom (AVGO) : [--]. AVGO AI Networking AI 220% [--]. VMware [--]. Margin 77% [--]. Apple - [--]. : AVGO AI [--] #AVGO #Broadcom # #AI # # #theexpme" [YouTube Link](https://youtube.com/watch?v=p4QYvm6RFzY) 2026-01-26T12:01Z [---] followers, [--] engagements "Watchlist - Update [--] Feb [----] Watchlist - Update [--] Feb [----] Fx ------Bull------ XAUTHB D: up / W: up USDTHB D: up / W: up HKDTHB D: up / W: up XDR: D: up / W: up ------Sideway------ XAUUS D: down / W: up USOIL D: up / W: down ------Bear------ Index ------Bull------ US500 D: up / W: up NDQ D: up / W: up SENSEX(india) D: up / W: up ------Sideway------ HK50(hongkong) D: up / W: down SET(thai) D: up / W: down CSI300(china) D: up / W: down ------Bear------ Stock ------Bull------ MSFT D: up / W: up NVDA D: up / W: up AMZN D: up / W: up ARM: D: up / W: up ASML: D: up / W: up LVMH D: up / W: up" [YouTube Link](https://youtube.com/watch?v=pilzgdnEzXA) 2024-02-26T15:19Z [---] followers, [--] engagements "Watchlist - Update [--] Jan [----] Watchlist - Update [--] Jan [----] Crypto [----] Risk-off () Tariffs () Gold () (ATH) Bitcoin Store of Value () BTC: ETF Fund Flows ( ETF) 21Shares Rally () ETH: (Daily Up) BlackRock ETH ETF Volume () $1.3 #theexpme # #cryptocurrency # # # Stock NVDA / TSM / ASML: (Market Leader) NVDA H200 [----] TSM (TSMC) CoWoS () TSLA: Q4 Deliveries ( 4) [------] Consensus () Whisper numbers () Energy Storage () China Tech (981 [----] [----] 9961): Baidu (9888) (Listing application) AI IPO [----] CEG / GEV: AI Power Demand ( Data Center) GE Vernova [----] LVMH: [--] Index US500" [YouTube Link](https://youtube.com/watch?v=q1L46xOD_sU) 2026-01-04T16:59Z [---] followers, [--] engagements "Watchlist - Update [--] Mar [----] Watchlist - Update [--] Mar [----] Fx ------Bull------ XAUTHB D: up / W: up XDR: D: up / W: up XAUUS D: up / W: up USDTHB D: up / W: up ------Sideway------ HKDTHB D: down / W: up USOIL D: up / W: down ------Bear------ All time high week Bull Index ------Bull------ US500 D: up / W: up NDQ D: up / W: up SENSEX(india) D: up / W: up ------Sideway------ HK50(hongkong) D: up / W: down CSI300(china) D: up / W: down ------Bear------ SET(thai) D: down / W: down Stock ------Bull------ MSFT D: up / W: up NVDA D: up / W: up AMZN D: up / W: up ARM: D: up / W: up ASML: D: up /" [YouTube Link](https://youtube.com/watch?v=tMYrWr-j7VA) 2024-03-17T16:09Z [---] followers, [--] engagements "CATL: The Global Battery King in [----] CATL: The Global Battery King in [----] CATL dominates the battery world with a 38.2% market sharemore than its next two rivals combined Key Takeaways for your [----] Portfolio: [--]. Profit Boom: Net income soared 36% YoY outstripping revenue growth. Why High-margin tech like Qilin batteries and lower material costs are boosting the bottom line. [--]. AI Fuel: Energy Storage Systems (ESS) are the new profit engine driven by the global AI Data Center expansion and green energy transition. [--]. Innovation Lead: With Shenxing super-fast charging and Solid-State plans" [YouTube Link](https://youtube.com/watch?v=tig7wazbUms) 2026-01-18T00:01Z [---] followers, [--] engagements "Xiaomi 2026: EV 🚀 Xiaomi 2026: EV 🚀 Xiaomi [----] Human x Car x Home [--]. EV : Gross Margin 25.5% Startup [---] SUV [--]. : Internet Services [--]. Ecosystem : HyperOS -- [--]. : [---] AI : +22.3% +80.9% : [-----] HKD : [-----] HKD #Xiaomi #Xiaomi #1810HK # #EV #SmartHome #theexpme" [YouTube Link](https://youtube.com/watch?v=vGjOf1hu6vM) 2026-01-22T00:01Z [---] followers, [--] engagements "TSMC AI: [----] TSMC AI: [----] TSMC (TSM) [--] [----] AI HPC (High Performance Computing - ) 55% : [--]. (Gross Margin) 62.3% (Pricing Power) [--]. (Capex - ) [----] [---] 2nm Nvidia Apple [--]. (Geopolitics) Data Center : (Target Price) [---] Upside () 34% Must-Own () AI Supercycle Tags: #TSMC #TSM # # #AI #Nvidia #Apple #theexpme" [YouTube Link](https://youtube.com/watch?v=vzOhDw8wUQ4) 2026-01-21T12:01Z [---] followers, [--] engagements "MU (Micron) AI [----] MU (Micron) AI [----] Micron Technology (MU) (Memory) [--] AI : DRAM NAND Flash AI Server : [----] 49% [---] (HBM) AI 250% : [--] (Micron Samsung SK Hynix) (CHIPS Act) : : $327 ( $450) AI (Video Script): * Micron AI * 49% HBM * * $327 #MU #Micron # #AI # #SemiConductor #HBM #theexpme" [YouTube Link](https://youtube.com/watch?v=wJudQXkYjIc) 2026-01-25T12:01Z [---] followers, [--] engagements "TENCENT (700HK) 2026: WeChat + + AI Tencent 700HK Tech Giant [--] Digital Backbone WeChat () WeChat Pay Cloud ( Q3/2025) 🎮 VAS 50% ( + ) 💸 FinTech & Business 30% (WeChat Pay + + Cloud) 📢 Marketing 19% ( AI) 📦 1% (Pros) 🧱 The Great Wall of WeChat: [----] = Moat 🤖 AI Money Printer: AI +21% 🎮 Global Gaming: +43% (Supercell + ) 💰 Cash Flow Machine: + EPS (Cons/Risks) K-shape WeChat Pay 🌍 Geopolitics - AI/ 📏 (Q3/2025) Revenue 192.9B (+15%) Gross Profit 108.8B (+22%) Non-IFRS Net Profit 70.6B (+18%) = (Q3/25 vs Q3/24) 🚀 +43% () 📈 +21% (AI ) 🏠 +15% 💳 FinTech & Business +10% 💬" [YouTube Link](https://youtube.com/watch?v=ws6Ix1FddBg) 2026-01-12T13:30Z [---] followers, [--] engagements "Kuaishou Q3/FY2025: Other (+AI) Kuaishou Q3/FY2025: Other (+AI) Kuaishou (01024.HK) 3/FY2025 +14.2% YoY $5.0B 56.5% 27% Other 16.6% +41.3% + AI (Kling) DAU 416M [---] / GMV +15.2% : / security : DAU GMV Adjusted net margin (14%) tags #Kuaishou #01024 #HKEX #ChinaTech #ShortVideo #DigitalAds #LiveStreaming #Ecommerce #AI #Kling" [YouTube Link](https://youtube.com/watch?v=xeU_lj5Mx7A) 2026-01-17T00:01Z [---] followers, [--] engagements "📈 Watchlist Update: [--] .. [----] 📈 Watchlist Update: [--] .. [----] [--]. Crypto: (Bearish) 📉 Trump Kevin Warsh Fed Hawkish () * BTC: $81000 [--] * ETH: Capital Outflow () ETF $1.7 * : HYPE (W: Up) BNB [--]. Stock: Tech AI - (Bullish) 🚀 * ASML / NVDA: AI Factories * Baidu / Alibaba: Silicon Sovereignty () IPO * Bearish: MSFT 4% Cloud MSTR/COIN Bitcoin [--]. Index: High 🌍 * US500 / NDQ: All-Time High () Tech * CSI300 / HK50: [--]. Fx & Assets: (Bullish) 🥇 * Gold / Silver: New High Geopolitical Tension () De-dollarization () * DXY: [--] Fed --- Tags Format 1: #theexpme #Crypto #Bitcoin #StockMarket #NVDA #Gold" [YouTube Link](https://youtube.com/watch?v=-1IqKeiLBlE) 2026-02-01T01:00Z [---] followers, [--] engagements "5 [--] AI [----] 💾⚡ [--] [--] AI [----] 💾⚡ The EXP me [--] (ASML AMAT LRCX KLAC TEL) [----] 9% [----] AI Infrastructure [--]. ( & ) [--] ASML: EUV [--] AMAT: [--] LRCX: Memory Etch [--]. [--] ASML: AI [--] KLAC: Defect [--] AMAT / LRCX: AMAT LRCX Memory [--]. (Risk-Adjusted) [--] ASML: Moat [--] KLAC: Yield [--] AMAT: : ASML KLAC LRCX AMAT # #Semiconductor #Investment #ASML #AMAT #LRCX #KLAC #TEL theexpme ASML AMAT LRCX KLAC TEL Investment Semiconductor theexpme ASML AMAT LRCX KLAC TEL Investment Semiconductor" [YouTube Link](https://youtube.com/watch?v=-LZyBIuRYcA) 2026-02-07T01:00Z [---] followers, [--] engagements "Ping An Good Doctor (1833.HK) [----] Ping An Good Doctor (1833.HK) [----] Ping An Healthcare & Tech Ping An Good Doctor Health ecosystem B2B2C Managed Care / Synergy Ping An Group 1H2025 $358.8M (+19.5%YoY) Gross Margin 33.6% $19.2M CFO $9.1M F-end +28.5% B-end +35.2% Ping An /AI JD Health/Alibaba Health : F-end/B-end Margin CFO $1.18B tags #PingAnGoodDoctor #1833HK #DigitalHealth #ChinaStocks #HealthcareTech #theexpme theexpme PingAnGoodDoctor 1833HK DigitalHealth ChinaStocks HealthcareTech theexpme PingAnGoodDoctor 1833HK DigitalHealth ChinaStocks HealthcareTech" [YouTube Link](https://youtube.com/watch?v=-cVoj_mnBN8) 2026-01-15T01:00Z [---] followers, [--] engagements "AI Networking [----] [--] AI Networking [----] [--] AI Broadcom Marvell Arista Astera Labs Ethernet [--]. TAM AI 28.4% [----] [----] [--]. [--] Broadcom [-----] [--] Cisco [-----] [--] Marvell [----] Data Center Non-GAAP Net Income [--] Broadcom [-----] [--] Nvidia [----] Networking [--] Marvell [----] [--]. Growth Potential [--] Astera Labs 100% [--] Marvell 40% Custom ASIC [--] Broadcom 25% [--]. Ethernet InfiniBand [----] Ethernet Broadcom Arista AI InfiniBand [--]. [--] Broadcom [--] Marvell Big Tech [--] Arista Ethernet Tags [--]. #theexpme #AINetworking #Broadcom #Marvell #StockMarket" [YouTube Link](https://youtube.com/watch?v=-uWOoUvi-RU) 2026-02-04T01:00Z [---] followers, [--] engagements "RKLB: Is Rocket Lab Still a Buy in [----] RKLB: Is Rocket Lab Still a Buy in [----] Rocket Lab (RKLB) is more than just a rocket company Here is your quick recap for the space sector leader: [--]. Business Model: [--] percent of revenue comes from Space Systems (building satellites and parts). They are vertically integrated controlling the whole mission from launch to orbit. [--]. Explosive Numbers: 3Q25 revenue grew [--] percent year-over-year. The backlog is at a record [----] billion dollars. Gross margins hit [--] percent as they scale operations. [--]. Strategic Moat: Trusted by the US Government (SDA) and" [YouTube Link](https://youtube.com/watch?v=0CwEO0ACTG0) 2026-01-22T12:00Z [---] followers, [--] engagements "JD.com (JD) Stock Analysis: [----] Deep Value Turnaround JD.com (JD) Stock Analysis: [----] Deep Value Turnaround Is JD.com the most undervalued tech giant in [----] Trading at a Forward P/E of just 9x JD is significantly cheaper than its peers despite growing revenue by 15%. Key Growth Drivers: [--]. Regulatory Shift: New [----] laws against predatory pricing level the playing field favoring JDs quality-first model. [--]. Shareholder Rewards: A strong 3.4% dividend yield plus aggressive buybacks provide a solid price floor for investors. [--]. Liquidity Catalyst: Moving to a Dual-Primary listing in HK will" [YouTube Link](https://youtube.com/watch?v=0gb3vAt3Dqs) 2026-01-25T00:00Z [---] followers, [---] engagements "Cloudflare (NET) AI Cloudflare (NET) AI Cloudflare (NET) 2025-2026 [--]. : Q3 [----] 31% [---] [--]. AI Inference: AI (Inference) Edge [--]. : Zero Trust () Zscaler [--]. : 75% (RPO) 43% [--]. : (High Quality Asset) Premium "" 175-185 [--] .. AI Tags: #NET #Cloudflare # #AI # #TheEXPme #CyberSecurity #" [YouTube Link](https://youtube.com/watch?v=1EWWc8LMKP4) 2026-02-03T12:00Z [---] followers, [--] engagements "FICO: The Monopoly Stock Getting Richer by Raising Prices FICO: The Monopoly Stock Getting Richer by Raising Prices Did you know that whenever someone in the US applies for a mortgage FICO gets paid For [----] they are doubling their prices from $5 to $10 per score Why FICO is a Beast: [--]. Pure Pricing Power: They own the industry standard. Lenders have no choice but to pay. [--]. High-Octane Software: Their cloud platform growth is at 33%. Existing customers are sticking around and paying more (122% DBNRR). [--]. Printing Cash: 82.9% Gross Margin means almost every extra dollar of revenue is pure" [YouTube Link](https://youtube.com/watch?v=2fj34snwddY) 2026-02-08T12:00Z [---] followers, [--] engagements "AI Networking Showdown 2026: Who is the Real King AI Networking Showdown 2026: Who is the Real King Deep dive into the AI infrastructure battle featuring Broadcom Marvell Arista and Astera Labs. Who belongs in your portfolio as Ethernet takes over the data center [--]. Market Overview (TAM) The AI infrastructure market is exploding with a 28.4% annual growth rate expected to reach $126 billion by [----]. [--]. Revenue & Profit Leaders For Total Revenue: No. [--] Broadcom at $64 billion the undisputed giant. No. [--] Cisco at $56.7 billion. No. [--] Marvell at roughly $8 billion. For Non-GAAP Net Income: No. 1" [YouTube Link](https://youtube.com/watch?v=32SKrUclNxo) 2026-02-04T01:00Z [---] followers, [--] engagements "AMD 2026: The AI Beast is Here AMD 2026: The AI Beast is Here AMD is starting [----] with a bang The latest data reveals AMD is almost sold out of its server CPUs for the entire year leading to potential [--] percent price hikes. Key Updates: * AI Revenue Forecast: Expected to hit [--] Billion USD in [----] driven by the new MI455X GPUs and the Helios rack-scale platform. * Strategic Partnerships: A new deal with TCS is set to push AMD AI into global enterprises. * Record Growth: Q3 [----] revenue hit an all-time high of [----] Billion USD with net income skyrocketing [--] percent YoY. Market Sentiment:" [YouTube Link](https://youtube.com/watch?v=4OPEiHIB9nk) 2026-01-27T12:00Z [---] followers, [--] engagements "Watchlist Update: Global Market Deep Dive (Feb [--] 2026) Watchlist Update: Global Market Deep Dive (Feb [--] 2026) Global markets are seeing a massive shift as crypto faces a "bloodbath" while stocks and gold hit new highs. Here is what you need to know: [--]. Crypto Bearish: BTC dropped to $81000 a 2-month low following the nomination of Kevin Warsh as Fed Chair. Despite being pro-crypto his Hawkish (tight monetary policy) stance sparked liquidity fears. ETH saw a massive $1.7B Capital Outflow (money leaving) from ETFs. However HYPE and BNB remain resilient. [--]. Tech Bullish: AI remains the king." [YouTube Link](https://youtube.com/watch?v=4WGKJ5Sj73o) 2026-02-01T01:00Z [---] followers, [--] engagements "Newmont (NEM) 2026: Newmont (NEM) 2026: All-Time High $3500/oz Newmont (NEM) [--] [--] [--]. Newmont 2.0: (Tier 1) [--]. : [----] Newcrest Ahafo North (Catalyst) [--]. : 3-4% [--] : (Undervalue) [--] $145 #NEM #Newmont # # # # #TheEXPme theexpme NEM Newmont theexpme NEM Newmont" [YouTube Link](https://youtube.com/watch?v=4XgoN8YxMYo) 2026-02-12T00:00Z [---] followers, [--] engagements "Baidu: From Search Giant to AI and Robotaxi Leader Baidu: From Search Giant to AI and Robotaxi Leader Baidu (BIDU / 9888.HK) is no longer just China's Googleit is becoming an AI powerhouse. Here are the key highlights for investors: [--]. Business Pivot: Shifting to an AI-first strategy. Baidu Core (Search + AI) makes up 79% of revenue while iQIYI contributes 21%. [--]. Cloud Momentum: AI Cloud revenue is up 21% Year-over-Year making it a top leader in the Chinese market. [--]. Financial Fortress: Holds over [---] billion RMB in net cash representing nearly 70% of its total market value. [--]. Autonomous" [YouTube Link](https://youtube.com/watch?v=4pOot6OoANg) 2026-01-21T00:00Z [---] followers, [--] engagements "Trip.com (TCOM/9961) Q3/2025 Trip.com (TCOM/9961) Q3/2025 Trip.com Group (TCOM/9961) : - OTA () - Q3/2025: 43.8% / 34.3% - : +16% YoY Gross Margin 81.7% Net Income Other income () - : International bookings + Cross-border - : / + - Checklist : 80% S&M buyback : tags #TCOM #9961 #Tripcom # # # # #theexpme theexpme TCOM [----] Tripcom theexpme TCOM [----] Tripcom" [YouTube Link](https://youtube.com/watch?v=5m-y9rTJhRQ) 2026-01-14T05:00Z [---] followers, [--] engagements "PLTR AI 2025-2026 PLTR AI 2025-2026 Palantir (PLTR) " AI" : [--]. 2025: 56% [---] 108% [--]. AIP Bootcamp: NDR 139% [--]. : 84% [---] "" [--]. : (Premium Valuation) : AI [---] [---] Tags: #PLTR #AI #Palantir # # #theexpme theexpme PLTR AI Palantir theexpme PLTR AI Palantir" [YouTube Link](https://youtube.com/watch?v=6kW9EgjrYWI) 2026-02-05T12:00Z [---] followers, [--] engagements "AIA Group (1299.HK): Asias Insurance King is Back in [----] AIA Group (1299.HK): Asias Insurance King is Back in [----] AIA is entering a massive new growth cycle. Here is why this financial giant is a top pick for your [----] portfolio [--] Reasons Why AIA is a BUY: * Record Performance: Value of New Business (VONB) surged 25% in Q3 [----] hitting all-time highs for the quarter. * Elite Sales Force: Ranked number [--] globally for MDRT members for [--] straight years. Better agents mean higher profit margins. * Strong Capital Returns: Management is rewarding shareholders with a [---] Billion USD buyback and a" [YouTube Link](https://youtube.com/watch?v=73m66fPrGFc) 2026-01-30T00:00Z [---] followers, [--] engagements "MU (Micron) - The AI Memory Powerhouse of [----] MU (Micron) - The AI Memory Powerhouse of [----] Micron Technology (MU) is the leading U.S. memory chipmaker and a crucial piece of the AI ecosystem. Core Business: DRAM and NAND Flash for AI servers smartphones and automotive. Highlight: FY2025 revenue jumped 49% to $37.4 Billion High-Bandwidth Memory (HBM) for AI grew over 250%. Value: This is an oligopoly with only [--] major global players ensuring strong pricing power. Supported by the U.S. CHIPS Act. Risks: Memory is a cyclical market. Watch for oversupply in late [----] and geopolitical tensions" [YouTube Link](https://youtube.com/watch?v=75Odhwxpkd0) 2026-01-25T12:00Z [---] followers, [--] engagements "WEF [----] [--] WEF [----] [--] [----] [--] [--]. : [--]. : (He Lifeng) 5% [--]. : Mark Carney : Pax Americana Tags: #WEF2026 #Davos2026 #Geopolitics #GreenlandCrisis #China #Europe #Economy #WorldOrder #GlobalSouth #TradeWar #theexpme" [YouTube Link](https://youtube.com/watch?v=77exfMh6SF8) 2026-01-29T05:00Z [---] followers, [--] engagements "Kuaishou Q3 FY2025: Ads Still Leads Other (E-commerce + AI) Is the Fastest Grower Kuaishou Q3 FY2025: Ads Still Leads Other (E-commerce + AI) Is the Fastest Grower Kuaishou (1024.HK) posted Q3 FY2025 revenue of $5.0B (+14.2% YoY). Revenue mix: Ads 56.5% ($2.82B) Live 27% ($1.35B) Other 16.6% ($0.83B) with Other up +41.3% YoY driven by e-commerce and AI initiatives (e.g. Kling). User scale remains large: DAU 416M [---] mins/day engagement. E-commerce momentum: GMV $54.1B (+15.2% YoY). Watchouts: high reliance on Ads weak Live growth and regulation/cyber-security event risks. Key metrics to" [YouTube Link](https://youtube.com/watch?v=7OoOzuXWIEw) 2026-01-17T00:00Z [---] followers, [--] engagements "Power & Grid AI () Power & Grid AI () [--] (Schneider ABB Eaton Quanta Vertiv) [--]. (TAM) Power Grid & Data Center Infra 8-10% (CAGR) Data Center Infra AI 12% - (Grid): Quanta 20% - Data Center Physical: Vertiv Schneider 30-35% - (Electrification): ABB 20% Schneider 15% [--]. () 1: Schneider Electric ( $41B / $4.3B) 2: ABB ( $33B / $3.9B) 3: Eaton ( $25B / $3.8B) (Net Margin) 15.3% [--]. (Growth Potential) 1: Vertiv (High Growth) 15%+ Pure-play AI Data Center 2: Quanta (Secular Growth) 10-15% Backlog 3: Eaton (Solid Growth) 8-10% Data Center [--]. - Eaton Schneider Moat - Schneider Recurring (/) 20% -" [YouTube Link](https://youtube.com/watch?v=880m91r1Uxo) 2026-02-06T01:00Z [---] followers, [--] engagements "Physical AI & Robotics 2026: Biggest Most Profitable Fastest Growth and Best to Invest Physical AI & Robotics 2026: Biggest Most Profitable Fastest Growth and Best to Invest Summary Group TAM: Physical AI is projected to grow at 32.53% CAGR (20262033) to about $49.7B; the broader robotics market is about $125B in [----]. Market share: FANUC remains a key industrial-robot leader at 8% (up to 20% in some segments). Tesla is targeting new markets in humanoids and autonomy. Revenue ranking (Current Top 3) [--]. Tesla $94.8B 2) FANUC $5.7B 3) Teradyne $3.19B Profit ranking (Current Top 3) [--]. Tesla" [YouTube Link](https://youtube.com/watch?v=8CMq43NaoL0) 2026-02-10T01:00Z [---] followers, [--] engagements "Sands China (1928.HK): [----] Sands China (1928.HK): [----] Sands China (1928.HK) [----] [--]. : The Londoner Macao 100% [----] (EBITDA Margin) 35-36% [--]. Mass: 40% Sands China "" [--]. : (Dividend Yield) 4.5-6.0% [----] [--]. : Las Vegas Sands Undervalued () : "" 22-25 HKD [----] #SandsChina #1928HK # # # # #theexpme" [YouTube Link](https://youtube.com/watch?v=8DNdh3F5d5Y) 2026-02-04T00:00Z [---] followers, [--] engagements "TMDX FedEx TMDX FedEx Description TransMedics OCS + NOP - Q3/25 $143.8M (+32%YoY) GM 59% GAAP $24.3M 75% Terumo/OrganOx [----] International Service margin Heart Cash flow tags #TMDX #TransMedics #MedTech #USStock" [YouTube Link](https://youtube.com/watch?v=8OVDhlkdP38) 2026-01-14T12:00Z [---] followers, [--] engagements "AppLovin (APP): The AI Ad-Tech Giant Powering Mobile Growth AppLovin (APP): The AI Ad-Tech Giant Powering Mobile Growth AppLovin is the stock everyone is talking about This mobile ad-tech leader is using its Axon AI engine to revolutionize how apps make money. KEY HIGHLIGHTS: * Massive Growth: Advertising revenue jumped 75% as AI delivers superior ROI for marketers. * Elite Profitability: EBITDA margins near 60% making it one of the most profitable tech firms. * Pure-Play Pivot: Selling its gaming apps for $900M to focus entirely on its high-margin software platform. WHAT TO WATCH: * Ongoing" [YouTube Link](https://youtube.com/watch?v=9hVT0MpqyWE) 2026-02-06T12:00Z [---] followers, [--] engagements "Bilibili (BILI) Hits Record Profits The [----] Pivot Every Investor Needs to See Bilibili (BILI) Hits Record Profits The [----] Pivot Every Investor Needs to See Bilibili has officially entered its most profitable era In the latest reports the "YouTube of China" delivered a record [-----] million RMB in adjusted net profit a staggering [---] percent increase year-over-year. The Key Drivers: [--]. Ad Power: While gaming faced industry hurdles advertising revenue surged [--] percent. Its loyal Gen Z community is a goldmine for brands with users spending [---] minutes daily on the app. [--]. Smart Efficiency:" [YouTube Link](https://youtube.com/watch?v=9tGCcplKuhc) 2026-01-27T00:00Z [---] followers, [--] engagements "Tesla 2026: AI & Robotics Tesla 2026: AI & Robotics Tesla (TSLA) [----] [--]. : Tesla EV AI & Robotics [----] 8.5% BYD [--] Elon Musk [--]. : (Tesla Energy) 113% [--]. : [--] Cybercab [--] FSD [--]. : (P/E [---] ) "" FSD #Tesla #TSLA #ElonMusk #Robotaxi # # #AI #TheEXPme theexpme Tesla TSLA ElonMusk Robotaxi AI theexpme Tesla TSLA ElonMusk Robotaxi AI" [YouTube Link](https://youtube.com/watch?v=BKiNVeWWkcM) 2026-02-04T12:00Z [---] followers, [--] engagements "Vistra Corp (VST): The Nuclear Powerhouse Fueling the AI Revolution Vistra Corp (VST): The Nuclear Powerhouse Fueling the AI Revolution Vistra (NYSE: VST) is no longer just a utility companyit is a critical energy infrastructure play for the AI era. As Big Tech scrambles for 24/7 clean energy Vistras nuclear fleet has become its ultimate competitive advantage. Business Breakdown: * Core: Integrated power producer (Nuclear Gas Solar) and Retail provider. * AI Synergy: Signed a massive 20-year deal with Meta to power their data centers. * Capital Strategy: Retired over 30% of shares since 2021" [YouTube Link](https://youtube.com/watch?v=BWgkHahYCzg) 2026-02-12T12:00Z [---] followers, [--] engagements "BOTZ ETF 2026: AI "" BOTZ ETF 2026: AI "" BOTZ ETF [----] Physical AI () [--] : BOTZ " AI" Concentrated ETF () [--] 50% NVIDIA ABB Intuitive Surgical : Intelligence () Recurring Revenue () [----] : NVIDIA Blackwell (ISRG) 18% : P/E [--] () : "" 5-10% #theexpme #BOTZ #ETF # # #AI #NVIDIA #2026 #PhysicalAI" [YouTube Link](https://youtube.com/watch?v=BrzsuqANWJY) 2026-02-15T03:26Z [---] followers, [--] engagements "UBTECH (9880.HK): Humanoid Robots Moving Into Real Factories UBTECH (9880.HK): Humanoid Robots Moving Into Real Factories UBTECH is a leading China humanoid-robot company pivoting from consumer/education robots into industrial automation. Its Walker series is being deployed in real auto factoriesone of the key steps from demo to commercial use. H1 [----] revenue mix: Consumer 41.8% AI Education 38.6% Other industry solutions 10.3% Smart Logistics 9.0%. Pros: full-stack robotics (hardware + AI) strong patent base Walker S2 entering mass production and deliveries plus policy tailwinds in China." [YouTube Link](https://youtube.com/watch?v=C1xPp6Ou014) 2026-01-19T00:00Z [---] followers, [--] engagements "WuXi Biologics (2269.HK) 2026: WuXi Biologics (2269.HK) 2026: WuXi Biologics (2269.HK) CRDMO Biosecure Act 20.1% 11.6% 42.7% Backlog [--] [--] Digital Twin Pharma [---] : (Cautious Accumulate) [-----] - [-----] HKD [-----] HKD Tags: #theexpme #WuXiBiologics #2269HK #Biotech # #CDMO # #" [YouTube Link](https://youtube.com/watch?v=CJPR_QU1iXk) 2026-02-01T00:00Z [---] followers, [--] engagements "2026 Copper Giants: Who Wins the AI & Grid Buildout [----] Copper Giants: Who Wins the AI & Grid Buildout Exploring the Top [--] copper stocks fueling the AI revolution and global power grid expansion. Comparison Summary: The Total Addressable Market (TAM) for copper is growing by 3-5% annually with AI-specific demand spiking even higher. FCX holds the largest market share in this group. Revenue & Profit Rankings: [--]. FCX: Revenue leader with global scale. [--]. SCCO: Highest net income margins and cost efficiency. [--]. ANTO/TECK: Solid middle-market players with stable outputs. Growth Opportunity: 1." [YouTube Link](https://youtube.com/watch?v=Cj2z13W6ZJI) 2026-02-08T01:00Z [---] followers, [--] engagements "Microsoft (MSFT) 2026: AI Goldmine or Money Pit Microsoft (MSFT) 2026: AI Goldmine or Money Pit [--]. Growth Engine: Azure AI is soaring with 39% growth proving that enterprises are moving from testing AI to full-scale adoption. [--]. The OpenAI Edge: Microsoft now holds a 27% direct stake in OpenAI worth a staggering $135B. This secures their lead in the AI race through [----]. [--]. Revenue Boost: A major subscription price hike is coming in June [----]. With 15M+ paid Copilot users already on board margins are set to expand. [--]. The Big Risk: Microsoft is spending $37.5B per quarter on AI data centers." [YouTube Link](https://youtube.com/watch?v=CldTQtN9CwA) 2026-02-11T12:00Z [---] followers, [--] engagements "5 Defense & AI 2026: [--] Defense & AI 2026: [----] AI 11: * AI 13% [---] * : [--]. L3Harris (LHX) [--]. Elbit Systems (ESLT) [--]. AeroVironment (AVAV) * : [--]. Ondas (ONDS) 270% [--]. AVAV 130% [--]. Kratos (KTOS) 15-20% * : (Battle-proven) AI * : [--]. AVAV: 40%+ BlueHalo [--]. ONDS: [--]. LHX: # #AI #AutonomousSystems # #2026 #theexpme theexpme AI AutonomousSystems [----] theexpme AI AutonomousSystems 2026" [YouTube Link](https://youtube.com/watch?v=Cs_OTjtxMLI) 2026-02-11T01:00Z [---] followers, [--] engagements "1177.HK: Sino Biopharm 1177.HK: Sino Biopharm Sino Biopharmaceutical (1177.HK) 2025-2026 (Generic) (Innovative Biopharma) : [--]. : 10.7% "" 27.2% [--]. : Oncology () 38.1% [--]. : (Net Cash) [--] ADC siRNA [--]. : (VBP) Biosecure Act : (Target Price) [----] HKD ( .. 2026) 6.8x HKD Re-valuation 50% Tags: #SinoBiopharm #1177HK # # # #theexpme theexpme SinoBiopharm 1177HK theexpme SinoBiopharm 1177HK" [YouTube Link](https://youtube.com/watch?v=DEJx0kSaYFY) 2026-02-09T00:00Z [---] followers, [--] engagements ": New High $4500 Crypto (8 Feb 2026) : New High $4500 Crypto (8 Feb 2026) Crypto: Crypto Winter () BTC $70000 Sell-off () [--] HYPE Outperform () Ripple Stock: Semiconductor () ASML TSM GEV BTC MSTR Index: US500 (SET) Bull () Fund Flow () Nasdaq Sideways () Fx/Gold: (XAU) $4500 US Shutdown () Geopolitical Risk () DXY () Tags #theexpme #CryptoNews #StockMarket #GoldPrice #Investment #XAUUSD #Bitcoin #FinancialSummary # # theexpme CryptoNews StockMarket GoldPrice Investment XAUUSD Bitcoin FinancialSummary theexpme CryptoNews StockMarket GoldPrice Investment XAUUSD Bitcoin FinancialSummary" [YouTube Link](https://youtube.com/watch?v=DsolcpKSG3I) 2026-02-08T02:00Z [---] followers, [--] engagements "OKLO: AI Data Center OKLO: AI Data Center Oklo (OKLO) AI (SMR) Meta Equinix : [--]. : Build-Own-Operate [--] AI [--]. ( 2025-2026): [---] ( [--] ) (Pre-revenue) [--]. : (Pipeline) [----] GW [--] [--] [--]. : NRC 2026-2027 : $112.88 $80.47 : (LOI) #OKLO # #AI #SMR # #theexpme theexpme OKLO AI Data Center theexpme OKLO AI Data Center" [YouTube Link](https://youtube.com/watch?v=E9ipraAw_fM) 2026-02-13T12:00Z [---] followers, [--] engagements "Lenovo (992.HK): The AI PC Leader You Can't Ignore Lenovo (992.HK): The AI PC Leader You Can't Ignore Think Lenovo is just about basic laptops Think again. In [----] they are the king of Hybrid AI. Here is why investors are watching: [--]. Record Revenue: Topping $20 billion thanks to the AI infrastructure boom. [--]. Market Leader: Holding 31% of the global Windows AI PC market. High demand equals high profit potential. [--]. Strong Earnings: Adjusted net income is up 25% year-over-year showing real operational strength. [--]. Global Expansion: A $2 billion deal with Saudi Arabia's Alat opens huge doors" [YouTube Link](https://youtube.com/watch?v=EfTLA9Pasms) 2026-02-06T00:00Z [---] followers, [--] engagements "5 AI Buildout & Grid Expansion [----] [--] AI Buildout & Grid Expansion [----] (Copper) AI [--] FCX SCCO TECK FM ANTO [----] : TAM () Infrastructure () AI FCX Scale () SCCO Margin () : [--]. FCX () [--]. SCCO () [--]. ANTO TECK () : [--]. SCCO ( Pipeline ) [--]. FCX () [--]. ANTO () : [----] Cash Cost () SCCO ( [----] ) : [--]. SCCO: (Cost Leader) [--]. FCX: Copper Beta () [--]. ANTO: Pure-play () (Guidance) #theexpme #Copper #Investment #AIInfrastructure #StockAnalysis #EnergyGrid theexpme Copper Investment AIInfrastructure StockAnalysis EnergyGrid theexpme Copper Investment AIInfrastructure StockAnalysis EnergyGrid" [YouTube Link](https://youtube.com/watch?v=GVjNmIzbL5w) 2026-02-08T01:00Z [---] followers, [--] engagements "Palantir (PLTR) Deep Dive: The AI Powerhouse of [----] Palantir (PLTR) Deep Dive: The AI Powerhouse of [----] Is PLTR the ultimate AI stock Here is a 60-second breakdown of Palantirs massive FY2025 performance [--]. Hyper-Growth: Revenue surged 56% to $4.475B. The star of the show U.S. Commercial revenue which skyrocketed 108% thanks to their AIP Bootcamps. [--]. Financial Fortress: Palantir is a cash machine. They boast an 84% gross margin $7.2B in cash and zero debt. Their efficiency is off the charts with a 106% Rule of [--] score. [--]. The Moat: They are moving beyond data analytics to become the "AI" [YouTube Link](https://youtube.com/watch?v=GfrNZOKUTxc) 2026-02-05T12:00Z [---] followers, [--] engagements "Lenovo (992.HK) [--] AI PC 💻🤖 Lenovo (992.HK) [--] AI PC 💻🤖 Lenovo [----] Hybrid AI () : [--]. New High [--] USD AI Server AI PC [--]. Windows AI PC 31% [--]. 25% (Adjusted Net Income) [--]. (Alat) [----] : P/E [--] Dell Apple Value Catalyst () AI : (2-3%) : HK$12.23 ( Upside ) Checklist : AI PC 45% Server (ISG) tags: #Lenovo #992HK # #AIPC # # # #theexpme theexpme Lenovo 992HK AIPC theexpme Lenovo 992HK AIPC" [YouTube Link](https://youtube.com/watch?v=GhXb6BK1fxs) 2026-02-06T00:00Z [---] followers, [--] engagements "TMDX: The FedEx of Organ TransplantReal Profits or a [----] Price War TMDX: The FedEx of Organ TransplantReal Profits or a [----] Price War Description TransMedics (TMDX) uses its OCS warm box to keep organs functioning vs. ice plus its NOP model that handles retrieval + logistics with its own jet fleet. Q3 2025: revenue USD 143.8M (+32% YoY) gross margin 59% GAAP net income USD 24.3M. Key risks: liver is 75% of mix and Terumo/OrganOx could ignite U.S. liver competition in [----]. Watch: international ramp service margins heart growth cash flow. tags #TMDX #TransMedics #MedTech #USStocks" [YouTube Link](https://youtube.com/watch?v=Gso2nCjkvzs) 2026-01-14T12:00Z [---] followers, [--] engagements "Haier (6690.HK): Haier (6690.HK): (Upside +36%) Haier Smart Home High Conviction [----] [--]. : 9.5% Haier (Replacement) [--]. Casarte: 80% [--]. : GE Appliances [--]. : P/E [----] HK$ [-----] 36% : Tags: #Haier #6690HK # # #SmartHome # #theexpme" [YouTube Link](https://youtube.com/watch?v=Gwseks56OjA) 2026-01-31T00:00Z [---] followers, [--] engagements "Nongfu Spring (9633.HK): [----] Nongfu Spring (9633.HK): [----] Nongfu Spring (9633.HK) * [--] * [----] (Oriental Leaf) 20% * (Gross Margin) 60.3% * : "" * : (Yield) 2.5-3.0% * (Target Price): HK$58.00 ( Upside 15-20%) * : VAT [----] : New S-Curve Tags: #NongfuSpring #9633HK # # # #OrientalLeaf #theexpme theexpme NongfuSpring 9633HK Oriental Leaf theexpme NongfuSpring 9633HK Oriental Leaf" [YouTube Link](https://youtube.com/watch?v=HMPPjtLh4yg) 2026-01-28T00:00Z [---] followers, [--] engagements "ALAB: The "Nervous System" of AI Infrastructure ALAB: The "Nervous System" of AI Infrastructure Description: Discover why Astera Labs (ALAB) is the ultimate "Pick and Shovel" play in the AI revolution. * The Business: If GPUs are the brains ALAB is the Nervous System. They build high-speed connectivity chips that eliminate data bottlenecks in AI Data Centers. * Hyper-Growth: Q3 [----] revenue surged +104% YoY to USD [-----] Million. * Insane Margins: Boasts a 77% Gross Margin mirroring software companies rather than traditional hardware. * The Catalyst: Riding the transition to PCIe [---] and the" [YouTube Link](https://youtube.com/watch?v=I-Rrc3D_Urs) 2026-01-16T12:00Z [---] followers, [--] engagements "WEF [----] Day [--] Recap: Is the Old World Order Dead WEF [----] Day [--] Recap: Is the Old World Order Dead Davos [----] has turned into a battlefield The "Greenland Crisis" is tearing the West apart and the US-led order is crumbling. Here are the top takeaways from Day 2: [--]. The West Fractures: Trump demands Greenland; Europe refuses. Von der Leyen and Macron declare "Strategic Independence" refusing to bow to bullies. Europe is now looking to India for the "Mother of all deals" to reduce reliance on the US. [--]. China as the Stabilizer: While allies fight China's He Lifeng positions Beijing as the" [YouTube Link](https://youtube.com/watch?v=IE-hd410rK8) 2026-01-29T05:00Z [---] followers, [--] engagements "WEF [----] Day 4: Power Politics AI Agents and the $1 Trillion Fund WEF [----] Day 4: Power Politics AI Agents and the $1 Trillion Fund The polite talk is over. Day [--] at Davos [----] revealed a world shifting to "Power Politics" and AI dominance. Here is what you need to know: [--]. Europe Re-arms: German Chancellor Merz declared the old order dead. Germany is boosting defense spending to a historic 5% of GDP to achieve strategic autonomy. [--]. Indonesia Rising: President Prabowo introduced "Prabowonomics" and the "Danantara" fund (targeting $1 Trillion assets) positioning Indonesia as the global bright" [YouTube Link](https://youtube.com/watch?v=IRVIYDDB9Hw) 2026-02-01T05:00Z [---] followers, [--] engagements "JD Health (6618.HK) 2026: AI JD Health (6618.HK) 2026: AI JD Health [--] : [--]. (Catalyst): GLP-1 () [--]. AI: "Jingyi Qianxun" 99.5% [--] [--]. : 24.5% 27.5% (Service Revenue) [--]. : [--] [--]. : [-----] HKD (Upside) 21% : * (Base Case) 78-80 HKD * (Support) 60-61 HKD * : Tags: #JDHealth #6618HK # # # #AIHealthcare #theexpme theexpme JDHealth 6618HK AIHealthcare theexpme JDHealth 6618HK AIHealthcare" [YouTube Link](https://youtube.com/watch?v=IZv3-4KQ-mY) 2026-02-08T00:00Z [---] followers, [--] engagements "OKLO: Powering the AI Revolution with Next-Gen Nuclear OKLO: Powering the AI Revolution with Next-Gen Nuclear Oklo (OKLO) is the leading name in advanced nuclear fission for the AI era. They are building Small Modular Reactors (SMRs) to provide 24/7 carbon-free power directly to big tech giants like Meta and Equinix. Key Highlights for Investors: [--]. Business Model: They use a Build-Own-Operate strategy selling energy through 20-year contracts to solve the AI power shortage. [--]. Huge Cash Pile: With $1.2 billion in cash they have a 10-year runway to fund construction despite being pre-revenue." [YouTube Link](https://youtube.com/watch?v=IlpOzUomvoY) 2026-02-13T12:00Z [---] followers, [--] engagements "WEF [----] Day [--] Recap: The Hard Reality of AI WEF [----] Day [--] Recap: The Hard Reality of AI Davos Day [--] is defined as "The Hard Part." The AI hype is over; now comes the physical and geopolitical reality. Here is the 1-minute summary: [--]. The Geotech Split 53% of chief economists predict a weaker global economy. The world isn't just polarized politically but separated by "Geotech Spheres." If you aren't allies you don't trade tech. [--]. The AGI Race: [----] vs [----] When will AI match humans - Anthropic: Maybe by 2026-2027. AI writing its own code accelerates everything. - DeepMind: Likely 2030." [YouTube Link](https://youtube.com/watch?v=J2ydCQyotKc) 2026-01-28T05:00Z [---] followers, [--] engagements "Meituan (3690.HK) 2026: Meituan (3690.HK) 2026: Meituan [--]. : Douyin Alibaba [--] [--]. Logistic Moat (): AI Meituan Conversion Rate () [--]. Keeta : New S-Curve () [--]. : HK$ [---] HK$ [-----] [----] : Tags: #Meituan #3690HK # # #Keeta #theexpme" [YouTube Link](https://youtube.com/watch?v=KIwT3_oScKA) 2026-01-24T00:00Z [---] followers, [--] engagements "Ping An (2318.HK): The Sleeping Giant of China Insurance Wakes Up Ping An (2318.HK): The Sleeping Giant of China Insurance Wakes Up Is Ping An the ultimate value play for [----] Here is why this financial giant is at a major turning point: [--]. Massive Profit Surge: 9M2025 Net Profit rose [----] percent with New Business Value (NBV) skyrocketing [----] percent after a successful 3-year reform. [--]. Deep Value: Currently trading at just 0.55x P/EVa massive discount compared to peers like AIA. The market is significantly underpricing its recovery. [--]. Juicy Dividends: A projected 4.5-5.0 percent yield" [YouTube Link](https://youtube.com/watch?v=Kn4RxZnJYvw) 2026-01-20T00:00Z [---] followers, [--] engagements "5 2026: [--] [--] 2026: [--] Space Infrastructure & AI Buildout [----] RKLB ASTS RDW IRDM GSAT (TAM) [----] [------] SpaceX 70% Rocket Lab (RKLB) [--] : [--]. Iridium (IRDM) - [--]. Rocket Lab (RKLB) - [--]. Redwire (RDW) - : [--]. AST SpaceMobile (ASTS) - 5G [--]. Rocket Lab (RKLB) - Neutron [--]. Redwire (RDW) - Backlog : 1: RKLB - 48% 2: IRDM - (Value Play) 3: RDW - (Valuation) # #RKLB #ASTS #IRDM #RDW #GSAT # #theexpme theexpme SpaceTech AI RKLB ASTS theexpme SpaceTech AI RKLB ASTS" [YouTube Link](https://youtube.com/watch?v=L4SZBXfiIZo) 2026-02-12T01:00Z [---] followers, [--] engagements "Davos [----] Day 3: The $1 Trillion Blind Spot & Jamie Dimons Warning Davos [----] Day 3: The $1 Trillion Blind Spot & Jamie Dimons Warning Missed Day [--] of the World Economic Forum Here are the [--] game-changers shifting the global economy. [--]. The $1 Trillion Opportunity Did you know women spend 25% more of their lives in poor health yet receive only 6% of health R&D funding Closing this gap isnt just fairit is a $1 trillion annual business opportunity called "Longevity Infrastructure." [--]. Gates & OpenAI in Africa Bill Gates announced "Horizon 1000" a $50M project deploying AI to clinics in Rwanda." [YouTube Link](https://youtube.com/watch?v=LLNR2kF4Sg4) 2026-01-31T05:00Z [---] followers, [--] engagements "Sunny Optical (2382.HK): The Eyes of the AI Revolution Sunny Optical (2382.HK): The Eyes of the AI Revolution Meet the giant behind the lenses of your favorite tech Sunny Optical (2382.HK) is the world leader in vehicle lenses with over 30% market share and a key player for Samsung Huawei and Apple. Why watch this stock [--]. Profit Surge: 1H [----] net income jumped 52.6% as they pivot to premium products. [--]. Apple Catalyst: Growing share in iPhone lenses and new MacBook camera orders. [--]. Major Spin-off: Plans to list their auto business separately could unlock massive hidden value. [--]. AI Ready:" [YouTube Link](https://youtube.com/watch?v=LoYqM3ssr6Q) 2026-02-07T00:00Z [---] followers, [--] engagements "Nuclear Power: The Secret Engine of the AI Revolution (2026 Forecast) Nuclear Power: The Secret Engine of the AI Revolution (2026 Forecast) AI needs power 24/7 and nuclear is the only carbon-free solution that can keep up. Here is the [----] industry breakdown: Market Outlook: The global reactor market is growing at 5.6% CAGR while AI data center power demand surges by 14% annually. Constellation Energy (CEG) leads the pack owning 23% of the total US nuclear capacity. Financial Leaders (Revenue / Net Income): [--]. Constellation Energy ($23.57B / $3.75B) [--]. Vistra Corp ($17.19B / $2.66B) [--]. Cameco" [YouTube Link](https://youtube.com/watch?v=LqpnY_s7eO4) 2026-02-09T01:00Z [---] followers, [--] engagements "ROBO ETF 2026: Why Robotics is the New Global Backbone ROBO ETF 2026: Why Robotics is the New Global Backbone Forget just techRobotics is now the backbone of global service and manufacturing. In [----] the ROBO Global Robotics and Automation Index ETF is the premier tool for capturing the massive shift toward Physical AI. Why ROBO It is all about smart diversification. By using a Tiered Equal-Weighting strategy ROBO invests in 75-90 companies ensuring you are not just betting on a single giant but the entire ecosystem. [--] Major Catalysts: [--]. Physical AI: Robots now learn and adapt in real-time" [YouTube Link](https://youtube.com/watch?v=NLlph0Te80Q) 2026-02-15T03:03Z [---] followers, [--] engagements "SNDK: AI SNDK: AI SanDisk (SNDK) WD Pure-play NAND Flash AI Supercycle (2Q FY2026): * 61% [----] * (Gross Margin) 51.1% * [----] [--] : Enterprise SSD AI Data Center BiCS8 : $690 ( $1000) RSI "" (Overbought) (Buy on Dips) [--] [--]. SNDK AI WDC [----] [--]. NAND [--]. [--]. Tags: #SNDK #SanDisk # #AI # #theexpme theexpme SNDK SanDisk AI theexpme SNDK SanDisk AI" [YouTube Link](https://youtube.com/watch?v=NVIDI7o7Tnk) 2026-02-15T06:25Z [---] followers, [--] engagements "SOXX [----] Analysis: The AI Infrastructure Supercycle SOXX [----] Analysis: The AI Infrastructure Supercycle The semiconductor world has evolved In [----] the iShares Semiconductor ETF (SOXX) isn't just about chipsit's the backbone of digital civilization. Key Takeaways: The Memory King: Micron (MU) is rivaling NVIDIA for the top spot thanks to the massive High-Bandwidth Memory (HBM) shortage. AI Over Everything: Industry revenue has shifted heavily toward Data Centers (nearly 90%) while traditional PC and mobile markets face a slowdown. Software is the Moat: Future success depends on full-stack" [YouTube Link](https://youtube.com/watch?v=Nvqlep9QT_k) 2026-02-14T01:00Z [---] followers, [--] engagements "Tesla 2026: The Ultimate AI Gamble Tesla 2026: The Ultimate AI Gamble Is Tesla still a car company In [----] the shift is official: Tesla is now an AI and Robotics firm. Here is what you need to know: [--]. The Decline: [----] car deliveries dropped 8.5%. BYD is currently leading the global EV market putting massive pressure on Tesla's margins. [--]. The Bright Spot: Tesla Energy is soaring Storage deployments grew 113% YoY providing a much-needed financial cushion. [--]. The Wager: Everything depends on the Cybercab production starting in Q2 and FSD approval in Europe this February. This is the "make or" [YouTube Link](https://youtube.com/watch?v=O8fQtGhItlY) 2026-02-04T12:00Z [---] followers, [--] engagements "Alphabet (GOOGL/GOOG) 2026: AI + Cloud Alphabet (GOOGL/GOOG) 2026: AI + Cloud Alphabet Inc. (GOOGL/GOOG) [--] .. [----] $332/ Google Services (Search/YouTube/Subscriptions/Android) Google Cloud Growth Engine (FY2024): $350B Google Services $304.9B (87%) Google Cloud $43.2B (12%) Other Bets $1.65B (0.5%) Q325: $102.3B (+16% YoY) Cloud +34% YoY margin 23.7% Cloud backlog $155B : CFO $48.4B / FCF $24.5B Pros: AI Monetization + Cloud Risks: Antitrust (Search/Ad Tech) + CapEx AI ($91$93B 2025) Other income : Search growth AI CPC/CTR Cloud margin backlog CapEx/FCF tags #GOOGL #GOOG #Alphabet" [YouTube Link](https://youtube.com/watch?v=O_Y7RpXLGU0) 2026-01-15T12:00Z [---] followers, [--] engagements "NetEase (9999.HK): The Global Gaming Powerhouse You Can't Ignore NetEase (9999.HK): The Global Gaming Powerhouse You Can't Ignore NetEase is evolving from a local giant to a global titan Here is why investors are bullish on NTES in 2026: [--]. Global Domination: Marvel Rivals is a massive hit with 40M+ players proving NetEase can conquer the PC and Console markets worldwide. [--]. Fortress Balance Sheet: With [----] Billion USD in net cash they have massive firepower for buybacks and dividends. [--]. Profit Machine: Net income surged [--] percent thanks to AI efficiency and high-margin self-developed" [YouTube Link](https://youtube.com/watch?v=PA_2eag288o) 2026-01-23T00:00Z [---] followers, [--] engagements "ARM: AI Data Center ARM: AI Data Center ARM 24% (Gross Margin) 97% (IP) : * AI : Armv9 * : Cloud Server * : [--] : * (P/E 130x) * RISC-V * Qualcomm [---] #theexpme #ARM # # #AI # #Semiconductor theexpme ARM AI Semiconductor theexpme ARM AI Semiconductor" [YouTube Link](https://youtube.com/watch?v=Q2MZ5FzE32w) 2026-02-10T12:00Z [---] followers, [--] engagements "CrowdStrike (CRWD): The V-Shape Comeback of a Cyber Giant CrowdStrike (CRWD): The V-Shape Comeback of a Cyber Giant CrowdStrike has officially proven its resilience After the [----] incident the Q3 FY2026 results show a massive rebound. Here is why CRWD remains a top pick for 2026: [--]. V-Shape Recovery: Net New ARR skyrocketed by 73% YoY proving enterprise trust is back and stronger than ever. [--]. Platform Power: 66% of customers use 5+ modules. The new Falcon Flex model is a game-changer locking in long-term deals. [--]. Financial Elite: With a Rule of [--] score of [--] and $4.8B in cash their balance" [YouTube Link](https://youtube.com/watch?v=R7ZL_jhJjm4) 2026-01-30T12:00Z [---] followers, [--] engagements "Ping An Good Doctor (1833.HK): China Digital Health Turning Profitable in [----] Ping An Good Doctor (1833.HK): China Digital Health Turning Profitable in [----] Ping An Healthcare & Tech (Ping An Good Doctor) is shifting from a traffic-driven telemedicine app to a partner-led health ecosystem and managed-care style services (B2B2C). The key edge is Ping An Group synergy giving powerful distribution and lower customer acquisition costs. In 1H [----] revenue was $358.8M (+19.5% YoY) gross margin 33.6% and net profit $19.2M with positive operating cash flow (CFO) $9.1Ma sign earnings quality is" [YouTube Link](https://youtube.com/watch?v=RC3bbQ_OJq4) 2026-01-15T01:00Z [---] followers, [--] engagements "Hansoh Pharma (3692.HK) Hansoh Pharma (3692.HK) Hansoh Pharma (3692.HK) : [--]. 82.7% Oncology () Ameile [--]. 91.5% [--]. [---] M&A [--]. GSK MSD Milestone : * (NRDL) * (CB) * (GLP-1) Growth Healthcare #HANSOH #3692HK # # # # # #theexpme theexpme HANSOH 3692HK theexpme HANSOH 3692HK" [YouTube Link](https://youtube.com/watch?v=RhBcMFXaljk) 2026-02-10T00:00Z [---] followers, [--] engagements "Pop Mart (9992.HK): Global Expansion vs. ESG Crisis Pop Mart (9992.HK): Global Expansion vs. ESG Crisis Pop Mart has officially evolved into a global IP powerhouse Recent 2025-2026 data shows hyper-growth with international revenue now exceeding 50% of total sales. Key Highlights: * Labubu Mania: Plush toy sales surged by over 1200% turning collectibles into viral fashion icons. * Financial Strength: Record-high 70% gross margins and net profit up nearly 400% YoY. * Global Reach: Massive expansion success in the US and SE Asia driven by the "Lisa Effect." The Current Risk: A January 2026" [YouTube Link](https://youtube.com/watch?v=Rrj1S5S7uMo) 2026-01-26T00:00Z [---] followers, [--] engagements "ARM: The Global King of Chip Design and AI Infrastructure ARM: The Global King of Chip Design and AI Infrastructure Arm designs the blueprints for nearly 100% of the world's smartphones. In FY2025 revenue surged 24% with a staggering 97% gross margin Why is ARM a hot topic * AI Catalyst: The new Armv9 architecture allows for higher royalty fees per chip. * Market Expansion: Rapidly growing in Cloud Servers and Smart Cars moving beyond just mobile phones. * Massive Ecosystem: With [--] million+ developers their moat is incredibly hard for competitors to break. Watch Out For: * High Valuation:" [YouTube Link](https://youtube.com/watch?v=Rrx6YU-Fk94) 2026-02-10T12:00Z [---] followers, [--] engagements "Nongfu Spring (9633.HK): From Water Vendor to Tea King [----] Stock Update Nongfu Spring (9633.HK): From Water Vendor to Tea King [----] Stock Update Nongfu Spring is hitting a massive turning point For the first time in history tea sales (Oriental Leaf) have officially surpassed bottled water reaching over [--] billion RMB. Quick Highlights for Investors: * High Margins: Gross margin sits at a staggering 60.3% leaving competitors behind. * Market Dominance: Their aggressive green bottle strategy is winning the Water War causing rivals' revenues to drop. * Cash Machine: Strong free cash flow with" [YouTube Link](https://youtube.com/watch?v=SorW6bWiMTM) 2026-01-28T00:00Z [---] followers, [--] engagements "ASML: The Only Monopoly AI Cant Live Without ASML: The Only Monopoly AI Cant Live Without ASML is the backbone of the AI revolution. As the worlds sole provider of EUV lithography machines they are the only ones capable of printing the ultra-thin circuits needed for the most advanced chips. [--] Things to Watch in 2026: [--]. AI Supercycle: Every major player like Nvidia and TSMC needs ASML to keep up with AI demand. This keeps order books incredibly strong. [--]. The China Transition: Export bans will likely drop China revenue to 20% but high demand from the US and Europe is expected to compensate" [YouTube Link](https://youtube.com/watch?v=T09cPwrjwEo) 2026-01-19T12:00Z [---] followers, [--] engagements "Baidu Google AI Robotaxi Baidu Google AI Robotaxi Baidu (BIDU / 9888.HK) AI [--]. : AI-First () Baidu Core 79% iQIYI 21% [--]. : [----] AI Cloud 21% [--]. : Q3/25 (Asset Impairment) [--]. : (Net Cash) 70% [--]. Robotaxi (): Apollo Go [--] [--]. : $165 (Upside 12%) (Valuation) Tags: #Baidu #BIDU # # #AI #Robotaxi #theexpme" [YouTube Link](https://youtube.com/watch?v=TaMbGavzk6U) 2026-01-21T00:00Z [---] followers, [--] engagements "🔥 Davos [----] 3: AI Jamie Dimon 🔥 Davos [----] 3: AI Jamie Dimon [--] World Economic Forum [--] [--]. = [--] 25% 6% [--] Longevity Infrastructure [--]. Bill Gates OpenAI Horizon [----] [--] AI [----] (Legacy) (Leapfrog) AI [--]. Jamie Dimon JPMorgan AI K AI (Civil Unrest) Tags: #TheEXPme #WEF2026 #Davos2026 #JamieDimon #AI #WomensHealth #Investment #BillGates #OpenAI #Economy" [YouTube Link](https://youtube.com/watch?v=Tksyu-yJMdo) 2026-01-31T05:00Z [---] followers, [--] engagements "GE Vernova (GEV): The Unstoppable AI Power Play GE Vernova (GEV): The Unstoppable AI Power Play Why GEV is the must-watch stock for [----] [--]. Beyond Energy: Spun off from GE it is the architect of 21st-century infrastructure. [--]. The AI Factor: AI Data Centers need massive 24/7 power. GEV provides the gas turbines and smart grids to make it happen. [--]. Three Pillars: Power (The Cash Cow) Wind (The Turnaround) and Electrification (The Growth Engine). [--]. Financial Strength: With $7.9B in cash and the Prolec GE acquisition margins are set to soar. [--]. The Verdict: Target price of $825. GEV is the" [YouTube Link](https://youtube.com/watch?v=U3TuKlCQUVo) 2026-01-24T12:00Z [---] followers, [---] engagements "AI Memory Battle 2026: The Giants AI Memory Battle 2026: The Giants [--]. The AI Memory market is hitting a record $194B high this year. [--]. SK hynix remains the profit leader by dominating the HBM market. [--]. Micron is the top US growth pick surging 49% with CHIPS Act support. [--]. Samsung is the sleeping giant preparing a massive comeback with HBM4. [--]. Key Takeaway: AI training needs speed and scale putting memory at the center of the tech revolution. The AI boom has transformed memory chips into the new digital gold. Micron is leading the US charge with its advanced 1-gamma node and strategic" [YouTube Link](https://youtube.com/watch?v=U3_-pZ2mzI8) 2026-02-02T01:00Z [---] followers, [--] engagements "DCA Performance - 2026/01 DCA Performance - 2026/01 Performance ASP-DIGIBLOC-SSF: 40.57% SCBGOLDHRMF: 22.16% ONE-UGG-ASSF: 14.18% KF-HSHARE-INDXRMF: 4.42% KT-VIETNAM RMF: 2.67% ASP-DIGIBLOCRMF: 2.19% K-USXNDQRMF: 1.49% K-US500XRMF: 0.89% KF-CSI300-INDXRMF: 0.68% B-INDIAMRMF: -4.57% KT-INDIA-SSF: -5.45% lotto: -48.28% https://www.blockdit.com/posts/697f51ad0e1c4f3a3d9d8d71 #theexpme # #dca" [YouTube Link](https://youtube.com/watch?v=UL2z6jK_MTc) 2026-02-01T15:08Z [---] followers, [--] engagements "JD Health (6618.HK) [----] Analysis: AI and GLP-1 Driving Growth JD Health (6618.HK) [----] Analysis: AI and GLP-1 Driving Growth JD Health is entering a major re-acceleration phase in [----] Here is why this leader in China's digital health sector is a top pick for investors: [--]. GLP-1 Catalyst: JD Health is now a primary online channel for popular weight-loss drugs through global partnerships tapping into a multi-billion RMB market. [--]. AI Power: Their Jingyi Qianxun AI model serves over [--] million users with 99.5% accuracy significantly lowering operational costs. [--]. Strong Financials: 1H 2025" [YouTube Link](https://youtube.com/watch?v=UUq7E9A7eTA) 2026-02-08T00:00Z [---] followers, [--] engagements "Microsoft (MSFT) 2026: AI Microsoft (MSFT) 2026: AI [--]. : [---] Azure AI 39% [--]. OpenAI: Microsoft 27% OpenAI [----] AI [----] [--]. 2026: Microsoft [---] Copilot [--]. : (CapEx) [---] Data Center : [---] - [---] "" [--] [---] #MSFT #Microsoft # #AI #OpenAI # # #theexpme theexpme MSFT Microsoft AI OpenAI theexpme MSFT Microsoft AI OpenAI" [YouTube Link](https://youtube.com/watch?v=VfETuEcFPX0) 2026-02-11T12:01Z [---] followers, [--] engagements "Sands China (1928.HK) [----] Outlook: The Harvest Year Begins Sands China (1928.HK) [----] Outlook: The Harvest Year Begins Sands China is hitting a major turning point in [----]. After years of renovations the "Londoner Macao" is fully operational with 2400+ premium suites back in action. As the dominant player with 40% of Macaus hotel inventory Sands is perfectly positioned to capture the massive shift toward high-margin "Premium Mass" travelers. Key Investment Highlights for 2026: [--]. Asset Maximization: Full inventory means a massive jump in revenue and EBITDA margins (35-36%). [--]. Dividend" [YouTube Link](https://youtube.com/watch?v=VmS9w1edHmE) 2026-02-04T00:00Z [---] followers, [--] engagements "AI Memory [----] AI Memory [----] (Memory/Storage) AI TheEXP.me [--]. AI Memory [----] TAM [---] [--]. SK hynix [--] HBM () [--]. Micron (MU) 49% 1-gamma () [--]. Samsung HBM4 [--]. : SK Micron Samsung (Memory/Storage Sector) * (TAM): 15-20% 2025/26 DRAM: Samsung 33% SK hynix 33% Micron 26% * : [--]. Samsung [--]. SK hynix [--]. Micron * : [--]. SK hynix ( HBM) [--]. Micron ( CHIPS Act ) [--]. Samsung ( HBM4) * : DRAM NAND Flash ( Micron) (Cycle) [--]. SK hynix: Moat () AI Memory [--]. Micron: Pure Play () [--]. Samsung: AI #theexpme #AI #Micron #Stock #Investment #Semiconductor" [YouTube Link](https://youtube.com/watch?v=VwVQSAtXziY) 2026-02-02T01:00Z [---] followers, [--] engagements "Top [--] Space Stocks to Watch in [----] Top [--] Space Stocks to Watch in [----] Space infrastructure is exploding. Here is the ultimate [----] sector comparison for RKLB ASTS RDW IRDM and GSAT. Who is the best buy right now Summary: Space Infrastructure Comparison [----] The total addressable market (TAM) hit [---] billion USD growing [--] percent annually. SpaceX still owns [--] percent of the launch market but Rocket Lab is the number [--] public player in satellite systems. Revenue and Profit Ranking: [--]. Iridium (IRDM): The top cash cow with [--] percent gross margins. [--]. Rocket Lab (RKLB): High revenue growth" [YouTube Link](https://youtube.com/watch?v=WKwjKtda6LI) 2026-02-12T01:00Z [---] followers, [--] engagements "Fresnillo (FRES) [--] 297% [----] Fresnillo (FRES) [--] 297% [----] Fresnillo (FRES) [----] [--]. : FRES [--] [--] [--]. : [----] [--] 297% [---] [--]. : Probe Gold [--]. Juanicipio: : (Accumulate on Weakness) Tags: #Fresnillo #FRES # # # # #theexpme theexpme Fresnillo FRES theexpme Fresnillo FRES" [YouTube Link](https://youtube.com/watch?v=WVMwYjJRM8Y) 2026-02-15T00:00Z [---] followers, [--] engagements "Physical AI & Robotics 2026: -- Physical AI & Robotics 2026: -- : Physical AI CAGR 32.53% (2026-2033) 49.7B ; [----] 125B : FANUC 8% ( 20%); Tesla Humanoid/Autonomy (Top 3) [--]. Tesla 94.8B$ 2) FANUC 5.7B$ 3) Teradyne 3.19B$ (Top 3) [--]. Tesla 3.8B$ 2) FANUC 1.0B$ 3) Teradyne 0.55B$ (Top 3) [--]. Symbotic (Backlog 22.3B$) 2) Teradyne (AI Test mix ) 3) Tesla (Robotaxi/Optimus ) : SYM TSLA EV RR - () [--]. TER: AI + [--]. FANUC: [--]. TSLA: / Autonomy [--]. SYM: concentration + valuation/Execution risk [--]. RR: tags #theexpme #PhysicalAI #Robotics # # theexpme PhysicalAI Robotics theexpme PhysicalAI Robotics" [YouTube Link](https://youtube.com/watch?v=Wl6EcomajoU) 2026-02-10T01:00Z [---] followers, [--] engagements "IONQ: [----] 🚀 IONQ: [----] 🚀 IONQ $100 IONQ (NYSE: IONQ) : [--]. : [---] (1.2 ) [----] [--]. : #AQ [--] Tempo [--] (Fidelity) 99.99% [--]. : +222% YoY Rigetti D-Wave [--]. : $75.00 - $100.00 12-18 : (Valuation) : IONQ Deep Tech / Quantum Computing Tags: #IONQ #QuantumComputing # # #DeepTech # #theexpme" [YouTube Link](https://youtube.com/watch?v=XPH96AUqbmk) 2026-02-02T12:01Z [---] followers, [--] engagements "Galaxy Entertainment (0027.HK) 2026: [--] Galaxy Entertainment (0027.HK) 2026: [--] GEG (0027.HK) [--] "Strong Buy" * : Galaxy Macau (Premium Mass) 129% * : (Net Cash) [---] * : Phase [--] [----] * : 14% * : [-----] HKD ( Upside ) * : Golden Cross #GalaxyEntertainment #0027HK # # # # # #theexpme" [YouTube Link](https://youtube.com/watch?v=Xfj9N_xBQy0) 2026-02-05T00:00Z [---] followers, [--] engagements "CEG: The Nuclear Giant Powering the AI Revolution CEG: The Nuclear Giant Powering the AI Revolution Meet Constellation Energy (CEG) the essential backbone for the US AI Economy [--]. The Nuclear Moat: As the largest operator of carbon-free nuclear plants CEG provides the 24/7 reliable power that wind and solar simply cannot match. [--]. The Tech Play: Big Tech depends on CEG. Microsoft and Meta are signing massive long-term deals to power their AI Data Centers with carbon-free energy. [--]. Huge Expansion: The company just closed a [--] billion dollar deal with Calpine solidifying its position as a" [YouTube Link](https://youtube.com/watch?v=YS_-PcAMSWk) 2026-02-07T12:01Z [---] followers, [--] engagements "5 AI Buildout 2026: [--] AI Buildout 2026: Nuclear & Baseload Power AI [--] : * 5.6% AI 14% * Constellation Energy (CEG) [--] 23% : [--]. CEG: [-----] USD / [----] USD [--]. VST: [-----] USD / [----] USD [--]. CCJ: [----] USD / [---] USD (Growth Potential): [--]. OKLO: SMR [--]. LEU: HALEU [--]. CCJ: : * (Top Pick): CEG PPA [--] Microsoft * (Strategic): LEU SMR * (Efficiency): VST ROE 108% * (Speculative): OKLO Upside [----] # #AI #NuclearPower #Investment #SMR #theexpme theexpme AI NuclearPower Investment SMR theexpme AI NuclearPower Investment SMR" [YouTube Link](https://youtube.com/watch?v=YbV8e7lvp6A) 2026-02-09T01:00Z [---] followers, [--] engagements "Cloudflare (NET) - The AI Infrastructure Powerhouse You Need to Watch Cloudflare (NET) - The AI Infrastructure Powerhouse You Need to Watch Cloudflare is making a massive comeback Here is why NET is becoming the Operating System of the Internet in [----]. [--]. Growth is Back: Revenue accelerated to 31% in Q3 [----] driven by a successful push into major enterprise contracts. [--]. AI Inference Leader: Beyond just training models Cloudflare is the global leader for running AI applications at the edge with zero lag. [--]. Financial Strength: A 75% gross margin and a massive 43% jump in future contract" [YouTube Link](https://youtube.com/watch?v=ZCx5rlGJUT8) 2026-02-03T12:01Z [---] followers, [--] engagements "Davos Day 3: Ideology is dead. Welcome to the era of "The Deal" and "Sovereign AI." Davos Day 3: Ideology is dead. Welcome to the era of "The Deal" and "Sovereign AI." (Point 1: Trump's Arctic Play) President Trump announced he "won't use force" for Greenland relieving Europe. But it's a strategic trade: he secures a security framework in the Arctic to block China and Russia in exchange for dropping EU tariffs. It is "Transactional Globalization" at its peak. (Point 2: Sovereign AI) NVIDIA's Jensen Huang dropped a new rule for nations: You must build "Sovereign AI." You cannot outsource your" [YouTube Link](https://youtube.com/watch?v=ZGiprTCUcBM) 2026-01-30T05:00Z [---] followers, [--] engagements "AI & Bitcoin Mining [----] [--] AI & Bitcoin Mining [----] [--] AI Infrastructure 1: (TAM) - AI Data Center: 20-30% - Bitcoin: [----] 50-60% - (Hashrate): [--]. Riot 4% [--]. Iris 3.5% [--]. Marathon 2.5% 2: ( & ) - (LTM): [--]. Riot ($688M) [--]. Core Scientific ($511M) [--]. Marathon ($430M) - : [--]. Riot ($109M) [--]. Iris ($87M) [--]. Marathon 3: (Growth Potential) [--]. TeraWulf (WULF): 150-200% AI [--]. Iris (IREN): 100%+ AI Cloud [--]. Cipher (CIFR): HPC 4: 🏆 [--]. Riot Platforms (RIOT): "" [--]. Iris Energy (IREN): "" AI [--]. TeraWulf (WULF): "" #BitcoinMining #AIInfrastructure #RiotPlatforms #IrisEnergy #TeraWulf #theexpme" [YouTube Link](https://youtube.com/watch?v=ZrHDIISidfI) 2026-02-05T01:00Z [---] followers, [--] engagements "MINISO (MNSO): [----] MINISO (MNSO): [----] MINISO (MNSO / 9896.HK) : MINISO Global IP Design-led Giant Disney Sanrio Gen Z Emotional Value : [--]. 28.2% 65% [--]. TOP TOY 111.4% Art Toy [--]. [----] : * (Tariffs) * : $25.67 Upside 34% Valuation Checklist : * (SSSG) 3% * TOP TOY 50% * Tags: #MNSO #MINISO #9896HK # # #ArtToy # #theexpme theexpme MNSO MINISO 9896HK Art Toy theexpme MNSO MINISO 9896HK Art Toy" [YouTube Link](https://youtube.com/watch?v=_I9bncD9M0Q) 2026-02-11T00:00Z [---] followers, [--] engagements "SRVR ETF: The Digital Landlord of the AI Era SRVR ETF: The Digital Landlord of the AI Era Want to invest in AI and 5G through real estate Meet the Pacer Data and Infrastructure Real Estate ETF (SRVR). As of February [----] this fund represents the physical backbone of the global digital economy. Why SRVR is a Strategic Power Play: AI Supercycle Fuel: Top holdings like Equinix and Digital Realty provide the high-density power and space required for AI workloads. Massive Moat: High barriers to entry. Building global data hubs and cell tower networks takes years and specialized permits. Stable" [YouTube Link](https://youtube.com/watch?v=a9CDxGbvzRw) 2026-02-15T03:08Z [---] followers, [--] engagements "WEF [----] 2: AI WEF [----] 2: AI World Economic Forum [----] [--] [--] The Hard Part [--]. : 53% Geotech Spheres [--]. AGI : [--] - : Anthropic AGI (AI ) 2026-2027 AI - : DeepMind [----] [--]. : AI AI [--]. : Human in the Loop Human in the Lead AI Tags: #WEF2026 #Davos2026 #AI #Economics #BusinessTrends #FutureOfWork #Technology #Geopolitics #TheHardPart #theexpme" [YouTube Link](https://youtube.com/watch?v=aJ9y30rnPVc) 2026-01-28T05:00Z [---] followers, [--] engagements "Ping An (2318.HK) [--] HKD Ping An (2318.HK) [--] HKD Ping An (2318.HK) : [--]. : [--] [----] 11.5% (NBV) 46.2% [--]. : P/EV [----] ( AIA ) Discount [--]. : Dividend Yield 4.5-5% [--]. : "Integrated Finance + Healthcare" (Silver Economy) : (BUY) [-----] HKD Upside 23% Tags: #PingAn #2318HK # # # # #theexpme theexpme Ping An 2318.HK theexpme Ping An 2318.HK" [YouTube Link](https://youtube.com/watch?v=aknVvGTFswg) 2026-01-20T00:00Z [---] followers, [--] engagements "HOOD (Robinhood) [----] HOOD (Robinhood) [----] Robinhood (HOOD) Fintech "" "" [----] : [--]. : 100% [----] Net Margin 43.6% [--]. Crypto & Prediction Markets: 300% SEC (Event Contracts) New S-Curve [--]. Gold: [---] (Recurring Revenue) [--]. : Bitstamp TradePMR : OVERWEIGHT () * (Consensus): $149.72 * : $100 - $108 * Growth #HOOD #Robinhood # # #Crypto #Fintech #TheEXPme" [YouTube Link](https://youtube.com/watch?v=alZSCqzBu_k) 2026-01-31T12:00Z [---] followers, [--] engagements "Davos [--] "" "AI " Davos [--] "" "AI " (Point 1: Trump & Greenland) "" "" "America First" (Point 2: NVIDIA & Sovereign AI) Jensen Huang AI "Sovereign AI" AI "AI " [--] (Point 3: Wall Street) Jamie Dimon JPMorgan 10% "" "" AI (Conclusion: ) "" AI Tags: #WEF2026 #Davos #DonaldTrump #SovereignAI #JensenHuang #NVIDIA #JPMorgan #JamieDimon #Greenland #WorldEconomy #theexpme" [YouTube Link](https://youtube.com/watch?v=ampwxuSK1pw) 2026-01-30T05:00Z [---] followers, [--] engagements "Marvell (MRVL) AI Marvell (MRVL) AI Marvell (MRVL) Marvell (Data Infrastructure) Data Center AI * Data Center +88% YoY AI * (Optical Interconnect) AI Server * [----] * Auto [---] : * (Top [--] 50% ) * Broadcom Nvidia : * $78 * $70-75 $90 [--] : [--]. Data Center [--]. (Margin) 60% [--]. CXL PCIe Gen6 [--]. Auto () [--]. Tags: MRVL #Marvell #AI # # #theexpme" [YouTube Link](https://youtube.com/watch?v=bGra52ZWAcI) 2026-02-15T06:32Z [---] followers, [--] engagements "CIFR: The AI Transformation You Can't Ignore CIFR: The AI Transformation You Can't Ignore CIFR is evolving from a Bitcoin miner into an AI infrastructure powerhouse Key Highlights for 2026: [--]. Massive Deals: Secured $5.5B with AWS and $1.4B with Fluidstack (backed by Google). Revenue starts H2 [----]. [--]. Power is Gold: Owns rare energized power capacity in Texasthe biggest bottleneck for AI growth today. [--]. Fortress Balance Sheet: $1.2B cash on hand to fund expansion without the need for immediate shareholder dilution. [--]. Valuation: Current price $17.92 with analyst targets reaching $27 - $30." [YouTube Link](https://youtube.com/watch?v=bbZZ_EEVA-8) 2026-01-29T12:01Z [---] followers, [--] engagements "SNOW AI Data Cloud [----] SNOW AI Data Cloud [----] Snowflake (SNOW) * : Cloud Data Warehouse AI Data Cloud Cortex AI AI ( Llama Gemini) * : 29% (RPO) 37% AI * : NRR 125% * : Databricks IPO (SBC) * : $275 Upside 30% $202-$206 : SNOW AI #Snowflake #SNOW # #AI #TheEXPme # #DataCloud #" [YouTube Link](https://youtube.com/watch?v=c2SwL4tJueI) 2026-02-01T12:01Z [---] followers, [--] engagements "FICO [----] FICO [----] FICO FICO [--] [--] [----] : [--]. : Scores () 30% Pricing Power () [--]. Platform: Software () Cloud 33% Net Retention Rate 122% [--]. : Gross Margin () 82% : P/E Ratio () [--] Upside : Accumulate on Weakness () [----] [----] Moat () FICO Watchlist #FICO # # # #TheEXPme #StockAnalysis #theexpme theexpme FICO TheEXPme StockAnalysis theexpme FICO TheEXPme StockAnalysis" [YouTube Link](https://youtube.com/watch?v=cpznx8MTgaw) 2026-02-08T12:01Z [---] followers, [--] engagements "NetEase (9999.HK) NetEase (9999.HK) NetEase (9999.HK / NTES) Global Asset () [--] : [--]. Global Pivot (): PC Console Marvel Rivals [--] [--]. : [----] [--]. : 8% 27% Operating Leverage () AI [--]. (Undervalued): P/E () [--] Tencent Bilibili : (Overweight) ADS [------] (Upside 18%) (9999.HK): [---] - [---] [----] Tags: #NetEase #9999HK #NTES # # #MarvelRivals #Gaming #theexpme" [YouTube Link](https://youtube.com/watch?v=d3VDmERIVE0) 2026-01-23T00:00Z [---] followers, [--] engagements "Haier Smart Home (6690.HK) - Global Quality at a Local Discount Haier Smart Home (6690.HK) - Global Quality at a Local Discount (Upside +36.6%) Haier is a high-conviction BUY for [----]. Here is the quick breakdown: * Resilient Growth: While peers decline Haiers Q3 [----] revenue rose 9.51%. They are winning the replacement market. * Premium Moat: Their luxury brand Casarte holds 80%+ of the high-end market in China ensuring high profit margins. * Global Shield: Local production through GE Appliances (US) and Candy (Europe) protects them from trade tariffs better than competitors. * Deep Value:" [YouTube Link](https://youtube.com/watch?v=eLNeDGjYo_g) 2026-01-31T00:00Z [---] followers, [--] engagements "2026 Defense AI and Drone Stocks: The Future of Warfare [----] Defense AI and Drone Stocks: The Future of Warfare The [----] Defense landscape is moving from basic hardware to AI-driven autonomous systems. Here is the group breakdown: Section 11: Market Comparison Market Outlook: The Defense AI market is growing [----] percent to [-----] Billion Dollars while autonomous weapons hit [-----] Billion Dollars. Revenue Ranking: [--]. L3Harris (LHX): 21.9B+ [--]. Elbit Systems (ESLT): 7.7B+ [--]. AeroVironment (AVAV): 2.0B Growth Potential: [--]. Ondas (ONDS): over [---] percent (Hyper-growth) [--]. AeroVironment (AVAV):" [YouTube Link](https://youtube.com/watch?v=ewwQvaNZqVU) 2026-02-11T01:00Z [---] followers, [--] engagements "MINISO (MNSO): The Global IP Giant Taking Over 🚀 MINISO (MNSO): The Global IP Giant Taking Over 🚀 MINISO is evolving from a budget retailer into a Global IP Powerhouse 🌎 Key Highlights: * Revenue up 28.2% with US sales surging 65% * TOP TOY is the new growth engine with revenue exploding 111.4%. * Partnerships with 150+ IPs like Disney and Sanrio are winning over Gen Z. * Strong Cash: 7.7B RMB in hand with high-quality "real cash" profits. Risks to Watch: * Potential US Tariffs and rising costs from opening direct stores overseas. The Verdict: Analysts see a price target of $25.67 offering" [YouTube Link](https://youtube.com/watch?v=fDxI-sliA18) 2026-02-11T00:00Z [---] followers, [--] engagements "LVMH (MC.PA) 2026: LVMH (MC.PA) 2026: LVMH Louis Vuitton Dior [----] Wines & Spirits Sephora LVMH 16% [----] P/E 27-28 Hermes Oversold "" [---] (Upside 19.5%) 600-620 #LVMH # #LouisVuitton # # #theexpme theexpme LVMH LouisVuitton theexpme LVMH LouisVuitton" [YouTube Link](https://youtube.com/watch?v=fm3FypZUFFE) 2026-01-28T12:01Z [---] followers, [--] engagements "SNOW: The AI Data Powerhouse of [----] SNOW: The AI Data Powerhouse of [----] Is Snowflake (SNOW) still a top buy As of January [----] the company has successfully transformed from a data warehouse into a full-scale AI Data Cloud. With the launch of Cortex AI enterprises are now running massive AI models securely on their own private data. Key Highlights for Investors: * Growth Rebound: Product revenue is up 29% and future bookings (RPO) surged 37% signaling strong future demand. * AI Momentum: AI services reached a [---] million dollar revenue run rate faster than expected. * Customer Loyalty: A" [YouTube Link](https://youtube.com/watch?v=g2rJ3kRKgt0) 2026-02-01T12:01Z [---] followers, [--] engagements "CEG [--] AI CEG [--] AI Constellation Energy (CEG) AI [--]. : [--] [--]. AI: Microsoft Meta Data Center [--]. 2026: Calpine [---] Geothermal [--]. : FERC [--]. : [---] : Growth Utility AI #CEG # # #AI #DataCenter # #theexpme theexpme CEG AI Data Center theexpme CEG AI Data Center" [YouTube Link](https://youtube.com/watch?v=gexYyHO5OBY) 2026-02-07T12:01Z [---] followers, [--] engagements "Tencent (700): The WeChat Moat + Global Gaming + AI Ads Play for [----] (Numbers in USD) Tencent is Chinas biggest tech ecosystemmessaging payments gaming ads and cloudbasically a digital backbone. What Tencent does (big picture) WeChat/Weixin super-app (communication + services) World-class gaming portfolio Payments + financial services + cloud + enterprise tools Online advertising powered by AI Business mix (Q3 2025) 🎮 Value-Added Services (Games + Social): 49.7% ($13.7B) 💳 FinTech & Business Services: 30.2% ($8.3B) 📣 Marketing Services (Ads): 18.8% ($5.2B) 📦 Others: 1.3% ($0.4B) Why" [YouTube Link](https://youtube.com/watch?v=gpyfjJCorHQ) 2026-01-12T13:42Z [---] followers, [--] engagements "China Mobile (941.HK): The AI Dragon in the Digital Era China Mobile (941.HK): The AI Dragon in the Digital Era China Mobile (941.HK) is no longer just a telcoit is transforming into an AI powerhouse Analysts have set a 12-month target price of HK$ [---] with a massive 7.5% dividend yield for [----]. Key highlights for your portfolio: [--]. AI Powerhouse: Moving beyond mobile service to become a TechCo via the AI+ strategy and massive Computing Power Networks. [--]. CAPEX Pivot: 5G investment has peaked. Lower spending means more Free Cash Flow to fund even higher dividends. [--]. Cloud Growth: Digital" [YouTube Link](https://youtube.com/watch?v=gqHTkT90hC4) 2026-02-02T00:00Z [---] followers, [--] engagements "ICBC 2026: [--] ICBC 2026: [--] ICBC (1398.HK) [----] [--] (Value Investor) [--]. : Dividend Yield () 5.9% [--] [--]. Deep Value: P/B Ratio [----] [--]. : ICBC 12.4% [--]. : NPL Ratio 1.33% 217% : "" [----] [----] - [----] 30-35% Tags: #ICBC # # # #theexpme theexpme ICBC theexpme ICBC" [YouTube Link](https://youtube.com/watch?v=hwU93BByjhU) 2026-01-29T00:00Z [---] followers, [--] engagements "Newmont (NEM) 2026: The Gold Giant Unlocked Newmont (NEM) 2026: The Gold Giant Unlocked Gold is soaring past $3500/oz and Newmont (NEM) is perfectly positioned to profit. By divesting high-cost mines and integrating Newcrest assets NEM is now leaner and more profitable than ever. Why NEM is a Top Pick for 2026: [--]. Lean Portfolio: Focused on Tier [--] assets in stable regions like Australia and North America reducing geopolitical risk. [--]. Cash Machine: Record $1.6B free cash flow supports a 3-4% dividend yield and a $1B share buyback plan. [--]. Growth Catalysts: The new Ahafo North project is" [YouTube Link](https://youtube.com/watch?v=hzlcxzTomEU) 2026-02-12T00:00Z [---] followers, [--] engagements "Anta Sports (2020.HK): China Sportswear Giant at a 5-Year Low Anta Sports (2020.HK): China Sportswear Giant at a 5-Year Low Thinking of investing in Anta Sports Here is the [----] outlook for your portfolio. [--]. Growth Engines: While the core ANTA brand is mature luxury outdoor labels like Descente and Arc'teryx are soaring with 60% plus growth. [--]. Olympic Catalyst: As an official IOC partner the [----] Winter Olympics will drive massive demand for their premium technical gear. [--]. The Risks: High inventory at [---] days remains a concern which could lead to margin-squeezing discounts in the short" [YouTube Link](https://youtube.com/watch?v=iHZ-TLgfZf0) 2026-02-03T00:00Z [---] followers, [--] engagements "Vistra Corp (VST) AI Vistra Corp (VST) AI VST NYSE AI "" [--]. : [--] [--]. (FY2025): (Retail) 57.2% () 8.6% 10.4% [--]. (Pros): * : [--] . Big Tech Meta Data Center * : 30% (EPS) * : [--]. (Cons): [--]. : [---] [---] [----] [--]. : * Bull: $250+ * Base: $195-$210 * Bear: $130 [--]. Checklist : * 90% * Data Center * (Consensus): $239.20 #VST #VistraCorp # #AI #DataCenter # #TheEXPme theexpme VST VistraCorp NuclearEnergy AI DataCenter USStocks TheEXPme theexpme VST VistraCorp NuclearEnergy AI DataCenter USStocks TheEXPme" [YouTube Link](https://youtube.com/watch?v=iNSCqyOBNxg) 2026-02-12T12:01Z [---] followers, [--] engagements "Galaxy Entertainment (0027.HK) - Macaus Cash King of [----] Galaxy Entertainment (0027.HK) - Macaus Cash King of [----] Thinking about Macau Here is why Galaxy (0027.HK) is the ultimate pick for your portfolio. [--]. Cash is King: With [----] billion HKD in net cash they have the strongest balance sheet in the sector protecting you from high interest rates. [--]. Mass Market Leader: They have pivoted perfectly. Mass market revenue is now [---] percent of [----] levels showing huge demand. [--]. Expansion: Their Phase [--] project is coming soon with [----] new luxury rooms and world-class entertainment facilities." [YouTube Link](https://youtube.com/watch?v=iX5dekd7t9Q) 2026-02-05T00:00Z [---] followers, [--] engagements "LVMH Analysis 2026: Time to Accumulate the Luxury King LVMH Analysis 2026: Time to Accumulate the Luxury King LVMH (MC.PA) is hitting a major inflection point. After the [----] reset signs of recovery are finally emerging. Here is why LVMH is on our radar for 2026: * Business Recovery: Wines and Spirits are bouncing back in the US and Sephora continues to dominate as a global retail powerhouse. * Strong Fundamentals: Net debt dropped by [--] percent while operating free cash flow surged by [--] percent proving its financial resilience. * Attractive Valuation: Trading at a P/E of 27x it is" [YouTube Link](https://youtube.com/watch?v=jjjMNr3LHL4) 2026-01-28T12:01Z [---] followers, [--] engagements "Sunny Optical (2382.HK) AI Sunny Optical (2382.HK) AI Sunny Optical (2382.HK) [--] 30% Samsung Huawei Apple [--]. : [----] 52.6% [--]. Apple Catalyst: iPhone MacBook [--]. Spin-off: [--]. AI Smart Glasses: AI : EV [--] HKD [--] HKD Upside [-----] HKD Watchlist #SunnyOptical #2382HK # # #AIHardware #theexpme theexpme SunnyOptical 2382HK AIHardware theexpme SunnyOptical 2382HK AIHardware" [YouTube Link](https://youtube.com/watch?v=k2ypvN8HAII) 2026-02-07T00:00Z [---] followers, [--] engagements "IREN Limited (NASDAQ: IREN) a company shifting from Bitcoin mining to AI cloud infrastructure IREN Limited (NASDAQ: IREN) a company shifting from Bitcoin mining to AI cloud infrastructure (GPU-as-a-Service). What IREN does (2 engines): [--]. Bitcoin Mining = cash generator [--]. AI Cloud Services = growth engine for the next cycle FY2025 revenue mix (Total $501.0M): Mining: $484.6M (96.7%) AI Cloud: $16.4M (3.3%) Big catalyst: Microsoft partnership $9.7B / [--] years with 20% prepayment Buildout at Childress Texas (750MW campus) Horizon [--] through [----] Latest performance (Q1 FY2026): Revenue: $240.3M" [YouTube Link](https://youtube.com/watch?v=klrvOMEO22s) 2026-01-13T13:22Z [---] followers, [--] engagements "Power Grid Wars: Who Wins the AI Era Power Grid Wars: Who Wins the AI Era Market Snapshot The Power & Grid sector is growing 8-10% annually with AI Data Center infrastructure booming at 12%. Quanta dominates the US Grid (20% share) while Vertiv and Schneider lead Data Center Physical Infrastructure (35% combined). Who is the Biggest (Revenue) [--]. Schneider Electric ($41B) [--]. ABB ($33B) [--]. Eaton ($25B) *Note: Eaton holds the highest net profit margins in the group. Who is Growing Fastest [--]. Vertiv (High Growth): 15%+ annual growth driven by AI cooling needs. [--]. Quanta (Secular Growth): 10-15%" [YouTube Link](https://youtube.com/watch?v=lSpgs9dYZlA) 2026-02-06T01:00Z [---] followers, [--] engagements "Alphabet (GOOGL/GOOG) [----] Update: AI Monetization + Cloud Surge but Antitrust Risks Alphabet (GOOGL/GOOG) [----] Update: AI Monetization + Cloud Surge but Antitrust Risks Quick recap on Alphabet Inc. (GOOGL/GOOG) as of Jan [--] [----] (ref. price USD 332/share). Alphabets core daily-use ecosystem (Search YouTube Android Maps) monetizes via ads subscriptions and Cloudnow pushing hard into an AI-first era. FY2024 Revenue: USD 350.0B Google Services: USD 304.9B (87%) Google Cloud: USD 43.2B (12%) Other Bets: USD 1.65B (0.5%) Q3 [----] Highlights: Revenue USD 102.3B (+16% YoY) Cloud +34% YoY operating" [YouTube Link](https://youtube.com/watch?v=lY1DCWo3Pw4) 2026-01-15T12:01Z [---] followers, [--] engagements "Hansoh Pharma (3692.HK): Chinas Innovative Powerhouse Hansoh Pharma (3692.HK): Chinas Innovative Powerhouse Hansoh Pharma is successfully transforming from a generic drug maker into a global innovation leader. Currently 82.7% of its revenue comes from innovative drugs with a heavy focus on Oncology. Their flagship lung cancer drug Ameile remains a market leader while global partnerships with giants like GSK and MSD prove their R&D quality. Key Highlights: * Incredible 91.5% Gross Margin due to high-value innovative products. * Massive [--] Billion RMB in Net Cash with zero debt ready for M&A. *" [YouTube Link](https://youtube.com/watch?v=mEI9UPvy_mE) 2026-02-10T00:00Z [---] followers, [--] engagements "WuXi Biologics (2269.HK): Global Leader or Political Risk [----] Update WuXi Biologics (2269.HK): Global Leader or Political Risk [----] Update Is WuXi Biologics a bargain or a trap Despite US Biosecure Act pressure [----] data shows massive resilience. North America revenue grew [----] percent proving that global pharma still relies on their world-class tech. With a huge [----] billion USD backlog and a healthy [----] percent gross margin the fundamentals are solid. To tackle political risks they are rapidly expanding factories in the US and Singapore while using Digital Twin tech to speed up drug" [YouTube Link](https://youtube.com/watch?v=niBz1zzAhpY) 2026-02-01T00:00Z [---] followers, [--] engagements "AI ETF [----] AI ETF [----] [----] AI [----] (+44%) ETF "" (Infrastructure) Semiconductor (SMH +15% SOXX +16%) (ROBO +9%) "" Software AI (AIQ THNQ) "Core-Satellite" ARTY BAI QTUM (TikTok/Reels): [--]. : " [----] AI [---] " [--]. : - Hardware & Chips (SMH) 15% - Robotics (ROBO) +9% - Software [--]. /Call to Action: " + " Tags: #theexpme #AIETF #Investment2026 #SMH #ROBO #StockMarket theexpme AI ETF Investment Finance Technology theexpme AI ETF Investment Finance Technology" [YouTube Link](https://youtube.com/watch?v=npapMzT3isA) 2026-02-13T01:01Z [---] followers, [--] engagements "AI & Bitcoin Mining 2026: The Ultimate Showdown 🏆 AI & Bitcoin Mining 2026: The Ultimate Showdown 🏆 Who dominates the shift from Crypto to AI Infrastructure Here is the comparison of the top players. 🚀 📊 Market Overview Mining TAM grows 50% (BTC Price) but AI Infra TAM explodes 30% CAGR ($200B+). Market Share (Hashrate): Riot #1 (4%) Iris #2 (3.5%) Marathon #3 (2.5%). 💰 Revenue & Profit (LTM) Rev: [--]. Riot ($688M) [--]. Core ($511M) [--]. Marathon ($430M) Profit: Riot ($109M) & Iris ($87M) are the clear leaders. Others are recovering. 🚀 Growth Potential [--]. TeraWulf: Massive AI upside" [YouTube Link](https://youtube.com/watch?v=nucgqJVoz8Q) 2026-02-05T01:01Z [---] followers, [--] engagements "Market Recap: Gold Hits Record $4500 High while Crypto Braces for "Winter" (Feb [--] 2026) Market Recap: Gold Hits Record $4500 High while Crypto Braces for "Winter" (Feb [--] 2026) Extreme volatility across all markets this week Crypto: "Crypto Winter" vibes return as BTC dips to $63k. Over $500B wiped out due to Massive Liquidations and Risk-off sentiment. HYPE remains the outlier outperforming daily thanks to Ripple integration Stocks: Semiconductors (ASML TSM) stay strong while GEV hits All-Time Highs on clean energy demand. However MSTR and COIN take a hit following the crypto slump. Indices:" [YouTube Link](https://youtube.com/watch?v=omwDr3HnnXA) 2026-02-08T02:00Z [---] followers, [--] engagements "COIN: Coinbase [--] COIN: Coinbase [--] COIN [--] [---] Coinbase (COIN) : [--]. : USDC Staking () [--]. : (Custody) Bitcoin ETF BlackRock Fidelity [--]. : [---] : SEC (. ) USDC : [---] ( Upside 70% [---] ) 180-200 Watchlist Tags: #COIN #Coinbase # # #Bitcoin #Investment #theexpme theexpme COIN Coinbase Bitcoin Investment theexpme COIN Coinbase Bitcoin Investment" [YouTube Link](https://youtube.com/watch?v=pVcsn9fOXc0) 2026-02-09T12:01Z [---] followers, [--] engagements "Bilibili (BILI) [----] Bilibili (BILI) [----] Bilibili (BILI/9626.HK) [--] [----] Bilibili 3/2025 (Adjusted Net Profit) [-----] 233% [--]. : 23% [--]. : (Gross Margin) 36.7% Algorithm [--]. : Gen Z [---] : BUY $29.12 [----] : (Pullback) $30-31 Tags: #Bilibili #BILI #9626HK # # #theexpme theexpme Bilibili BILI 9626HK theexpme Bilibili BILI 9626HK" [YouTube Link](https://youtube.com/watch?v=ql6yAx6mejk) 2026-01-27T00:01Z [---] followers, [--] engagements "CRWD: CRWD: CrowdStrike (CRWD) Cybersecurity [----] : [--]. V-Shape: (Net New ARR) 73% YoY Falcon [----] [--]. : 66% [--] Falcon Flex [--]. : Rule of [--] [--] (FCF) 24% [---] [--]. : [--]. : $555 $430 - $440 : Quality Growth (Valuation) [--] AI Security #CRWD #CrowdStrike #Cybersecurity # # #theexpme" [YouTube Link](https://youtube.com/watch?v=qr424cul3gQ) 2026-01-30T12:01Z [---] followers, [--] engagements "Sino Biopharm (1177.HK): The Billion-Dollar Pivot You Cant Ignore Sino Biopharm (1177.HK): The Billion-Dollar Pivot You Cant Ignore Sino Biopharmaceutical is officially an Innovation Giant No longer just a generic drug maker it has successfully pivoted into high-tech medicine. This is TheEXP.mes deep dive into why this stock is a [----] standout. Key Highlights: * Innovation Surge: Total revenue grew 10.7% but Innovative Sales jumped a massive 27.2% YoY. These high-margin products now drive the business. * Oncology Power: Cancer treatments are the star of the show contributing 38.1% of total" [YouTube Link](https://youtube.com/watch?v=rRQiywTzYvc) 2026-02-09T00:00Z [---] followers, [--] engagements "Trip.com (TCOM/9961) Q3 2025: Revenue Up But Net Income Too Good In this quick video we break down Trip.com Group (TCOM / 9961) using USD-only numbers from Q3 2025: What Trip.com does: a one-stop OTA (Online Travel Agency) for hotels tickets tours and corporate travel Revenue mix (Q3 2025): Accommodation $1.13B (43.8%) Transportation $0.89B (34.3%) Tours $0.23B (8.8%) Corporate $0.11B (4.1%) Others $0.23B (9.0%) Key metrics: Net revenue $2.58B (+16% YoY) Gross margin 81.7% Operating income $0.78B The big catch: Net income $2.80B was boosted by Other income $2.39B (one-offs) so headline" [YouTube Link](https://youtube.com/watch?v=rfpfLxQwH34) 2026-01-14T05:01Z [---] followers, [--] engagements "Battle of the Chip Gods Who wins the [----] AI Era 💾⚡ Battle of the Chip Gods Who wins the [----] AI Era 💾⚡ Hello welcome to The EXP me channel Today we rank the Top [--] Semi-Equipment giants (ASML AMAT LRCX KLAC TEL) for [----] as the market grows 9% to $135B driven by AI. [--]. Who is the Biggest (Revenue & Profit) 1st ASML: The undisputed king of revenue ($35B+) and profit with its EUV monopoly. 2nd AMAT: The broadest portfolio ranking second in revenue ($28B). 3rd LRCX: A close third ($18B) dominating memory etch. [--]. Who has the Best Growth Potential 1st ASML: AI chips require EUV. It is the" [YouTube Link](https://youtube.com/watch?v=sBdo932f5Uw) 2026-02-07T01:01Z [---] followers, [--] engagements "ANTA (2020.HK): ANTA (2020.HK): Anta Sports [--] [----] [--]. : ANTA FILA Outdoor (Descente Kolon) Amer Sports ( Arcteryx) 60% [--]. : [----] Anta IOC [--]. : [---] [--]. : P/E [--] [--] (Value in Volatility) : (Accumulate on weakness) 73-77 HKD [--] HKD #theexpme #ANTA # # #2020HK #ArcTeryx #Fila # #" [YouTube Link](https://youtube.com/watch?v=sq1ujfKPhMk) 2026-02-03T00:00Z [---] followers, [--] engagements "Davos [----] Day 4: "" AI Davos [----] Day 4: "" AI [----] Davos Day [--] [--] [--]. Power Politics Friedrich Merz 5% GDP [--]. (Global Bright Spot) Prabowo Prabowonomics (Greedonomics) (/) Danantara [--] [--]. AI: vs Elon Musk AI [----] () Yuval Noah Harari AI Agent [--]. Stablecoins Stablecoins Visa/Mastercard TheEXP: AI Musk (AI ) Harari (AI ) --- Tags: #TheEXPme #WEF2026 #Davos2026 #AIRevolution #ElonMusk #Geopolitics #Stablecoins #GlobalEconomy #Prabowonomics #Investment" [YouTube Link](https://youtube.com/watch?v=tCjMLg2T_XU) 2026-02-01T05:01Z [---] followers, [--] engagements "IonQ: The Quantum King of [----] 🚀 Cash Rich & Tech Leading IonQ: The Quantum King of [----] 🚀 Cash Rich & Tech Leading IonQ (NYSE: IONQ) has officially decoupled from the pack evolving from a startup into the dominant leader of Quantum Computing. Here is why it is the top pick for Deep Tech investors: [--]. Capital Fortress: With [---] billion USD in cash they have a secure runway until [----] meaning no need for new funding. [--]. Technical Velocity: Hit the #AQ [--] milestone [--] months early with a massive 99.99% gate fidelitythe key to error correction. [--]. Revenue Surge: Revenue exploded +222% YoY" [YouTube Link](https://youtube.com/watch?v=tK6bcwChwUk) 2026-02-02T12:01Z [---] followers, [--] engagements "COIN: Why Coinbase is More Than Just a Crypto Exchange COIN: Why Coinbase is More Than Just a Crypto Exchange Coinbase (COIN) is proving it is the backbone of the crypto economy. From a trading app to an institutional powerhouse here is the breakdown: [--]. Beyond Trading: They have shifted from just fees to high-margin recurring income like USDC interest and staking rewards. [--]. Institutional Favorite: They are the trusted custodian for major Bitcoin ETFs like BlackRock and Fidelity. [--]. Financial Fortress: With over $12 billion in liquidity they are built to survive any market cycle. The Risks:" [YouTube Link](https://youtube.com/watch?v=uTtG4huSlbE) 2026-02-09T12:01Z [---] followers, [--] engagements "SMIC (00981 / 688981): Margin Recovery but Capex Still Pressures Cash SMIC (00981 / 688981): Margin Recovery but Capex Still Pressures Cash SMIC is Mainland Chinas largest pure-play foundry manufacturing chips to customer designs on 8-inch and 12-inch wafers. Wafer revenue dominates (3Q25: 95.2%). In [----] the mix is clearly rotating away from Smartphones toward Consumer + Industrial/Auto: 3Q25 Consumer 43.4% Smartphones 21.5% Industrial/Auto 11.9%. Key strengths: strong domestic demand (8586% from China) and very high utilization (3Q25: 95.8%) helping lift gross margin to 22.0%. Key risks:" [YouTube Link](https://youtube.com/watch?v=uz55Qv5Vd-U) 2026-01-16T00:01Z [---] followers, [--] engagements "Robinhood (HOOD) 2026: From Meme App to Financial Giant Robinhood (HOOD) 2026: From Meme App to Financial Giant Robinhood is no longer just a retail trading appit is becoming a global financial powerhouse. Here is why investors are watching HOOD in 2026: [--]. Explosive Growth: Revenue doubled to $1.27B with a stellar 43.6% net margin. [--]. Crypto Leader: Crypto revenue surged 300% YoY following SEC regulatory clarity. [--]. New S-Curve: Prediction Markets are already hitting a $100M run-rate. [--]. Gold Loyalty: 3.9M Gold subscribers provide steady high-quality recurring revenue. [--]. Global Reach:" [YouTube Link](https://youtube.com/watch?v=vRNcNYblOZw) 2026-01-31T12:01Z [---] followers, [--] engagements "ICBC 2026: The World's Largest Bank at a Massive Discount ICBC 2026: The World's Largest Bank at a Massive Discount Looking for a rock-solid investment in [----] ICBC (1398.HK) is the ultimate value play. Here are [--] reasons why this banking giant is a "Must Buy": [--]. High Passive Income: Expect a 5.9% dividend yield. Plus they now pay dividends twice a year providing steady cash flow for your portfolio. [--]. Insane Value: Trading at a P/B ratio of only 0.48x. You are basically buying the world's largest bank at half its book value [--]. Resilient Growth: Despite low interest rates ICBC boosted its" [YouTube Link](https://youtube.com/watch?v=vYQqcWeaXMw) 2026-01-29T00:00Z [---] followers, [--] engagements "IREN (NASDAQ: IREN) Data Center + Compute Infrastructure [--] IREN (NASDAQ: IREN) Data Center + Compute Infrastructure [--] 1) Bitcoin Mining = (Cash Generator) AI Cloud Services (GPU-as-a-Service) = (Growth Engine) Iris Energy IREN Infra AI/HPC 2) (FY2025 $501m) Mining $484.6m (96.7%) AI Cloud $16.4m (3.3%) : Q1 FY2026 [--] 3) Catalyst () Microsoft $9.7B/5 miner hyperscale AI infra partner prepayment 20% Childress Campus 750MW Horizon [--] ( 200MW critical IT load) [----] + data center + 4) (Cons/Risks) : Microsoft = thesis () Execution risk: liquid-cooled AI data center (convertible + capped" [YouTube Link](https://youtube.com/watch?v=vsSIckQNhPg) 2026-01-13T13:08Z [---] followers, [--] engagements "AIA (1299.HK): [----] AIA (1299.HK): [----] AIA (1299.HK) [--] [----] AIA * (VONB) 25% * (Premier Agency) MDRT () [--] * : (Share Buy-back) [---] 10% * : AIA : HK$96.79 Upside () 15% AIA Tags: #AIA #1299HK # # # # #theexpme" [YouTube Link](https://youtube.com/watch?v=vstbFU8g7rU) 2026-01-30T00:01Z [---] followers, [--] engagements "CIFR: Bitcoin AI CIFR: Bitcoin AI CIFR [----] Bitcoin AI HPC (High-Performance Computing) : [--]. : AWS Fluidstack ( Google ) [--] [----] [--]. : AI [--]. : [---] [--]. : [--] - [--] (Upside [-----] ) : CIFR Bitcoin AI #CIFR #CipherMining #Bitcoin #AI # #HPC #Investment #TheEXPme theexpme CIFR Cipher Mining Bitcoin AI HPC Investment TheEXPme theexpme CIFR Cipher Mining Bitcoin AI HPC Investment TheEXPme" [YouTube Link](https://youtube.com/watch?v=w-Q2wMNXRAA) 2026-01-29T12:01Z [---] followers, [--] engagements "AMD AI AMD AI AMD 2026: AI AMD Data Center AI 49% : * Data Center +94% EPYC AI Instinct MI300/MI400 * Q3/2025 [----] (+36% YoY) * +61% (Operating Leverage) * PC (Ryzen) +52% : * AI Nvidia Intel * : [---] ( [---] ) [---] AMD Growth Tags: #AMD # # #AI # #theexpme" [YouTube Link](https://youtube.com/watch?v=wENtEdN9SAg) 2026-01-27T12:01Z [---] followers, [--] engagements "2026 AI ETF Update: Who is Winning the $2.5T Race [----] AI ETF Update: Who is Winning the $2.5T Race Global AI spending is projected to hit $2.53 trillion (+44%) in [----] but the gains are uneven. Here is the breakdown of the winners and losers. The Leaders: Hardware and Infrastructure are dominating. Semiconductor ETFs (SMH SOXX) are up over 15% while Robotics (ROBO) has jumped nearly 10% driven by automation demand. The Laggards: Software is taking a breather. Broad AI funds like AIQ and THNQ are flat or negative as investors demand clearer proof of monetization. Strategy: Experts recommend a" [YouTube Link](https://youtube.com/watch?v=wJVDl0QoTyw) 2026-02-13T01:01Z [---] followers, [--] engagements "AppLovin (APP): Ad-Tech AI AppLovin (APP): Ad-Tech AI APP [--] AI "Axon" S&P [---] : * 75% AI * (EBITDA Margin) 60% * : 100% : * SEC (Data Privacy) * Valuation * $737 Checklist : [--]. [--] [--]. SEC [--]. [---] Tags: #AppLovin #APP #AdTech #AI # # #theexpme theexpme AppLovin APP AdTech AI theexpme AppLovin APP AdTech AI" [YouTube Link](https://youtube.com/watch?v=xEYMD8ulPME) 2026-02-06T12:01Z [---] followers, [--] engagements "Meituan 3690.HK 2026: Strategic Pivot or Risky Gamble Meituan 3690.HK 2026: Strategic Pivot or Risky Gamble Meituan is at its most critical turning point in [----]. Here is the breakdown for your portfolio: THE STRATEGIC SACRIFICE: The 16B RMB loss reported in late [----] was a tactical move to defend market share against Douyin and Alibaba. Meituan is protecting its fortress at any cost. THE LOGISTICS MOAT: Their delivery network remains the gold standard. With an 83% redemption rate compared to Douyin's 62% Meituan proves that purposeful search leads to real sales and higher customer quality." [YouTube Link](https://youtube.com/watch?v=xbGkkF7IKPM) 2026-01-24T00:01Z [---] followers, [--] engagements "🌊 The AI Tsunami & A Broken World: [--] Truths from Davos [----] Finale 🌊 The AI Tsunami & A Broken World: [--] Truths from Davos [----] Finale "We are not in Kansas anymore." The IMF dropped a bombshell at the closing of WEF [----]. TheEXP.me breaks down the final day (Day 5) for investors: [--]. The AI Tsunami is Here: The IMF warns that 60% of jobs in advanced economies are at risk. This is a structural shift hitting the middle class hard. [--]. Economic "Truth": Global growth is projected at 3.3% but ECB's Christine Lagarde urges leaders to "speak the truth" about record-high debt and fragility. 3." [YouTube Link](https://youtube.com/watch?v=xfWELsaorXg) 2026-02-02T05:01Z [---] followers, [--] engagements "First Majestic (AG) Production New High First Majestic (AG) Production New High First Majestic Silver (AG) (Silver) [----] Los Gatos +84% [----] : [--]. : Q3/2025 +95% [-----] USD [--] USD [--]. : [----] 2% [--]. : FCF (Free Cash Flow - ) [----] : * : Silver * [----] : 10-15% AISC (All-in Sustaining Cost - ) * : [--] USD ( [----] USD) Mining () [----] [--] .. Tags: #FirstMajestic #AG #SilverStock #PreciousMetals #SilverMining # # # #theexpme theexpme FirstMajestic AG SilverStock PreciousMetals SilverMining theexpme FirstMajestic AG SilverStock PreciousMetals SilverMining" [YouTube Link](https://youtube.com/watch?v=yDDT1cojcyo) 2026-02-13T00:01Z [---] followers, [--] engagements "JPM 2026: The Tech-Powered Financial Fortress JPM 2026: The Tech-Powered Financial Fortress JPMorgan Chase (JPM) isn't just a bank; it's a tech giant in disguise. After hitting record revenue in [----] JPM is pivoting for a massive [----]. Here is the breakdown for your portfolio: * Apple Card Strategy: JPM is acquiring the Apple Card portfolio gaining millions of tech-savvy high-spending customers to fuel long-term growth. * Tech Warfare: They are spending $105B this year on AI and infrastructure. While the market worried about costs this builds an unbeatable competitive moat. * Superior" [YouTube Link](https://youtube.com/watch?v=1dqMyRnE5B0) 2026-01-23T12:00Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@theexpme theexpme
theexpme posts on YouTube about ai, investment, stocks, tech the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [---] -5.90%
- [--] Month [-----] +1,330%
- [--] Months [-----] +14,371%
- [--] Year [-----] +30,500%
Mentions: [--] #
- [--] Week [--] +37%
- [--] Month [---] +800%
- [--] Months [---] +21,900%
- [--] Year [---] +7,267%
Followers: [---] #
- [--] Week [---] +2.20%
- [--] Month [---] +9.10%
CreatorRank: [---------] #
Social Influence
Social category influence finance stocks technology brands currencies countries exchanges cryptocurrencies automotive brands social networks financial services
Social topic influence ai, investment, stocks, tech, gold, china, bitcoin, market, datacenter, nasdaq
Top assets mentioned Bitcoin (BTC) Microsoft Corp. (MSFT) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) BlackRock Inc (BLK) TeraWulf Inc. (WULF) Ondas Holdings Inc. Common Stock (ONDS) Oklo Inc. (OKLO) Fluence Energy, Inc. (FLNC) Vistra, Corp. (VST) Vertiv Holdings Co (VRT)
Top Social Posts
Top posts by engagements in the last [--] hours
"FLNC AI [--] FLNC AI [--] Fluence Energy (FLNC) [----] [--]. : Backlog [---] ( [--] ) 100% [--]. AI: (Data Center) [--] GWh [--]. : (Arizona) [--]. : 4.9% $20 (One-time) [--]. : 48% Tech : [--] [--] #FLNC #theexpme # # #EnergyStorage #AI #DataCenter #CleanEnergy theexpme FLNC EnergyStorage AI Data Center Clean Energy theexpme FLNC EnergyStorage AI Data Center Clean Energy"
YouTube Link 2026-02-14T12:01Z [---] followers, [--] engagements
"FLNC: The AI Battery Giant with a $5.5B Backlog FLNC: The AI Battery Giant with a $5.5B Backlog [--]. Huge Backlog: Fluence Energy (FLNC) has $5.5 Billion in orders covering 100% of their [----] revenue target already [--]. AI Fuel: Data Centers need massive backup power for AI. Fluence has a [--] GWh pipeline of potential deals in this sector. [--]. US Advantage: Their Arizona manufacturing plant gives them a huge tax credit edge over Chinese competitors. [--]. Profit Dip: Margins hit 4.9% due to a one-time $20M project cost but this is a temporary hurdle. [--]. Software Boom: Their high-margin software"
YouTube Link 2026-02-14T12:01Z [---] followers, [--] engagements
"HYMC 2026: HYMC 2026: HYMC [----] * : 100% (Debt-Free) [---] * : Vortex [--] * : [---] * : (Dilution) [---] * : (PEA) [--] Tags: #HYMC # # # # #theexpme theexpme HYMC theexpme HYMC"
YouTube Link 2026-02-14T00:01Z [---] followers, [--] engagements
"HYMC 2026: The Massive Silver Comeback HYMC 2026: The Massive Silver Comeback Quick breakdown of Hycroft Mining (HYMC) for [----] * Financial Fortress: From debt-heavy to 100% Debt-Free with $175M cash in hand. * Game Changer: Massive high-grade silver discovery at the Vortex zone in Nevada the worlds top mining jurisdiction. * The Strategy: Transitioning to a large-scale Sulfide Mill to unlock [---] million ounces of silver resources. * Risks to Watch: High capital costs for the new plant ($800M+) and past share dilution. * Big Catalyst: The upcoming Q1 [----] Technical Report (PEA) will determine"
YouTube Link 2026-02-14T00:00Z [---] followers, [--] engagements
"Modine (MOD): The Secret AI Infrastructure Play You Need to Watch Modine (MOD): The Secret AI Infrastructure Play You Need to Watch Is this the ultimate pivot Modine (MOD) is transforming from a legacy auto-parts maker into a high-growth AI cooling giant. Key Highlights for Investors: [--]. AI Explosion: Data Center revenue just surged 78% YoY. AI chips generate massive heat and Modine has the liquid cooling solutions to keep them running. [--]. The Big Spinoff: Modine is shedding its [--] billion USD automotive business to become a pure-play Climate Solutions company by late [----]. This means higher"
YouTube Link 2026-02-15T12:00Z [---] followers, [--] engagements
"Inside ARKQ 2026: The Rise of Physical AI and Robotics Inside ARKQ 2026: The Rise of Physical AI and Robotics Explore the future of innovation with our deep dive into the ARK Autonomous Technology & Robotics ETF (ARKQ) for [----]. As AI moves from the cloud into the physical world ARKQ is positioned at the heart of this massive transition. Key Highlights: [--]. High-Conviction Portfolio: Over 61% of the fund is concentrated in just [--] powerhouses like Teradyne Tesla and Kratos. It is a bold bet on the winners of the Physical AI era. [--]. Beyond Software: We are witnessing the era of "Intelligence in"
YouTube Link 2026-02-15T03:42Z [---] followers, [--] engagements
"Teradyne (TER) AI Infrastructure Teradyne (TER) AI Infrastructure AI Nvidia Apple Teradyne [----] AI : [--]. [----] [----] Compute AI Data Center 90% [--]. 60% AI [----] HBM4 [--]. (VIP Compute Test) 50% 3nm 2nm [--]. (Robotics) : All-time High P/E [--] 45% [---] AI Infrastructure Tags: #Teradyne #TER #AI # #Semiconductor #TechStock #theexpme theexpme Teradyne TER AI Semiconductor TechStock theexpme Teradyne TER AI Semiconductor TechStock"
YouTube Link 2026-02-15T06:56Z [---] followers, [--] engagements
"Xiaomi 2026: From Smartphone Giant to EV King 🚀 Xiaomi 2026: From Smartphone Giant to EV King 🚀 Xiaomi is no longer just about budget phones In [----] their Human x Car x Home strategy is a total game-changer for the tech industry. Key Highlights for Your Portfolio: [--]. EV Breakthrough: Smart EV gross margins hit a record 25.5% outperforming many rivals. Targeting [------] deliveries this year with a brand-new SUV model. [--]. Premium Pivot: High-end smartphone sales are soaring driving massive profits in internet services and ads. [--]. HyperOS Ecosystem: A seamless connection between your phone car"
YouTube Link 2026-01-22T00:00Z [---] followers, [--] engagements
"AVGO: The Ultimate AI Infrastructure Powerhouse AVGO: The Ultimate AI Infrastructure Powerhouse Broadcom (AVGO) is the backbone of the digital world in [----]. Here are [--] reasons why it is a top pick for your portfolio: [--]. AI Supercycle: While everyone watches GPUs Broadcom owns the networking. Their chips are essential for connecting AI clusters. AI-related revenue has surged by [---] percent [--]. VMware Success: The pivot to a subscription model is a game-changer. VMware now provides stable recurring revenue that balances the cyclical nature of the chip market. [--]. Massive Cash Flow: With a 77"
YouTube Link 2026-01-26T12:00Z [---] followers, [--] engagements
"Amazon (AMZN) 2026: Why This Tech Giant is Winning the AI War 🚀 Amazon (AMZN) 2026: Why This Tech Giant is Winning the AI War 🚀 Amazon has evolved from a retail giant into a high-margin technology empire. In [----] the focus has shifted to Efficiency and Profitability. Here is what you need to know: * AWS Re-acceleration: Growing at 20% YoY fueled by massive AI infrastructure demand. * Ads Cash Machine: The fastest-growing segment (+22% YoY) with high margins. * Strategic Pivot: Launching "Amazon Haul" to combat Temu and deploying "Trainium 2" in-house AI chips to cut costs. * Financial"
YouTube Link 2026-01-17T12:00Z [---] followers, [--] engagements
"Watchlist - Update [--] Feb [----] Watchlist - Update [--] Feb [----] Fx ------Bull------ XAUTHB D: up / W: up XAUUS D: up / W: up USDTHB D: up / W: up HKDTHB D: up / W: up XDR: D: up / W: up ------Sideway------ USOIL D: up / W: down ------Bear------ Index ------Bull------ US500 D: up / W: up NDQ D: up / W: up ------Sideway------ SENSEX(india) D: down / W: up ------Bear------ SET(thai) D: down / W: down CSI300(china) D: down / W: down Stock ------Bull------ MSFT D: up / W: up NVDA D: up / W: up AMZN D: up / W: up ARM: D: up / W: up ASML: D: up / W: up ADBE D: up / W: up ------Sideway------ [----] D: down"
YouTube Link 2024-02-04T16:01Z [---] followers, [--] engagements
"Watchlist (18 .. 2026) #theexpme Watchlist (18 .. 2026) #theexpme 🪙 Crypto: BNB Bull () Sideway () Clarity Act () Sentiment () BTC $94000 - $98000 📈 Stock: Semiconductor () AI () TSM ASML Record High () Alibaba Tencent Cloud MSFT MSTR Pullback () 🌏 Index: (S&P [---] / Nasdaq) Bull AI Supercycle () VNIND () Emerging Market () SET () Sideway 💰 FX & Commodities: Silver All-time High () USDTHB () [----] - [----] #theexpme #CryptoNews #Bitcoin #StockMarket #AI #Investment #GoldPrice # # #"
YouTube Link 2026-01-18T14:42Z [---] followers, [--] engagements
"GEV [--] AI GEV [--] AI GE Vernova (GEV) [--]. GEV GE [--]. [--] : * Power: [--] * Wind: [----] * Electrification: AI Data Center GEV [--]. * AI Supercycle: AI GEV * : Prolec GE * : [---] : GEV AI Tags: #GEV #GEVernova # # #AI # #theexpme"
YouTube Link 2026-01-24T12:00Z [---] followers, [--] engagements
"Shopify Stock Analysis 2026: Why $210 is the Next Target Shopify Stock Analysis 2026: Why $210 is the Next Target Shopify (SHOP) is evolving into a global commerce powerhouse In [----] the story is all about Agentic Commercewhere AI doesn't just assist but autonomously manages stores to drive massive sales growth. Key [----] Highlights: * Revenue Growth: Re-accelerating to 32% YoY thanks to Enterprise and B2B wins. * AI Advantage: AI-driven sales are up 11x as Shopify Sidekick takes over merchant tasks. * Profitability: Impressive FCF margin of 18% with a $6B fortress balance sheet. * Global"
YouTube Link 2026-01-18T12:00Z [---] followers, [--] engagements
"Silver Mining Stocks 2026: [--] Keys to Profit 🚀 Silver Mining Stocks 2026: [--] Keys to Profit 🚀 Silver is hitting new highs in [----] transforming from a precious metal into a critical strategic asset for AI EVs and Solar tech. But not all miners will win. Before you invest check these [--] vital metrics [--]. Ore Grade is King 💎 Don't just look at reserve size. High grade means lower production costs. Gold: Look for surface mines [--] g/t. Silver: Look for surface mines [--] oz/t. [--]. Recovery Rate Reality ⚙ High grade is useless if you can't extract it Check the "Recovery Rate." If it's low (below 80-90%)"
YouTube Link 2026-01-26T01:00Z [---] followers, [--] engagements
"Watchlist - Update [--] Feb [----] Watchlist - Update [--] Feb [----] Fx ------Bull------ XAUTHB D: up / W: up USDTHB D: up / W: up HKDTHB D: up / W: up XDR: D: up / W: up ------Sideway------ XAUUS D: down / W: up USOIL D: up / W: down ------Bear------ Index ------Bull------ US500 D: up / W: up NDQ D: up / W: up ------Sideway------ SENSEX(india) D: down / W: up ------Bear------ SET(thai) D: down / W: down CSI300(china) D: down / W: down Stock ------Bull------ MSFT D: up / W: up NVDA D: up / W: up AMZN D: up / W: up ARM: D: up / W: up ASML: D: up / W: up ADBE D: up / W: up ------Sideway------ PDD D:"
YouTube Link 2024-02-11T15:27Z [---] followers, [--] engagements
"Alibaba (BABA) Sacrifices -78% Profit to Go All-In on Becoming Chinas AI Leader ☁🤖 Alibaba (BABA) Sacrifices -78% Profit to Go All-In on Becoming Chinas AI Leader ☁🤖 Hook Did you know Alibaba is going through a major transformation The company just accepted a -78% drop in profitfor one big goal: to become Chinas #1 AI + Cloud infrastructure powerhouse. Key Points 1) Cloud is the new hero While China e-commerce is no longer the easy growth engine Cloud Intelligence revenue jumped +34% YoY fueled by rising demand for AI-related cloud services. 🚀 2) Pain for Gain (short-term hurt long-term"
YouTube Link 2026-01-13T05:29Z [---] followers, [--] engagements
"CATL [----] CATL [----] CATL (300750.SZ) [--] 38% [--] [--] [--]. : 36% Qilin Shenxing [--]. ESS: AI Data Centers [--]. : [--] [---] . Solid-State [----] : : Oversold () [---] Tags: #theexpme #CATL # # #EV # # #AI #Technology"
YouTube Link 2026-01-18T00:00Z [---] followers, [--] engagements
"2026 AI Trends: From Hype to Industrial Execution [----] AI Trends: From Hype to Industrial Execution The "honeymoon phase" of AI is officially over. [----] is the era of Industrial Execution. Here are the [--] shifts defining the new economy. [--]. The Great Divergence The business world has split in two. The "AI Haves" (mostly giants with $5B revenue) are turning algorithms into profit. The "AI Have-Nots" (64% of firms) are still stuck in pilot projects that don't make money. [--]. Physical AI is Here The $30000 humanoid robot has arrived. Hardware costs have crashed by 40%. For factories a robot is now"
YouTube Link 2026-01-25T05:15Z [---] followers, [--] engagements
"NVIDIA (NVDA) AI [--] [----] NVIDIA (NVDA) AI [--] [----] NVIDIA AI Q3 FY2026: [---] +62% YoY 90% Data Center () AI [--] : [--]. Blackwell Rubin [--]. Sovereign AI (): AI [--]. : [--] : * 25% (Policy Whiplash) * (ASIC) : (Accumulate on Weakness) [--] [---] 170-180 #NVDA #NVIDIA #AI # #Blackwell #SovereignAI #TheEXPme # # #"
YouTube Link 2026-01-20T12:00Z [---] followers, [--] engagements
"ALAB: AI 100% ALAB: AI 100% [--] Astera Labs (ALAB) "" AI Infrastructure * : (Connectivity) "" (GPU) (Bottlenecks) * : [----] +104% YoY [-----] USD (Gross Margin) 77% * : Scorpio (Switch) Aries (Retimer) [--] PCIe [---] [----] * : [---] USD (High Case [---] USD) * : "" 160-165 USD Data Center Tags: #theexpme #ALAB #AsteraLabs #AI # #Semiconductor #AIInfrastructure #TechStocks"
YouTube Link 2026-01-16T12:00Z [---] followers, [--] engagements
"Defi [---] Defi Defi [---] Defi"
YouTube Link 2021-06-10T15:56Z [---] followers, [--] engagements
"UBTECH (9880.HK) UBTECH (9880.HK) UBTECH Humanoid Robot Pivot / Industrial Automation Walker H1/2025 Consumer 41.8% + Education 38.6% 9.0% 10.3% : (+AI) Walker S2 / : R&D Dilution Tesla H1/2025: [-----] . (+27.5% YoY) GM 35% [---] . () : 1) Walker 2) GM 3035% 3) Placement 4) tags #Ubtech #9880HK #HumanoidRobot #Robotics #AI #TechStock #HongKongStocks #theexpme"
YouTube Link 2026-01-19T00:00Z [---] followers, [--] engagements
"2025 15.23% [----] Passive Fund & RMF [----] [----] 15.23% S&P [---] Take Profit : 2025: DCA [--] Passive Fund 2026: DCA RMF Index (Nasdaq S&P [---] ) : : [----] 62% $5000+ De-dollarization Silver: : [--] Crypto: 4-Year Cycle Bitcoin : Strategic Trading [--] -------------------------------------------------------------------------------- (Tags) # #2025 #2026 # #Bitcoin # #RMF #PassiveFund # # # #DCA #S&P500 #Nasdaq #Silver"
YouTube Link 2026-01-01T16:10Z [---] followers, [--] engagements
"Watchlist - Update [--] Jan [----] Watchlist - Update [--] Jan [----] Fx ------Bull------ XAUTHB D: up / W: up ------Sideway------ XAUUS D: down / W: up USDTHB D: up / W: down HKDTHB D: up / W: down XDR: D: up / W: down ------Bear------ USOIL D: down / W: down Index ------Bull------ SENSEX(india) D: up / W: up US500 D: up / W: up NDQ D: up / W: up ------Sideway------ ------Bear------ SET(thai) D: down / W: down CSI300(china) D: down / W: down Stock ------Bull------ MSFT D: up / W: up PDD D: up / W: up NVDA D: up / W: up AMZN D: up / W: up ------Sideway------ [----] D: down / W: up ADBE D: down / W: up"
YouTube Link 2024-01-21T16:38Z [---] followers, [--] engagements
"Shopify (SHOP) 2026: Agentic Commerce Shopify (SHOP) 2026: Agentic Commerce Shopify () Unified Commerce Operating System () : * Agentic Commerce ( ): AI Shopify "" * Revenue Re-acceleration (): 32% Enterprise () * Operating Leverage (): (Free Cash Flow) 18% [--] * (Target Price): $210.00 ( Upside +25.4% ) : (Antitrust) : Shopify Quality Growth () Tags: #Shopify #SHOP # # #AgenticCommerce #ECommerce #theexpme"
YouTube Link 2026-01-18T12:00Z [---] followers, [--] engagements
"2026: [--] "" 🚀⛏ 2026: [--] "" 🚀⛏ $108/oz [----] [--] : [--]. Newmont (NEM) - 🛡 - [--]. Fresnillo (FRES) - 👑 [--] 300% [--]. First Majestic (AG) - 💸 Pure Play () $21 $108 [--]. Hycroft (HYMC) - 🎰 (High Risk) (High Reward) 👇 Tags #theexpme #Silver2026 #Newmont #Fresnillo #FirstMajestic # #Hycroft"
YouTube Link 2026-01-27T01:00Z [---] followers, [--] engagements
"Watchlist - Update [--] Jan [----] Watchlist - Update [--] Jan [----] Fx ------Bull------ XAUTHB D: up / W: up ------Sideway------ XAUUS D: down / W: up USDTHB D: up / W: down HKDTHB D: up / W: down XDR: D: up / W: down USOIL D: up / W: down ------Bear------ Index ------Bull------ US500 D: up / W: up NDQ D: up / W: up ------Sideway------ SENSEX(india) D: down / W: up ------Bear------ SET(thai) D: down / W: down CSI300(china) D: down / W: down Stock ------Bull------ MSFT D: up / W: up PDD D: up / W: up NVDA D: up / W: up AMZN D: up / W: up ARM: D: up / W: up ASML: D: up / W: up ADBE D: up / W: up"
YouTube Link 2024-01-28T15:05Z [---] followers, [--] engagements
"RKLB Rocket Lab [----] RKLB Rocket Lab [----] Rocket Lab (RKLB) [--]. : 71% Space Systems () [--]. : 3Q25 48% Backlog () [----] 37% Economies of Scale () [--]. : (SDA) [--] [--] SpaceX [--]. : Valuation () P/S [--] Neutron () [----] : [--] [--] Tags: #RKLB #RocketLab # # #SpaceTech #theexpme"
YouTube Link 2026-01-22T12:01Z [---] followers, [--] engagements
"ASML: AI [----] ASML: AI [----] ASML (YouTube / TikTok / Reel) ASML EUV AI [--] 2026: [--]. : [--] ASML AI Supercycle [--]. (The China Reset): [----] 20% [--]. (High-NA EUV): [-----] : [----] [----] "" AI Tags: #ASML # #AI # # #theexpme"
YouTube Link 2026-01-19T12:01Z [---] followers, [--] engagements
"Watchlist - Update [--] Jan [----] Watchlist - Update [--] Jan Fx ------Bull------ XAUTHB D: up / W: up ------Sideway------ XAUUS D: down / W: up ------Bear------ USDTHB D: down / W: down HKDTHB D: down / W: down XDR: D: down / W: down USOIL D: down / W: down Index ------Bull------ SENSEX(india) D: up / W: up US500 D: up / W: up ------Sideway------ NDQ D: down / W: up SET(thai) D: up / W: down ------Bear------ CSI300(china) D: down / W: down Stock ------Bull------ MSFT D: up / W: up PDD D: up / W: up [----] D: up / W: up NVDA D: up / W: up ------Sideway------ AMZN D: down / W: up [---] D: down / W: up"
YouTube Link 2024-01-07T17:06Z [---] followers, [--] engagements
"Watchlist - Update [--] Apr [----] Watchlist - Update [--] Apr [----] Fx ------Bull------ XAUTHB D: up / W: up XDR: D: up / W: up XAUUS D: up / W: up USDTHB D: up / W: up USOIL D: up / W: up HKDTHB D: up / W: up ------Sideway------ ------Bear------ All time high [----] [-----] [-----] [-----] [-----] Index ------Bull------ US500 D: up / W: up NDQ D: up / W: up SENSEX(india) D: up / W: up ------Sideway------ HK50(hongkong) D: up / W: down CSI300(china) D: up / W: down ------Bear------ SET(thai) D: down / W: down Stock ------Bull------ MSFT D: up / W: up NVDA D: up / W: up AMZN D: up / W: up ARM: D: up / W: up"
YouTube Link 2024-04-07T15:49Z [---] followers, [--] engagements
"TSMC: The Ultimate AI Winner for [----] TSMC: The Ultimate AI Winner for [----] TSMC is officially leading the AI revolution. Their latest results smashed expectations with [-----] billion USD in revenue up [----] percent. The growth is driven by AI chips for giants like Nvidia and Apple which now make up [--] percent of their total business. To stay ahead TSMC is spending a record [--] billion USD in [----] to dominate the next-generation 2nm chip market. With a massive [----] percent gross margin and an analyst price target reaching [---] USD TSMC remains the essential backbone of the global digital economy."
YouTube Link 2026-01-21T12:01Z [---] followers, [--] engagements
"Alibaba (BABA) 78% AI ☁🤖 Alibaba (BABA) 78% AI ☁🤖 Hook Alibaba "" -78% [--] AI Key Points Cloud : Cloud Intelligence () +34% AI Triple-digit () 🚀 Pain for Gain (): Free Cash Flow () [--] GPU AI : PDD Douyin Buyback () Conclusion : 2025-2026 "" Alibaba Investment Phase () AI Tags #Alibaba #BABA #9988 # # #AIStocks #CloudComputing #TheEXPme"
YouTube Link 2026-01-13T05:20Z [---] followers, [--] engagements
"Pop Mart (9992.HK) 2026: ESG Pop Mart (9992.HK) 2026: ESG Pop Mart [--] "" 2025-2026 : * Revenue () 300% * Labubu Plush () 1200% * [--] Gross Margin () 70% : [----] ESG ( ) : [---] HKD Accumulate () Growth () IP Tags: #PopMart #9992HK # #ArtToy #Labubu # # #theexpme"
YouTube Link 2026-01-26T00:00Z [---] followers, [--] engagements
"Market Update Jan [--] 2026: Gold and Tech Peak as Crypto Stalls Market Update Jan [--] 2026: Gold and Tech Peak as Crypto Stalls Crypto: It is a sea of red today Most Altcoins are Bearish (downward trend) as liquidity stays concentrated in Bitcoin. BTC is playing defense at [-----] USD while BNB stands out as the only Bullish (upward trend) outperformer. Stocks: AI and Semiconductors are the stars of the week. NVDA and TSM are surging after record earnings and massive Capex (capital expenditure) plans for [----]. Chinese tech giants like Alibaba and Baidu are also rising on AI monetization"
YouTube Link 2026-01-25T07:35Z [---] followers, [--] engagements
"JD.com (JD) [----] JD.com (JD) [----] JD.com 2026: Deep Value () [--]. : P/E [--] 14.9% [--]. : [----] JD [--] [--]. : 3.4% (Downside Protection) [--]. : [----] (Southbound Connect) : 14.9% JD Retail (Food Delivery) 213% [---] : $45 (USD) / [---] HKD ( Upside 40%) : JD "Top Pick" Tags: #JD #JDCOM # # #TheEXP #theexpme"
YouTube Link 2026-01-25T00:00Z [---] followers, [--] engagements
"SYM: AI Backlog () [---] 🤖📦 Symbotic Inc (SYM) AI-enabled Robotics () Walmart : Business (): AI Warehouse Automation () Walmart Partnership (): Walmart [--] Massive Backlog (): [----] ( [---] ) Financials ( 2025): 26% [---] Net Loss () Adjusted EBITDA ( ) Risks (): Walmart SYM Story Stock #theexpme #SYM #Symbotic # #AI #Robotics #Walmart #WarehouseAutomation # #StockMarket #"
YouTube Link 2026-01-11T10:08Z [---] followers, [--] engagements
"25 .. 2026: - All-time High Bear [--] .. 2026: - All-time High Bear Crypto: Bear () BTC Defensive () [-----] BNB Outperformer () Altcoins () Stock: Semiconductors & AI Leader () NVDA TSM Capex () Alibaba Baidu AI Monetization ( AI) MSTR Index: S&P500 Nasdaq Record High () [----] SET () Bullish () FX & Gold: New High Geopolitical () DXY Bearish () [--] TheEXP.me Note: Real Growth #theexpme # # # # #AI #NVDA #Bitcoin #SET #StockMarket2026 #FinTech"
YouTube Link 2026-01-25T07:36Z [---] followers, [--] engagements
"SYM: The AI robotics stock transforming warehouseswith a massive $22.5B backlog 🤖📦 A deep dive into Symbotic Inc (SYM) a tech company using AI-enabled robotics to transform warehouse logisticswith a major customer and strategic shareholder like Walmart backing the story. Key highlights: Business: Builds robotic systems and AI software for warehouse automation making storage and order sorting faster and more accurate. Walmart partnership: Walmart is not only a customerits also a major shareholder deploying Symbotics system across [--] distribution centers in the U.S. Massive backlog: Symbotic"
YouTube Link 2026-01-11T10:06Z [---] followers, [--] engagements
"Silver at $108 🚀 Top [--] Mining Stocks for [----] Silver at $108 🚀 Top [--] Mining Stocks for [----] It is [----] silver has hit $108 and the market is facing a "Physical Squeeze" With China restricting exports here are the [--] miners you need to watch: [--]. Newmont (NEM) - The Safe Haven 🛡 The industry giant with the strongest balance sheet. Now a Gold-Copper hybrid it is the safest bet for stability and dividends. [--]. Fresnillo (FRES) - The Cash Cow 🐮 The world's #1 silver producer. Profits exploded 300% as prices soared generating massive free cash flow despite lower ore grades. [--]. First Majestic (AG)"
YouTube Link 2026-01-27T01:01Z [---] followers, [--] engagements
"Watchlist - Update [--] May [----] Watchlist - Update [--] May [----] Fx ------Bull------ XAUTHB D: up / W: up XAUUS D: up / W: up ------Sideway------ USOIL D: down / W: up USDTHB D: down / W: up HKDTHB D: down / W: up XDR: D: down / W: up ------Bear------ All time high Index ------Bull------ US500 D: up / W: up NDQ D: up / W: up CSI300(china) D: up / W: up HK50(hongkong) D: up / W: up SENSEX(india) D: up / W: up ------Sideway------ ------Bear------ SET(thai) D: down / W: down SENSEX Bull SET Bear Stock ------Bull------ [----] D: up / W: up PDD D: up / W: up [---] D: up / W: up AMZN D: up / W: up NVDA"
YouTube Link 2024-05-26T13:14Z [---] followers, [--] engagements
"NVIDIA (NVDA) 2026: From Chipmaker to AI Architect NVIDIA (NVDA) 2026: From Chipmaker to AI Architect NVIDIA is no longer just a chip company; it is the fundamental architect of the global AI era. Quick Q3 FY2026 Highlights: Revenue hit a record $57 Billion up 62% year-over-year. Data Center sales now drive nearly 90% of total revenue proving that AI factories are the new industrial backbone. [--] Growth Drivers to Watch: [--]. Blackwell Supercycle: Demand is off the charts with the next-gen Rubin architecture already on the roadmap for late [----]. [--]. Sovereign AI: Global governments are now a major"
YouTube Link 2026-01-20T12:01Z [---] followers, [--] engagements
"AI [----] AI [----] [----] AI Industrial Execution [--] [--]. The Great Divergence ( AI) Scale AI [--]. Physical AI Humanoid [-----] ( [--] ) [--]. E-Commerce Agentic AI AI Agent [--]. Data Center AI #AI2026 #BusinessTrends #Robotics #TechSummary #theexpme"
YouTube Link 2026-01-25T05:13Z [---] followers, [--] engagements
"11 .. 2026: & New High & BNB 🚀 Watchlist () [--] [----] Crypto Stocks Index Forex 💰 Crypto: BNB BNB Bullish () opBNB BTC & Altcoins Sideway () () Morgan Stanley ETF : [----] Macro () 📈 Stocks: AI Semiconductor (): NVDA TSM ASML Bullish () AI Servers () China Recovery (): Baidu Tencent Ping An Spin-off () Baidu Defense (): RKLB AVAV 🌍 Index: -- US500 & Nasdaq: All-time high () Vietnam (VNIND): [----] GDP [----] 7.5% SET (): Sideway () ✨ Forex & Commodities: Gold (XAUUSD): $4400 - $4600 All-time high () USDTHB: ( [-----] - 31.50) USOIL: Bearish () Oversupply ()"
YouTube Link 2026-01-11T08:26Z [---] followers, [--] engagements
"AVGO AI AVGO AI Broadcom (AVGO) : [--]. AVGO AI Networking AI 220% [--]. VMware [--]. Margin 77% [--]. Apple - [--]. : AVGO AI [--] #AVGO #Broadcom # #AI # # #theexpme"
YouTube Link 2026-01-26T12:01Z [---] followers, [--] engagements
"Watchlist - Update [--] Feb [----] Watchlist - Update [--] Feb [----] Fx ------Bull------ XAUTHB D: up / W: up USDTHB D: up / W: up HKDTHB D: up / W: up XDR: D: up / W: up ------Sideway------ XAUUS D: down / W: up USOIL D: up / W: down ------Bear------ Index ------Bull------ US500 D: up / W: up NDQ D: up / W: up SENSEX(india) D: up / W: up ------Sideway------ HK50(hongkong) D: up / W: down SET(thai) D: up / W: down CSI300(china) D: up / W: down ------Bear------ Stock ------Bull------ MSFT D: up / W: up NVDA D: up / W: up AMZN D: up / W: up ARM: D: up / W: up ASML: D: up / W: up LVMH D: up / W: up"
YouTube Link 2024-02-26T15:19Z [---] followers, [--] engagements
"Watchlist - Update [--] Jan [----] Watchlist - Update [--] Jan [----] Crypto [----] Risk-off () Tariffs () Gold () (ATH) Bitcoin Store of Value () BTC: ETF Fund Flows ( ETF) 21Shares Rally () ETH: (Daily Up) BlackRock ETH ETF Volume () $1.3 #theexpme # #cryptocurrency # # # Stock NVDA / TSM / ASML: (Market Leader) NVDA H200 [----] TSM (TSMC) CoWoS () TSLA: Q4 Deliveries ( 4) [------] Consensus () Whisper numbers () Energy Storage () China Tech (981 [----] [----] 9961): Baidu (9888) (Listing application) AI IPO [----] CEG / GEV: AI Power Demand ( Data Center) GE Vernova [----] LVMH: [--] Index US500"
YouTube Link 2026-01-04T16:59Z [---] followers, [--] engagements
"Watchlist - Update [--] Mar [----] Watchlist - Update [--] Mar [----] Fx ------Bull------ XAUTHB D: up / W: up XDR: D: up / W: up XAUUS D: up / W: up USDTHB D: up / W: up ------Sideway------ HKDTHB D: down / W: up USOIL D: up / W: down ------Bear------ All time high week Bull Index ------Bull------ US500 D: up / W: up NDQ D: up / W: up SENSEX(india) D: up / W: up ------Sideway------ HK50(hongkong) D: up / W: down CSI300(china) D: up / W: down ------Bear------ SET(thai) D: down / W: down Stock ------Bull------ MSFT D: up / W: up NVDA D: up / W: up AMZN D: up / W: up ARM: D: up / W: up ASML: D: up /"
YouTube Link 2024-03-17T16:09Z [---] followers, [--] engagements
"CATL: The Global Battery King in [----] CATL: The Global Battery King in [----] CATL dominates the battery world with a 38.2% market sharemore than its next two rivals combined Key Takeaways for your [----] Portfolio: [--]. Profit Boom: Net income soared 36% YoY outstripping revenue growth. Why High-margin tech like Qilin batteries and lower material costs are boosting the bottom line. [--]. AI Fuel: Energy Storage Systems (ESS) are the new profit engine driven by the global AI Data Center expansion and green energy transition. [--]. Innovation Lead: With Shenxing super-fast charging and Solid-State plans"
YouTube Link 2026-01-18T00:01Z [---] followers, [--] engagements
"Xiaomi 2026: EV 🚀 Xiaomi 2026: EV 🚀 Xiaomi [----] Human x Car x Home [--]. EV : Gross Margin 25.5% Startup [---] SUV [--]. : Internet Services [--]. Ecosystem : HyperOS -- [--]. : [---] AI : +22.3% +80.9% : [-----] HKD : [-----] HKD #Xiaomi #Xiaomi #1810HK # #EV #SmartHome #theexpme"
YouTube Link 2026-01-22T00:01Z [---] followers, [--] engagements
"TSMC AI: [----] TSMC AI: [----] TSMC (TSM) [--] [----] AI HPC (High Performance Computing - ) 55% : [--]. (Gross Margin) 62.3% (Pricing Power) [--]. (Capex - ) [----] [---] 2nm Nvidia Apple [--]. (Geopolitics) Data Center : (Target Price) [---] Upside () 34% Must-Own () AI Supercycle Tags: #TSMC #TSM # # #AI #Nvidia #Apple #theexpme"
YouTube Link 2026-01-21T12:01Z [---] followers, [--] engagements
"MU (Micron) AI [----] MU (Micron) AI [----] Micron Technology (MU) (Memory) [--] AI : DRAM NAND Flash AI Server : [----] 49% [---] (HBM) AI 250% : [--] (Micron Samsung SK Hynix) (CHIPS Act) : : $327 ( $450) AI (Video Script): * Micron AI * 49% HBM * * $327 #MU #Micron # #AI # #SemiConductor #HBM #theexpme"
YouTube Link 2026-01-25T12:01Z [---] followers, [--] engagements
"TENCENT (700HK) 2026: WeChat + + AI Tencent 700HK Tech Giant [--] Digital Backbone WeChat () WeChat Pay Cloud ( Q3/2025) 🎮 VAS 50% ( + ) 💸 FinTech & Business 30% (WeChat Pay + + Cloud) 📢 Marketing 19% ( AI) 📦 1% (Pros) 🧱 The Great Wall of WeChat: [----] = Moat 🤖 AI Money Printer: AI +21% 🎮 Global Gaming: +43% (Supercell + ) 💰 Cash Flow Machine: + EPS (Cons/Risks) K-shape WeChat Pay 🌍 Geopolitics - AI/ 📏 (Q3/2025) Revenue 192.9B (+15%) Gross Profit 108.8B (+22%) Non-IFRS Net Profit 70.6B (+18%) = (Q3/25 vs Q3/24) 🚀 +43% () 📈 +21% (AI ) 🏠 +15% 💳 FinTech & Business +10% 💬"
YouTube Link 2026-01-12T13:30Z [---] followers, [--] engagements
"Kuaishou Q3/FY2025: Other (+AI) Kuaishou Q3/FY2025: Other (+AI) Kuaishou (01024.HK) 3/FY2025 +14.2% YoY $5.0B 56.5% 27% Other 16.6% +41.3% + AI (Kling) DAU 416M [---] / GMV +15.2% : / security : DAU GMV Adjusted net margin (14%) tags #Kuaishou #01024 #HKEX #ChinaTech #ShortVideo #DigitalAds #LiveStreaming #Ecommerce #AI #Kling"
YouTube Link 2026-01-17T00:01Z [---] followers, [--] engagements
"📈 Watchlist Update: [--] .. [----] 📈 Watchlist Update: [--] .. [----] [--]. Crypto: (Bearish) 📉 Trump Kevin Warsh Fed Hawkish () * BTC: $81000 [--] * ETH: Capital Outflow () ETF $1.7 * : HYPE (W: Up) BNB [--]. Stock: Tech AI - (Bullish) 🚀 * ASML / NVDA: AI Factories * Baidu / Alibaba: Silicon Sovereignty () IPO * Bearish: MSFT 4% Cloud MSTR/COIN Bitcoin [--]. Index: High 🌍 * US500 / NDQ: All-Time High () Tech * CSI300 / HK50: [--]. Fx & Assets: (Bullish) 🥇 * Gold / Silver: New High Geopolitical Tension () De-dollarization () * DXY: [--] Fed --- Tags Format 1: #theexpme #Crypto #Bitcoin #StockMarket #NVDA #Gold"
YouTube Link 2026-02-01T01:00Z [---] followers, [--] engagements
"5 [--] AI [----] 💾⚡ [--] [--] AI [----] 💾⚡ The EXP me [--] (ASML AMAT LRCX KLAC TEL) [----] 9% [----] AI Infrastructure [--]. ( & ) [--] ASML: EUV [--] AMAT: [--] LRCX: Memory Etch [--]. [--] ASML: AI [--] KLAC: Defect [--] AMAT / LRCX: AMAT LRCX Memory [--]. (Risk-Adjusted) [--] ASML: Moat [--] KLAC: Yield [--] AMAT: : ASML KLAC LRCX AMAT # #Semiconductor #Investment #ASML #AMAT #LRCX #KLAC #TEL theexpme ASML AMAT LRCX KLAC TEL Investment Semiconductor theexpme ASML AMAT LRCX KLAC TEL Investment Semiconductor"
YouTube Link 2026-02-07T01:00Z [---] followers, [--] engagements
"Ping An Good Doctor (1833.HK) [----] Ping An Good Doctor (1833.HK) [----] Ping An Healthcare & Tech Ping An Good Doctor Health ecosystem B2B2C Managed Care / Synergy Ping An Group 1H2025 $358.8M (+19.5%YoY) Gross Margin 33.6% $19.2M CFO $9.1M F-end +28.5% B-end +35.2% Ping An /AI JD Health/Alibaba Health : F-end/B-end Margin CFO $1.18B tags #PingAnGoodDoctor #1833HK #DigitalHealth #ChinaStocks #HealthcareTech #theexpme theexpme PingAnGoodDoctor 1833HK DigitalHealth ChinaStocks HealthcareTech theexpme PingAnGoodDoctor 1833HK DigitalHealth ChinaStocks HealthcareTech"
YouTube Link 2026-01-15T01:00Z [---] followers, [--] engagements
"AI Networking [----] [--] AI Networking [----] [--] AI Broadcom Marvell Arista Astera Labs Ethernet [--]. TAM AI 28.4% [----] [----] [--]. [--] Broadcom [-----] [--] Cisco [-----] [--] Marvell [----] Data Center Non-GAAP Net Income [--] Broadcom [-----] [--] Nvidia [----] Networking [--] Marvell [----] [--]. Growth Potential [--] Astera Labs 100% [--] Marvell 40% Custom ASIC [--] Broadcom 25% [--]. Ethernet InfiniBand [----] Ethernet Broadcom Arista AI InfiniBand [--]. [--] Broadcom [--] Marvell Big Tech [--] Arista Ethernet Tags [--]. #theexpme #AINetworking #Broadcom #Marvell #StockMarket"
YouTube Link 2026-02-04T01:00Z [---] followers, [--] engagements
"RKLB: Is Rocket Lab Still a Buy in [----] RKLB: Is Rocket Lab Still a Buy in [----] Rocket Lab (RKLB) is more than just a rocket company Here is your quick recap for the space sector leader: [--]. Business Model: [--] percent of revenue comes from Space Systems (building satellites and parts). They are vertically integrated controlling the whole mission from launch to orbit. [--]. Explosive Numbers: 3Q25 revenue grew [--] percent year-over-year. The backlog is at a record [----] billion dollars. Gross margins hit [--] percent as they scale operations. [--]. Strategic Moat: Trusted by the US Government (SDA) and"
YouTube Link 2026-01-22T12:00Z [---] followers, [--] engagements
"JD.com (JD) Stock Analysis: [----] Deep Value Turnaround JD.com (JD) Stock Analysis: [----] Deep Value Turnaround Is JD.com the most undervalued tech giant in [----] Trading at a Forward P/E of just 9x JD is significantly cheaper than its peers despite growing revenue by 15%. Key Growth Drivers: [--]. Regulatory Shift: New [----] laws against predatory pricing level the playing field favoring JDs quality-first model. [--]. Shareholder Rewards: A strong 3.4% dividend yield plus aggressive buybacks provide a solid price floor for investors. [--]. Liquidity Catalyst: Moving to a Dual-Primary listing in HK will"
YouTube Link 2026-01-25T00:00Z [---] followers, [---] engagements
"Cloudflare (NET) AI Cloudflare (NET) AI Cloudflare (NET) 2025-2026 [--]. : Q3 [----] 31% [---] [--]. AI Inference: AI (Inference) Edge [--]. : Zero Trust () Zscaler [--]. : 75% (RPO) 43% [--]. : (High Quality Asset) Premium "" 175-185 [--] .. AI Tags: #NET #Cloudflare # #AI # #TheEXPme #CyberSecurity #"
YouTube Link 2026-02-03T12:00Z [---] followers, [--] engagements
"FICO: The Monopoly Stock Getting Richer by Raising Prices FICO: The Monopoly Stock Getting Richer by Raising Prices Did you know that whenever someone in the US applies for a mortgage FICO gets paid For [----] they are doubling their prices from $5 to $10 per score Why FICO is a Beast: [--]. Pure Pricing Power: They own the industry standard. Lenders have no choice but to pay. [--]. High-Octane Software: Their cloud platform growth is at 33%. Existing customers are sticking around and paying more (122% DBNRR). [--]. Printing Cash: 82.9% Gross Margin means almost every extra dollar of revenue is pure"
YouTube Link 2026-02-08T12:00Z [---] followers, [--] engagements
"AI Networking Showdown 2026: Who is the Real King AI Networking Showdown 2026: Who is the Real King Deep dive into the AI infrastructure battle featuring Broadcom Marvell Arista and Astera Labs. Who belongs in your portfolio as Ethernet takes over the data center [--]. Market Overview (TAM) The AI infrastructure market is exploding with a 28.4% annual growth rate expected to reach $126 billion by [----]. [--]. Revenue & Profit Leaders For Total Revenue: No. [--] Broadcom at $64 billion the undisputed giant. No. [--] Cisco at $56.7 billion. No. [--] Marvell at roughly $8 billion. For Non-GAAP Net Income: No. 1"
YouTube Link 2026-02-04T01:00Z [---] followers, [--] engagements
"AMD 2026: The AI Beast is Here AMD 2026: The AI Beast is Here AMD is starting [----] with a bang The latest data reveals AMD is almost sold out of its server CPUs for the entire year leading to potential [--] percent price hikes. Key Updates: * AI Revenue Forecast: Expected to hit [--] Billion USD in [----] driven by the new MI455X GPUs and the Helios rack-scale platform. * Strategic Partnerships: A new deal with TCS is set to push AMD AI into global enterprises. * Record Growth: Q3 [----] revenue hit an all-time high of [----] Billion USD with net income skyrocketing [--] percent YoY. Market Sentiment:"
YouTube Link 2026-01-27T12:00Z [---] followers, [--] engagements
"Watchlist Update: Global Market Deep Dive (Feb [--] 2026) Watchlist Update: Global Market Deep Dive (Feb [--] 2026) Global markets are seeing a massive shift as crypto faces a "bloodbath" while stocks and gold hit new highs. Here is what you need to know: [--]. Crypto Bearish: BTC dropped to $81000 a 2-month low following the nomination of Kevin Warsh as Fed Chair. Despite being pro-crypto his Hawkish (tight monetary policy) stance sparked liquidity fears. ETH saw a massive $1.7B Capital Outflow (money leaving) from ETFs. However HYPE and BNB remain resilient. [--]. Tech Bullish: AI remains the king."
YouTube Link 2026-02-01T01:00Z [---] followers, [--] engagements
"Newmont (NEM) 2026: Newmont (NEM) 2026: All-Time High $3500/oz Newmont (NEM) [--] [--] [--]. Newmont 2.0: (Tier 1) [--]. : [----] Newcrest Ahafo North (Catalyst) [--]. : 3-4% [--] : (Undervalue) [--] $145 #NEM #Newmont # # # # #TheEXPme theexpme NEM Newmont theexpme NEM Newmont"
YouTube Link 2026-02-12T00:00Z [---] followers, [--] engagements
"Baidu: From Search Giant to AI and Robotaxi Leader Baidu: From Search Giant to AI and Robotaxi Leader Baidu (BIDU / 9888.HK) is no longer just China's Googleit is becoming an AI powerhouse. Here are the key highlights for investors: [--]. Business Pivot: Shifting to an AI-first strategy. Baidu Core (Search + AI) makes up 79% of revenue while iQIYI contributes 21%. [--]. Cloud Momentum: AI Cloud revenue is up 21% Year-over-Year making it a top leader in the Chinese market. [--]. Financial Fortress: Holds over [---] billion RMB in net cash representing nearly 70% of its total market value. [--]. Autonomous"
YouTube Link 2026-01-21T00:00Z [---] followers, [--] engagements
"Trip.com (TCOM/9961) Q3/2025 Trip.com (TCOM/9961) Q3/2025 Trip.com Group (TCOM/9961) : - OTA () - Q3/2025: 43.8% / 34.3% - : +16% YoY Gross Margin 81.7% Net Income Other income () - : International bookings + Cross-border - : / + - Checklist : 80% S&M buyback : tags #TCOM #9961 #Tripcom # # # # #theexpme theexpme TCOM [----] Tripcom theexpme TCOM [----] Tripcom"
YouTube Link 2026-01-14T05:00Z [---] followers, [--] engagements
"PLTR AI 2025-2026 PLTR AI 2025-2026 Palantir (PLTR) " AI" : [--]. 2025: 56% [---] 108% [--]. AIP Bootcamp: NDR 139% [--]. : 84% [---] "" [--]. : (Premium Valuation) : AI [---] [---] Tags: #PLTR #AI #Palantir # # #theexpme theexpme PLTR AI Palantir theexpme PLTR AI Palantir"
YouTube Link 2026-02-05T12:00Z [---] followers, [--] engagements
"AIA Group (1299.HK): Asias Insurance King is Back in [----] AIA Group (1299.HK): Asias Insurance King is Back in [----] AIA is entering a massive new growth cycle. Here is why this financial giant is a top pick for your [----] portfolio [--] Reasons Why AIA is a BUY: * Record Performance: Value of New Business (VONB) surged 25% in Q3 [----] hitting all-time highs for the quarter. * Elite Sales Force: Ranked number [--] globally for MDRT members for [--] straight years. Better agents mean higher profit margins. * Strong Capital Returns: Management is rewarding shareholders with a [---] Billion USD buyback and a"
YouTube Link 2026-01-30T00:00Z [---] followers, [--] engagements
"MU (Micron) - The AI Memory Powerhouse of [----] MU (Micron) - The AI Memory Powerhouse of [----] Micron Technology (MU) is the leading U.S. memory chipmaker and a crucial piece of the AI ecosystem. Core Business: DRAM and NAND Flash for AI servers smartphones and automotive. Highlight: FY2025 revenue jumped 49% to $37.4 Billion High-Bandwidth Memory (HBM) for AI grew over 250%. Value: This is an oligopoly with only [--] major global players ensuring strong pricing power. Supported by the U.S. CHIPS Act. Risks: Memory is a cyclical market. Watch for oversupply in late [----] and geopolitical tensions"
YouTube Link 2026-01-25T12:00Z [---] followers, [--] engagements
"WEF [----] [--] WEF [----] [--] [----] [--] [--]. : [--]. : (He Lifeng) 5% [--]. : Mark Carney : Pax Americana Tags: #WEF2026 #Davos2026 #Geopolitics #GreenlandCrisis #China #Europe #Economy #WorldOrder #GlobalSouth #TradeWar #theexpme"
YouTube Link 2026-01-29T05:00Z [---] followers, [--] engagements
"Kuaishou Q3 FY2025: Ads Still Leads Other (E-commerce + AI) Is the Fastest Grower Kuaishou Q3 FY2025: Ads Still Leads Other (E-commerce + AI) Is the Fastest Grower Kuaishou (1024.HK) posted Q3 FY2025 revenue of $5.0B (+14.2% YoY). Revenue mix: Ads 56.5% ($2.82B) Live 27% ($1.35B) Other 16.6% ($0.83B) with Other up +41.3% YoY driven by e-commerce and AI initiatives (e.g. Kling). User scale remains large: DAU 416M [---] mins/day engagement. E-commerce momentum: GMV $54.1B (+15.2% YoY). Watchouts: high reliance on Ads weak Live growth and regulation/cyber-security event risks. Key metrics to"
YouTube Link 2026-01-17T00:00Z [---] followers, [--] engagements
"Power & Grid AI () Power & Grid AI () [--] (Schneider ABB Eaton Quanta Vertiv) [--]. (TAM) Power Grid & Data Center Infra 8-10% (CAGR) Data Center Infra AI 12% - (Grid): Quanta 20% - Data Center Physical: Vertiv Schneider 30-35% - (Electrification): ABB 20% Schneider 15% [--]. () 1: Schneider Electric ( $41B / $4.3B) 2: ABB ( $33B / $3.9B) 3: Eaton ( $25B / $3.8B) (Net Margin) 15.3% [--]. (Growth Potential) 1: Vertiv (High Growth) 15%+ Pure-play AI Data Center 2: Quanta (Secular Growth) 10-15% Backlog 3: Eaton (Solid Growth) 8-10% Data Center [--]. - Eaton Schneider Moat - Schneider Recurring (/) 20% -"
YouTube Link 2026-02-06T01:00Z [---] followers, [--] engagements
"Physical AI & Robotics 2026: Biggest Most Profitable Fastest Growth and Best to Invest Physical AI & Robotics 2026: Biggest Most Profitable Fastest Growth and Best to Invest Summary Group TAM: Physical AI is projected to grow at 32.53% CAGR (20262033) to about $49.7B; the broader robotics market is about $125B in [----]. Market share: FANUC remains a key industrial-robot leader at 8% (up to 20% in some segments). Tesla is targeting new markets in humanoids and autonomy. Revenue ranking (Current Top 3) [--]. Tesla $94.8B 2) FANUC $5.7B 3) Teradyne $3.19B Profit ranking (Current Top 3) [--]. Tesla"
YouTube Link 2026-02-10T01:00Z [---] followers, [--] engagements
"Sands China (1928.HK): [----] Sands China (1928.HK): [----] Sands China (1928.HK) [----] [--]. : The Londoner Macao 100% [----] (EBITDA Margin) 35-36% [--]. Mass: 40% Sands China "" [--]. : (Dividend Yield) 4.5-6.0% [----] [--]. : Las Vegas Sands Undervalued () : "" 22-25 HKD [----] #SandsChina #1928HK # # # # #theexpme"
YouTube Link 2026-02-04T00:00Z [---] followers, [--] engagements
"TMDX FedEx TMDX FedEx Description TransMedics OCS + NOP - Q3/25 $143.8M (+32%YoY) GM 59% GAAP $24.3M 75% Terumo/OrganOx [----] International Service margin Heart Cash flow tags #TMDX #TransMedics #MedTech #USStock"
YouTube Link 2026-01-14T12:00Z [---] followers, [--] engagements
"AppLovin (APP): The AI Ad-Tech Giant Powering Mobile Growth AppLovin (APP): The AI Ad-Tech Giant Powering Mobile Growth AppLovin is the stock everyone is talking about This mobile ad-tech leader is using its Axon AI engine to revolutionize how apps make money. KEY HIGHLIGHTS: * Massive Growth: Advertising revenue jumped 75% as AI delivers superior ROI for marketers. * Elite Profitability: EBITDA margins near 60% making it one of the most profitable tech firms. * Pure-Play Pivot: Selling its gaming apps for $900M to focus entirely on its high-margin software platform. WHAT TO WATCH: * Ongoing"
YouTube Link 2026-02-06T12:00Z [---] followers, [--] engagements
"Bilibili (BILI) Hits Record Profits The [----] Pivot Every Investor Needs to See Bilibili (BILI) Hits Record Profits The [----] Pivot Every Investor Needs to See Bilibili has officially entered its most profitable era In the latest reports the "YouTube of China" delivered a record [-----] million RMB in adjusted net profit a staggering [---] percent increase year-over-year. The Key Drivers: [--]. Ad Power: While gaming faced industry hurdles advertising revenue surged [--] percent. Its loyal Gen Z community is a goldmine for brands with users spending [---] minutes daily on the app. [--]. Smart Efficiency:"
YouTube Link 2026-01-27T00:00Z [---] followers, [--] engagements
"Tesla 2026: AI & Robotics Tesla 2026: AI & Robotics Tesla (TSLA) [----] [--]. : Tesla EV AI & Robotics [----] 8.5% BYD [--] Elon Musk [--]. : (Tesla Energy) 113% [--]. : [--] Cybercab [--] FSD [--]. : (P/E [---] ) "" FSD #Tesla #TSLA #ElonMusk #Robotaxi # # #AI #TheEXPme theexpme Tesla TSLA ElonMusk Robotaxi AI theexpme Tesla TSLA ElonMusk Robotaxi AI"
YouTube Link 2026-02-04T12:00Z [---] followers, [--] engagements
"Vistra Corp (VST): The Nuclear Powerhouse Fueling the AI Revolution Vistra Corp (VST): The Nuclear Powerhouse Fueling the AI Revolution Vistra (NYSE: VST) is no longer just a utility companyit is a critical energy infrastructure play for the AI era. As Big Tech scrambles for 24/7 clean energy Vistras nuclear fleet has become its ultimate competitive advantage. Business Breakdown: * Core: Integrated power producer (Nuclear Gas Solar) and Retail provider. * AI Synergy: Signed a massive 20-year deal with Meta to power their data centers. * Capital Strategy: Retired over 30% of shares since 2021"
YouTube Link 2026-02-12T12:00Z [---] followers, [--] engagements
"BOTZ ETF 2026: AI "" BOTZ ETF 2026: AI "" BOTZ ETF [----] Physical AI () [--] : BOTZ " AI" Concentrated ETF () [--] 50% NVIDIA ABB Intuitive Surgical : Intelligence () Recurring Revenue () [----] : NVIDIA Blackwell (ISRG) 18% : P/E [--] () : "" 5-10% #theexpme #BOTZ #ETF # # #AI #NVIDIA #2026 #PhysicalAI"
YouTube Link 2026-02-15T03:26Z [---] followers, [--] engagements
"UBTECH (9880.HK): Humanoid Robots Moving Into Real Factories UBTECH (9880.HK): Humanoid Robots Moving Into Real Factories UBTECH is a leading China humanoid-robot company pivoting from consumer/education robots into industrial automation. Its Walker series is being deployed in real auto factoriesone of the key steps from demo to commercial use. H1 [----] revenue mix: Consumer 41.8% AI Education 38.6% Other industry solutions 10.3% Smart Logistics 9.0%. Pros: full-stack robotics (hardware + AI) strong patent base Walker S2 entering mass production and deliveries plus policy tailwinds in China."
YouTube Link 2026-01-19T00:00Z [---] followers, [--] engagements
"WuXi Biologics (2269.HK) 2026: WuXi Biologics (2269.HK) 2026: WuXi Biologics (2269.HK) CRDMO Biosecure Act 20.1% 11.6% 42.7% Backlog [--] [--] Digital Twin Pharma [---] : (Cautious Accumulate) [-----] - [-----] HKD [-----] HKD Tags: #theexpme #WuXiBiologics #2269HK #Biotech # #CDMO # #"
YouTube Link 2026-02-01T00:00Z [---] followers, [--] engagements
"2026 Copper Giants: Who Wins the AI & Grid Buildout [----] Copper Giants: Who Wins the AI & Grid Buildout Exploring the Top [--] copper stocks fueling the AI revolution and global power grid expansion. Comparison Summary: The Total Addressable Market (TAM) for copper is growing by 3-5% annually with AI-specific demand spiking even higher. FCX holds the largest market share in this group. Revenue & Profit Rankings: [--]. FCX: Revenue leader with global scale. [--]. SCCO: Highest net income margins and cost efficiency. [--]. ANTO/TECK: Solid middle-market players with stable outputs. Growth Opportunity: 1."
YouTube Link 2026-02-08T01:00Z [---] followers, [--] engagements
"Microsoft (MSFT) 2026: AI Goldmine or Money Pit Microsoft (MSFT) 2026: AI Goldmine or Money Pit [--]. Growth Engine: Azure AI is soaring with 39% growth proving that enterprises are moving from testing AI to full-scale adoption. [--]. The OpenAI Edge: Microsoft now holds a 27% direct stake in OpenAI worth a staggering $135B. This secures their lead in the AI race through [----]. [--]. Revenue Boost: A major subscription price hike is coming in June [----]. With 15M+ paid Copilot users already on board margins are set to expand. [--]. The Big Risk: Microsoft is spending $37.5B per quarter on AI data centers."
YouTube Link 2026-02-11T12:00Z [---] followers, [--] engagements
"5 Defense & AI 2026: [--] Defense & AI 2026: [----] AI 11: * AI 13% [---] * : [--]. L3Harris (LHX) [--]. Elbit Systems (ESLT) [--]. AeroVironment (AVAV) * : [--]. Ondas (ONDS) 270% [--]. AVAV 130% [--]. Kratos (KTOS) 15-20% * : (Battle-proven) AI * : [--]. AVAV: 40%+ BlueHalo [--]. ONDS: [--]. LHX: # #AI #AutonomousSystems # #2026 #theexpme theexpme AI AutonomousSystems [----] theexpme AI AutonomousSystems 2026"
YouTube Link 2026-02-11T01:00Z [---] followers, [--] engagements
"1177.HK: Sino Biopharm 1177.HK: Sino Biopharm Sino Biopharmaceutical (1177.HK) 2025-2026 (Generic) (Innovative Biopharma) : [--]. : 10.7% "" 27.2% [--]. : Oncology () 38.1% [--]. : (Net Cash) [--] ADC siRNA [--]. : (VBP) Biosecure Act : (Target Price) [----] HKD ( .. 2026) 6.8x HKD Re-valuation 50% Tags: #SinoBiopharm #1177HK # # # #theexpme theexpme SinoBiopharm 1177HK theexpme SinoBiopharm 1177HK"
YouTube Link 2026-02-09T00:00Z [---] followers, [--] engagements
": New High $4500 Crypto (8 Feb 2026) : New High $4500 Crypto (8 Feb 2026) Crypto: Crypto Winter () BTC $70000 Sell-off () [--] HYPE Outperform () Ripple Stock: Semiconductor () ASML TSM GEV BTC MSTR Index: US500 (SET) Bull () Fund Flow () Nasdaq Sideways () Fx/Gold: (XAU) $4500 US Shutdown () Geopolitical Risk () DXY () Tags #theexpme #CryptoNews #StockMarket #GoldPrice #Investment #XAUUSD #Bitcoin #FinancialSummary # # theexpme CryptoNews StockMarket GoldPrice Investment XAUUSD Bitcoin FinancialSummary theexpme CryptoNews StockMarket GoldPrice Investment XAUUSD Bitcoin FinancialSummary"
YouTube Link 2026-02-08T02:00Z [---] followers, [--] engagements
"OKLO: AI Data Center OKLO: AI Data Center Oklo (OKLO) AI (SMR) Meta Equinix : [--]. : Build-Own-Operate [--] AI [--]. ( 2025-2026): [---] ( [--] ) (Pre-revenue) [--]. : (Pipeline) [----] GW [--] [--] [--]. : NRC 2026-2027 : $112.88 $80.47 : (LOI) #OKLO # #AI #SMR # #theexpme theexpme OKLO AI Data Center theexpme OKLO AI Data Center"
YouTube Link 2026-02-13T12:00Z [---] followers, [--] engagements
"Lenovo (992.HK): The AI PC Leader You Can't Ignore Lenovo (992.HK): The AI PC Leader You Can't Ignore Think Lenovo is just about basic laptops Think again. In [----] they are the king of Hybrid AI. Here is why investors are watching: [--]. Record Revenue: Topping $20 billion thanks to the AI infrastructure boom. [--]. Market Leader: Holding 31% of the global Windows AI PC market. High demand equals high profit potential. [--]. Strong Earnings: Adjusted net income is up 25% year-over-year showing real operational strength. [--]. Global Expansion: A $2 billion deal with Saudi Arabia's Alat opens huge doors"
YouTube Link 2026-02-06T00:00Z [---] followers, [--] engagements
"5 AI Buildout & Grid Expansion [----] [--] AI Buildout & Grid Expansion [----] (Copper) AI [--] FCX SCCO TECK FM ANTO [----] : TAM () Infrastructure () AI FCX Scale () SCCO Margin () : [--]. FCX () [--]. SCCO () [--]. ANTO TECK () : [--]. SCCO ( Pipeline ) [--]. FCX () [--]. ANTO () : [----] Cash Cost () SCCO ( [----] ) : [--]. SCCO: (Cost Leader) [--]. FCX: Copper Beta () [--]. ANTO: Pure-play () (Guidance) #theexpme #Copper #Investment #AIInfrastructure #StockAnalysis #EnergyGrid theexpme Copper Investment AIInfrastructure StockAnalysis EnergyGrid theexpme Copper Investment AIInfrastructure StockAnalysis EnergyGrid"
YouTube Link 2026-02-08T01:00Z [---] followers, [--] engagements
"Palantir (PLTR) Deep Dive: The AI Powerhouse of [----] Palantir (PLTR) Deep Dive: The AI Powerhouse of [----] Is PLTR the ultimate AI stock Here is a 60-second breakdown of Palantirs massive FY2025 performance [--]. Hyper-Growth: Revenue surged 56% to $4.475B. The star of the show U.S. Commercial revenue which skyrocketed 108% thanks to their AIP Bootcamps. [--]. Financial Fortress: Palantir is a cash machine. They boast an 84% gross margin $7.2B in cash and zero debt. Their efficiency is off the charts with a 106% Rule of [--] score. [--]. The Moat: They are moving beyond data analytics to become the "AI"
YouTube Link 2026-02-05T12:00Z [---] followers, [--] engagements
"Lenovo (992.HK) [--] AI PC 💻🤖 Lenovo (992.HK) [--] AI PC 💻🤖 Lenovo [----] Hybrid AI () : [--]. New High [--] USD AI Server AI PC [--]. Windows AI PC 31% [--]. 25% (Adjusted Net Income) [--]. (Alat) [----] : P/E [--] Dell Apple Value Catalyst () AI : (2-3%) : HK$12.23 ( Upside ) Checklist : AI PC 45% Server (ISG) tags: #Lenovo #992HK # #AIPC # # # #theexpme theexpme Lenovo 992HK AIPC theexpme Lenovo 992HK AIPC"
YouTube Link 2026-02-06T00:00Z [---] followers, [--] engagements
"TMDX: The FedEx of Organ TransplantReal Profits or a [----] Price War TMDX: The FedEx of Organ TransplantReal Profits or a [----] Price War Description TransMedics (TMDX) uses its OCS warm box to keep organs functioning vs. ice plus its NOP model that handles retrieval + logistics with its own jet fleet. Q3 2025: revenue USD 143.8M (+32% YoY) gross margin 59% GAAP net income USD 24.3M. Key risks: liver is 75% of mix and Terumo/OrganOx could ignite U.S. liver competition in [----]. Watch: international ramp service margins heart growth cash flow. tags #TMDX #TransMedics #MedTech #USStocks"
YouTube Link 2026-01-14T12:00Z [---] followers, [--] engagements
"Haier (6690.HK): Haier (6690.HK): (Upside +36%) Haier Smart Home High Conviction [----] [--]. : 9.5% Haier (Replacement) [--]. Casarte: 80% [--]. : GE Appliances [--]. : P/E [----] HK$ [-----] 36% : Tags: #Haier #6690HK # # #SmartHome # #theexpme"
YouTube Link 2026-01-31T00:00Z [---] followers, [--] engagements
"Nongfu Spring (9633.HK): [----] Nongfu Spring (9633.HK): [----] Nongfu Spring (9633.HK) * [--] * [----] (Oriental Leaf) 20% * (Gross Margin) 60.3% * : "" * : (Yield) 2.5-3.0% * (Target Price): HK$58.00 ( Upside 15-20%) * : VAT [----] : New S-Curve Tags: #NongfuSpring #9633HK # # # #OrientalLeaf #theexpme theexpme NongfuSpring 9633HK Oriental Leaf theexpme NongfuSpring 9633HK Oriental Leaf"
YouTube Link 2026-01-28T00:00Z [---] followers, [--] engagements
"ALAB: The "Nervous System" of AI Infrastructure ALAB: The "Nervous System" of AI Infrastructure Description: Discover why Astera Labs (ALAB) is the ultimate "Pick and Shovel" play in the AI revolution. * The Business: If GPUs are the brains ALAB is the Nervous System. They build high-speed connectivity chips that eliminate data bottlenecks in AI Data Centers. * Hyper-Growth: Q3 [----] revenue surged +104% YoY to USD [-----] Million. * Insane Margins: Boasts a 77% Gross Margin mirroring software companies rather than traditional hardware. * The Catalyst: Riding the transition to PCIe [---] and the"
YouTube Link 2026-01-16T12:00Z [---] followers, [--] engagements
"WEF [----] Day [--] Recap: Is the Old World Order Dead WEF [----] Day [--] Recap: Is the Old World Order Dead Davos [----] has turned into a battlefield The "Greenland Crisis" is tearing the West apart and the US-led order is crumbling. Here are the top takeaways from Day 2: [--]. The West Fractures: Trump demands Greenland; Europe refuses. Von der Leyen and Macron declare "Strategic Independence" refusing to bow to bullies. Europe is now looking to India for the "Mother of all deals" to reduce reliance on the US. [--]. China as the Stabilizer: While allies fight China's He Lifeng positions Beijing as the"
YouTube Link 2026-01-29T05:00Z [---] followers, [--] engagements
"WEF [----] Day 4: Power Politics AI Agents and the $1 Trillion Fund WEF [----] Day 4: Power Politics AI Agents and the $1 Trillion Fund The polite talk is over. Day [--] at Davos [----] revealed a world shifting to "Power Politics" and AI dominance. Here is what you need to know: [--]. Europe Re-arms: German Chancellor Merz declared the old order dead. Germany is boosting defense spending to a historic 5% of GDP to achieve strategic autonomy. [--]. Indonesia Rising: President Prabowo introduced "Prabowonomics" and the "Danantara" fund (targeting $1 Trillion assets) positioning Indonesia as the global bright"
YouTube Link 2026-02-01T05:00Z [---] followers, [--] engagements
"JD Health (6618.HK) 2026: AI JD Health (6618.HK) 2026: AI JD Health [--] : [--]. (Catalyst): GLP-1 () [--]. AI: "Jingyi Qianxun" 99.5% [--] [--]. : 24.5% 27.5% (Service Revenue) [--]. : [--] [--]. : [-----] HKD (Upside) 21% : * (Base Case) 78-80 HKD * (Support) 60-61 HKD * : Tags: #JDHealth #6618HK # # # #AIHealthcare #theexpme theexpme JDHealth 6618HK AIHealthcare theexpme JDHealth 6618HK AIHealthcare"
YouTube Link 2026-02-08T00:00Z [---] followers, [--] engagements
"OKLO: Powering the AI Revolution with Next-Gen Nuclear OKLO: Powering the AI Revolution with Next-Gen Nuclear Oklo (OKLO) is the leading name in advanced nuclear fission for the AI era. They are building Small Modular Reactors (SMRs) to provide 24/7 carbon-free power directly to big tech giants like Meta and Equinix. Key Highlights for Investors: [--]. Business Model: They use a Build-Own-Operate strategy selling energy through 20-year contracts to solve the AI power shortage. [--]. Huge Cash Pile: With $1.2 billion in cash they have a 10-year runway to fund construction despite being pre-revenue."
YouTube Link 2026-02-13T12:00Z [---] followers, [--] engagements
"WEF [----] Day [--] Recap: The Hard Reality of AI WEF [----] Day [--] Recap: The Hard Reality of AI Davos Day [--] is defined as "The Hard Part." The AI hype is over; now comes the physical and geopolitical reality. Here is the 1-minute summary: [--]. The Geotech Split 53% of chief economists predict a weaker global economy. The world isn't just polarized politically but separated by "Geotech Spheres." If you aren't allies you don't trade tech. [--]. The AGI Race: [----] vs [----] When will AI match humans - Anthropic: Maybe by 2026-2027. AI writing its own code accelerates everything. - DeepMind: Likely 2030."
YouTube Link 2026-01-28T05:00Z [---] followers, [--] engagements
"Meituan (3690.HK) 2026: Meituan (3690.HK) 2026: Meituan [--]. : Douyin Alibaba [--] [--]. Logistic Moat (): AI Meituan Conversion Rate () [--]. Keeta : New S-Curve () [--]. : HK$ [---] HK$ [-----] [----] : Tags: #Meituan #3690HK # # #Keeta #theexpme"
YouTube Link 2026-01-24T00:00Z [---] followers, [--] engagements
"Ping An (2318.HK): The Sleeping Giant of China Insurance Wakes Up Ping An (2318.HK): The Sleeping Giant of China Insurance Wakes Up Is Ping An the ultimate value play for [----] Here is why this financial giant is at a major turning point: [--]. Massive Profit Surge: 9M2025 Net Profit rose [----] percent with New Business Value (NBV) skyrocketing [----] percent after a successful 3-year reform. [--]. Deep Value: Currently trading at just 0.55x P/EVa massive discount compared to peers like AIA. The market is significantly underpricing its recovery. [--]. Juicy Dividends: A projected 4.5-5.0 percent yield"
YouTube Link 2026-01-20T00:00Z [---] followers, [--] engagements
"5 2026: [--] [--] 2026: [--] Space Infrastructure & AI Buildout [----] RKLB ASTS RDW IRDM GSAT (TAM) [----] [------] SpaceX 70% Rocket Lab (RKLB) [--] : [--]. Iridium (IRDM) - [--]. Rocket Lab (RKLB) - [--]. Redwire (RDW) - : [--]. AST SpaceMobile (ASTS) - 5G [--]. Rocket Lab (RKLB) - Neutron [--]. Redwire (RDW) - Backlog : 1: RKLB - 48% 2: IRDM - (Value Play) 3: RDW - (Valuation) # #RKLB #ASTS #IRDM #RDW #GSAT # #theexpme theexpme SpaceTech AI RKLB ASTS theexpme SpaceTech AI RKLB ASTS"
YouTube Link 2026-02-12T01:00Z [---] followers, [--] engagements
"Davos [----] Day 3: The $1 Trillion Blind Spot & Jamie Dimons Warning Davos [----] Day 3: The $1 Trillion Blind Spot & Jamie Dimons Warning Missed Day [--] of the World Economic Forum Here are the [--] game-changers shifting the global economy. [--]. The $1 Trillion Opportunity Did you know women spend 25% more of their lives in poor health yet receive only 6% of health R&D funding Closing this gap isnt just fairit is a $1 trillion annual business opportunity called "Longevity Infrastructure." [--]. Gates & OpenAI in Africa Bill Gates announced "Horizon 1000" a $50M project deploying AI to clinics in Rwanda."
YouTube Link 2026-01-31T05:00Z [---] followers, [--] engagements
"Sunny Optical (2382.HK): The Eyes of the AI Revolution Sunny Optical (2382.HK): The Eyes of the AI Revolution Meet the giant behind the lenses of your favorite tech Sunny Optical (2382.HK) is the world leader in vehicle lenses with over 30% market share and a key player for Samsung Huawei and Apple. Why watch this stock [--]. Profit Surge: 1H [----] net income jumped 52.6% as they pivot to premium products. [--]. Apple Catalyst: Growing share in iPhone lenses and new MacBook camera orders. [--]. Major Spin-off: Plans to list their auto business separately could unlock massive hidden value. [--]. AI Ready:"
YouTube Link 2026-02-07T00:00Z [---] followers, [--] engagements
"Nuclear Power: The Secret Engine of the AI Revolution (2026 Forecast) Nuclear Power: The Secret Engine of the AI Revolution (2026 Forecast) AI needs power 24/7 and nuclear is the only carbon-free solution that can keep up. Here is the [----] industry breakdown: Market Outlook: The global reactor market is growing at 5.6% CAGR while AI data center power demand surges by 14% annually. Constellation Energy (CEG) leads the pack owning 23% of the total US nuclear capacity. Financial Leaders (Revenue / Net Income): [--]. Constellation Energy ($23.57B / $3.75B) [--]. Vistra Corp ($17.19B / $2.66B) [--]. Cameco"
YouTube Link 2026-02-09T01:00Z [---] followers, [--] engagements
"ROBO ETF 2026: Why Robotics is the New Global Backbone ROBO ETF 2026: Why Robotics is the New Global Backbone Forget just techRobotics is now the backbone of global service and manufacturing. In [----] the ROBO Global Robotics and Automation Index ETF is the premier tool for capturing the massive shift toward Physical AI. Why ROBO It is all about smart diversification. By using a Tiered Equal-Weighting strategy ROBO invests in 75-90 companies ensuring you are not just betting on a single giant but the entire ecosystem. [--] Major Catalysts: [--]. Physical AI: Robots now learn and adapt in real-time"
YouTube Link 2026-02-15T03:03Z [---] followers, [--] engagements
"SNDK: AI SNDK: AI SanDisk (SNDK) WD Pure-play NAND Flash AI Supercycle (2Q FY2026): * 61% [----] * (Gross Margin) 51.1% * [----] [--] : Enterprise SSD AI Data Center BiCS8 : $690 ( $1000) RSI "" (Overbought) (Buy on Dips) [--] [--]. SNDK AI WDC [----] [--]. NAND [--]. [--]. Tags: #SNDK #SanDisk # #AI # #theexpme theexpme SNDK SanDisk AI theexpme SNDK SanDisk AI"
YouTube Link 2026-02-15T06:25Z [---] followers, [--] engagements
"SOXX [----] Analysis: The AI Infrastructure Supercycle SOXX [----] Analysis: The AI Infrastructure Supercycle The semiconductor world has evolved In [----] the iShares Semiconductor ETF (SOXX) isn't just about chipsit's the backbone of digital civilization. Key Takeaways: The Memory King: Micron (MU) is rivaling NVIDIA for the top spot thanks to the massive High-Bandwidth Memory (HBM) shortage. AI Over Everything: Industry revenue has shifted heavily toward Data Centers (nearly 90%) while traditional PC and mobile markets face a slowdown. Software is the Moat: Future success depends on full-stack"
YouTube Link 2026-02-14T01:00Z [---] followers, [--] engagements
"Tesla 2026: The Ultimate AI Gamble Tesla 2026: The Ultimate AI Gamble Is Tesla still a car company In [----] the shift is official: Tesla is now an AI and Robotics firm. Here is what you need to know: [--]. The Decline: [----] car deliveries dropped 8.5%. BYD is currently leading the global EV market putting massive pressure on Tesla's margins. [--]. The Bright Spot: Tesla Energy is soaring Storage deployments grew 113% YoY providing a much-needed financial cushion. [--]. The Wager: Everything depends on the Cybercab production starting in Q2 and FSD approval in Europe this February. This is the "make or"
YouTube Link 2026-02-04T12:00Z [---] followers, [--] engagements
"Alphabet (GOOGL/GOOG) 2026: AI + Cloud Alphabet (GOOGL/GOOG) 2026: AI + Cloud Alphabet Inc. (GOOGL/GOOG) [--] .. [----] $332/ Google Services (Search/YouTube/Subscriptions/Android) Google Cloud Growth Engine (FY2024): $350B Google Services $304.9B (87%) Google Cloud $43.2B (12%) Other Bets $1.65B (0.5%) Q325: $102.3B (+16% YoY) Cloud +34% YoY margin 23.7% Cloud backlog $155B : CFO $48.4B / FCF $24.5B Pros: AI Monetization + Cloud Risks: Antitrust (Search/Ad Tech) + CapEx AI ($91$93B 2025) Other income : Search growth AI CPC/CTR Cloud margin backlog CapEx/FCF tags #GOOGL #GOOG #Alphabet"
YouTube Link 2026-01-15T12:00Z [---] followers, [--] engagements
"NetEase (9999.HK): The Global Gaming Powerhouse You Can't Ignore NetEase (9999.HK): The Global Gaming Powerhouse You Can't Ignore NetEase is evolving from a local giant to a global titan Here is why investors are bullish on NTES in 2026: [--]. Global Domination: Marvel Rivals is a massive hit with 40M+ players proving NetEase can conquer the PC and Console markets worldwide. [--]. Fortress Balance Sheet: With [----] Billion USD in net cash they have massive firepower for buybacks and dividends. [--]. Profit Machine: Net income surged [--] percent thanks to AI efficiency and high-margin self-developed"
YouTube Link 2026-01-23T00:00Z [---] followers, [--] engagements
"ARM: AI Data Center ARM: AI Data Center ARM 24% (Gross Margin) 97% (IP) : * AI : Armv9 * : Cloud Server * : [--] : * (P/E 130x) * RISC-V * Qualcomm [---] #theexpme #ARM # # #AI # #Semiconductor theexpme ARM AI Semiconductor theexpme ARM AI Semiconductor"
YouTube Link 2026-02-10T12:00Z [---] followers, [--] engagements
"CrowdStrike (CRWD): The V-Shape Comeback of a Cyber Giant CrowdStrike (CRWD): The V-Shape Comeback of a Cyber Giant CrowdStrike has officially proven its resilience After the [----] incident the Q3 FY2026 results show a massive rebound. Here is why CRWD remains a top pick for 2026: [--]. V-Shape Recovery: Net New ARR skyrocketed by 73% YoY proving enterprise trust is back and stronger than ever. [--]. Platform Power: 66% of customers use 5+ modules. The new Falcon Flex model is a game-changer locking in long-term deals. [--]. Financial Elite: With a Rule of [--] score of [--] and $4.8B in cash their balance"
YouTube Link 2026-01-30T12:00Z [---] followers, [--] engagements
"Ping An Good Doctor (1833.HK): China Digital Health Turning Profitable in [----] Ping An Good Doctor (1833.HK): China Digital Health Turning Profitable in [----] Ping An Healthcare & Tech (Ping An Good Doctor) is shifting from a traffic-driven telemedicine app to a partner-led health ecosystem and managed-care style services (B2B2C). The key edge is Ping An Group synergy giving powerful distribution and lower customer acquisition costs. In 1H [----] revenue was $358.8M (+19.5% YoY) gross margin 33.6% and net profit $19.2M with positive operating cash flow (CFO) $9.1Ma sign earnings quality is"
YouTube Link 2026-01-15T01:00Z [---] followers, [--] engagements
"Hansoh Pharma (3692.HK) Hansoh Pharma (3692.HK) Hansoh Pharma (3692.HK) : [--]. 82.7% Oncology () Ameile [--]. 91.5% [--]. [---] M&A [--]. GSK MSD Milestone : * (NRDL) * (CB) * (GLP-1) Growth Healthcare #HANSOH #3692HK # # # # # #theexpme theexpme HANSOH 3692HK theexpme HANSOH 3692HK"
YouTube Link 2026-02-10T00:00Z [---] followers, [--] engagements
"Pop Mart (9992.HK): Global Expansion vs. ESG Crisis Pop Mart (9992.HK): Global Expansion vs. ESG Crisis Pop Mart has officially evolved into a global IP powerhouse Recent 2025-2026 data shows hyper-growth with international revenue now exceeding 50% of total sales. Key Highlights: * Labubu Mania: Plush toy sales surged by over 1200% turning collectibles into viral fashion icons. * Financial Strength: Record-high 70% gross margins and net profit up nearly 400% YoY. * Global Reach: Massive expansion success in the US and SE Asia driven by the "Lisa Effect." The Current Risk: A January 2026"
YouTube Link 2026-01-26T00:00Z [---] followers, [--] engagements
"ARM: The Global King of Chip Design and AI Infrastructure ARM: The Global King of Chip Design and AI Infrastructure Arm designs the blueprints for nearly 100% of the world's smartphones. In FY2025 revenue surged 24% with a staggering 97% gross margin Why is ARM a hot topic * AI Catalyst: The new Armv9 architecture allows for higher royalty fees per chip. * Market Expansion: Rapidly growing in Cloud Servers and Smart Cars moving beyond just mobile phones. * Massive Ecosystem: With [--] million+ developers their moat is incredibly hard for competitors to break. Watch Out For: * High Valuation:"
YouTube Link 2026-02-10T12:00Z [---] followers, [--] engagements
"Nongfu Spring (9633.HK): From Water Vendor to Tea King [----] Stock Update Nongfu Spring (9633.HK): From Water Vendor to Tea King [----] Stock Update Nongfu Spring is hitting a massive turning point For the first time in history tea sales (Oriental Leaf) have officially surpassed bottled water reaching over [--] billion RMB. Quick Highlights for Investors: * High Margins: Gross margin sits at a staggering 60.3% leaving competitors behind. * Market Dominance: Their aggressive green bottle strategy is winning the Water War causing rivals' revenues to drop. * Cash Machine: Strong free cash flow with"
YouTube Link 2026-01-28T00:00Z [---] followers, [--] engagements
"ASML: The Only Monopoly AI Cant Live Without ASML: The Only Monopoly AI Cant Live Without ASML is the backbone of the AI revolution. As the worlds sole provider of EUV lithography machines they are the only ones capable of printing the ultra-thin circuits needed for the most advanced chips. [--] Things to Watch in 2026: [--]. AI Supercycle: Every major player like Nvidia and TSMC needs ASML to keep up with AI demand. This keeps order books incredibly strong. [--]. The China Transition: Export bans will likely drop China revenue to 20% but high demand from the US and Europe is expected to compensate"
YouTube Link 2026-01-19T12:00Z [---] followers, [--] engagements
"Baidu Google AI Robotaxi Baidu Google AI Robotaxi Baidu (BIDU / 9888.HK) AI [--]. : AI-First () Baidu Core 79% iQIYI 21% [--]. : [----] AI Cloud 21% [--]. : Q3/25 (Asset Impairment) [--]. : (Net Cash) 70% [--]. Robotaxi (): Apollo Go [--] [--]. : $165 (Upside 12%) (Valuation) Tags: #Baidu #BIDU # # #AI #Robotaxi #theexpme"
YouTube Link 2026-01-21T00:00Z [---] followers, [--] engagements
"🔥 Davos [----] 3: AI Jamie Dimon 🔥 Davos [----] 3: AI Jamie Dimon [--] World Economic Forum [--] [--]. = [--] 25% 6% [--] Longevity Infrastructure [--]. Bill Gates OpenAI Horizon [----] [--] AI [----] (Legacy) (Leapfrog) AI [--]. Jamie Dimon JPMorgan AI K AI (Civil Unrest) Tags: #TheEXPme #WEF2026 #Davos2026 #JamieDimon #AI #WomensHealth #Investment #BillGates #OpenAI #Economy"
YouTube Link 2026-01-31T05:00Z [---] followers, [--] engagements
"GE Vernova (GEV): The Unstoppable AI Power Play GE Vernova (GEV): The Unstoppable AI Power Play Why GEV is the must-watch stock for [----] [--]. Beyond Energy: Spun off from GE it is the architect of 21st-century infrastructure. [--]. The AI Factor: AI Data Centers need massive 24/7 power. GEV provides the gas turbines and smart grids to make it happen. [--]. Three Pillars: Power (The Cash Cow) Wind (The Turnaround) and Electrification (The Growth Engine). [--]. Financial Strength: With $7.9B in cash and the Prolec GE acquisition margins are set to soar. [--]. The Verdict: Target price of $825. GEV is the"
YouTube Link 2026-01-24T12:00Z [---] followers, [---] engagements
"AI Memory Battle 2026: The Giants AI Memory Battle 2026: The Giants [--]. The AI Memory market is hitting a record $194B high this year. [--]. SK hynix remains the profit leader by dominating the HBM market. [--]. Micron is the top US growth pick surging 49% with CHIPS Act support. [--]. Samsung is the sleeping giant preparing a massive comeback with HBM4. [--]. Key Takeaway: AI training needs speed and scale putting memory at the center of the tech revolution. The AI boom has transformed memory chips into the new digital gold. Micron is leading the US charge with its advanced 1-gamma node and strategic"
YouTube Link 2026-02-02T01:00Z [---] followers, [--] engagements
"DCA Performance - 2026/01 DCA Performance - 2026/01 Performance ASP-DIGIBLOC-SSF: 40.57% SCBGOLDHRMF: 22.16% ONE-UGG-ASSF: 14.18% KF-HSHARE-INDXRMF: 4.42% KT-VIETNAM RMF: 2.67% ASP-DIGIBLOCRMF: 2.19% K-USXNDQRMF: 1.49% K-US500XRMF: 0.89% KF-CSI300-INDXRMF: 0.68% B-INDIAMRMF: -4.57% KT-INDIA-SSF: -5.45% lotto: -48.28% https://www.blockdit.com/posts/697f51ad0e1c4f3a3d9d8d71 #theexpme # #dca"
YouTube Link 2026-02-01T15:08Z [---] followers, [--] engagements
"JD Health (6618.HK) [----] Analysis: AI and GLP-1 Driving Growth JD Health (6618.HK) [----] Analysis: AI and GLP-1 Driving Growth JD Health is entering a major re-acceleration phase in [----] Here is why this leader in China's digital health sector is a top pick for investors: [--]. GLP-1 Catalyst: JD Health is now a primary online channel for popular weight-loss drugs through global partnerships tapping into a multi-billion RMB market. [--]. AI Power: Their Jingyi Qianxun AI model serves over [--] million users with 99.5% accuracy significantly lowering operational costs. [--]. Strong Financials: 1H 2025"
YouTube Link 2026-02-08T00:00Z [---] followers, [--] engagements
"Microsoft (MSFT) 2026: AI Microsoft (MSFT) 2026: AI [--]. : [---] Azure AI 39% [--]. OpenAI: Microsoft 27% OpenAI [----] AI [----] [--]. 2026: Microsoft [---] Copilot [--]. : (CapEx) [---] Data Center : [---] - [---] "" [--] [---] #MSFT #Microsoft # #AI #OpenAI # # #theexpme theexpme MSFT Microsoft AI OpenAI theexpme MSFT Microsoft AI OpenAI"
YouTube Link 2026-02-11T12:01Z [---] followers, [--] engagements
"Sands China (1928.HK) [----] Outlook: The Harvest Year Begins Sands China (1928.HK) [----] Outlook: The Harvest Year Begins Sands China is hitting a major turning point in [----]. After years of renovations the "Londoner Macao" is fully operational with 2400+ premium suites back in action. As the dominant player with 40% of Macaus hotel inventory Sands is perfectly positioned to capture the massive shift toward high-margin "Premium Mass" travelers. Key Investment Highlights for 2026: [--]. Asset Maximization: Full inventory means a massive jump in revenue and EBITDA margins (35-36%). [--]. Dividend"
YouTube Link 2026-02-04T00:00Z [---] followers, [--] engagements
"AI Memory [----] AI Memory [----] (Memory/Storage) AI TheEXP.me [--]. AI Memory [----] TAM [---] [--]. SK hynix [--] HBM () [--]. Micron (MU) 49% 1-gamma () [--]. Samsung HBM4 [--]. : SK Micron Samsung (Memory/Storage Sector) * (TAM): 15-20% 2025/26 DRAM: Samsung 33% SK hynix 33% Micron 26% * : [--]. Samsung [--]. SK hynix [--]. Micron * : [--]. SK hynix ( HBM) [--]. Micron ( CHIPS Act ) [--]. Samsung ( HBM4) * : DRAM NAND Flash ( Micron) (Cycle) [--]. SK hynix: Moat () AI Memory [--]. Micron: Pure Play () [--]. Samsung: AI #theexpme #AI #Micron #Stock #Investment #Semiconductor"
YouTube Link 2026-02-02T01:00Z [---] followers, [--] engagements
"Top [--] Space Stocks to Watch in [----] Top [--] Space Stocks to Watch in [----] Space infrastructure is exploding. Here is the ultimate [----] sector comparison for RKLB ASTS RDW IRDM and GSAT. Who is the best buy right now Summary: Space Infrastructure Comparison [----] The total addressable market (TAM) hit [---] billion USD growing [--] percent annually. SpaceX still owns [--] percent of the launch market but Rocket Lab is the number [--] public player in satellite systems. Revenue and Profit Ranking: [--]. Iridium (IRDM): The top cash cow with [--] percent gross margins. [--]. Rocket Lab (RKLB): High revenue growth"
YouTube Link 2026-02-12T01:00Z [---] followers, [--] engagements
"Fresnillo (FRES) [--] 297% [----] Fresnillo (FRES) [--] 297% [----] Fresnillo (FRES) [----] [--]. : FRES [--] [--] [--]. : [----] [--] 297% [---] [--]. : Probe Gold [--]. Juanicipio: : (Accumulate on Weakness) Tags: #Fresnillo #FRES # # # # #theexpme theexpme Fresnillo FRES theexpme Fresnillo FRES"
YouTube Link 2026-02-15T00:00Z [---] followers, [--] engagements
"Physical AI & Robotics 2026: -- Physical AI & Robotics 2026: -- : Physical AI CAGR 32.53% (2026-2033) 49.7B ; [----] 125B : FANUC 8% ( 20%); Tesla Humanoid/Autonomy (Top 3) [--]. Tesla 94.8B$ 2) FANUC 5.7B$ 3) Teradyne 3.19B$ (Top 3) [--]. Tesla 3.8B$ 2) FANUC 1.0B$ 3) Teradyne 0.55B$ (Top 3) [--]. Symbotic (Backlog 22.3B$) 2) Teradyne (AI Test mix ) 3) Tesla (Robotaxi/Optimus ) : SYM TSLA EV RR - () [--]. TER: AI + [--]. FANUC: [--]. TSLA: / Autonomy [--]. SYM: concentration + valuation/Execution risk [--]. RR: tags #theexpme #PhysicalAI #Robotics # # theexpme PhysicalAI Robotics theexpme PhysicalAI Robotics"
YouTube Link 2026-02-10T01:00Z [---] followers, [--] engagements
"IONQ: [----] 🚀 IONQ: [----] 🚀 IONQ $100 IONQ (NYSE: IONQ) : [--]. : [---] (1.2 ) [----] [--]. : #AQ [--] Tempo [--] (Fidelity) 99.99% [--]. : +222% YoY Rigetti D-Wave [--]. : $75.00 - $100.00 12-18 : (Valuation) : IONQ Deep Tech / Quantum Computing Tags: #IONQ #QuantumComputing # # #DeepTech # #theexpme"
YouTube Link 2026-02-02T12:01Z [---] followers, [--] engagements
"Galaxy Entertainment (0027.HK) 2026: [--] Galaxy Entertainment (0027.HK) 2026: [--] GEG (0027.HK) [--] "Strong Buy" * : Galaxy Macau (Premium Mass) 129% * : (Net Cash) [---] * : Phase [--] [----] * : 14% * : [-----] HKD ( Upside ) * : Golden Cross #GalaxyEntertainment #0027HK # # # # # #theexpme"
YouTube Link 2026-02-05T00:00Z [---] followers, [--] engagements
"CEG: The Nuclear Giant Powering the AI Revolution CEG: The Nuclear Giant Powering the AI Revolution Meet Constellation Energy (CEG) the essential backbone for the US AI Economy [--]. The Nuclear Moat: As the largest operator of carbon-free nuclear plants CEG provides the 24/7 reliable power that wind and solar simply cannot match. [--]. The Tech Play: Big Tech depends on CEG. Microsoft and Meta are signing massive long-term deals to power their AI Data Centers with carbon-free energy. [--]. Huge Expansion: The company just closed a [--] billion dollar deal with Calpine solidifying its position as a"
YouTube Link 2026-02-07T12:01Z [---] followers, [--] engagements
"5 AI Buildout 2026: [--] AI Buildout 2026: Nuclear & Baseload Power AI [--] : * 5.6% AI 14% * Constellation Energy (CEG) [--] 23% : [--]. CEG: [-----] USD / [----] USD [--]. VST: [-----] USD / [----] USD [--]. CCJ: [----] USD / [---] USD (Growth Potential): [--]. OKLO: SMR [--]. LEU: HALEU [--]. CCJ: : * (Top Pick): CEG PPA [--] Microsoft * (Strategic): LEU SMR * (Efficiency): VST ROE 108% * (Speculative): OKLO Upside [----] # #AI #NuclearPower #Investment #SMR #theexpme theexpme AI NuclearPower Investment SMR theexpme AI NuclearPower Investment SMR"
YouTube Link 2026-02-09T01:00Z [---] followers, [--] engagements
"Cloudflare (NET) - The AI Infrastructure Powerhouse You Need to Watch Cloudflare (NET) - The AI Infrastructure Powerhouse You Need to Watch Cloudflare is making a massive comeback Here is why NET is becoming the Operating System of the Internet in [----]. [--]. Growth is Back: Revenue accelerated to 31% in Q3 [----] driven by a successful push into major enterprise contracts. [--]. AI Inference Leader: Beyond just training models Cloudflare is the global leader for running AI applications at the edge with zero lag. [--]. Financial Strength: A 75% gross margin and a massive 43% jump in future contract"
YouTube Link 2026-02-03T12:01Z [---] followers, [--] engagements
"Davos Day 3: Ideology is dead. Welcome to the era of "The Deal" and "Sovereign AI." Davos Day 3: Ideology is dead. Welcome to the era of "The Deal" and "Sovereign AI." (Point 1: Trump's Arctic Play) President Trump announced he "won't use force" for Greenland relieving Europe. But it's a strategic trade: he secures a security framework in the Arctic to block China and Russia in exchange for dropping EU tariffs. It is "Transactional Globalization" at its peak. (Point 2: Sovereign AI) NVIDIA's Jensen Huang dropped a new rule for nations: You must build "Sovereign AI." You cannot outsource your"
YouTube Link 2026-01-30T05:00Z [---] followers, [--] engagements
"AI & Bitcoin Mining [----] [--] AI & Bitcoin Mining [----] [--] AI Infrastructure 1: (TAM) - AI Data Center: 20-30% - Bitcoin: [----] 50-60% - (Hashrate): [--]. Riot 4% [--]. Iris 3.5% [--]. Marathon 2.5% 2: ( & ) - (LTM): [--]. Riot ($688M) [--]. Core Scientific ($511M) [--]. Marathon ($430M) - : [--]. Riot ($109M) [--]. Iris ($87M) [--]. Marathon 3: (Growth Potential) [--]. TeraWulf (WULF): 150-200% AI [--]. Iris (IREN): 100%+ AI Cloud [--]. Cipher (CIFR): HPC 4: 🏆 [--]. Riot Platforms (RIOT): "" [--]. Iris Energy (IREN): "" AI [--]. TeraWulf (WULF): "" #BitcoinMining #AIInfrastructure #RiotPlatforms #IrisEnergy #TeraWulf #theexpme"
YouTube Link 2026-02-05T01:00Z [---] followers, [--] engagements
"MINISO (MNSO): [----] MINISO (MNSO): [----] MINISO (MNSO / 9896.HK) : MINISO Global IP Design-led Giant Disney Sanrio Gen Z Emotional Value : [--]. 28.2% 65% [--]. TOP TOY 111.4% Art Toy [--]. [----] : * (Tariffs) * : $25.67 Upside 34% Valuation Checklist : * (SSSG) 3% * TOP TOY 50% * Tags: #MNSO #MINISO #9896HK # # #ArtToy # #theexpme theexpme MNSO MINISO 9896HK Art Toy theexpme MNSO MINISO 9896HK Art Toy"
YouTube Link 2026-02-11T00:00Z [---] followers, [--] engagements
"SRVR ETF: The Digital Landlord of the AI Era SRVR ETF: The Digital Landlord of the AI Era Want to invest in AI and 5G through real estate Meet the Pacer Data and Infrastructure Real Estate ETF (SRVR). As of February [----] this fund represents the physical backbone of the global digital economy. Why SRVR is a Strategic Power Play: AI Supercycle Fuel: Top holdings like Equinix and Digital Realty provide the high-density power and space required for AI workloads. Massive Moat: High barriers to entry. Building global data hubs and cell tower networks takes years and specialized permits. Stable"
YouTube Link 2026-02-15T03:08Z [---] followers, [--] engagements
"WEF [----] 2: AI WEF [----] 2: AI World Economic Forum [----] [--] [--] The Hard Part [--]. : 53% Geotech Spheres [--]. AGI : [--] - : Anthropic AGI (AI ) 2026-2027 AI - : DeepMind [----] [--]. : AI AI [--]. : Human in the Loop Human in the Lead AI Tags: #WEF2026 #Davos2026 #AI #Economics #BusinessTrends #FutureOfWork #Technology #Geopolitics #TheHardPart #theexpme"
YouTube Link 2026-01-28T05:00Z [---] followers, [--] engagements
"Ping An (2318.HK) [--] HKD Ping An (2318.HK) [--] HKD Ping An (2318.HK) : [--]. : [--] [----] 11.5% (NBV) 46.2% [--]. : P/EV [----] ( AIA ) Discount [--]. : Dividend Yield 4.5-5% [--]. : "Integrated Finance + Healthcare" (Silver Economy) : (BUY) [-----] HKD Upside 23% Tags: #PingAn #2318HK # # # # #theexpme theexpme Ping An 2318.HK theexpme Ping An 2318.HK"
YouTube Link 2026-01-20T00:00Z [---] followers, [--] engagements
"HOOD (Robinhood) [----] HOOD (Robinhood) [----] Robinhood (HOOD) Fintech "" "" [----] : [--]. : 100% [----] Net Margin 43.6% [--]. Crypto & Prediction Markets: 300% SEC (Event Contracts) New S-Curve [--]. Gold: [---] (Recurring Revenue) [--]. : Bitstamp TradePMR : OVERWEIGHT () * (Consensus): $149.72 * : $100 - $108 * Growth #HOOD #Robinhood # # #Crypto #Fintech #TheEXPme"
YouTube Link 2026-01-31T12:00Z [---] followers, [--] engagements
"Davos [--] "" "AI " Davos [--] "" "AI " (Point 1: Trump & Greenland) "" "" "America First" (Point 2: NVIDIA & Sovereign AI) Jensen Huang AI "Sovereign AI" AI "AI " [--] (Point 3: Wall Street) Jamie Dimon JPMorgan 10% "" "" AI (Conclusion: ) "" AI Tags: #WEF2026 #Davos #DonaldTrump #SovereignAI #JensenHuang #NVIDIA #JPMorgan #JamieDimon #Greenland #WorldEconomy #theexpme"
YouTube Link 2026-01-30T05:00Z [---] followers, [--] engagements
"Marvell (MRVL) AI Marvell (MRVL) AI Marvell (MRVL) Marvell (Data Infrastructure) Data Center AI * Data Center +88% YoY AI * (Optical Interconnect) AI Server * [----] * Auto [---] : * (Top [--] 50% ) * Broadcom Nvidia : * $78 * $70-75 $90 [--] : [--]. Data Center [--]. (Margin) 60% [--]. CXL PCIe Gen6 [--]. Auto () [--]. Tags: MRVL #Marvell #AI # # #theexpme"
YouTube Link 2026-02-15T06:32Z [---] followers, [--] engagements
"CIFR: The AI Transformation You Can't Ignore CIFR: The AI Transformation You Can't Ignore CIFR is evolving from a Bitcoin miner into an AI infrastructure powerhouse Key Highlights for 2026: [--]. Massive Deals: Secured $5.5B with AWS and $1.4B with Fluidstack (backed by Google). Revenue starts H2 [----]. [--]. Power is Gold: Owns rare energized power capacity in Texasthe biggest bottleneck for AI growth today. [--]. Fortress Balance Sheet: $1.2B cash on hand to fund expansion without the need for immediate shareholder dilution. [--]. Valuation: Current price $17.92 with analyst targets reaching $27 - $30."
YouTube Link 2026-01-29T12:01Z [---] followers, [--] engagements
"SNOW AI Data Cloud [----] SNOW AI Data Cloud [----] Snowflake (SNOW) * : Cloud Data Warehouse AI Data Cloud Cortex AI AI ( Llama Gemini) * : 29% (RPO) 37% AI * : NRR 125% * : Databricks IPO (SBC) * : $275 Upside 30% $202-$206 : SNOW AI #Snowflake #SNOW # #AI #TheEXPme # #DataCloud #"
YouTube Link 2026-02-01T12:01Z [---] followers, [--] engagements
"FICO [----] FICO [----] FICO FICO [--] [--] [----] : [--]. : Scores () 30% Pricing Power () [--]. Platform: Software () Cloud 33% Net Retention Rate 122% [--]. : Gross Margin () 82% : P/E Ratio () [--] Upside : Accumulate on Weakness () [----] [----] Moat () FICO Watchlist #FICO # # # #TheEXPme #StockAnalysis #theexpme theexpme FICO TheEXPme StockAnalysis theexpme FICO TheEXPme StockAnalysis"
YouTube Link 2026-02-08T12:01Z [---] followers, [--] engagements
"NetEase (9999.HK) NetEase (9999.HK) NetEase (9999.HK / NTES) Global Asset () [--] : [--]. Global Pivot (): PC Console Marvel Rivals [--] [--]. : [----] [--]. : 8% 27% Operating Leverage () AI [--]. (Undervalued): P/E () [--] Tencent Bilibili : (Overweight) ADS [------] (Upside 18%) (9999.HK): [---] - [---] [----] Tags: #NetEase #9999HK #NTES # # #MarvelRivals #Gaming #theexpme"
YouTube Link 2026-01-23T00:00Z [---] followers, [--] engagements
"Haier Smart Home (6690.HK) - Global Quality at a Local Discount Haier Smart Home (6690.HK) - Global Quality at a Local Discount (Upside +36.6%) Haier is a high-conviction BUY for [----]. Here is the quick breakdown: * Resilient Growth: While peers decline Haiers Q3 [----] revenue rose 9.51%. They are winning the replacement market. * Premium Moat: Their luxury brand Casarte holds 80%+ of the high-end market in China ensuring high profit margins. * Global Shield: Local production through GE Appliances (US) and Candy (Europe) protects them from trade tariffs better than competitors. * Deep Value:"
YouTube Link 2026-01-31T00:00Z [---] followers, [--] engagements
"2026 Defense AI and Drone Stocks: The Future of Warfare [----] Defense AI and Drone Stocks: The Future of Warfare The [----] Defense landscape is moving from basic hardware to AI-driven autonomous systems. Here is the group breakdown: Section 11: Market Comparison Market Outlook: The Defense AI market is growing [----] percent to [-----] Billion Dollars while autonomous weapons hit [-----] Billion Dollars. Revenue Ranking: [--]. L3Harris (LHX): 21.9B+ [--]. Elbit Systems (ESLT): 7.7B+ [--]. AeroVironment (AVAV): 2.0B Growth Potential: [--]. Ondas (ONDS): over [---] percent (Hyper-growth) [--]. AeroVironment (AVAV):"
YouTube Link 2026-02-11T01:00Z [---] followers, [--] engagements
"MINISO (MNSO): The Global IP Giant Taking Over 🚀 MINISO (MNSO): The Global IP Giant Taking Over 🚀 MINISO is evolving from a budget retailer into a Global IP Powerhouse 🌎 Key Highlights: * Revenue up 28.2% with US sales surging 65% * TOP TOY is the new growth engine with revenue exploding 111.4%. * Partnerships with 150+ IPs like Disney and Sanrio are winning over Gen Z. * Strong Cash: 7.7B RMB in hand with high-quality "real cash" profits. Risks to Watch: * Potential US Tariffs and rising costs from opening direct stores overseas. The Verdict: Analysts see a price target of $25.67 offering"
YouTube Link 2026-02-11T00:00Z [---] followers, [--] engagements
"LVMH (MC.PA) 2026: LVMH (MC.PA) 2026: LVMH Louis Vuitton Dior [----] Wines & Spirits Sephora LVMH 16% [----] P/E 27-28 Hermes Oversold "" [---] (Upside 19.5%) 600-620 #LVMH # #LouisVuitton # # #theexpme theexpme LVMH LouisVuitton theexpme LVMH LouisVuitton"
YouTube Link 2026-01-28T12:01Z [---] followers, [--] engagements
"SNOW: The AI Data Powerhouse of [----] SNOW: The AI Data Powerhouse of [----] Is Snowflake (SNOW) still a top buy As of January [----] the company has successfully transformed from a data warehouse into a full-scale AI Data Cloud. With the launch of Cortex AI enterprises are now running massive AI models securely on their own private data. Key Highlights for Investors: * Growth Rebound: Product revenue is up 29% and future bookings (RPO) surged 37% signaling strong future demand. * AI Momentum: AI services reached a [---] million dollar revenue run rate faster than expected. * Customer Loyalty: A"
YouTube Link 2026-02-01T12:01Z [---] followers, [--] engagements
"CEG [--] AI CEG [--] AI Constellation Energy (CEG) AI [--]. : [--] [--]. AI: Microsoft Meta Data Center [--]. 2026: Calpine [---] Geothermal [--]. : FERC [--]. : [---] : Growth Utility AI #CEG # # #AI #DataCenter # #theexpme theexpme CEG AI Data Center theexpme CEG AI Data Center"
YouTube Link 2026-02-07T12:01Z [---] followers, [--] engagements
"Tencent (700): The WeChat Moat + Global Gaming + AI Ads Play for [----] (Numbers in USD) Tencent is Chinas biggest tech ecosystemmessaging payments gaming ads and cloudbasically a digital backbone. What Tencent does (big picture) WeChat/Weixin super-app (communication + services) World-class gaming portfolio Payments + financial services + cloud + enterprise tools Online advertising powered by AI Business mix (Q3 2025) 🎮 Value-Added Services (Games + Social): 49.7% ($13.7B) 💳 FinTech & Business Services: 30.2% ($8.3B) 📣 Marketing Services (Ads): 18.8% ($5.2B) 📦 Others: 1.3% ($0.4B) Why"
YouTube Link 2026-01-12T13:42Z [---] followers, [--] engagements
"China Mobile (941.HK): The AI Dragon in the Digital Era China Mobile (941.HK): The AI Dragon in the Digital Era China Mobile (941.HK) is no longer just a telcoit is transforming into an AI powerhouse Analysts have set a 12-month target price of HK$ [---] with a massive 7.5% dividend yield for [----]. Key highlights for your portfolio: [--]. AI Powerhouse: Moving beyond mobile service to become a TechCo via the AI+ strategy and massive Computing Power Networks. [--]. CAPEX Pivot: 5G investment has peaked. Lower spending means more Free Cash Flow to fund even higher dividends. [--]. Cloud Growth: Digital"
YouTube Link 2026-02-02T00:00Z [---] followers, [--] engagements
"ICBC 2026: [--] ICBC 2026: [--] ICBC (1398.HK) [----] [--] (Value Investor) [--]. : Dividend Yield () 5.9% [--] [--]. Deep Value: P/B Ratio [----] [--]. : ICBC 12.4% [--]. : NPL Ratio 1.33% 217% : "" [----] [----] - [----] 30-35% Tags: #ICBC # # # #theexpme theexpme ICBC theexpme ICBC"
YouTube Link 2026-01-29T00:00Z [---] followers, [--] engagements
"Newmont (NEM) 2026: The Gold Giant Unlocked Newmont (NEM) 2026: The Gold Giant Unlocked Gold is soaring past $3500/oz and Newmont (NEM) is perfectly positioned to profit. By divesting high-cost mines and integrating Newcrest assets NEM is now leaner and more profitable than ever. Why NEM is a Top Pick for 2026: [--]. Lean Portfolio: Focused on Tier [--] assets in stable regions like Australia and North America reducing geopolitical risk. [--]. Cash Machine: Record $1.6B free cash flow supports a 3-4% dividend yield and a $1B share buyback plan. [--]. Growth Catalysts: The new Ahafo North project is"
YouTube Link 2026-02-12T00:00Z [---] followers, [--] engagements
"Anta Sports (2020.HK): China Sportswear Giant at a 5-Year Low Anta Sports (2020.HK): China Sportswear Giant at a 5-Year Low Thinking of investing in Anta Sports Here is the [----] outlook for your portfolio. [--]. Growth Engines: While the core ANTA brand is mature luxury outdoor labels like Descente and Arc'teryx are soaring with 60% plus growth. [--]. Olympic Catalyst: As an official IOC partner the [----] Winter Olympics will drive massive demand for their premium technical gear. [--]. The Risks: High inventory at [---] days remains a concern which could lead to margin-squeezing discounts in the short"
YouTube Link 2026-02-03T00:00Z [---] followers, [--] engagements
"Vistra Corp (VST) AI Vistra Corp (VST) AI VST NYSE AI "" [--]. : [--] [--]. (FY2025): (Retail) 57.2% () 8.6% 10.4% [--]. (Pros): * : [--] . Big Tech Meta Data Center * : 30% (EPS) * : [--]. (Cons): [--]. : [---] [---] [----] [--]. : * Bull: $250+ * Base: $195-$210 * Bear: $130 [--]. Checklist : * 90% * Data Center * (Consensus): $239.20 #VST #VistraCorp # #AI #DataCenter # #TheEXPme theexpme VST VistraCorp NuclearEnergy AI DataCenter USStocks TheEXPme theexpme VST VistraCorp NuclearEnergy AI DataCenter USStocks TheEXPme"
YouTube Link 2026-02-12T12:01Z [---] followers, [--] engagements
"Galaxy Entertainment (0027.HK) - Macaus Cash King of [----] Galaxy Entertainment (0027.HK) - Macaus Cash King of [----] Thinking about Macau Here is why Galaxy (0027.HK) is the ultimate pick for your portfolio. [--]. Cash is King: With [----] billion HKD in net cash they have the strongest balance sheet in the sector protecting you from high interest rates. [--]. Mass Market Leader: They have pivoted perfectly. Mass market revenue is now [---] percent of [----] levels showing huge demand. [--]. Expansion: Their Phase [--] project is coming soon with [----] new luxury rooms and world-class entertainment facilities."
YouTube Link 2026-02-05T00:00Z [---] followers, [--] engagements
"LVMH Analysis 2026: Time to Accumulate the Luxury King LVMH Analysis 2026: Time to Accumulate the Luxury King LVMH (MC.PA) is hitting a major inflection point. After the [----] reset signs of recovery are finally emerging. Here is why LVMH is on our radar for 2026: * Business Recovery: Wines and Spirits are bouncing back in the US and Sephora continues to dominate as a global retail powerhouse. * Strong Fundamentals: Net debt dropped by [--] percent while operating free cash flow surged by [--] percent proving its financial resilience. * Attractive Valuation: Trading at a P/E of 27x it is"
YouTube Link 2026-01-28T12:01Z [---] followers, [--] engagements
"Sunny Optical (2382.HK) AI Sunny Optical (2382.HK) AI Sunny Optical (2382.HK) [--] 30% Samsung Huawei Apple [--]. : [----] 52.6% [--]. Apple Catalyst: iPhone MacBook [--]. Spin-off: [--]. AI Smart Glasses: AI : EV [--] HKD [--] HKD Upside [-----] HKD Watchlist #SunnyOptical #2382HK # # #AIHardware #theexpme theexpme SunnyOptical 2382HK AIHardware theexpme SunnyOptical 2382HK AIHardware"
YouTube Link 2026-02-07T00:00Z [---] followers, [--] engagements
"IREN Limited (NASDAQ: IREN) a company shifting from Bitcoin mining to AI cloud infrastructure IREN Limited (NASDAQ: IREN) a company shifting from Bitcoin mining to AI cloud infrastructure (GPU-as-a-Service). What IREN does (2 engines): [--]. Bitcoin Mining = cash generator [--]. AI Cloud Services = growth engine for the next cycle FY2025 revenue mix (Total $501.0M): Mining: $484.6M (96.7%) AI Cloud: $16.4M (3.3%) Big catalyst: Microsoft partnership $9.7B / [--] years with 20% prepayment Buildout at Childress Texas (750MW campus) Horizon [--] through [----] Latest performance (Q1 FY2026): Revenue: $240.3M"
YouTube Link 2026-01-13T13:22Z [---] followers, [--] engagements
"Power Grid Wars: Who Wins the AI Era Power Grid Wars: Who Wins the AI Era Market Snapshot The Power & Grid sector is growing 8-10% annually with AI Data Center infrastructure booming at 12%. Quanta dominates the US Grid (20% share) while Vertiv and Schneider lead Data Center Physical Infrastructure (35% combined). Who is the Biggest (Revenue) [--]. Schneider Electric ($41B) [--]. ABB ($33B) [--]. Eaton ($25B) *Note: Eaton holds the highest net profit margins in the group. Who is Growing Fastest [--]. Vertiv (High Growth): 15%+ annual growth driven by AI cooling needs. [--]. Quanta (Secular Growth): 10-15%"
YouTube Link 2026-02-06T01:00Z [---] followers, [--] engagements
"Alphabet (GOOGL/GOOG) [----] Update: AI Monetization + Cloud Surge but Antitrust Risks Alphabet (GOOGL/GOOG) [----] Update: AI Monetization + Cloud Surge but Antitrust Risks Quick recap on Alphabet Inc. (GOOGL/GOOG) as of Jan [--] [----] (ref. price USD 332/share). Alphabets core daily-use ecosystem (Search YouTube Android Maps) monetizes via ads subscriptions and Cloudnow pushing hard into an AI-first era. FY2024 Revenue: USD 350.0B Google Services: USD 304.9B (87%) Google Cloud: USD 43.2B (12%) Other Bets: USD 1.65B (0.5%) Q3 [----] Highlights: Revenue USD 102.3B (+16% YoY) Cloud +34% YoY operating"
YouTube Link 2026-01-15T12:01Z [---] followers, [--] engagements
"Hansoh Pharma (3692.HK): Chinas Innovative Powerhouse Hansoh Pharma (3692.HK): Chinas Innovative Powerhouse Hansoh Pharma is successfully transforming from a generic drug maker into a global innovation leader. Currently 82.7% of its revenue comes from innovative drugs with a heavy focus on Oncology. Their flagship lung cancer drug Ameile remains a market leader while global partnerships with giants like GSK and MSD prove their R&D quality. Key Highlights: * Incredible 91.5% Gross Margin due to high-value innovative products. * Massive [--] Billion RMB in Net Cash with zero debt ready for M&A. *"
YouTube Link 2026-02-10T00:00Z [---] followers, [--] engagements
"WuXi Biologics (2269.HK): Global Leader or Political Risk [----] Update WuXi Biologics (2269.HK): Global Leader or Political Risk [----] Update Is WuXi Biologics a bargain or a trap Despite US Biosecure Act pressure [----] data shows massive resilience. North America revenue grew [----] percent proving that global pharma still relies on their world-class tech. With a huge [----] billion USD backlog and a healthy [----] percent gross margin the fundamentals are solid. To tackle political risks they are rapidly expanding factories in the US and Singapore while using Digital Twin tech to speed up drug"
YouTube Link 2026-02-01T00:00Z [---] followers, [--] engagements
"AI ETF [----] AI ETF [----] [----] AI [----] (+44%) ETF "" (Infrastructure) Semiconductor (SMH +15% SOXX +16%) (ROBO +9%) "" Software AI (AIQ THNQ) "Core-Satellite" ARTY BAI QTUM (TikTok/Reels): [--]. : " [----] AI [---] " [--]. : - Hardware & Chips (SMH) 15% - Robotics (ROBO) +9% - Software [--]. /Call to Action: " + " Tags: #theexpme #AIETF #Investment2026 #SMH #ROBO #StockMarket theexpme AI ETF Investment Finance Technology theexpme AI ETF Investment Finance Technology"
YouTube Link 2026-02-13T01:01Z [---] followers, [--] engagements
"AI & Bitcoin Mining 2026: The Ultimate Showdown 🏆 AI & Bitcoin Mining 2026: The Ultimate Showdown 🏆 Who dominates the shift from Crypto to AI Infrastructure Here is the comparison of the top players. 🚀 📊 Market Overview Mining TAM grows 50% (BTC Price) but AI Infra TAM explodes 30% CAGR ($200B+). Market Share (Hashrate): Riot #1 (4%) Iris #2 (3.5%) Marathon #3 (2.5%). 💰 Revenue & Profit (LTM) Rev: [--]. Riot ($688M) [--]. Core ($511M) [--]. Marathon ($430M) Profit: Riot ($109M) & Iris ($87M) are the clear leaders. Others are recovering. 🚀 Growth Potential [--]. TeraWulf: Massive AI upside"
YouTube Link 2026-02-05T01:01Z [---] followers, [--] engagements
"Market Recap: Gold Hits Record $4500 High while Crypto Braces for "Winter" (Feb [--] 2026) Market Recap: Gold Hits Record $4500 High while Crypto Braces for "Winter" (Feb [--] 2026) Extreme volatility across all markets this week Crypto: "Crypto Winter" vibes return as BTC dips to $63k. Over $500B wiped out due to Massive Liquidations and Risk-off sentiment. HYPE remains the outlier outperforming daily thanks to Ripple integration Stocks: Semiconductors (ASML TSM) stay strong while GEV hits All-Time Highs on clean energy demand. However MSTR and COIN take a hit following the crypto slump. Indices:"
YouTube Link 2026-02-08T02:00Z [---] followers, [--] engagements
"COIN: Coinbase [--] COIN: Coinbase [--] COIN [--] [---] Coinbase (COIN) : [--]. : USDC Staking () [--]. : (Custody) Bitcoin ETF BlackRock Fidelity [--]. : [---] : SEC (. ) USDC : [---] ( Upside 70% [---] ) 180-200 Watchlist Tags: #COIN #Coinbase # # #Bitcoin #Investment #theexpme theexpme COIN Coinbase Bitcoin Investment theexpme COIN Coinbase Bitcoin Investment"
YouTube Link 2026-02-09T12:01Z [---] followers, [--] engagements
"Bilibili (BILI) [----] Bilibili (BILI) [----] Bilibili (BILI/9626.HK) [--] [----] Bilibili 3/2025 (Adjusted Net Profit) [-----] 233% [--]. : 23% [--]. : (Gross Margin) 36.7% Algorithm [--]. : Gen Z [---] : BUY $29.12 [----] : (Pullback) $30-31 Tags: #Bilibili #BILI #9626HK # # #theexpme theexpme Bilibili BILI 9626HK theexpme Bilibili BILI 9626HK"
YouTube Link 2026-01-27T00:01Z [---] followers, [--] engagements
"CRWD: CRWD: CrowdStrike (CRWD) Cybersecurity [----] : [--]. V-Shape: (Net New ARR) 73% YoY Falcon [----] [--]. : 66% [--] Falcon Flex [--]. : Rule of [--] [--] (FCF) 24% [---] [--]. : [--]. : $555 $430 - $440 : Quality Growth (Valuation) [--] AI Security #CRWD #CrowdStrike #Cybersecurity # # #theexpme"
YouTube Link 2026-01-30T12:01Z [---] followers, [--] engagements
"Sino Biopharm (1177.HK): The Billion-Dollar Pivot You Cant Ignore Sino Biopharm (1177.HK): The Billion-Dollar Pivot You Cant Ignore Sino Biopharmaceutical is officially an Innovation Giant No longer just a generic drug maker it has successfully pivoted into high-tech medicine. This is TheEXP.mes deep dive into why this stock is a [----] standout. Key Highlights: * Innovation Surge: Total revenue grew 10.7% but Innovative Sales jumped a massive 27.2% YoY. These high-margin products now drive the business. * Oncology Power: Cancer treatments are the star of the show contributing 38.1% of total"
YouTube Link 2026-02-09T00:00Z [---] followers, [--] engagements
"Trip.com (TCOM/9961) Q3 2025: Revenue Up But Net Income Too Good In this quick video we break down Trip.com Group (TCOM / 9961) using USD-only numbers from Q3 2025: What Trip.com does: a one-stop OTA (Online Travel Agency) for hotels tickets tours and corporate travel Revenue mix (Q3 2025): Accommodation $1.13B (43.8%) Transportation $0.89B (34.3%) Tours $0.23B (8.8%) Corporate $0.11B (4.1%) Others $0.23B (9.0%) Key metrics: Net revenue $2.58B (+16% YoY) Gross margin 81.7% Operating income $0.78B The big catch: Net income $2.80B was boosted by Other income $2.39B (one-offs) so headline"
YouTube Link 2026-01-14T05:01Z [---] followers, [--] engagements
"Battle of the Chip Gods Who wins the [----] AI Era 💾⚡ Battle of the Chip Gods Who wins the [----] AI Era 💾⚡ Hello welcome to The EXP me channel Today we rank the Top [--] Semi-Equipment giants (ASML AMAT LRCX KLAC TEL) for [----] as the market grows 9% to $135B driven by AI. [--]. Who is the Biggest (Revenue & Profit) 1st ASML: The undisputed king of revenue ($35B+) and profit with its EUV monopoly. 2nd AMAT: The broadest portfolio ranking second in revenue ($28B). 3rd LRCX: A close third ($18B) dominating memory etch. [--]. Who has the Best Growth Potential 1st ASML: AI chips require EUV. It is the"
YouTube Link 2026-02-07T01:01Z [---] followers, [--] engagements
"ANTA (2020.HK): ANTA (2020.HK): Anta Sports [--] [----] [--]. : ANTA FILA Outdoor (Descente Kolon) Amer Sports ( Arcteryx) 60% [--]. : [----] Anta IOC [--]. : [---] [--]. : P/E [--] [--] (Value in Volatility) : (Accumulate on weakness) 73-77 HKD [--] HKD #theexpme #ANTA # # #2020HK #ArcTeryx #Fila # #"
YouTube Link 2026-02-03T00:00Z [---] followers, [--] engagements
"Davos [----] Day 4: "" AI Davos [----] Day 4: "" AI [----] Davos Day [--] [--] [--]. Power Politics Friedrich Merz 5% GDP [--]. (Global Bright Spot) Prabowo Prabowonomics (Greedonomics) (/) Danantara [--] [--]. AI: vs Elon Musk AI [----] () Yuval Noah Harari AI Agent [--]. Stablecoins Stablecoins Visa/Mastercard TheEXP: AI Musk (AI ) Harari (AI ) --- Tags: #TheEXPme #WEF2026 #Davos2026 #AIRevolution #ElonMusk #Geopolitics #Stablecoins #GlobalEconomy #Prabowonomics #Investment"
YouTube Link 2026-02-01T05:01Z [---] followers, [--] engagements
"IonQ: The Quantum King of [----] 🚀 Cash Rich & Tech Leading IonQ: The Quantum King of [----] 🚀 Cash Rich & Tech Leading IonQ (NYSE: IONQ) has officially decoupled from the pack evolving from a startup into the dominant leader of Quantum Computing. Here is why it is the top pick for Deep Tech investors: [--]. Capital Fortress: With [---] billion USD in cash they have a secure runway until [----] meaning no need for new funding. [--]. Technical Velocity: Hit the #AQ [--] milestone [--] months early with a massive 99.99% gate fidelitythe key to error correction. [--]. Revenue Surge: Revenue exploded +222% YoY"
YouTube Link 2026-02-02T12:01Z [---] followers, [--] engagements
"COIN: Why Coinbase is More Than Just a Crypto Exchange COIN: Why Coinbase is More Than Just a Crypto Exchange Coinbase (COIN) is proving it is the backbone of the crypto economy. From a trading app to an institutional powerhouse here is the breakdown: [--]. Beyond Trading: They have shifted from just fees to high-margin recurring income like USDC interest and staking rewards. [--]. Institutional Favorite: They are the trusted custodian for major Bitcoin ETFs like BlackRock and Fidelity. [--]. Financial Fortress: With over $12 billion in liquidity they are built to survive any market cycle. The Risks:"
YouTube Link 2026-02-09T12:01Z [---] followers, [--] engagements
"SMIC (00981 / 688981): Margin Recovery but Capex Still Pressures Cash SMIC (00981 / 688981): Margin Recovery but Capex Still Pressures Cash SMIC is Mainland Chinas largest pure-play foundry manufacturing chips to customer designs on 8-inch and 12-inch wafers. Wafer revenue dominates (3Q25: 95.2%). In [----] the mix is clearly rotating away from Smartphones toward Consumer + Industrial/Auto: 3Q25 Consumer 43.4% Smartphones 21.5% Industrial/Auto 11.9%. Key strengths: strong domestic demand (8586% from China) and very high utilization (3Q25: 95.8%) helping lift gross margin to 22.0%. Key risks:"
YouTube Link 2026-01-16T00:01Z [---] followers, [--] engagements
"Robinhood (HOOD) 2026: From Meme App to Financial Giant Robinhood (HOOD) 2026: From Meme App to Financial Giant Robinhood is no longer just a retail trading appit is becoming a global financial powerhouse. Here is why investors are watching HOOD in 2026: [--]. Explosive Growth: Revenue doubled to $1.27B with a stellar 43.6% net margin. [--]. Crypto Leader: Crypto revenue surged 300% YoY following SEC regulatory clarity. [--]. New S-Curve: Prediction Markets are already hitting a $100M run-rate. [--]. Gold Loyalty: 3.9M Gold subscribers provide steady high-quality recurring revenue. [--]. Global Reach:"
YouTube Link 2026-01-31T12:01Z [---] followers, [--] engagements
"ICBC 2026: The World's Largest Bank at a Massive Discount ICBC 2026: The World's Largest Bank at a Massive Discount Looking for a rock-solid investment in [----] ICBC (1398.HK) is the ultimate value play. Here are [--] reasons why this banking giant is a "Must Buy": [--]. High Passive Income: Expect a 5.9% dividend yield. Plus they now pay dividends twice a year providing steady cash flow for your portfolio. [--]. Insane Value: Trading at a P/B ratio of only 0.48x. You are basically buying the world's largest bank at half its book value [--]. Resilient Growth: Despite low interest rates ICBC boosted its"
YouTube Link 2026-01-29T00:00Z [---] followers, [--] engagements
"IREN (NASDAQ: IREN) Data Center + Compute Infrastructure [--] IREN (NASDAQ: IREN) Data Center + Compute Infrastructure [--] 1) Bitcoin Mining = (Cash Generator) AI Cloud Services (GPU-as-a-Service) = (Growth Engine) Iris Energy IREN Infra AI/HPC 2) (FY2025 $501m) Mining $484.6m (96.7%) AI Cloud $16.4m (3.3%) : Q1 FY2026 [--] 3) Catalyst () Microsoft $9.7B/5 miner hyperscale AI infra partner prepayment 20% Childress Campus 750MW Horizon [--] ( 200MW critical IT load) [----] + data center + 4) (Cons/Risks) : Microsoft = thesis () Execution risk: liquid-cooled AI data center (convertible + capped"
YouTube Link 2026-01-13T13:08Z [---] followers, [--] engagements
"AIA (1299.HK): [----] AIA (1299.HK): [----] AIA (1299.HK) [--] [----] AIA * (VONB) 25% * (Premier Agency) MDRT () [--] * : (Share Buy-back) [---] 10% * : AIA : HK$96.79 Upside () 15% AIA Tags: #AIA #1299HK # # # # #theexpme"
YouTube Link 2026-01-30T00:01Z [---] followers, [--] engagements
"CIFR: Bitcoin AI CIFR: Bitcoin AI CIFR [----] Bitcoin AI HPC (High-Performance Computing) : [--]. : AWS Fluidstack ( Google ) [--] [----] [--]. : AI [--]. : [---] [--]. : [--] - [--] (Upside [-----] ) : CIFR Bitcoin AI #CIFR #CipherMining #Bitcoin #AI # #HPC #Investment #TheEXPme theexpme CIFR Cipher Mining Bitcoin AI HPC Investment TheEXPme theexpme CIFR Cipher Mining Bitcoin AI HPC Investment TheEXPme"
YouTube Link 2026-01-29T12:01Z [---] followers, [--] engagements
"AMD AI AMD AI AMD 2026: AI AMD Data Center AI 49% : * Data Center +94% EPYC AI Instinct MI300/MI400 * Q3/2025 [----] (+36% YoY) * +61% (Operating Leverage) * PC (Ryzen) +52% : * AI Nvidia Intel * : [---] ( [---] ) [---] AMD Growth Tags: #AMD # # #AI # #theexpme"
YouTube Link 2026-01-27T12:01Z [---] followers, [--] engagements
"2026 AI ETF Update: Who is Winning the $2.5T Race [----] AI ETF Update: Who is Winning the $2.5T Race Global AI spending is projected to hit $2.53 trillion (+44%) in [----] but the gains are uneven. Here is the breakdown of the winners and losers. The Leaders: Hardware and Infrastructure are dominating. Semiconductor ETFs (SMH SOXX) are up over 15% while Robotics (ROBO) has jumped nearly 10% driven by automation demand. The Laggards: Software is taking a breather. Broad AI funds like AIQ and THNQ are flat or negative as investors demand clearer proof of monetization. Strategy: Experts recommend a"
YouTube Link 2026-02-13T01:01Z [---] followers, [--] engagements
"AppLovin (APP): Ad-Tech AI AppLovin (APP): Ad-Tech AI APP [--] AI "Axon" S&P [---] : * 75% AI * (EBITDA Margin) 60% * : 100% : * SEC (Data Privacy) * Valuation * $737 Checklist : [--]. [--] [--]. SEC [--]. [---] Tags: #AppLovin #APP #AdTech #AI # # #theexpme theexpme AppLovin APP AdTech AI theexpme AppLovin APP AdTech AI"
YouTube Link 2026-02-06T12:01Z [---] followers, [--] engagements
"Meituan 3690.HK 2026: Strategic Pivot or Risky Gamble Meituan 3690.HK 2026: Strategic Pivot or Risky Gamble Meituan is at its most critical turning point in [----]. Here is the breakdown for your portfolio: THE STRATEGIC SACRIFICE: The 16B RMB loss reported in late [----] was a tactical move to defend market share against Douyin and Alibaba. Meituan is protecting its fortress at any cost. THE LOGISTICS MOAT: Their delivery network remains the gold standard. With an 83% redemption rate compared to Douyin's 62% Meituan proves that purposeful search leads to real sales and higher customer quality."
YouTube Link 2026-01-24T00:01Z [---] followers, [--] engagements
"🌊 The AI Tsunami & A Broken World: [--] Truths from Davos [----] Finale 🌊 The AI Tsunami & A Broken World: [--] Truths from Davos [----] Finale "We are not in Kansas anymore." The IMF dropped a bombshell at the closing of WEF [----]. TheEXP.me breaks down the final day (Day 5) for investors: [--]. The AI Tsunami is Here: The IMF warns that 60% of jobs in advanced economies are at risk. This is a structural shift hitting the middle class hard. [--]. Economic "Truth": Global growth is projected at 3.3% but ECB's Christine Lagarde urges leaders to "speak the truth" about record-high debt and fragility. 3."
YouTube Link 2026-02-02T05:01Z [---] followers, [--] engagements
"First Majestic (AG) Production New High First Majestic (AG) Production New High First Majestic Silver (AG) (Silver) [----] Los Gatos +84% [----] : [--]. : Q3/2025 +95% [-----] USD [--] USD [--]. : [----] 2% [--]. : FCF (Free Cash Flow - ) [----] : * : Silver * [----] : 10-15% AISC (All-in Sustaining Cost - ) * : [--] USD ( [----] USD) Mining () [----] [--] .. Tags: #FirstMajestic #AG #SilverStock #PreciousMetals #SilverMining # # # #theexpme theexpme FirstMajestic AG SilverStock PreciousMetals SilverMining theexpme FirstMajestic AG SilverStock PreciousMetals SilverMining"
YouTube Link 2026-02-13T00:01Z [---] followers, [--] engagements
"JPM 2026: The Tech-Powered Financial Fortress JPM 2026: The Tech-Powered Financial Fortress JPMorgan Chase (JPM) isn't just a bank; it's a tech giant in disguise. After hitting record revenue in [----] JPM is pivoting for a massive [----]. Here is the breakdown for your portfolio: * Apple Card Strategy: JPM is acquiring the Apple Card portfolio gaining millions of tech-savvy high-spending customers to fuel long-term growth. * Tech Warfare: They are spending $105B this year on AI and infrastructure. While the market worried about costs this builds an unbeatable competitive moat. * Superior"
YouTube Link 2026-01-23T12:00Z [---] followers, [--] engagements
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