Thunderdome Capital @808_Investor Meanwhile, $AEHR

$JD food delivery service JD Takeaway has surpassed 1 million daily orders just 40 days after launch... techinasia.com/news/jd-com-fo…

$JOYY's Shopline partnering with $SE Shopee

$JD $2M Ask Side DEEP Out of the Money Calls These Jan 2027 Expiry Calls have a 70 Strike, over 100% OTM. $2M is huge when you compare it to the~$10M in unusual flow premium it has per day. The contract itself only receives ~$45k per day on average.

$CTLP set to be acquired for $11.20 per share 🙂 seekingalpha.com/news/4458381-c…

Couple quick thoughts post Prosus $PRX FY25 and heading into the Capital Markets Day (CMD) tomorrow (6/24/25) in London. First, for some welcomed context, Prosus is finally providing a boost to underlying Tencent $TCEHY returns, with significant outperformance this year (below

Still hard to comprehend the valuation of Joyy ($2.6B market cap) when they have quietly returned north of $1.75B over the past few years and plan to continue substantial shareholder returns moving forward with their YY Live sale cash pile. $JOYY $YY ir.joyy.com/static-files/d…

This should work well. Prosus had telegraphed they would go this route with Meituan months ago and now are following through. Still awaiting a PR from Prosus on what they intend to do with extra cash. $PROSY $NPSNY $MPNGY

For a long term investor, $NVO risk reward is attractive here in my view.

$BABA Quinn image editing is far better than $BIDU's offerings.

$AEHR +38% today. Has grown to be my second largest holding.

$JOYY (formerly $YY) outperformance of $KWEB since last weeks solid ER is noteworthy. Their ad businesses appears to be performing well and they continue executing their buyback.

MS constantly does these weird and super delayed 50%+ price target upgrades on small/mid China tech names... $JOYY $YY

As we head into November, I'm just going to selectively post $JD's seasonality chart from 2019 onward (after CEO's rape allegation getting resolved). stockcharts.com/freecharts/sea…

To be blunt, this is as bullish a commentary as $AEHR shareholders could hope for regarding hyperscaler TPU demand. Future iterations will require substantial testing and burn in.

$JOYY $YY Earnings were very impressive. Their ad business (BigoAds) generated >$100M of revenue for the quarter (+33.1% YoY & +19.7% QoQ). Livestream rev issues dissipating -- there is now growth. Repurchased an additional $50M since they last reported and guidance was good.

Looking forward to $AEHR's conference call. Hopefully there is more color regarding this additional line they put in the earnings press release: "two OTHER AI companies have requested benchmark evaluations for waver-level testing of their processors". accessnewswire.com/newsroom/en/in…

For anyone interested in what $AEHR does (builds specialized test systems to burn-in and qualify semiconductor devices b4 they hit production) and why their trajectory looks promising, here is their latest presentation video from the Needham conference: wsw.com/webcast/needha…

$META $6B committal for $GLW Corning's optical fiber through 2030 for data centers is a huge signal the optics ecosystem is scaling. That supports the longterm silicon photonics demand $AEHR is targeting with its test systems. All groups on this slide are seeing accelerations:

$JOYY (formerly $YY) reports earnings and announces a special $0.39 dividend, in addition to its steadily increasing quarterly dividend, now up to $0.99. Total dividend of $1.38 to be paid in May: ir.joyy.com/news-releases/…