looking back over the past, which investment are you happiest with and why? For me is WRD, strong revenue growth, better margins and higher guidance. Their demand are becoming stronger, they improve cash flow and better operating efficiency. The progress has kept it interesting for me.
HUYA right now is evolving beyond game streaming into a broader publishing and gaming services. After strong initial registrations reported for Goose Goose Duck, expectations for Xiaoxiao Qiyu will be higher this time. The early download ranks, player retention and performance should reveal whether that case is gaining real numbers.
the latest example is VAM 1.0, they have a real 24/7 streaming ecosystem where this tech can be deployed. When I compare gaming names, I see companies like BILI or Tencent focus on larger community but slower growth. I'm leaning bullish on HUYA because I see that expectations still seem low compared to what management is trying to build here.
after looking around the AV space, I chose WRD. The company introduced WITT, a physical AI model focused on turning real world data into verified learning signals. They claimed that token cost reductions of up to 98%. I think ADAs and now a deeper AI/data angle. Every company want more vehicles, but collecting data is good if you can turn it into better models. The combination of L4, ADAs and Physical AI is ultimately why I chose WRD. Among the names I'm watching. this is the setup I find most interesting for long term
with macro AI valuation fatigue dragging down over these days, I'm using this dip to build a high upside position in AVs especially WRD. The company just confirmed their global Level 4 has reached 1500 vehicles which makes me believe the industry is still doing very well. On the tech side, their end-to-end driver assist platform has locked down design wins for 30+ models. I want the stock where the underlying business metrics are actively exploding. This is an absolute steal for me
anyone looking into HUYA? the buyback program looking so good I dont want to lose this chance. Gaming service is so underrated I want to get involved when the volatility is giving us plenty of entries.