1.Identifying the Investment Category DXCM is a global leader in continuous glucose monitoring (CGM) systems It operates within the medical device sector, with a core focus on chronic disease management—specifically diabetes care The company features strong cash flow generation, high customer retention, and robust R&D capabilities Strategically positioned as a healthcare growth stock and a leading innovator in consumer-facing medical technology Classified as a mid-to-large cap medical tech

1.Identifying the Investment Category APLS is a late-stage clinical biopharmaceutical company focused on ophthalmology, autoimmune disorders, and rare diseases It belongs to the healthcare sector, specifically within the biotechnology–innovative drug segment The company’s lead asset, Pegcetacoplan, has received FDA approval for indications such as geographic atrophy Strategically positioned as an early commercial-stage biotech stock and an innovative drug

1.dentifying the Investment Category MSTR is a classic high-beta leveraged Bitcoin proxy combined with a dual-engine business model in enterprise software Its core identity resembles a tech company shell functioning like a Bitcoin ETF It is classified within the enterprise software sector (specifically BI platforms) and as a corporate holder of digital assets Strategically, it sits at the intersection of alternative assets, digital asset– themed equities,

1.Investment Classification VKTX is a small cap, high growth biotech stock focused on developing novel treatments for metabolic and endocrine disorders, such as NASH and obesity. It represents a classic case of a high growth, high volatility, high risk investment. 2.Category Breakdown Technology driven growth company: VKTX is still in the R&D stage with no

1. Investment Classification WPM is a mid-to-large cap precious metals streaming company, falling under the commodities (gold & silver) sector. Its business model offers stable cash flows and low cyclicality, making it a compelling alternative asset—ideal as a defensive allocation within a traditional equity portfolio. 2. Business Model Breakdown Strong Competitive Moat through Streaming Model: WPM doesn’t

Circle Internet Group Inc. (CRCL) Asset Type: US Tech/Fintech Stock with High Volatility Main Business: Issues the stablecoin USDC, provides payment, custody and blockchain infrastructure services related to stablecoins Tags: Crypto infrastructure, Stablecoin ecosystem, Policy-driven FinTech Dimension Description Main Revenue Mainly from interest income (from USDC reserves) and transaction fees Growth Driver USDC supply growing fast,

Micron Technology Inc. (MU) Asset: US Semiconductor Stock Main Business: DRAM, NAND, HBM (high bandwidth memory) Key Themes: AI Infrastructure, Data Center Storage, Tech Growth with Cyclical Upside Q2 Earnings (ending in May): Revenue hit $9.3B (up 37% YoY), adjusted EPS $1.91 beat expectations. Strong growth in data center business, DRAM and HBM both up

AMD (Advanced Micro Devices) Asset Type: US Tech Stock Core Areas: High-performance CPUs, GPUs, AI accelerators, embedded systems Tags: AI chips, data centers, self-developed computing, semiconductor infrastructure Category Details Core Business Data center GPUs (MI300 series), EPYC server CPUs, Ryzen desktop/laptop processors, integrated Xilinx FPGA solutions Growth Drivers Data center revenue up +80% YoY, MI

Coinbase Global Inc (COIN) Coinbase is focused on “building the crypto economy.” It provides a secure, compliant and scalable platform for accessing, trading and developing blockchain asset ecosystems. It’s the largest and most trusted regulated crypto exchange in the US, with a broad customer base. April – Pullback and High-Level Consolidation In April, due to

Taiwan Semiconductor Manufacturing Co. (TSM) 1. Investment Category Type: Global leader in semiconductor foundry (wafer fabrication) Core Themes: AI and high-performance computing chip manufacturing, supply chain diversification, geographic expansion 2. Fundamentals Overview Strong revenue growth: Q1 2025 revenue rose 39–42% YoY, with steady month-on-month gains; April revenue climbed 22.2% over March, up 48% YoY. Outstanding

Tesla Inc (TSLA) 1. Investment Type Type: High volatility US growth stock Main business: Electric vehicles (EV), energy storage (Powerwall/Powerpack), self-driving and robotics (Optimus, Robotaxi) Investment logic: A luxury EV brand with growth and cutting-edge tech (like self-driving and robots) 2. Fundamentals & External Pressure Big drop in global sales: Europe sales fell for 5 straight months, down over

Broadcom Inc (AVGO) Core business includes semiconductor and infrastructure software. In 2016, Avago Technologies acquired Broadcom and rebranded as Broadcom Inc. In 2023, the company acquired VMware to expand into enterprise software and virtualization. In 2025, expected full year revenue is around $61B–$63B, with 20–25% growth. 1. Investment Category Asset Type: Large cap US semiconductor company Main

Eli Lilly & Co (LLY) Eli Lilly is a global leader in innovative pharmaceuticals, focusing on treatments for diabetes, obesity, Alzheimer’s disease, autoimmune disorders, cancer, and other major diseases. The company is revolutionizing diabetes and obesity treatment with its GLP-1 class drugs (such as Mounjaro and Zepbound), and it represents one of the most closely

GOOGL (Alphabet)Alphabet Inc. is the parent company of Google and operates across a diverse range of businesses, primarily supported by three core pillars: core advertising (accounting for over 70% of revenue), Google Cloud (about 10–15% of revenue), and Other Bets (less than 1% of revenue). 1. Trend Structure Breakdown February pullback from highs: GOOGL’s stock price

1. Investment Category Identification Type: US mid-cap retail consumer stock Core Business: Discount retail, mainly selling daily necessities, focused on value customers, strong against economic cycles, highly affected by macro and trade policies 2. Category Breakdown Dimension Content Business Model Store expansion and remodeling plans continue; Q1 same store sales grew about 2.4%, new stores added

1. Investment Category Identification Asset Type: Large-cap US Tech Blue Chip Core Business: Cloud Computing (Azure), Productivity Software (Office/Windows), AI Platform (Copilot) Theme Tags: AI & Cloud Infrastructure, Productivity Software, Stable Cash Flow 2. Category Analysis Dimension Content Business Model Strong growth from Azure cloud & AI, Office/M365 and Bing ads stay solid Financials FY2025

1. Investment Category Asset Type: US Tech Stock Main Business: AI server maker, closely tied to NVIDIA GPU platform Key Themes: AI infrastructure, liquid cooling, Blackwell platform integration, high growth 2. Breakdown by Category Aspect Details Tech Features Highly modular server design made for AI GPUs; focuses on efficiency and low latency Financials Fast-growing revenue,

【Company Background】 NVIDIA is a leading global technology company. It mainly makes high-end graphics cards and chips. It was started in 1993 and is based in California. NVIDIA is famous for inventing the GPU (graphics processing unit), which helps with pictures and video. Over time, NVIDIA grew into AI, big data, and automatic driving. 【Key