𧬠PACB β Latest Update: Long-Read Sequencing Meets AI Drug Discovery
PacBio ( $PACB (Pacific Biosciences of California Inc)) announced a new collaboration with TychoBio, an AI drug-discovery company, to generate full-length RNA data from more than 10,000 samples. The data will be used to train AI models... Show More
𧬠PACB β Latest Update: Long-Read Sequencing Meets AI Drug Discovery
PacBio ( $PACB (Pacific Biosciences of California Inc) ) announced a new collaboration with TychoBio, an AI drug-discovery company, to generate full-length RNA data from more than 10,000 samples. The data will be used to train AI... Show More
𧬠PACB β Why Did the Stock Jump ~30% Yesterday?
Pacific Biosciences ( $PACB (Pacific Biosciences of California Inc)) surged 29.5% on September 30, closing at $2.37, with trading volume reaching about 80 million shares β several times its normal volume.
The immediate catalyst was EpiSignβs launch of... Show More
π Portfolio Update (17 Sept 2026) π
π Performance Update
π My portfolio returns: β14%
π My Investment Focus:
A balanced portfolio blending Value + Growth investing, focusing on companies with strong fundamentals, economic moats, and long-term growth potential.
π My Investment Focus:
A balanced... Show More
π Portfolio Update (17 Sept 2026) π
π Performance Update
π My portfolio returns: β14%
π My Investment Focus:
A balanced portfolio blending Value + Growth investing, focusing on companies with strong fundamentals, economic moats, attractive valuations and long-term growth potential.
π Current... Show More
π XPeng β Stronger Margins, AI & Global Expansion
XPeng ($XPEV / $9868.HK (XPeng Inc)) continues to make progress. Q2 2026 revenue reached RMB19.74 billion, up 51.5% QoQ, while gross margin improved to 20.7%. The company also held RMB40.5 billion in cash, giving it room to continue investing in... Show More
π Alibaba β AI Investment Accelerates
Alibaba ($9988.HK / $BABA (Alibaba-ADR)) continues to make a major bet on AI. Its latest results showed AI Cloud & Compute revenue growing 45% YoY, while heavy AI investment pushed near-term profits lower.
Alibaba also raised around HK$ 80 billion through... Show More
π Portfolio Update (13 Aug 2026) ππ Performance Update
π My portfolio returns: β16%
π My Investment Focus:
A balanced portfolio blending Value + Growth investing, focusing on companies with strong fundamentals, economic moats, attractive valuations and long-term growth potential.
π Current Portfolio... Show More
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