🐳 WhalePool Traders Journal

What happened in China this week:

1. China released a fresh 15-point action plan to court foreign investors, covering five areas across market access, investment facilitation, promotion, enterprise services and foreign investment administration.

2. The plan addresses long-standing complaints from foreign companies, including tax incentives for reinvesting China profits, equal access to consumer stimulus and trade-in programs, and a new mechanism for reporting online intellectual property infringement.

3. The National Audit Office found Bank of China evaded 2.37 billion yuan in taxes by disguising private funds as public ones. Agricultural Bank of China and several other major banks were also flagged for governance failures.

4. Trip.com tumbled more than 10% after first quarter 2026 results. Is the selloff overdone?

5. Two of Apple's key manufacturing partners, Luxshare Precision and Lingyi iTech, are seeking Hong Kong listings. Both are leveraging their Apple supply chain expertise to diversify into electric vehicles, AI infrastructure and robotics.

For more insights, read [Premium]: https://growthdragons.substack.com/p/growth-dragons-weekly-china-courts

Substack

Growth Dragons Weekly: China Courts Foreign Investors, Bank of China Evades Tax, Two Apple Suppliers Eye Hong Kong IPOs

What happened in China this week:

189 views04:04

🐳 WhalePool Traders Journal

Soaring iPad, Xbox prices reveal pain of memory chip mess
https://www.businesstimes.com.sg/companies-markets/soaring-ipad-xbox-prices-reveal-pain-memory-chip-mess

The Business Times

Soaring iPad, Xbox prices reveal pain of memory chip mess

[SEATTLE] Within a span of five hours on Thursday (Jun 25), Apple and Microsoft hiked the prices for such popular products as Xbox video-game consoles, Macs and iPads. Read more at The Business Times.

185 views10:33

🐳 WhalePool Traders Journal

#Weekahead
AI jitters meet a jobs report and falling oil prices this week

https://finance.yahoo.com/markets/article/ai-jitters-meet-a-jobs-report-and-falling-oil-prices-what-to-watch-this-week-100000636.html

Yahoo Finance

AI jitters meet a jobs report and falling oil prices: What to watch this week

After a roller-coaster week in the markets, thanks to flip-flopping sentiment about AI spending, investors will get plenty more action on the calendar as we enter jobs week.

339 viewsedited 22:55

🐳 WhalePool Traders Journal

Baidu's AI chip unit Kunlunxin targets $50 billion Hong Kong IPO, The Information reports
https://finance.yahoo.com/technology/ai/articles/baidus-ai-chip-unit-kunlunxin-181913432.html

Yahoo Finance

Baidu's AI chip unit Kunlunxin targets $50 billion Hong Kong IPO, The Information reports

Baidu's AI chip ‌unit, Kunlunxin, is planning to go public in ‌Hong Kong at a target valuation of $50 billion, The Information reported on Sunday, citing two sources. Investors have been asked to buy chips with a value three to seven times the worth of…

173 views22:58

🐳 WhalePool Traders Journal

Don't Buy SpaceX Until You Consider These 2 Aerospace and Defense Stocks With 10% EPS Growth
https://finance.yahoo.com/markets/stocks/articles/dont-buy-spacex-until-consider-165000924.html

Yahoo Finance

Don't Buy SpaceX Until You Consider These 2 Aerospace and Defense Stocks With 10% EPS Growth

Howmet Aerospace and TransDigm Group have each achieved triple-digit EPS growth over the past five years.

196 views23:00

🐳 WhalePool Traders Journal

AMD Just Acquired MEXT to Crack the Memory Optimization Problem. Should Micron and Sandisk Investors Be Nervous?
https://finance.yahoo.com/technology/ai/articles/amd-just-acquired-mext-crack-182000360.html

Yahoo Finance

AMD Just Acquired MEXT to Crack the Memory Optimization Problem. Should Micron and Sandisk Investors Be Nervous?

AMD's MEXT acquisition is an efficiency upgrade for data centers, not a disruption to the AI memory market.

200 views23:01

🐳 WhalePool Traders Journal

Did Salesforce Just Figure Out How to Beat the "SaaSpocalypse" With Its New Acquisition? Shares Are an Incredible Bargain If It Did.
https://finance.yahoo.com/technology/ai/articles/did-salesforce-just-figure-beat-122000060.html

Yahoo Finance

Did Salesforce Just Figure Out How to Beat the "SaaSpocalypse" With Its New Acquisition? Shares Are an Incredible Bargain If It…

Salesforce's new acquisition has figured out how to win in the age of agentic AI.

175 views23:03

🐳 WhalePool Traders Journal

SoFi's Latest Innovation Could Transform Its Growth Trajectory
https://finance.yahoo.com/technology/ai/articles/sofis-latest-innovation-could-transform-184700772.html

Yahoo Finance

SoFi's Latest Innovation Could Transform Its Growth Trajectory

Management's product development efforts showcase the company's forward-thinking operating playbook.

97 views23:04

🐳 WhalePool Traders Journal

5 AI Hardware Stocks Create a New ‘MANIA’ Trade That Replaces the Magnificent 7. Hedge Your Bets on the Hot Tickers with These 2 Leveraged ETFs.
https://finance.yahoo.com/markets/stocks/articles/5-ai-hardware-stocks-create-130002010.html

Yahoo Finance

5 AI Hardware Stocks Create a New ‘MANIA’ Trade That Replaces the Magnificent 7. Hedge Your Bets on the Hot Tickers with These…

Micron, AMD, Intel, Broadcom, and Nvidia are the new pop stars of the stock market.

90 views23:04