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🗓️ 2025 Mid-Year Review · Part I
A Volatile Half-Year Marked by Structural Shifts
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Genuine Impact
📊 GitLab — Quietly Powering the AI Development Pipeline
Enterprise AI truly begins
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Arya
💵 Stablecoins: The Quiet Giant Behind Crypto’s Next Chapter
Why Investors Should Care
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Genuine Impact
☢ The Nuclear Investment Thesis
Energy Security, AI Demands, and the New Cold War
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Arya
Tesla Stock Hit by Musk-Trump Breakup
Weekly Inside Portfolio Update
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Genuine Impact
Why You Shouldn’t Miss Chinese EV Manufacturers in This EV-Dominated Decade
Why Chinese EV Stocks Are Surging — And What’s Driving It
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Genuine Impact
Key Takeaways from Nvidia’s Earnings
Record Revenue, Regulatory Reality, and the Race to Reinvent AI Hardware
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Arya

May 2025

🌐 PopMart Goes Global: The Cult of Labubu
The Rise of China’s Cultural Export Giant
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Arya
Insider Portfolio: Volatility Hedge Pays Off as TMC Surges Again
Weekly Inside Portfolio Update
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Genuine Impact
U.S. Bond Yields — What’s Driving the Surge
U.S. Credit Downgrade and Massive Tax Cut Proposals Shake Markets — But Our Portfolio Stays Strong
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Genuine Impact
How Shopify Quietly Became a Global Checkout Powerhouse
Not Just a Website Builder
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Arya
🚀 Winner Spotlight — Strategic Bets, Strong Returns
Weekly Inside Portfolio Update
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Genuine Impact
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