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🗓️ 2025 Mid-Year Review · Part II
— New Asset Allocation Themes in a Structurally Evolving Market
Jul 2
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Genuine Impact
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🗓️ 2025 Mid-Year Review · Part II
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June 2025
Club World Cup: The Investment Arena of 2025
From global glory to commercial clout
Jun 25
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Arya
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Club World Cup: The Investment Arena of 2025
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🗓️ 2025 Mid-Year Review · Part I
A Volatile Half-Year Marked by Structural Shifts
Jun 20
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Genuine Impact
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🗓️ 2025 Mid-Year Review · Part I
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📊 GitLab — Quietly Powering the AI Development Pipeline
Enterprise AI truly begins
Jun 18
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Arya
3
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📊 GitLab — Quietly Powering the AI Development Pipeline
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💵 Stablecoins: The Quiet Giant Behind Crypto’s Next Chapter
Why Investors Should Care
Jun 13
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Genuine Impact
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💵 Stablecoins: The Quiet Giant Behind Crypto’s Next Chapter
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☢ The Nuclear Investment Thesis
Energy Security, AI Demands, and the New Cold War
Jun 11
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Arya
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☢ The Nuclear Investment Thesis
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Tesla Stock Hit by Musk-Trump Breakup
Weekly Inside Portfolio Update
Jun 9
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Genuine Impact
4
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Tesla Stock Hit by Musk-Trump Breakup
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Why You Shouldn’t Miss Chinese EV Manufacturers in This EV-Dominated Decade
Why Chinese EV Stocks Are Surging — And What’s Driving It
Jun 6
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Genuine Impact
3
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Why You Shouldn’t Miss Chinese EV Manufacturers in This EV-Dominated Decade
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Key Takeaways from Nvidia’s Earnings
Record Revenue, Regulatory Reality, and the Race to Reinvent AI Hardware
Jun 4
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Arya
3
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Key Takeaways from Nvidia’s Earnings
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May 2025
🌐 PopMart Goes Global: The Cult of Labubu
The Rise of China’s Cultural Export Giant
May 28
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Arya
5
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🌐 PopMart Goes Global: The Cult of Labubu
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Insider Portfolio: Volatility Hedge Pays Off as TMC Surges Again
Weekly Inside Portfolio Update
May 26
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Genuine Impact
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Insider Portfolio: Volatility Hedge Pays Off as TMC Surges Again
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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
May 23
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Genuine Impact
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U.S. Bond Yields — What’s Driving the Surge
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