u/Dependent-Farmer-506

I've capped some names, wanna share like HUYA, ONDS, NBIS for a while. And why's HUYA? Look solely at the entire picture i've got 26 Q1 of its own. HUYA has solidified its growth and actually proved its breakthroughs and product innovation. Get a deep dive. Its expanding the global content ecosystem has reached an estimated 200M users across platforms, doubling compared to the same period last year. Not just about performance analytics. HUYA is the largest game MCN on WeChat Video Accounts and ranks among the top three on Douyin.

Not only in the strength and basis alone, this one is also publishing and developing a physical AI companion for Goose Goose Duck and rapidly and consistently topped the App Store’s free game charts for most of Q1.

That’s not a projection or an aspiration. Just gonna say HUYA is worthy of Buying for smallcap line picks guys. How about yours?

As usual, not advice, and please do your own due diligence.

Hongqiao would be a good play as i say with my own eyes. This is not just about being one of the largest aluminum producers—it’s about the structural advantages behind that scale. With roughly ~18% of China’s installed aluminum capacity by 2025 estimates, Hongqiao remains one of the core pillars in the domestic supply chain after roughly over 10yo.

Compared to peers, for the most recent shift I've been gaining, the strategy toward Yunnan hydropower-based production could be one of the more important long-term moves. In aluminum smelting, energy is everything. Lower power cost volatility, a smaller carbon footprint, and better alignment with Chinese industrial policy all strengthen the operating model.

In short, i think Hongqiao has become a top rhetoric this year, which would be a tenbagger at ease. Are you buying or holding Hongqiao? Share some below.

The appeal is pretty obvious. Low entry cost and high upside. You can grab a lot of shares with a small amount of money, and if momentum hits, the upside can be pretty big.

For me, as I consider RERE one, I think the first point addressing me asap are 3 things: the core business, market cap, and the P/E ratio right now. The core of RERE is the 3rd face of reusing electronics. I think this is a somewhat unique piece in China and holds significant potential for the future. Attached is the model and system RERE chosen. Both the 1P and on-app initiatives seem effective when implemented simultaneously. Finally, the P/E ratio ranges from 23x-24x, which is highlighted compared to its peers, and has solid growth to look forward to.

My plan is to treat this as a small speculative play, keep my position sizes tight, and manage risk carefully. What are yours?

ATRenew ($RERE) has always been my go-to list for small-cap picks, even though I sometimes think I stay disciplined despite any negotiated losses or fluctuating markets, like now. The circular economy was first established in the operation I want to highlight for this one, not just the 1P2S and AHS stores, but also expanding and showing notable rising revenue. More internally, I think the 1P model could be remarkable for any refurbishment sector, as it solves almost all customer problems, such as direct buyback pricing, with whole warranty support and standardized grading, among other benefits.

So all in all, RERE is not simply reselling electronics. It is building the rails for China’s reuse economy. That distinction may matter more over time, and moving to a more structured environment and not being disturbed cuz of any waves out there.