$KUAISHOU-W(01024.HK) rose over one percentage point, $Trump Media & Tech(DJT.US) is moving sideways, $Bilibili(BILI.US) rose over two percentage points, $Take-Two Interactive Software(TTWO.US) rose over three percentage points. $KUAISHOU-W(01024.HK) has stable monthly GMV data for live-streaming e-commerce; $Trump Media & Tech(DJT.US) is in a period of volatility convergence; $Bilibili(BILI.US)'s AI recommendation + UP creator monetization is accelerating; $Take-Two Interactive Software(TTWO.US) is due to the continued expectation of GTA VI's Spring 2026 release. Each has its own story, the one that resonates with me the most is $Take-Two Interactive Software(TTWO.US)—the expectations for GTA VI aren't fully priced in yet, and the remaining half-year-plus is the perfect window to build up sentiment.
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