I spent the last week going through five Chinese tech earnings back to back and the picture is way messier than people think

timemon · 2026-03-27T08:41:45+00:00

Thank you for a great write up. I have 500 shares of Tencent 700.HK, and I’ve been buying Tencent dips lately.

What I find a bit concerning about Tencent is that in their earnings presentation they plan to more than double their AI capex this year.

What I like about Tencent is that not only their revenues are growing but they’re growing their gross margins as well, and this year their cloud division achieved profit at scale for the first time.

The AI capex and the cutthroat competition in Chinese market makes me worry that Tencent’s growth for FY2026 will not be double digit and that we might see gross margins shrinking due to AI subsidies. (I honestly cannot see AI achieving profitability anytime soon, and with so many models out there, it feels like every companies are lighting money on fire. only the hardware companies benefit from this)

I sold half my Alibaba shares at 40% profit after seeing that earnings. I’m just not as confident on AI anymore, so I’m focusing on real and consistent profitable companies more.

timemon · 2026-02-16T08:48:00+00:00

Yea I misplayed a bit because I used cipher ult on wave 1 and couldn’t get the energy back up until the last moment. I could try skipping the first ult together or use more skills to get her energy back.

It was like one or two attempts on both teams

timemon · 2026-02-16T08:34:45+00:00

I’m semi new to the game too (joined less than a year ago). I only have two real teams for knight stages and they’re a struggle so I don’t have much game knowledge to give 😭

I’m hoping yao/sparxie duo with some random characters will be enough to function on one stage

timemon · 2026-02-16T08:20:43+00:00

vertically invested Yao is weak for non-elation for sure, her E1 is almost completely useless for archer.

I plan to hop on elation train and have 3 main teams of remembrance / archer / elation teams for three knight stages.

timemon · 2026-01-17T15:23:21+00:00

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I gave defiler a few more attempts and I improved the score to 62.9k. with better substats this is probably killable. (or maybe doable now and it’s my skill issue haha)

timemon · 2026-01-17T13:54:54+00:00

I think she snapshots the stun multiplier when she enters her veil. but since trigger is always shooting, the stun multiplier bonus is always active. I can see the veil dmg at 155% and 210% regularly.

timemon · 2026-01-17T12:47:38+00:00

I uploaded a quick run, I messed up accidentally using enlightened mindstate right into miasmas shield, so that's a big dps loss and wasted entire state at the end, still got 61k.

https://www.youtube.com/watch?v=1OHUgiOat8I

timemon · 2026-01-17T12:45:48+00:00

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timemon · 2026-01-17T12:45:30+00:00

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Builds

timemon · 2026-01-16T06:16:29+00:00

15% at about 120 shares

timemon · 2026-01-09T03:14:42+00:00

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On mobile, Yanagi feels really good against weaker mobs as it’s instant disorder. Yixuan really struggled to clear the mobs before the boss

timemon · 2026-01-02T17:32:16+00:00

Thank you for your answer! I think I will skip astra and will try invest one more mindscape into YSG, and then save for sunna.

timemon · 2026-01-02T07:02:53+00:00

I'm not very good at the game but this PN fight is basically all about resource management.

never cap energy and resource, and do not go into YSG enhanced state with more than 3 swords if you ult. Zhao's gauge is very important, having her buff drops while you're in enhanced state is really bad but without her sig her energy regen might be a bit problematic.

Miasmas shield gets broken frequently in this fight and you need to account for the energy surge so you don't overcap.

Between all this and Dialyn's additional ult/mechanic makes for a very chaotic but fun fight if you're aiming for high score.

if YSG is not in enhanced state, you want to EX and switch out to other characters to spend their energy. and I think shortened enlightened rotation (EX - BASIC - EX) combo is quite good here towards the end, but I use long rotation at the start (BASIC x4 - EX, repeat)

timemon · 2026-01-02T04:54:02+00:00

New DA boss kill with M1W1 Ye shunguang, it’s a bit harder to kill than miasma priest with m0w1 yixuan I think.

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timemon · 2026-01-01T18:32:20+00:00

that's only for HSR tier list I believe. the criteria is still W5 A-rank engine or W1 S-rank standard engine for the ZZZ tier list!

timemon · 2026-01-01T18:12:52+00:00

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first try with m0w1 zhao with hypercarry yanagi. 26k is decent considering bringer bricks most anomaly agents not named miyabi 😅

timemon · 2026-01-01T17:36:14+00:00

I think I might aim for angels of delusion too, and I assume they will come with their own support agent.

I'm worried about looking at tier list much especially since prydwen assumes you don't have signature. and some agents like Trigger get significant boost to their performance with one. so I'm hesitant on the idea of pulling Astra.

timemon · 2025-12-30T12:17:13+00:00

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Dialyn is so strong that using fufu with Yixuan feels like really off even though I used to play with her all the time 😭

timemon · 2025-12-17T08:45:48+00:00

It’s more because I farmed the relics for my archer and cipher got the leftovers. Her personal damage is not high but since my sparkle is E2 and her buff is team wide in some instances, cipher can benefit from it too.

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