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Three years ago, on May 18, 2023, the Hoperation Fund began with a simple but ambitious idea: to empower students with financial literacy and investing skills while creating positive social impact through charitable giving. What started as a small student-led charitable investment fund has since grown into a vibrant and mission-driven community. Over the past three years, the Hoperation Fund has experienced amazing growth in both scale and impact. What began with just $880 in

Recently, I was deeply honored to be named a 2026 Youth on the Rise Honoree by People Newspapers in recognition of the social impact of the Hoperation Fund. On April 30, I was invited to attend the awards ceremony, which turned out to be a truly memorable and inspiring evening. It was a wonderful night during which I had the opportunity to meet many remarkable individuals, including another Youth on the Rise honoree and the distinguished 20 Under 40 honorees. These individual

During May 8 - 10, I attended the IEEE Conference on Artificial Intelligence, where I presented two of my research papers. One of them, “A Review of Large Language Models for Stock Price Forecasting from a Hedge-Fund Perspective,” explores how large language models (LLMs) can be applied to stock price forecasting from a practical investment perspective. This work, coauthored with Dr. Zhang, summarizes my research throughout 2025, during which I worked as a portfolio managemen

How can a miscellaneous array of donated items support vulnerable children in Kenya? On May 2, 2026, the Hoperation Fund participated in the Plano Asia Fest event to raise money for Kenya Relief (a nonprofit based in Kenya that provides assistance to Kenyan orphans). At our booth, volunteers sold leaf vein bookmarks, Chinese hand fans, and a variety of cultural accessories. In addition to selling cultural items, our organization also hosted a book sale, featuring a diverse se

As a student navigating the complexities of school, balancing academics, research projects, AI studies, investing, fencing practice, and thinking about the future, I’ve spent a lot of time lately looking for “mental models” that actually work. I recently came across a deep-dive conversation with Paul Tudor Jones, the legendary hedge fund manager who famously predicted the 1987 market crash. The interview video is available here and also available on our Investing Resource pag

On January 11, 2026, Hoperation Fund held its annual annual review meeting. Below are the highlights. Mission, Who We Are, and What We Do Founded on May 18, 2023, Hoperation Fund is a nonprofit organization with a mission to fundraise and receive public donations, invest capital in the stock market, and donate investment profits to nonprofits supporting environmental protection, education in underserved regions, child and women’s welfare, and other causes. In parallel, we aim

Recently, a topic has sparked extensive and hot discussion in both China and the United States—the “financial death line” for America’s middle class. This so-called financial death line refers to a critical threshold: when a household’s net worth falls below a certain level, its financial foundation becomes extremely fragile. If a family member, especially the primary earner, loses a job, suffers a major illness, or faces an emergency that requires significant spending, the

Hoperation Fund was recently featured in Sina Finance , one of China’s leading financial news platforms. Read the full report here: https://finance.sina.com.cn/wm/2025-02-05/doc-ineimzcu2379140.shtml The article highlights how Hoperation Fund operates, and underscores the importance of developing children’s financial literacy from an early age. By engaging students in real-world investing and charitable giving, Hoperation Fund not only provides hands-on financial education b

If you go around and ask any random kid on the streets what they think about school, you’ll get around the same answers: “School is boring, school is no fun, school is just okay, et cetera” but most importantly, “school is always there.” Everyone goes to school. It’s an established fact, right? Or is it? What if there was a place where not everyone goes to school, where only 7 in 10 children are able to complete elementary school at all? That place would be the Philippines. L

While March often signals a beautiful renewal in nature, it was anything but beautiful for the stock market. In just one month, the S&P 500 index and Nasdaq 100 Index dropped 6% - 8 %, and many technology stocks plunged more than 20%. But if you had followed the Hoperation Fund’s Market Analysis over the past two months, you could have significantly reduced your losses—and protected your capital. What We Recommended Before the Market Drawdown In the Market Analysis of Hoperat

The U.S. stock market continues to decline. We are now in a market correction and, with high probability, may enter a bear market. Many investors are fearful and keep asking the same question: Should I sell my stocks? Before answering, we must first understand what a stock truly represents. Is it a lottery ticket that we hope will generate massive returns in a short period? Is it merely something we buy with the intent to sell at a higher price? My answer to both questions is

At every Hoperation Fund monthly meeting, we conduct a market analysis, providing both a long-term and mid-term market outlook. Sometimes the long-term market direction is bullish, sometimes neutral, and at times bearish, as shown in the meeting slide below. But how do we determine this outlook? Our long-term market direction is generated by a quantitative model used in the Hoperation Fund. At the end of each month, this model integrates a vast amount of data to predict wheth