$PDD Holdings Inc(PDD)$ PDD Current valuation does not make sense. It seems sanctions from US and possible higher tax rates to US should be in the cards this year. In this case stock has plenty of downside. But politics here is still someone guess.

$Apple(AAPL)$ Apple is assembling iPhones in India but it will take years to break away completely from China. I doubt Apple wants to completely break away from China in order to have multiple supply chains.

$PDD Holdings Inc(PDD)$ Company has forward PE around 8. Cash about 40 bl and no debt. Growth 80%. Pretty amazing. Per guidance growth may decline to 30%. Margins 30%. Where you can find better fundamentals for China company? I dont get why this sellof was so heavy.

$Tesla Motors(TSLA)$ At a red light and a Kia EV pulled up beside me. Pretty sharp looking. The competition continues to intensify.

$拼多多(PDD)$ '"""DISAPPOINTED SHORTS""".is the name of the charpter of today..They guessed this was going to tank to 40.s or 30.s..making them rich..not this time..not with a profitable and low PE paper.. sorry for them...next time !!!

$BioCardia(BCDA)$This has a 7 mill mc and they say there is a bill in sales per yr. in the products that were just approved.I wounder what the projected sales could look like?Even if they could get 10 percent market share thats 100 mill per yr in revs.

$Affirm Holdings, Inc.(AFRM)$ The business model is a losing idea; "Buy now Pay later". If you can't pay when you buy it, what makes you think they will pay "Later?? Sounds like a sure way to go bankrupt.

$ARM Holdings Ltd(ARM)$ I get grumpy when the shares sell off, but not enough and I can't add.

$百思买(BBY)$ What happened to the bullish view I had on AI computers being sold . Maybe the consumer is more stretched than I thought and I’m sure these new machines will not be cheap. Glad I took some profits along the way up and starting down. I’ll have to look at my charts and make a decision. The dividend is nice, however but not nice enough.

Strange how some “analysts” become so concerned when the stock skyrockets in a short period of time, but don’t show any concern when the stock drops 20% to 30% in the course of a few days. If I was short on $SoFi Technologies Inc.(SOFI)$ , I guess I would be pretty alarmed to see the SP going higher and higher.

$Walt Disney(DIS)$ I think we broke the paid-by-Disney troll farm spammers! Psychiatric Patrick has disappeared and Haltard and the rest are posting really wacky replies (as well as not functioning in reality, and try to gaslight others into that fantasy land). Disney is clearly heading to the 80s as there is nothing but bad and embarrassing news for the company---and the worthless white-male-old-rich CEO collecting $3000 per hour doesn't help things.

When the heng seng reaches new highs, I don’t want to hear excuses as to why you didn’t buy these stocks at the lowest points. This year was your time to buy, just like US equities last year $NIO Inc.(NIO)$ $BYD Co., Ltd.(BYDDY)$ $Baidu(BIDU)$ $iShares China Large-Cap ETF(FXI)$ $CSI China Internet ETF(KWEB)$ $NASDAQ Golden Dragon China Index(HXC)$ $XPeng Inc.(XPEV)$ $Alibaba(BABA)$ Image

$Meta Platforms, Inc.(META)$ Possible sideways until we hit the purple trend line. Might have to roll these in the money calls out to mid-June.

$Palantir Technologies Inc.(PLTR)$ new wave of bears have suddenly appeared with little to no understanding of what this business does. Time to cook up some bear steaks 🥩

$Novavax(NVAX)$ now that vaccine mandates are gone, that was all she wrote on being vaccinated for covid. It’s a dying sector. It’s not just unlikely that many people will vaccinated now it’s impossible. This market will not buy covid stocks very long before they start selling them, everyone knows this isn’t lasting[Duh]

$Bed Bath & Beyond(BBBY)$ i think they are on this site, as i am, to combat the misinformation that you spout... you don't know what you are talking about... you really don't... and my job is to make sure that nobody, and i mean nobody, reads your comment without hearing from me that you are just trying to encourage them to buy the stock to try to help bail out your dreadful stock picking...

$Occidental(OXY)$ From oilprice, ... commodity analysts at Standard Chartered warn that the oil price crash has been exacerbated by hedging activity–specifically, due to gamma hedging effects, with banks selling oil to manage their side of options as prices fall through the strike prices of oil producer put options and volatility increases. The negative price effect has been exacerbated because the main cliff-face of producer puts currently occupies a narrow price range...Apparently, one exits or hangs around holding their nuts waiting for better days, which most "experts" are predicting.

$Sea Ltd(SE)$ Unfortunately, there are many bad posts from negative people who do not support their position. It is boring because there are many other shares where there is really good communication. I think Sea deserves better, there is huge potential, remember about 70% of the shares are owned by insiders and institutional investors, and they can't all be wrong. Besides that, Sea has had a growth for many years of around 100% annually, now the growth is somewhat less, but they have understood to change the strategy for the situation now, with hardship from the macro economy and high interest rates from rising inflation. Conclusion: we see a company that may well increase 3 times, but at least 2 times in value, we will see a rate approaching 200 a

$SVB Financial Group(SIVB)$ seems like something larger going on in banking. We know the govt is interested in seeing every transaction for tax purposesThe recent bank run with Silicon Valley Bank $SIVB now made the Fed and Jerome Powell reflect on whether another rate hike is necessary at the March Fed meeting. The estimate was a half-point hike but after the collapse, investors expect either a .25 rate hike or none at all.