I really think there's something to learn from this company lol. They are fighting a battle to gain market share, and have no real IP other than Larry. To counter that, they are doing a live streaming competition to pick the best live streamer for the audience. Apparently it's their third one. No position, no age, no gender limits, all can apply! China is in a pretty poor position for youth employment - so it's an opportune time to recruit! I'm sure some diamonds are just lying flat waiting for their liu bei to knock on their doors 3 times! $高途(GOTU)$

Coinbase operates in a volatile industry fraught with regulatory uncertainty. But cryptocurrency bulls should still think twice before selling the stock. Coinbase has proved its ability to survive enormous setbacks, and its brand authority should keep it at the forefront of the industry. $Coinbase Global, Inc.(COIN)$

How can stock jump 15% because a single analyst talks about same pipeline that were touted by MRNA in every Earnings Call for last 4 Qtrs??? What gives? Nothing new but huge move??? $Moderna, Inc.(MRNA)$

We're just getting started. Today was great news, and now MRNA is a momentum stock too. There may a little resistance around $120, and after that not much resistance until $150+. $Moderna, Inc.(MRNA)$

The most important part of the Bancel's letter to shareholders is the first phrase:"Our mrna platform is working."There are still only a few people who truly realize how consequential this affirmation is.  $Moderna, Inc.(MRNA)$ $Moderna, Inc.(MRNA)$

Rivian is offering a great opportunity to buy now as it heads into 2024 with momentum and with having shed roughly 75% of its share price since its initial public offering (IPO). $Rivian Automotive, Inc.(RIVN)$

Listened to the earnings call. They addressed inventory issues and indicated strong guidance. This is just AH profit taking, the fact it didn’t sink past 2 percent and there were a lot of block trades AH points toward a good sign. $耐克(NKE)$

Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging.I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated. $Nike(NKE)$

$CrowdStrike Holdings, Inc.(CRWD)$ I invested CRWD largely at $150 in Nov 2020. Not that l care much about the day to day noise on CRDW even though I gave back all my gains on my investment and am flat or slight negative as of late. I strongly believe in this story and have added over time to my position.

$E-mini Nasdaq 100 - main 2306(NQmain)$ Capex has surged, contributing to the decline in FCF. Higher Capex can lead to lower FCF in the short term, but it may also indicate that companies are investing in their future growth, which could potentially increase earnings and FCF in the future.

$AMC Entertainment(AMC)$ the issue is the business loses money even before paying interest on their debt. Even if they had no debt, they'd still eventually have major issues. They have a failed business model that isn't profitable even on an unlevered basis.

$Lucid Group Inc(LCID)$ Lucid doesn't qualify for crooked Joe's $7,500 federal tax credit. But many Teslas do qualify. #3 - Lucid lacks an SUV; which Americans crave and Tesla offers. Between high pricing and glitchy software, don't see how Lucid makes it. The upcoming Lucid Gravity SUV seems like more of the same, e.g., nice looking but totally unaffordable.

$SUNCAR TECHNOLOGY GROUP INC(SDA)$ This technique of shocking the position is also too much like a highly controlled stock, it feels like a child of $HKD

$Riot Blockchain, Inc.(RIOT)$ The smallish good news here, is that it averaged $29,333 per coin, on the 600 coins it had to sell to keep the shop running — but as the article indicates, that’s 8% fewer mined overall, than last month.The bad news is… it is bleeding cash, even when it (as now) generates revenue of ~ $17 million in a month. Its cash burn now nearly doubles that on a month to month basis, according to my models.

$XPeng Inc.(XPEV)$ Q1 2022 : RMB 7,455 in revenues, 12.2% gross margin.Q1 2023 : RMB 4,030 in revenues (down 46% YOY), 1.7% gross margin (down 86% YOY).The effect of Tesla price cuts in numbers. Wow. Just wow.This company is done for. Like 99%. What a nosedive YOY. And 2022 was the year of chip shortage and supply chain issues!

$Carvana Co.(CVNA)$ The challenge for bondholders to hedge by shorting the equity is that there are $5.7B in unsecured bonds (face value), or about $3B in their value based on recent trade prices. The outstanding stock is 107M shares. At the current price ($7.41/shr) that's just ~$800M. Even if you look to shorting the calls and buying the puts. It's a challenge for the bondholders to find enough equity (or options) to short to balance their bond holdings. I'm sure some bondholders have already put on the hedge, but this is probably a smallish percent of them.

$Intel(INTC)$ Not to mention, Intel increased their debt in Q1 by $11B. Makes you wonder what the impact will be on FCF to service the increased debt. If Intel doesn't turn its FCF around, I fail to see how the dividend will survive. Maybe Intel will have to liquidate part of its position in Mobileye.

$Cloudflare, Inc.(NET)$ revenue growth ~30% / year for another 2-3 years (IF not a worsening macro, but let's say), maybe another ~25% for year 4-5, but FOR SURE the growth will slow down little by little year 6 or 7 or 8. That's THE LAW. The key here is how much they could increase profitability to counterbalance after those ~5 years. Hard to say if they'll reach Azure or AWS, unfortunately those SBC that "don't cost the company money" WILL cost the company money when they will need to buy them...So, I will respectfully model a lower margin than AWS even after year 5.

$JD.com(JD)$ JD's plan to roll out IPO's is one of the smartest strategies it could have ever implemented. I also agree that in time these will be fully independant companies.Because it appeases regulators and two creates additional economic value. Each unit spun off will most likely receive valuation bumps of 40 to 60% as independant units.