what longs need to know is gotu livestream business subscriber count went from 300k to 2.4 mln in the past week. this is a tenth of early adopter EDU.analysts have written off this lucrative live streaming business. 1.4bln population. everyone spends $1 and market cap will double in days.more to come ..... $Gaotu Techedu Inc.(GOTU)$

Regulators answer to the ETF is out on Wednesdaynext, Jan 10th. I'm sure the Bitcoin prices will rock. This consolidation for the stock is due to Tax selling, that's all. It's holding $150 and it could start going back up as soon as tomorrow. $Coinbase Global, Inc.(COIN)$

I have 3,333 shares and I saw three Rivians on my short drive home just now. This is a good omen. You’re welcome bulls, tomorrow’s going to run! $Rivian Automotive, Inc.(RIVN)$

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. $Nike(NKE)$

$Kingsoft Cloud Holdings Ltd(KC)$ As far as I know, there are already many providers of cloud services in the Chinese market, with Ali Cloud and Tencent Cloud being the giants. Unless this is a highly controlled stock, I don't see where the room for it to add value is.

$Bank of America(BAC)$ Hopefully we'll get a hint this month on what they're planning to do. That being said, this is a good long term bet if you carefully scale your position and sell covered calls on your shares. Not nearly as exciting as an AI stock, and certainly doesn't have the crazy upside, but definitely safer.

$AMC Entertainment(AMC)$ That is fine, keep shorting. All this talk, fud, over this measly play? Every financial "news" outlet preaches daily that it is dead. Why doesn't it die? It has always worked worked before right? I'm sure the recent bank/hedge fund closings mean nothing right? Tik-Tok ... Time is almost up.

$Alphabet(GOOG)$ Google is paying Samsung $3B a year to be the default search engine on their phones and $20B to Apple. But they probably get twice that much in return. It’s a big deal.

$Advanced Micro Devices(AMD)$ As a retail investor you might not care about the goodwill to assets ratio, but many institutional investors will. This isn't funny money. AMD must show a high return on the large sum it paid for Xilinx. The large divergence between GAAP and non-GAAP isn't going to be ignored.

$C3.ai, Inc.(AI)$ Analysts have FQ4 sales at $85.9 million for 18.6% growth. Wouldn't call that no growth, just not all that impressive considering Siebel talks a big game and $AI ran to $40+.

$UiPath(PATH)$ Please drop to around $10/share. I’ll gladly buy more at that level and let’s see who is right in 2-3 years. These type of companies will be why I retire early and of course, crypto. Cheers

$JD.com(JD)$ PWC is their auditor, and they had a 75% failure rate so it is conceivable. Information on which audits had deficiencies will never be released. In the end, audit deficiencies do not mean financial statements are misstated and even if statements are GAAP, it does not mean the firm will not fail as SVB and other banks that failed in US had clean opinions.

$Netflix(NFLX)$ WBD has enterprise value of $81B. It generated $3B FCF last 12 months. So that's 27 EV/FCF, by no means cheap. The real issue is, WBD's revenue is also shrinking with cord cutting accelerating and sports rights getting double/triple. On the streaming side, it has saturated US market and it has no HBO content in key EU markets until 2025. There's no way it can get to $7B FCF in 2026. It will be acquired by 2025.

$Carvana Co.(CVNA)$ Clearly CVNA has a lot to hide in its financials or they would disclose it in their press release and conference call. Analysts on the call threw softball questions and didn’t dig for transparency.

$Pinduoduo Inc.(PDD)$ Assume margins will remain flat at 20% over 5 years, no profit distributions, 3% annual share dilution, terminal multiple of 15 and 10% discount rate: you need sustained 25% annual growth to justify a valuation in the low 70s.All else equal, if margins stay at 20% / 25% / 30% over the next 5 years, you need revenue growth of 25% / 20% / 15% to justify a valuation in the low 70s.Too much growth needed: assuming these margins are sustainable, it was a much better buy a few months ago.

$Adobe(ADBE)$ a bit more profit if Figma deal goes through and becomes accretive to revenues / profits in years 3-4 and beyond. ADBE is one of the more compelling opportunities in the SaaS space out there both from growth [mid-sized, revenues still not large cap] and valuation [growth has re-rated, not vanished].

$Intel(INTC)$ his was another massively bad quarter. Revenues compared to Q1 of 2022 down 6.6 billion and negative free cash flow of 8.76 billion.....Also, massive revenue declines Y/Y in both PC's (down 38%) and got crushed again with a 39% revenue decline in data center business.

$Upstart Holdings, Inc.(UPST)$ Upstart's revenue streams are not solely reliant on take rates. The company also earns platform and referral fees as a percentage of origination. While take rates may fluctuate, Upstart can continue to generate revenue through these alternative channels. This diversification reduces their dependency on take rates and provides stability to their income. Furthermore, you continue to think of UPST as just a sub-prime loan "shark"! lol And this is where I see how your convoluted view of UPST's lending platform has shaped. UPST has established itself in Auto lending, and in small loans, and is about to enter HELOC as was mentioned in the conference call.

$SoFi Technologies Inc.(SOFI)$ SOFI myopia, meaning owning a disproportionate amount of SOFI in one's portfolio given the hype this stock has experienced (e.g. "The AWS of FinTech."). For example, this author's first buy rating was when SOFI was at $14.27. It is a long way back to $14.27 folks and the SOFI faithful who keep "averaging down" should have diversified into some of the great bargains of this bear market already. Never to late to diversify.

$NASDAQ 100(NDX)$ Everyone fighting the FED...and losing....Everyone fighting MOTT..and losing.....Higher for longer, 5.5-6.0% rates and hold till late 2024.... Mortgages in the 5-6% range, and Savings rates at 3-4%... Back to the Great days when saving mattered, people paid their own bills, freebies were not handed out to grifting deadbeats.