$Microsoft(MSFT)$ UK is financially in dire straits. MSFT is a strong company. Therefore, there is huge pressure to coerce Microsoft in favor or the UK. Permission is expensive and the UK has to strike while the iron is hot.

$Sonoma Pharmaceuticals, Inc.(SNOA)$ To that effect they have made some progress this year. In late March they announced receipt of 510(K) clearance from the FDA for their newest product Loyon Skin Descaler. The product is a patent-protected formulation of dry emollient Cetiol CC and medical silicone oil dimethicone which is intended for use in managing skin scaling seen in various types of dermatoses.

$AMC Entertainment(AMC)$ First, they can dilute and raise another $500 million, pay off some debt, and hold a bit for cash flow burn.Second, the trend of returning to theaters continues. Along with debt repayment, they become cash flow positive and continue paying down debt.

$Alphabet(GOOG)$ Google pays Firefox to be the default now to drive traffic to their search engine. Increased traffic means more ad revenue. Same would be true for Microsoft and Bing.

$E-mini Nasdaq 100 - main 2306(NQmain)$ Nasdaq 100 are down by 20% over the past year, which is a negative sign for the index. FCF is a key measure of financial health and a decline can be a warning sign for investors. However, a decline in FCF doesn't always mean that the index will go down because FCF is only one of many factors that investors consider.

$PacWest(PACW)$ I trust Management here more than a bunch of short hedge funds and their media partners to whom they are leaking information. PACW also paid down $1 billion of borrowings since last week. Like I said, very solvent.

$Advanced Micro Devices(AMD)$ Those margin charts are based on GAAP, which really distorts the story with wacky one offs that don't affect AMDs real income/cash. That spike to 50% was a claimed tax credit. And the plunge in the last few quarters are primarily due to all the write-offs of IP and the value of shares used to buy Xilinx when the purchase closed. Those GAAP effects don't reflect true income/losses.

$Lucid Group Inc(LCID)$ Lucid makes a cool car but it's too expensive and still suffering from too many software bugs. If I'm in a market for a $100k - $150K BEV the competition is stiff. You can get a decked-out Model S/X Plaid, Rivian R1T, Mercedes EQS, Hummer EV, amongst some others. Why would I pick the Lucid?

$Microsoft(MSFT)$ the financial incentive to stop this dependance now that these very large models are moving from research into production is high and growing. They are literally already taking billions of operating profit from MSFT, and I don’t see MSFT just standing for someone stealing their leverage. They are working on their own AI accelerator with the goal of putting all OpenAI onto it. Will it work? Who knows. Doesn’t mean Nvidia will be disrupted, but the financial incentives are already very strong and growing every quarter.

$SUNCAR TECHNOLOGY GROUP INC(SDA)$ This stock is obviously suppressed by the short, the strength of the banker is too poor, so while there are still short orders, hurry to finance open up options!

$Riot Blockchain, Inc.(RIOT)$ At $20 million each, they each get more than the CEOs of Merck and Pfizer. Those two companies turn in net GAAP EPS every year of over 15 times Riot’s market cap.So — to take $40 million a year, they need to generate real GAAP EPS — and that only happens after Bitcoin eclipses $100K for a couple of years solid.

$JD.com(JD)$ My Chinese friends love JD, especially the ones with a higher discretionary spending potential. And all of China is aspiring to have more money. Seems like a formidable tailwind for JD for years to come, regardless of the competition.

$XPeng Inc.(XPEV)$ For the last few years, people have been saying EV expansion will not happen because EVs are too expensive.With many manufacturers, factor in the Tax Credit, entry level EVs will be cheaper than entry level ICE vehicles.Now the US just needs to continue to make sure China doesn't flood the US with low priced Chinese vehicles.

$Pinduoduo Inc.(PDD)$ I am not very familiar with the company.Margins seem high: gross margins are stable at 70-80%, with operating expenses growing much slower than surging revenues, so operating margins are increasing steadily, currently sitting near 25%.There is too little history of profitability to tell where profit margins will stabilize; the company doesn't seem to provide any guidance.

$Snowflake(SNOW)$ SNOW has negative FCF for shareholders bc of the $2.4B in stock options.Sure it's a non cash charge but it is a result of underpaying employees in cash and it distorts gross margin, but the cost to shareholders is very real.SNOW and it's adjusted earnings are a crock of crap.Additionally ORCL heatwave is about 7x faster and 80% cheaper.SNOW is not a longterm solution for data warehousing it's a bandaid…

$NVIDIA Corp(NVDA)$ $11B revenue guidance while the Gaming segment is down YoY $2.240B vs $3.620B. Looks like Datacenter is going to be all that matters with NVDA moving forward. 1 year ago it was matched for revenue with the gaming segment, now it's set to more than double gaming revenue this year. Maybe triple.

$Adobe(ADBE)$ I think, short term, the stock got hit because of the writers guild and, yes, while initially the sentiment was negative around Figma’s acquisition, I think more and more people are viewing it as a positive / accretive company should they go through with the acquisition.

$Intel(INTC)$ I'm not sure what's worse, Free Cash flow negative 8.76 billion or gross margins plummeting to 34% from 50%. Let's keep it real, this was another dreadful quarter. If anyone thinks this is a turnaround then please ask Captain Pat for another cup of Kool-Aid.

$Cloudflare, Inc.(NET)$ Adding into a DCF model a HIGH perpetuity growth rate after year 10 of 4%, and a Discount rate of...debatable indeed, I would say maybe ~11% for 2-3 years, then maybe ~9%, and it seems that 60 Fair Value of Morningstar is optimistic (they hugely missed the Fair Values for the software high-flyers, and they were way behind to downgrade them...unfortunately I was one of the many putting too much trust in them :)). It seems more like 40-50 Fair Value

$Qualcomm(QCOM)$ Chip sales margins of modem-only solutions to Apple are razor-thin. So while QCOM might be losing a non-negligible chunk in revenue, they would be losing much, much less in profits.