$Alphabet(GOOG)$ It seems that Google has two kinds of business, one designed for high profits/rewards for short stays and the other for long stays with no revenue, looking/getting information and no purchases, a business that will be transferred to chatbots. But this is just stuck in plain old cost-cutting, not technological innovation. 

$Microsoft(MSFT)$ Somebody said if you're looking for the next Microsoft, it's probably Microsoft. At least that's the way to bet. MSFT by a country mile as they have the engineers.

$First Republic Bank(FRC)$ Well the latest estimate is that they have negative equity of $13.5B so it's safe to say that there's a high chance they both get wiped out. The story will get much clearer next week when preferred dividend payment(s) are due.

$Sea Ltd(SE)$  I also think that SEA doesn't have much of a protective moat. And many of the niche types of e-commerce platforms are already well established. The barriers to entry in e-commerce seem low, competition is fierce and probably most new players will fail, leaving only a few champions, but there will be bodies on the battlefield. And I think there will be many casualties in SEA.

$AMC Entertainment(AMC)$  I believe AMC is trying to rent out to Zoom for events and then again there are quite a few things AA hasn't tried that haven't resulted in higher losses. And, I guess you can always spray on some fake butter flavor and drizzle in some salt afterward for that “authentic” cinema experience even in front of your own flatscreen.

$PacWest Bancorp(PACW)$ I like to plan for the worst, and hope for the best as well. It helps one avoid disappointment. Under promise, and over deliver...... That said, I highly doubt they maintain the 10 billion in liquidity through the end of the year. I bet it ends up being well under 5 billion or less, but again, assume the worst is always safe.

$Pinduoduo Inc.(PDD)$ MU already cut capex to the bone = when good time comes, they won't have the capacity to ramp = MU will be losing market share. If US want to make memories in the future, they need to start filing anti-dumping charges against Samsung/Hynix.

$Faraday Future(FFIE)$ ​ Perhaps there is some good news to report, though. Faraday Future did manage to secure as much as $100 million in new financing recently. Whether that will be sufficient to fund the company's future operations remains to be seen. But now as SEC revealed, no Revenue, and almost no cash left in their account.

$Troika Media Group Inc.(TRKA)$ If you look at the chart, you will see it will spike again. Could be next week, could be a year. But I never, ever sell at a loss. If it’s down, it stays in the account until it’s green. What I’m interested in is if banks will force to cover their positions bc of liquidity issues bc of the Silicon Valley mess.

$Alphabet(GOOG)$ I found this situation quite alarming. It appears that institutions are losing their enthusiasm for the "AI hype" that once captivated them. Several factors could explain the minimal increase we've observed, but it’s likely that institutions are actively derisking their portfolios in response to ongoing uncertainties in the market. This trend isn’t isolated; the other stocks in the MAG 7 group have experienced a similar scenario. Given this context, it's concerning to consider how the market might respond to future developments, especially with a major player like Apple. If the reaction to positive news about Google was this tepid, it raises questions about how investors will respond to Apple's

$NVIDIA Corp(NVDA)$ Nvidia is the single best stock we have today and deservingly so too. People say it's too expensive but I'd rather pay Nvidia a P/E of 40 with 100% growth rate and 80% gross margins than pay $Costco(COST)$ and $Chipotle Mexican Grill(CMG)$ a P/E of 60 with hardly any growth and razor thin margins. Heck, $Apple(AAPL)$ hasn't posted any real growth since 2021 and still gets a P/E of 35. NVDA is a value play compared to many other "growth" stocks.

$Bank of America(BAC)$ Fed mistakenly believes getting inflation down requires higher interest rates that have inflicted crisis-level effects on banks.

$Bilibili Inc.(BILI)$  BILI has exploded 260% since its recent lows. Time to take profits, folks. I can see it falling back into the teens. Its losses are never ending. If I were a very negative person I could see it falling back to $8 because of the losses. Goldman Sachs upgraded too, but they think it's only worth $25.

$Coinbase Global, Inc.(COIN)$ 4th qtr will blow minds when compared the the 3rd qtr. Retail is not here, anyone can see that but wait until the floodgates open after BTC smashes all time highs. Base chain seeing astronomical growth even without retail; no one is even paying attention to that side of their business yet that's where all the future growth is.

$Apple(AAPL)$ Holding onto Apple makes sense because, yeah, it’s a beast of a company that’s likely to keep growing over time. But let’s be real, it’s not going to rocket up like it used to—its size pretty much guarantees that. Right now, it’s in that fair value range, so it’s not exactly a steal. If I were you, I wouldn’t jump in with new buys at this point; it’s just not on sale. Better to keep an eye out for a real dip or something.

$21Vianet(VNET)$ After forcing a large single sale on Friday and the official announcement of the TEAMS partnership at the weekend, savour the set-up behind the banker's stock. This one in addition to being a TEAMS operation, Microsoft Cloud is also in hand.

$Silvergate Capital(SI)$ management hasn’t shared any further info, still hasn’t made required regulatory filings for months, has pending DOJ et al investigations and fines, lawsuits, FTX recovery, likely jail time, and an ever-growing hole in their balance sheet.

$lululemon athletica(LULU)$ My daughter loves Lululemon clothes as does her dance peers. Pricey clothes but good quality stuff. They really know where to put their stores - at the affluent hot spots, in fact I just past by one today during our spring break week. https://seekingalpha.com/symbol/LULU/comments#:~:text=I%20like%20simple%20repeatable%20returns%20that%20don%27t%20make%20me%20lose%20sleep%20at%20night.%20This%20is%20one%20of%20those%20stocks.

$NVIDIA Corp(NVDA)$ Nvidia is going to make new all time highs! Vote to keep more of your hard won stock profits!💵💰💵💰 Vote for TRUMP’S plan to lower stock capital gains taxes for everyone!👍💵👍💵 VOTE YOUR WALLET! VOTE TRUMP!

$Microsoft(MSFT)$ I sold shares the past 2 years for 2 reasons. 1 it's a large part of my portfolio. 2 my shafes were bought for under 30 a share. I'm skipping g this years sell. I still hoping MSFT goes to 500 and splits.If MSFT did a 4-1 split now at $412, it would be $125 a share in a week, giving us the magical $500 ($125x4). There's no real logic for that to happen, but it would, IMO.