$SUPER MICRO COMPUTER INC(SMCI)$ I cut my big loss yesterday. Just the read the whole hidenburg publication about it, SMCI was targeted for sure. I believe every companies are doing the same thing to a certain degree. Lease and lease back? Inflated sales? Hiring family member? Hahah it's a joke. Do you think this is not happening with other public companies? Maybe big guys want this stock at cheaper price. I'm ready to come back when it hit bottom.

$Microsoft(MSFT)$ MSFT makes a lot of profit. They have 4 options (oversimplified) on what to do with that profit.Pay employees more.Acquire new businesses or expand their own by entering new markets or investing inside existing business lines.Dividends to shareholders.Share buybacks.Clearly they are focused on the last 2.

$RLX Technology(RLX)$ If you really want to take your penny stocks to the extreme, RLX Technology (NYSE:RLX) may be right for you. Presently listed on theNew York Stock Exchange– though we’ll see how long that lasts – RLX is a China-based e-vapor company. Per itswebsite, RLX leverages its strong in-house technology and product development capabilities and in-depth insights into adult smokers’ needs to develop superior e-vapor products.Before you venture into RLX, you must understand one thing: this is pure, unadulterated speculation. Since the January opener, shares tumbled almost 20%. In the trailing year, they’re down nearly 34%. However, it does have a sole analyst backing and that might be because of its stro

$Alibaba(BABA)$ Woohooo!!!!! Finally, the government is taking this seriously. Can’t wait for further positive announcements in meeting on Monday and at big meeting end of October. Alas, there will be entering its Bull market, albeit 3 years behind the West.

$Spotify Technology S.A.(SPOT)$ I believe institutional price target adjustments upwards of 400+ become the norm. When you command a loyal user base of 626M people (~250m paying) , the ability to have viral reach, the ARPU opportunities that exist laterally AND vertically become very much within their grasp. All the haters used to say there's no way Spotify would ever be profitable... well, not only are they profitable but gross margins are expanding close to the 30% goal ahead of schedule, but we're just in the very early stages of this platform's evolution. I'm convinced whatever you think Spotify is today will be so much more in the years ahead. If you're one of these people who've been perpetually bearish on Spotify

Just heard about this stock, going to start a position here this week. Any inputs? Thanks$BEST Inc(BEST)$

$MicroStrategy(MSTR)$ I covered early this morning and went long. Now for the fun. I really think Saylor will try to create what Silvergate Capital couldn't do (anyone remember them?) Silvergate was a bitcoin bank, where investors could store their wealth. Bitcoin fell too low years ago, and everyone withdraw their holdings. Now Silvergate trades for pennies. So Saylor could create a storage of value as in a bank, or just continue to let MSTR remain a proxy for the price of bitcoin, or both. Anyway, it'll be interesting to see where MSTR trades if Bitcoin trades over 100 as many think it will.

$Sea Ltd(SE)$ McLean reinitiated coverage with a neutral rating. Yawnnnn. This company is still well positioned to rip over the foreseeable future.

$Sea Ltd(SE)$ SE would be dead long ago if not for investors.Amazon $Amazon.com(AMZN)$ has much more scale, robots and tech to do ecommerce and yet, they make tiny margins. It is a tough biz.Shopee does not have Amazon's efficiency. They may possibly make losses and go down one day. It is a badly run company that has burnt a ton of investors and does not have a business moat over others like lazada, etc.

$Palantir Technologies Inc.(PLTR)$ 50, even 40 was a pipe dream. The pressure of the street not liking high valuation is winning out. Plus, they said that 2025 sales were already included in the run up share price. Now there is nothing left to push up the SP. Shorts are and will have a hay day on this. Average analysts PT is $26.89. Sad. Very sad. Wow.