$Alibaba(BABA)$ Wake me when BABA breaks $120. The recent run to $117 was just another rinse and repeat cycle. BABA has dove back under $100 every time it's broke that mark since 2022. Newbie cheerleaders always says this time is different. They eventually learn. Then they leave.

You just watched a bail in. How's it feel??? Cs has 1.3t in assets....wouldn't they sell some of those to remain solvant instead of being bought by 3 billion by UBS. Didn't speak to shareholders...bond holders money gone.....instead just taken over.It's ok though cuz this is minor to what's comin. We are not being told what's coming....fed gonna do 25 basis at least and ur just gonna pay more and take it. Criminal!!!$Credit Suisse Group AG(CS)$

$Taiwan Semiconductor Manufacturing(TSM)$   I have a feeling TSMC will be seeing even greater earnings than previously thought. Samsung foundry is on life support after their management admitted to falsifying their yields for years (6nm, 5nm, 4nm, and 3nm). Just imagine how low Intel yields are, given Intel is technologically behind Samsung, with zero EUV production experience.

S$PayPal(PYPL)$Some on this board think this is a buy. If it goes up, it comes down. Retail Byers aren’t driving this, it’s institutional buyers doing the yo-yo to try and make up loses. If you believe it’s a buy, please follow your conscience. Watch the clouds do a downpour when they report. It will be the retail investor take the fall again for the company’s “oops” moment.

AMC/APE: Limits To ArbitrageSummary    The upcoming March 14 2023 vote should almost certainly cause APE and AMC values to converge because of specific language regarding how APE units will 'vote'.    Once the vote is complete the value of AMC shares could collapse.    However, implementation of any 'riskless' arbitrage is problematic given the absence of any borrow.    Once the vote is complete, AMC investors may face additional dilution and actually consider what the shares are worth. That may be under $1 (or $10 post reverse split).   Male chimpanzee in business clothesWhy APE Shares Should Convert On March 16On March 16, 2023, the upcoming vote will very likely collapse the gap between

$Sea Ltd(SE)$ This company is not profitable and probably will never be profitable. They need to spend money on promotions to attract customers to their Shopee platform.They tried to change the strategy and prioritize profitability in 2023 but it didn't work for them as Shopee needs to give away coupons to grow their customer base. No promotions = no growth for them.

A lot of “ in theory”. In my post but here it goes. 1 billion shares outstanding after ape and amc combine. If they meet in middle in price, combined share should trade at $2.50. Then rev 10/1 split gives a $25 share. Then they are allowed to issue 400 million new shares. They are burning $1 billion per year and have $600 million in cash, plus 5 billion in debt. If they are lucky they could issue 16 million shares to get $400 million dollars to get to EOY. that’s not a lot and won’t crater SP. nice round numbers means 50 million shares at $20 per share = $1 billion. So how much of the 400 million shares does AA issue to pay b debt down and get operating cash after court case? The more they issue the further the SP craters. $AMC Entertainment(AMC)$

$Coinbase Global, Inc.(COIN)$   I got to step in and say something to those who are bearish. Yes Coinbase lost big within their financial statements for 2022, but you are missing the bigger picture. Coinbase tracks the S&P 500 9 out of 10 times. The whole market is getting crushed. Look at Google, Home Depot, others. Coinbase will be ridiculously profitable after the 2024 halving. Also, that's when the FED will start printing money and cutting interest rates, around the 2024 Halving.The management is strong, and they are making solid decisions today, with their financial statements, and with policy and regulators to be very profitable in the future. Coinbase ran a very efficient company since 2012. 2022 was

AMC's Clever Moves$AMC Entertainment(AMC)$ will charge different rates for different movie theatre seats. The three-tier pricing is based on the location of the seat.The meme stock has made clever moves to revive its floundering share price and mounting debt.The movie theater chain plans to reduce debt to zero by converting its preferred equity "APE" units to common stock. Converting preferred equity to common stock is not unusual but it may be tough to get shareholders to approve of the conversion.If converted, total outstanding AMC share value will jump from $524 million to $550 million. That is not a good thing since the stock price will likely go down. But AMC is getting its preferred share holders to vote alongside common stock owners. That could

$Salesforce.com(CRM)$  Benioff chasing off all his executives, nobody wants to work for this guy. He can go on TV and ay how much he loves them but that is all nonsense.The greatest fraud is that every talking head on CNBC talks up how great CRM is and its a buy growing every quarter......yet the stock is falling off a cliff. Obviously the positive spin from the TV pundits that pops the stock, just lets the MM and Big Guys get out.Look at going into the ER, all talking up CRM where it hit $160, them "BOOM" Benioff crashes his stock. WE ARE NEAR A 3 YEAR LOW. What is next under $100 for sure.Even right now as I write this, CNBC is taking up Benioff and CRM as a marketing genius.

$Intel(INTC)$  Intel’s rebound will make our heads spin!The new management team consists of a bunch of tech heavyweights. Intel is huge. It will take a little time to correct. The layoffs may sound harsh but they are necessary.On the products side things are already looking up on various CPU’s. Intel is becoming more and more competitive. The GPU’s also looks promising. Launching a discrete line of GPU’s is an enormous task in this day an age. In time it will grow very big. Furthermore the somewhat successful IPO of MobilEye. MobilEye is an absolute gem and I expect them to grow substantially.But the main reason I hold Intel is for IFS. IFS - Intel Foundry Services will restore Intel to greatness. Customers are lining up to source from a west

$Microsoft(MSFT)$  Actually MSFT needs to retrace the 2020 lows of 137 so it's technically still way overpriced. Remember the interest rates were ultra-low when MSFT was $137, which means the stock will still be overvalued when it drops to that level again. No worries since the earnings will be so bad in the coming quarters that PE will still be around 20.

$Microvision(MVIS)$ Share price should at least be $30 right now ??I honestly feel like $50-$60 in an acquisition The fact that we sitting at $13.55 right now is a joke $Apple(AAPL)$ is working on Augmented reality glasses and an electric car. They could sure utilize Microvisions miracle display engine and miracle Lidar module thats best in class in terms of form factor, range, resolution and the special ability to detect the velocity of other moving objects. $Microsoft(MSFT)$is literally using our “miracle” display engine in their Hololens 2, which the US government is using a Ruggedized version of in their IVAS program that generated a $21 Billion contract.

(NOT A F/advisor) (I have 65k shares)(Yes, I’m a whalè) I would just like to say that not only is this going to go up IMO. The proof is in the companies that are involved, because there are multiple without the availability to cover the option chain… Obviously this is just another hurricane effect! I will continue to buy at this level, I honestly believe you’d have to be a idiot to be out of this… The truth is in the option chain. I’m not afraid to lose anything, I’m very confident in this trade and I suggest you get in before you miss out on the next 2 months!$Bed Bath & Beyond(BBBY)$

This is a story much greater than just this quarter's results. Siebel and C3 are not taking business from someone else to increase revenues, this is a whole new product and clearly the world (he just got off a plane from Barcelona) is wanting said product.Why would the DOD have $600M in contracts with C3? Why would the EY executive who just signed a deal a few weeks back on London be presenting next week at C3AI transform next week in Boca Raton? Why would Google and AWS be selling C3 products to their customers? Why would their be more customers in the pipeline than C3 has now?While revenue was said to be 30% higher for FY 2025 it will grow exponentially. I can't predict what will happen as shorts (and the institutions holding them who control the market) will do tomorrowand wil not predi

$Shopify(SHOP)$  Does P/E matter...well Yes and No... Waay back in the day I Bought amazon to an split adjusted priced of about $1.70 in early 2000s after the dotcom bubble. Well I didn't keep it because even back then I thought their P/E was too steep. Imagine if I kept it? So P/E is not everything... growth and market penetration is. Plus after all this software development, expansion via that software is essentially free. Of course their are server costs, software revisions, improvements, APIs and others but they have a product that is THERE/complete. They have Delivrr, Affirm and eGlobal abilities so WOW not to much more to add/cost. This company will eventually reap the benefits from all their investments. The consumer is the heart of th

Saw my first R1T in the wild this weekend, about a mile from my house in Northern Virginia. It pulled up next to my RAM 1500 at a light so I was able to size it up. It is a very legit and good looking truck. I talked to the owner during the red light - he was beaming with pride over his purchase. I can't wait to get mine and I think the orders are really going to start piling up as more of them hit the streets and serve as advertising. $Rivian Automotive, Inc.(RIVN)$

Don't you guys get on the bus just because of the trend of Meituan? Wait for 160?Value investing often refers to finding companies that you can understand. What exactly is understanding? In fact, it is possible to roughly estimate the total free cash flow of this enterprise in the future. It seems like it's not complicated at all, just one thing, but it's actually very difficult, really difficult. $Meituan(03690)$

$Kingsoft Cloud Holdings Ltd(KC)$  KC does have a long history of doing business in China. I think their management can eventually deliver. They took advantage of getting dual listing in Hong Kong in late July of 2022, that is complete. They are laser focused on improving margins and verticals. They should continue to catch some more momentum after not hardly catching a single break in 2022.

$Alphabet(GOOG)$  Guys, do you realise that this stock could realistically be selling at $60-$65 at some point this year?I know a lot of you think this is not possible, but it is, this price would still only give it a free cash flow yield of 7%-8%, both Microsoft and Apple have traded at higher yields than this in the last decade and Google looks like it is losing its shine, rightly or wrongly, Mr Market does not care. It is also likely that we are entering a new long term economic environment where stocks naturally trade at lower multiples than they have done in the decade that we have just experienced.If earnings were to continue to decline, this would only make this scenario more likely. All that money in the bank everyone keeps talking ab