$SUPER MICRO COMPUTER INC(SMCI)$ FYI MU $Micron Technology(MU)$ earnings call is tomorrow the stock is worth watching because if it goes according to plan this will be a catalyst to the upside for SMCI, most likely the company will surpass target price for this quarter!!!

$NIO Inc.(NIO)$ Real investors see opportunities buying stocks at silly prices from time to time.As an investor for over 40 years, NIO at 6-7 is one of life time opportunity to consider. NIO has the right management up top, unique technology, very appealing product line. None, that is one of the EV companies is close, big brands are watching and debating how to team up with the best in the EV before. MENA news is huge, I am thinking TATA can be a nice partner next !! Sitting back, getting ready for one an awesome ride !!

$Silvergate Capital(SI)$ We have seen some stabilization the past three sessions. While Thursday, March 9 short volume made up 59% of the total, by today it was down to 30%, 39% and 34% the in-between days. But that wasn't enough to raise the price at close (however the last three trading days have all seen green opens and/or intraday trades as high as $3.59, today opened in the $2.80s).It seems a corner has been turned as lower prices cannot continue to be sustained with the current percentage of short volume. Retail traders may see $SI as a hot play.

$First Republic Bank(FRC)$ It's only been a couple weeks, most people probably haven't gone and opened a new account elsewhere and changed over all their online banking, auto debits, bill pays, ordered new checks, etc. Even more pain involved for business accounts with ACH payroll and such. To the extent that money is sitting in higher yield accounts or brokerage money markets some of it may be gone unless the bank can compete on yield (given its new cost of funds, doubtful). But a considerable amount of core deposits could come back if people believe the bank has stabilized and want the convenience of using their existing FRC account.

$Faraday Future Intelligent Electric Inc.(FFIE)$  FF plans to hold a special meeting for its shareholders at the end of this month to announce plans to issue an additional 50 million to existing shareholders, which means we are already over 700 million! That's enough money to push this baby to the moon.

$NIO Inc.(NIO)$ I can see the bearish guys trying hard to put lots fear so weak hand sells ,but anyone looking at chart sees that this thing will move towards 10$ within few months, day traders which try to gamble better be careful. I buy on weaknesses and Will hold since I already see what will happen in a few months.

$Sea Ltd(SE)$  I am now a little stuck with 30% of my core holdings wrapped up in SE. 2022 is a real loser in many ways, but at least some of it has started to show some bounce. I'm still waiting for SE to bounce back. For me, Sea Limited remains the best contrarian investment opportunity for an ecommerce leader.

$Meta Platforms, Inc.(META)$  We have already seen FB acquire Instagram and make it into a fantastic money tree with more growth to come. FB acquired Whatsapp, one of the dominant chat apps in the world at the moment.It may be worth looking at least 2-3 years into the future, beyond the current potential recession etc. to assess whether Meta is considered worthy of continued investment ...... Answers may vary based on different investors' views and risk tolerance etc.

$Bilibili Inc.(BILI)$  BILI is valued higher than IQ, probably due to the former's higher expected revenue growth rate and more diversified revenue streams. I have always felt that IQ is undervalued, but is BILI overvalued? BILI is expected to be close to break even by 2024. The so-called YouTube of China is trading at a fraction of the price of GOOGLE. I am not sure about the implied valuation of YouTube, but BILI also has a gaming business, and the market in China and Korea is one of great potential.

$Taiwan Semiconductor Manufacturing(TSM)$  Future Intel foundries will not get business critical designs from AMD or Nvidia for fear of information leaking to Intel's design group. AMD went to Samsung and ended up going back to TSMC in disgrace because Samsung could not execute high level technology, so TSMC remains the leader in the semiconductor industry. Now the question is where to put the money. ASML takes TSMC, TSMC takes AMD, Nvidia and others. Then TSM has the advantage of winning AMD and Nvidia customers by the way. Who makes the most money in the next semiconductor cycle? What is the safest bet? In my opinion, TSMC is certainly the best answer.

$CrowdStrike Holdings, Inc.(CRWD)$  CRWD has moved from runaway growth to profitable growth. Under recycling revenue, CRWD must provide valuable services and products to its customers. And now in a very healthy financial position, with plenty of cash and minimal debt, look for it to reverse its woes.

$Coinbase Global, Inc.(COIN)$  Coinbase may file for bankruptcy because they are losing money on their fiat cryptocurrencies (non-bitcoin cryptocurrencies). If Coinbase files for bankruptcy, all their bitcoin holders could lose all their bitcoins. nft and hundreds of other cryptocurrency scams would be eliminated and bitcoin would triumph. If Coinbase files for bankruptcy, will I lose all the virtual coins I have in my position?

$Bilibili Inc.(BILI)$ I'm not smart enough either. I also like PDD, TCOM, LI and XPEV. I think I need to reduce my China exposure overall, but I will do more due diligence on BILI. I really like the near-term prospects for Chinese equities. And the storm in the banking sector is not spilling over into China right now, which is where my confidence is coming from these days.

they sold 7 more to UNC and probably will sell most of the 6000 order this year. As I understand it, these sales were part of the 6000 order from RM. if MULN gets more firm orders then the stock will have an epic short squeeze. This is where their new but highly experienced people come into play. (I am long MULN) $Mullen Automotive(MULN)$

$Alibaba(BABA)$ If the big boys want to drive the price lower, they will. That's what is happening with BABA, the same way is happening with a fradulent company like DJT $Trump Media & Technology(DJT)$ .That's how the game is played, like it or not. All I care is BABA's earnings and fiscal stimulus from the government. That's what will ultimately drive the company, the same way monetary stimulus did before manipulation jumped in.

$PayPal(PYPL)$ I have no idea if PayPal's sudden closing of accounts for what appears to be 'woke' reasons is affecting their growth, but I moved away from PayPal when it happened to me.

$Troika Media Group Inc.(TRKA)$ I averaged down some more around .25. Started at .28, avg up to about .44, back down to .34. have added over 10X to my original position. If I can figure out how to transfer around and sell crypto, will add 50-100k shares. will see how I feel and where price is at the time (was given to me as payment for labor, so just created a wallet to transfer to me. don't know how to sell it

$Amazon.com(AMZN)$ With Amazon trading at only 22x next year's estimates, Amazon is actually cheaper than WalMart (28x). They are just now realizing the payoff from the build out of their infrastructure in recent years, demand for cloud services is continuing to grow, streaming is growing, and prime is a good source of revenue and makes their customers stickier than on other platforms.Even if their earnings growth slows to mid teens for the next several years from the 20%+ they see now, that means they are trading at about 11x what their earnings will be in 5 years. This seems like a bargain to me.

$Pinduoduo Inc.(PDD)$ The Common Wealth Policy allows PDD donations to increase the purchasing power of consumers as education and healthcare become cheaper. As a result, consumers have more wealth to deploy, and much of that wealth goes straight back to these companies. It is positive for Chinese companies that the population has more wealth, especially the middle and upper middle classes. It is therefore not all bad news, as it is essentially a tax that benefits consumers. There is just one important point to consider while decrying the common wealth.

$Marathon Digital Holdings Inc(MARA)$ How much do you think the gold mining companies were making/ worth during the gold rush? Cuz I think the bitcoin rush is about to rly start and we are just at the bottom. I sold off in the low 30s and just bought back in but long term I see this stock passing 80 easily. it‘s by far the largest and fastest accumulating miner out there. I guess it will recover a bit more until the end of the year when bitty starts to recover and scarcity on exchanges increases price.