RIVN still needs bit more sideways. missed entry early december. bought some today. smaller starter size. tight stop under todays low. Will add size if breakouts with volume above 25. $Rivian Automotive, Inc.(RIVN)$

So, the overall market gave up all the gains from yesterday's misguided rally. How long will it take Nike to do this? I give it a month or so, tops. Also, I noticed a stronger correlation with some "new" meme stocks like Netflix today, but sooner or later, everybody faces the music. Just look at AMC and GME... admittedly, at least NKE has actual products unlike those two, but I'm talking here about returning to real valuations and not staying in bubble territory. Buying puts with a target price that's 10-15% lower than the current price with a February-March horizon should net at least a 10x increase... $耐克(NKE)$

$Alphabet(GOOG)$ I think Google is a great company. However I would personally enter at much lower price. Ideally after change of management, new decisive product strategy for the next 10 years and significant optimisation of current headcount. At the moment the company is victim of its' own success.

$21Vianet(VNET)$ The management has been suppressing the share price so that the privatization price can be lowered. The news of this team was too much to bear.We are still looking at a privatization price of 8.1, so 6.5 is reasonable.

$Micron Technology(MU)$ doesn't matter for the short term. the FUD has been put in place and MU trades down on FUD. big boys just need to get the snowball rolling down and create the appearance of (china review) related fear.let's see if $57 holds during the upcoming S&P pullback.

$Pinduoduo Inc.(PDD)$ Country concentration risk is quite high, only 4 million target customers in the US, the others are all in the PRC, delivered by a PRC company using PRC tech and PRC platforms. No dividend, no share buy-backs, so exactly how are foreign shareholders going to extract value from their shareholdings if they buy? And that's before assessing the underlying profitability of an e-commerce model with paper-thin margins which in many cases has yet to return a profit (Shein, Shopee, Tokepedia etc).

$Taiwan Semiconductor Manufacturing(TSM)$ Selling out of TSM or Hon Hai while still being long other equities, that’s just silly. Whatever happened to TSM, happens to Apple, NVDA, AMD, Qcom, etc. Ie. The economy. Ie. The world.

$Bed Bath & Beyond(BBBY)$ Though I will say, if you thought it was fairly valued at $4 two months ago, I guess one would think it is a discount now. But of course, more dilution coming, so market anticipates that, too. Only time I see BBBY on Twitter is when Zero Hedge posts an article about it, and it is usually "Bed, Bloodbath and Beyond" or "Bed, Bath and Beyond Belief". Never really cross paths with the true believers of the equity.

$Intel(INTC)$ I am primarily invested in $INTC for the long play on the turnaround story, but I also see it is an important hedge on a China-Taiwan conflict. Semi prices will surge and there will be a premium for supply outside the conflict zone.

$Lucid Group Inc(LCID)$ Actually, Lucid has just as much upside potential, if not more. Tesla has stumbled many times along the way to profitability, and continues to be plagued by quality and safety issues. Many will not touch a Tesla because of this, and Musk's association with the brand. Whereas, Lucid is widely considered to be the best EV-maker in the world, and much more cautious releasing its cars so as not to get the same tainted branding.

Supply of ships will increase even more. Rates will probably climb to around break even. However Some companies such as ZIM will have higher expenses, from charters signed over the last two years, that are higher than the ships they replace.I'd rather depend on the lessons learned from years of studying shipping, rather than hopes and prayers or whatever it is that makes you think overcapacity in shipping sectors doesn't drive down rates.$ZIM Integrated Shipping Services Ltd.(ZIM)$

A classic throwing out the baby (Schwab) with the bath water (regional bank run panic). Schwab will recover. I bought 6/16 calls @ $60. $Charles Schwab(SCHW)$

$S&P Biotech Bull 3X Shares(LABU)$ People can say LABU is risky, but it's the only thing I've consistently made money on (along with PILL). Wait until it gets back to all time highs or even higher. Patience of steel will be a virtue.

$Meta Platforms, Inc.(META)$ META is complete and utter risky. But Zach is such a genius!!!' Let's celebrate more firings and share buybacks together ...... Really solid company.

Lucid sales show that it is not one of the alternatives that people are really interested in. I think they make too many cars, temper them with lower prices and they'll have a bigger addressable market and better sales. The problem with startups is that they don't have much time to get people's attention before they move on to other shiny things. $Lucid Group Inc(LCID)$

$Dollar General(DG)$ Disappointingly, DG was dragging my portfolio down. I exited and shifted my discount-retail allocation to AI stocks.

$PacWest Bancorp(PACW)$ This is not a typical short squeeze! But while everyone is shorting $WAL and $PACW, I am looking for a bottom and reaping profits on the way up. Good luck to everyone in these uncertain times

$Unity Software Inc.(U)$  Unity is diluting their shares massively and that is a problem. The company is guiding for full year 2023 earnings which I hope means it will slow down this year. I also believe they will need to release some of the management fees they get from ironSource. They are hoping to use that to make up for some of the dilution - but strangely they have timed it to be before they achieve profitability.

$EUDA Health Holdings Limited(EUDA)$ A total demon stock. Although the company is not yet profitable, it has become a casino for financing clients. The industry of medical information technology will always be limited by the fact that there is no way to physically examine patients.

$Rivian Automotive, Inc.(RIVN)$  Management's report is full of lies and ongoing mismanagement ..... ...Scaringe should be held criminally accountable like so many other CEOs. They have no shame in taking huge salaries, lying to investors and cashing in as insiders and their banking partners.