$NVIDIA Corp(NVDA)$ $SUPER MICRO COMPUTER INC(SMCI)$ When I bought NVDA in 2012 I was soon mislead by these garbage shorts and I sold. Andrew Left of Citron research bashed it so hard and I was a new investor and I sold. Thank God I bought back and have held since Same here, don't let some short seller scare you from a good long term investment

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.$ZIM Integrated Shipping Services Ltd.(ZIM)$

$Unity Software Inc.(U)$  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.

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. $Lucid Group Inc(LCID)$

$Lucid Group Inc(LCID)$ 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.

$Lucid Group Inc(LCID)$  How can an unprofitable company become more and more profitable? The problem with having a $15 billion market cap when you are producing 10,000 cars a year is that the market has priced in a very rosy future outlook. Right now there are only about two dozen car manufacturers in the world with a market cap of $15 billion. Think about it, Lucid is one of the 25 most valuable car companies in the world, but they only produce 10,000 cars a year and are not expected to meaningfully increase production in 2023. Now tell me that future long-term success isn't reflected in the current share price.

$ASML Holding NV(ASML)$ Many of us are and do not realize that for example if Samsung or other Asian company wants to buy ASML equipment they play trick and delay the orders so that the stock price fall significantly. After it has rrached their goal they buy the shares first and then the equipment.

$Pinduoduo Inc.(PDD)$ 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).

$Unity Software Inc.(U)$ For the second quarter in a row, we kept losing customers. Cash burn is a measure of how long a company can sustain itself before it reaches $0. Cash burn vol = current cash balance / burn rate Clearly, U have 3 more quarters to make up for this loss. So there is no need to be too pessimistic.

$Apple(AAPL)$ I bought my first lot of AAPL 12 years ago. Back then I read similar comment of AAPL’s future. iPhone days are over, iPods are dead etc. Fast forward to today, I read the same. AAPL’s always a buy at a right price. If I were to put all of my money in one stock it would be AAPL.

$Advanced Micro Devices(AMD)$ Would not touch AMD, if you want exposure to this it's a lot safer to get with $Taiwan Semiconductor Manufacturing(TSM)$ TSM, $KLA-Tencor(KLAC)$ KLAC, $ASML Holding NV(ASML)$ ASML, you're not hitching your boat to one specific company. TSM is going to be raising prices which means they make more money and AMD has less profit. AMD is having to discount chips to move them since we're in a cyclical PC downturn. Intel $Intel(INTC)$ is going to get extremely aggressive to claw back market share. there's just no good reason I can t

$Intel(INTC)$  It is very unlikely that Apple will go back to Intel again. I think it is always possible that Apple will test its own chips with some small-volume products first. But if they do (return to Intel), it will be on Apple's terms. So it's not that rosy a picture for Intel either way. That means that valuations can't cover Intel in the future as they did before.

$21Vianet(VNET)$ 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.

$Alphabet(GOOG)$  For those of us in computer science, Google's leadership in AI innovation is obvious. Google has been contributing to AI since before it became a buzzword used by CEOs in earnings calls. Their products are not yet publicly available (remember Lamba?) ), but that doesn't mean they don't exist. Give it time.

$Tesla Motors(TSLA)$ I have being following FSD progress and I think they are preeeetty close to getting it. This has lot of implications and a great catalyst (especially if they can transfer their AI know how to Optimus). Just Buy and hold for next 10 year.

$Tesla Motors(TSLA)$ Interest rate cuts often signal economic concerns and a potential need for more aggressive monetary policy. It's perplexing that this stock is rising given the circumstances. Perhaps there are underlying factors or market sentiment that aren't immediately apparent. IAM short.

$Bed Bath & Beyond(BBBY)$ 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.

$Intel(INTC)$ $Qualcomm(QCOM)$ Intel is a money pit right now, and will stay there until 2028. Why Qualcomm would like to invest in foundry business is beyond me. And considering Qualcomm is itself in chip design business, they have to hive off foundry business completely to integrate Intel. At that point, I don't see how this gets regulatory approval. This <Intel + Qualcomm> baby is dead on arrival.

$Alphabet(GOOG)$ $Apple(AAPL)$ $Microsoft(MSFT)$ The spam in an attempt to influence algorithmic trading on sentiment shows the desperation. The higher rate cut caught then off-guard. Fantastic for tech companies as they prefer to take out loans on lower interest rates than use their cash.

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC has quadrupled in value in the four years since I bought in. Tied for second best stock investment I've made.