$NVIDIA Corp(NVDA)$ $SUPER MICRO COMPUTER INC(SMCI)$ 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.

$EUDA Health Holdings Limited(EUDA)$ 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.

$Unity Software Inc.(U)$ 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.

$ASML Holding NV(ASML)$ 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.

$Apple(AAPL)$ 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.