$Snowflake(SNOW)$ The high reputation is based on Slotman's track record. He has done well in this environment, increased his customer base, paid a stock dividend to retain quality employees, made money and certainly needs high numbers in this market. However, I have faith in the future of the company and will probably drop the average soon. There are too many big investors investing in this man. The $80 price people are talking about is if these big investors abandon ship. I don't think that will happen. If management is trusted, people like Warren Buffett will increase their positions. In a very short time, we will know. It is a very good company and so far it has not fallen due to growth. And there are still a lot

$Sea Ltd(SE)$  Many people are being deprived of their hard earned money by analysts who like to take the 'long view'. For me, Sea Limited is an emerging market play and I think it should do well in the next few years. They seem to be more focused on profitability than Amazon. For those of you buying now at today's prices, buy a little more when the market pulls back. Be patient and see how this stock should really mature to its valuation in 2025.BTW, the bankers expect the company to post a final loss in 2024 and then make a profit of $1.1 billion in 2025.

$First Republic Bank(FRC)$ They are talking about bond holders being wiped out and you think Prefs are safe?Never go too much against Mr. market.

Alexa doesn't even qualify for "artificial stupid" much less AI. It has actually become increasingly annoying to the point that I am thinking of getting rid of my devices.$Microsoft(MSFT)$

$Bank of America(BAC)$ First of all, anyone who sells derivatives to hedge against interest rate rises gets a premium for it, just like a homeowner insurance policy requires a premium paid to the insurance company, regardless if any claims are ever made. So the profitability of an insurance company depends on whether they correctly priced the cost of that insurance to those who purchased it. So any losses are at least partially offset by the amount charged for the insurance. Even if BAC has 30% of the interest rate derivatives market, doesn't necessarily mean that they have a big exposure to rate hikes, unless you think they were swimming naked on those derivatives.

$Faraday Future(FFIE)$ I'll grant some people that - it's one of the worst companies from an investment perspective. They got $1 billion from investors and it's a guess as to how much of that money is still there. After reading some information, I think the company probably has no value and the stock should be sold at any price. That's just my opinion. Do your own research and investigation.

$Coinbase Global, Inc.(COIN)$ I've been a CoinBase customer for 4 years but this is my first time posting. One thing that the crypto community is known for by outsiders is that there is a "cult-like" following for many crypto leaders/companies. For example before their downfall, everybody worshipped Do Kwon, the founders of Celsius and FTX. I don't see that in CoinBase especially in this app. The atmosphere in here seems pretty calm and the mods are not Nazis in some of the other crypto forum. Am I wrong? I'm not trying to start a fight or anything. This is what I've been noticing.

Warren Buffett famously said: "Be fearful when others are greedy, and be greedy when others are fearful."I think this sentence is easy to say, but it is not easy to do.I think we should prepare for the worst before we start investing, so that we can face losses calmly. When losses occur, we may lose our footing, so good risk management is very important. My account losses continue to expand, what should I do?Whether it is a bear market or a bull market, there is a lot of noise in the market, and we should try to avoid over-reliance on this information.Use some rational thinking methods, such as fundamental analysis of stocks and analysis of technical indicators to choose stocks.

IV, or Implied Volatility, is a critical parameter in option pricing models, representing the market's expectation of future volatility in the underlying asset. Unlike historical price data, IV is inferred from option market prices. Therefore, IV reflects current market conditions and participants' expectations, providing valuable insights into market volatility.High IV indicates a market expectation of significant future price fluctuations, implying higher risk and uncertainty, while low IV suggests a market expectation of smaller price fluctuations, indicating relative stability.

$ZIM Integrated Shipping Services Ltd.(ZIM)$ Their website doesn’t offer much. Is it a third party type of deal where they connect you to container companies? If so they could avoid a lot of the true downsides of the industry and pass any increased costs onto customers pretty well. Or do they own their own containers and vessels? If so, they can’t escape the realities of the global economy forever no matter how well they execute. I’m with one of the absolute monsters of the industry with over 700 cargo vessels operating and annual revenues of over $80BN; Like I said, outside of here and CNBC, I’ve literally never heard of them.

$Stitch Fix Inc.(SFIX)$  Stitch fix is currently competing with inflation, not with other companies. The companies that seem to be doing well or okay are doing discounts to get sales when they have none or very few sales. All the CEOs are allegedly terrible and have concerns about inventory. Also, you can throw in what people say about freestyle. According to my calculations, the business should be something like 15% in 2023.

$Silvergate Capital(SI)$ the whole regional banking sector, the crypto sector, entire sectors are under fed investigation lol. Seeing as how SI didn't need a bailout, I'd say KKR would find Silvergate as possibly the most responsible and well managed bank in a sea of unhedged, wild west buckaroos right now.

Summary Microsoft's valuations appear to be reasonable following a comparison of the stock's key metrics with its FAANGM peers. MSFT's pros or investment merits like revenue predictability and Azure's growth potential do stand out; but I am wary of cons or risks like competitive threats and weaker-than-expected profitability. $Microsoft(MSFT)$ forward P/E valuation is right in the middle of the pack when compared to its FAANGM peers. This appears to be aligned with expectations that MSFT's forward two fiscal years revenue growth is ranked fourth in this group of six companies. On the flip side, MSFT's forward Enterprise Value-to-Revenue and EV/EBITDA multiples are the most expensive and the second most expensive in the peer group, respectively. But M

CrowdStrike Holdings is clearly a leader in cyber security, but investors continue to pay too high a price for slowing growth. Once growth officially slows below 33% in FY24, the stock is unlikely to trade at a higher valuation for more than a year from now. The risk remains to the downside, with any hiccups in the business causing the stock to fall sharply while providing limited upside, so that is exactly why CrowdStrike Holdings, Inc. has not rebounded on another earnings beat. $CrowdStrike Holdings, Inc.(CRWD)$

Key Points Tech company $Grab Holdings(GRAB)$ went public in December and promptly fell on its face. The holding company is dealing with strict pandemic-related lockdowns in Southeast Asia. Its dominant market share in its core business could make it an eventual winner. A company sometimes struggles due to things that are out of its control. If you can tell the difference between a broken stock and a broken company, buying stock in an entity hit with temporary setbacks can reward a patient investor. Southeast Asian tech companyGrab Holdings(NASDAQ:GRAB)might fall into this category. In December, the super-app developer went public via a special purpose acquisition company (SPAC). In the month since its stock price has fallen more than 40%. Investors

Tech-company $Palantir Technologies Inc.(PLTR)$ has been a popular stock with retail investors. However, it's been struggling of late. Investors also need to go back to Fall 2020 for the last time it was trading this low -- at less than $19 a share. For long-term investors, there's plenty to like about Palantir. The business serves multiple industries, providing data and analytics solutions for defense, automotive, and many other sectors. Palantir projects that its revenue will rise at a rate of 40% this year to more than $1.5 billion. And over the next four years, the company doesn't expect that to slow down by much and expects annual growth during that time of at least 30%. The data-oriented company has been winning over customers at a rapid rate,

$Pinduoduo Inc.(PDD)$ We should go read what the Chinese developers are saying. it basically gives PDD the ability to take over a user's phone. they can do things like deliver ads, download other apps, etc. all which can spoof data. exactly what Cheetah Mobile (fraud) was doing, and there is overlap.

As we head into 2022, there’s reason to believe that the worst may finally be over for Chinese e-commerce giant $Alibaba(BABA)$ $Alibaba(09988)$ stock. After abruising year in which Alibaba was subjected to numerous punishments by Chinese authorities, including a record $2.8 billionantitrust fine, it looks like the company is starting to get out from under the thumb of regulators. This is good news for shareholders who have held onto BABA stock and watched it decline 50% during 2021. Cheap at Current Levels Analysts say the low valuation makes taking a position in BABA stock worth it. This is despite the risks posed by the Chinese government’s ongoing crackdown on publicly listed companies, particula

$Taiwan Semiconductor Manufacturing(TSM)$ The bearishness is definitely due to geopolitical risks ...... very real, very serious and very intense geopolitical risks. But mainly because this industry, like some others, is entirely propped up by pandemic-induced margins. Those days are over and the indicators are falling back to a normal range.