$Meta Platforms, Inc.(META)$ When any company is overvalued by 45% it puts a lot of pressure to justify the share price with the forward looking guidance.If the guidance is not there then expect a 20% haircut in price,it's still not a 45% drop but it's more in line with the future growth,if any.For now we have to wait and see if $500 holds.

$SoFi Technologies Inc.(SOFI)$ Higher highs and higher lows… we’re in superb shape going in. I think tomorrow will be high volume but am thinking they keep it under 11.00 due to options. (Although recently they fooled us twice and paid the line…). GLTA

$HSI(HSI)$ There's no such thing as surprises; I'm always online, rehearsing all the scenarios, so don't casually attribute market declines to any random reason, like arbitrary fights or random essays. No wonder you're losing money, spending all day on such trivial matters. Some things are just for show; you should judge them in conjunction with the actual market situation.In my domain, there are no accidents, no surprises—only expected rehearsals. After hitting 3154 today, it will turn back, as I've already publicly stated this morning, and it has little to do with anything else because I want it to turn back, it must rebound!

$Taiwan Semiconductor Manufacturing(TSM)$ Q3 revenue was within my estimated range, but I didn't anticipate that the gross margin would reach 58% and the net profit margin would be 43%. Initially, I thought that with the transition to 3nm process technology, the margin would still look ugly for a while, and I was hoping for a sequential improvement, but the results this time beat the year-over-year comparison. In addition to this, the increase in capacity and the value of the products are both A+. The 3nm process technology has already accounted for 20% of the revenue from the 7nm and below process technologies (compared to 6% last year at the same time).It seems that TSMC's transition to the 3nm process is going smoothly

$Fangdd Network Group(DUO)$ It seems my understanding of the real estate situation this time was somewhat off the mark!The state is determined to revive the real estate market. This time around, it was essentially a complete bottom-fishing in real estate, the true bottom. However, due to the lessons of the past year, and the path dependence on the Hong Kong stock market real estate bottom-fishing from the year before, the losses were too severe last year. As a result, I've been selling my real estate stocks gradually! Fangdd on U.S. stocks was the first one with a relatively large proportion and at a low position, but I sold it the night I saw it pull back. Sigh, the first time it got close to a 5-fold increase, I was stil

$Alibaba(BABA)$ I said it before and will say it again. BABA stock pays dividend. So the more the stock falls the more dividend you can earn per $1000 invested. The key is not to invest all in, keep more cash in hand. I believe the new stimulus rule requires profitable companies to issue more dividend. So be patient if you are already invested. Be ready to add if wall street makes it even cheaper. Simple and relaxed way to invest.

$Palantir Technologies Inc.(PLTR)$ $41 puts for this Friday...watch and learn! The market will crash on Thursday with retail sales and jobs data. Palantir will go sub $35 after ER and sub $30 by 12/31. Still, amazing year for an overvalued company.

$SoundHound AI Inc(SOUN)$ The extra 20 million shares were carryover FTD from last friday that were dark pooled. They covered until noon to get them off their books then shorted them right back down again. There was never news. It's the games they play. If you get 9%+ in a day, sell out then buy back in friday. You'll see why.

$Micron Technology(MU)$ Holding the gains again is great news! We need volume though. MU isn't attractive and maybe is considered boring to the general markets, but I think that will change if they can get another great earnings under their belt.

$MEITUAN-W(03690)$ Optimistic about Meituan's continued rise, the Q3 performance should be good, and the progress in reducing losses from new businesses may be even better. The hotel business plus the divine membership system should boost transaction patterns and volume. It's not a problem for Meituan to earn 60 billion in a year, with low capital expenditures, and it has entered the stage of net cash flow creation. With a valuation of 35 times for 600 billion, reaching 2 trillion is not a problem.

$CrowdStrike Holdings, Inc.(CRWD)$ The company's high valuation is puzzling; its forward PE ratio is in the hundreds, yet its growth curve seems to be some distance away from the top tier, and its revenue growth is not as impressive as $NVIDIA Corp(NVDA)$ .Understanding the bug that caused the global outage, it was due to a C++ pointer accessing an illegal memory area of 0x00000000. Since this code runs at the driver level, fixing it is exceptionally challenging. I discussed with several senior engineers, and initially, everyone unanimously questioned the strictness of pre-release reviews for such critical software and the automation of background updates. Later, some pointed out

$Apple(AAPL)$ It seems that in the high-end smartphone market, there haven't been any blockbuster flat-screen models that have captured people's attention with their stunning appeal. On the other hand, most of this year's hit models are foldable phones. Therefore, there is potential for positive developments in the direction of foldable screens, especially with Apple expected to release its foldable phone in the first quarter of next year.

$.IXIC(.IXIC)$ The A-share market has now stabilized, and it seems that the main force that previously speculated on the Nasdaq index has left. The main force that was driving up the market by 2 percentage points every day for the past two days seems to have disappeared.

$Tesla Motors(TSLA)$ Robotaxi should be leather 4 seaters with recliner-included seats, individual snack holders, drink holders, wireless charging stations and a connection to a streaming service on that middle screen. The roof should be a variety of see-through for night drives, blacked out for privacy / movies and ambient for music / reading / looking out the window. A choice of tinted or clear.Choosing a 2 seater was a miss in my opinion. If driving truly isn’t a concern for the driver then absolute comfort should be, with the option to close out the environment if you prefer.Long distance in luxury was not the goal it seems.

$Direxion Daily TSLA Bull 2X Shares(TSLL)$ This order has always been there, as it's set to expire in 25 years, and I've added to the position in between. Recently, I've closed most of the position. Locking in profits is secondary; the main reason is that it's already far in the money, and liquidity will continue to worsen. The current hype is too high, and implied volatility (iv) is also high. I'll wait and continue to buy far-dated put options starting from strike 6.

$SSE Comp(000001.SH)$ The panic from Friday has pretty much been vented out. Today's final drop was a buying opportunity. This morning, when the media stock I was watching opened and then dropped, I didn't sell because I was waiting for tomorrow. But right before noon, when it closed, I accidentally sold it by mistake—intending to sell another stock but failing to change the ticker. It ended up being locked in and I couldn't get back in, so that's that. Currently, the military and Hongmeng (HarmonyOS) sectors are quite strong, but it's not easy to get in. The overall market is likely to retreat once it reaches 3300 points. I'll wait and see how it goes then.

$Celsius Holdings, Inc.(CELH)$ This is a text book pump and dump. Nothing material within the reporting that changed to warrant a reversal of downtrend. So, it got pumped. Is it true the ceo sold at 30 recently? Could someone fact check that for the board please. Thanks.

$Microsoft(MSFT)$ MSFT profit margin 36%; operating margin 43%; return on equity 37%; quarterly revenue growth rate 15.3%; operating cash flow $118.6B. Levered free cash flow $56.71B. All other financial parameters are excellent

$Trump Media & Technology(DJT)$ This stock is likely to surge to over 100. Trump is expected to win in 2024, and the betting markets also favor Trump's chances, along with polls, recent lawsuits, and the overall current environment in the USA, which are all positive for Trump.

$Amazon.com(AMZN)$ Amazon is NOT about low prices. You can generally order something in two or three clicks instead of four or five clicks. Are you really willing to waste 30 seconds just to save 50 or $100?