$Sea Ltd(SE)$ amount of competition in Asia is intense. Being a Southeast Asia powerhouse, eroding margins and pricing wars are huge concerns not to be belittled. Investors tend to paint a rosy picture of the company using its gaming platform for leverage, nonethelss wouldnt be too optimistic abt this.
$SUPER MICRO COMPUTER INC(SMCI)$ agree. Theres a reason why previous auditor gave up million dollar contract to quit being their auditor, says alot. Overall, still requires approval. Definite volatile..
Super Micro Stock Extends Gains, up 47% in Overnight Trading as It Files Plan With Nasdaq to Stay Listed
$MEITUAN-W(03690)$ i think people just underestimate the profitability of meituan in the long run. Eroding margins and more surveiliance from CCP are ongoing risks in the long term which people are unaware of.
$Tesla Motors(TSLA)$ Honestly speaking, the current price is just way over valued and any market pullback, Tesla would be the first few to go. Just pure momentum play.
$NVIDIA Corp(NVDA)$ people start to realise its getting tougher for nvidia to achieve this earnings rate. I mean yes its the market leader but dont mean competitors aint catching up. Signs of margin erosion...