limzihao03
limzihao03
just an analyst
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avatarlimzihao03
11-19 16:44
$SUPER MICRO COMPUTER INC(SMCI)$  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
$Sea Ltd(SE)$  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. 
$MEITUAN-W(03690)$  no upside and totally retail driven stock. Gradually gonna revert to its pre-rally period and people are gonna get burn... 
$BioNTech SE(BNTX)$  without vaccine tailwind, Oncology pipelines are still too far to realise. Technically burning cash consistently. 
$Netflix(NFLX)$  highly correlated to spx. Definitely a stock that falls amidst a drawdown.
$MEITUAN-W(03690)$  monday gonna fall. People tend to realise the current magnitude of stimulus is just insufficient to trigger the revival. 
$MEITUAN-W(03690)$  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. 
$MEITUAN-W(03690)$  reached the lowest low as expected. Gonna turn longs given the attractive entry. 
$SUPER MICRO COMPUTER INC(SMCI)$  definitely buy at the lowest and a long term play
avatarlimzihao03
2020-11-06
Shouldnt u be worried?? If btc drops, does it mean company value will drop tandemly? I am definitely taking my gains and leave
MicroStrategy Purchases 27,200 BTC and Now Holds 279,420 BTC with BTC Yield of 26.4% YTD
Insiders selling off is a blatant warning sign.. what is there to buy and hold?? Lol
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$MEITUAN-W(03690)$  breached resistance pt and struggling around 179 180. Nt to forget the lowest low was 168 during this period. Pretty certain ths time is different. 
$MEITUAN-W(03690)$  reached a lvl ideal to short.... 
$MEITUAN-W(03690)$  dont think so especially with Trump. 
People are underestimating how much deficit China is and the underwhelming degree of stimulus. The basic unit constructing the economy are property, industrials etc but there hasnt been any concrete relays. It will definitely be a long journey....
Not really... few headwinds coming off. Increasing ecommerce biz and EU regulation uncertainty are haunting PDD. News of exceeding retail expectations could be a hoax.. whats new with China falsifying info just to boost market. Not a surprise..
PDD: Shop Until You Drop
Probably a short rallt afterwards. The fact that how people rushed in after news indicates how bullish people are with china and hk stocks. Theres still some value to it.... 

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