Understanding where true conviction lies is key to any form of investment. Cathie has a view of how innovation translates into real dollars in the future. She invests with that in mind. We must remember however about investment cycles, rate cuts from the Fed and liquidity drives the markets, more so for growth stocks. So in the next few quarters, I expect her portfolio to beat out folks like Buffett, Monish, Bill Ackman. When money is cheaper to borrow, and the market is awash with liquidity, the market will pile into the future. Her star picks will start to pick up very quickly again. The only problem with the last 4 years since the Fed raised rates, is picking of winners as these growth tickers go down by many multiples. Therein lies conviction, that as these valuations get compressed, y

$WUXI APPTEC(02359)$  institutions are going long and yet we have nearly 40% short selling ratio and each time it happens, Wuxi Apptec makes a 52 week high. Dumbass short sellers are everywhere. We should gather these clowns into a ship and ship them to N Korea. 

$Apple(AAPL)$  Apple's pivot to use AI chatbots is a confirmation its internal R&D has failed to deliver. Instead of hiring aggressively to build out its own AI that is unique to its ecosystem, it has opted to use the market. Yes, existing LLM can be developed. But for a tech giant like Apple missing the point after all these lost decades after Jobs? I think Cook is cooked. 

$Tesla Motors(TSLA)$  it doesn't matter if Elon doubles production. It matters if there are takers and buyers. Overcapacity to flood the market and force prices down eats into profits. With the negative sentiment about him and people not wanting to buy Tesla cars - bodes poorly for the stock. I am interested to buy Tesla stock - only under $100. I think an engineered recession is likely to take us there. 

Been a while since I contributed. Before we go all bullish or bearish or pigish, or apeish, let's call these two charts to attention. First is bankruptcy filings which have already soared To GFC levels. The economy has fractured. It just takes time to be realised by the market. Typically a lag before it shows.  Next, we have the S&P500. 7 of the top stocks in this basket are responsible for a 50% push. The rest of the 493 are nearly flat for the year. The Wall Street phrase goes - when the generals lead but the soldiers don't follow, beware.  The Fed has no choice but to hike more as energy prices are just too high. The only way to bring down prices is to hike till demand is starved off. Something will fracture. If not this quarter, perhaps the next.  The yield curve inv

JPY making a bullish move, if it breaches 129.5, it will target 126.45 to the USD before making a decision.

$SoFi Technologies Inc.(SOFI)$back in $SOFI. Good discount, given the excellent results.