Roku to streaming services is like Shopify to online shopping....so it is next on my radar...Alphabet probably will not see high growth but Disnye has been willing to explore, like buying Marvel studios, going to streaming and releasing new movies on Disney+ same time as theatre release...

Good time to buy in NIO...my target entry $36...

Missed this boat...but the stock may go even higher when the gaming division of Netflix kicks off...of course, after that will depend on the gaming division's success, but until then...

Zogenix would be my choice since Moderna's price is sky high...And the bonus us any downside will be minimal since the price js low, but potential upside will be tremendous...

Not a good buy for me...

NIO will be good in mid term for their 

Hope there will not be any casualties from Ida...

What I dun like about Snowflake is that they depend on cloud services from Amazon and Microsoft...what Snowflake would need is their own cloud infrastructure and more value add service...

Bought Nautilus to try out insider updates...looks most promising of the 3 stocks...

Baidu investing in AI is a very good strategy, and should be a good buy for mid term...

Good day for investors!

This is a great article! A good overview and a detailed breakdown into the opportunities and concerns. Only TSMC and Nvidia has been in my scope of this list. Looks like I have more homework to do..

Nope...it is lagging in design and manufacturing capabilities to its competitors...

Microsoft is growing in cloud and integration of its software would bring more benefits in the long term...as long as Amazon doesn't come up with its own productivity suite! Lol

Brk is for long term, so if they sell might be due to?..1) free up cash for other growth stock2) outlook for these companies doesn't look good3) intending to buy into a competitor? But not likely4) the segment for these companies don't look good? But pharma is hard to go wrong even for rare diseases...