@nomadic_m:22 may $NVIDIA Corp(NVDA)$ earnings!!! I have been checking newsfeed the WHOLE day on Nvidia's earnings. ZILCH! after a glass of red 🍷 (ok, I lied, maybe 🍷🍷🍷), I finally realised that hey, I live in NZ!!! it is almost the end of 22 may here, and maybe Jensen Huang is only waking up now & putting on his black leather jacket! 🤦🤦🤦

@SPACE ROCKET:$Tesla Motors(TSLA)$  Not into Tesla, but if I were, I'D TAKE PROFITS AND RUN FOR THE HILLS!! Good luck to those intending to hold 😎🥳

@zookie:$Alibaba(BABA)$ $PDD Holdings Inc(PDD)$ $JD.com(JD)$ you can do a relative valuation to their biggest competitors in China namely PDD and JD and it's so obvious BABA is a triple.For PDD they are the same market cap as BABA but have half the cash flow so on their valuation BABA is a double (I don't trust PDD numbers eithers won't get into that and assuming all being equal).For JD, they make 2.5B in EBITDA (I prefer that to their cash flow which is less accurate) whereas BABA is 20B cash flow. So on JD valuation of real operating income, JD is currently at 40B and making 1/10 of the cash flow BABA is so BABA would be valued 400B (again can de

@JulianAlerander:$Broadcom(AVGO)$ $NVIDIA Corp(NVDA)$ Definitely not selling any NVIDIA. I’m still working my way through Broadcom. As far as I can assess, my case for Broadcom is like going to a bar and ordering two of the same cocktail. Both are great and apparently the same, but oje might have a bit more zing to it than the other. Trying to differentiate which is best is still seeming very abstract like that, but I can sort of see why Pelosi might be loading $5 million in options on Broadcom vs adding $1.7 million shares to her NVDA.