$Tesla Motors(TSLA)$ an exit above $200 is a god given exit opp...after the abysmal Tesla earnings, post NVDIA earnings sell off and tomorrows jobless claims (most likely to be higher given all the revisions to upside lately) this stock is gonna open below $200

$Salesforce.com(CRM)$ Klarna news is big deal. They no longer need Saleforce or Workday. AI makes these providers a net loser because their functions can be replaced with AI related functions that are much cheaper. I am surprised CRM isn't down more than 5% on this news. Klarna cannot be the only one removing CRM.

$Alphabet(GOOG)$ A good example of what happens to greedy investors is Abercrombie and Fitch.It went up 400% in one year but look at it now dare you.Investors thought it would rise forever.Sound familiar ?Also lots of other retailers tanking this am.Foot locker, PVH maker of hilfiger and Calvin Klein.Bath and body works etc Temu fell 29% yesterday.William sonoma and Urban outfitters last week.Think it has nothing to do with goog ?Consumer is 70% of the economy and goog makes almost all of it's earnings via ads.

$XPeng Inc.(XPEV)$ The world is a big place. Why are people so naïve to think that we’ve got the only economy in the world. Yes, we are a major player in this world, but we’re not the only ones. And my honest opinion, China will be taking the lead as the world strongest economy. They have all the manufacturing jobs and they have everything lined up for them to be the next superpower. I’m just riding the coattails in a company that will be the next upcoming Tesla. Will not be as big, but a very strong player in the auto making industry.Was expecting a possible pull back, but not a firm kick to the groin like this! Opening up some buying opportunities for everyone that has extra money on the sidelines. Maybe the board of X

$Palantir Technologies Inc.(PLTR)$ to breaking even in business is the goal- tht keeps u afloat to fight another day- to beat is a bonus to keep on creating- nvda's beat and its guidance is an assurance tht it's still all systems' go- and tht nvda 's money printing press is still a very well-oiled machine-

$XIAOMI-W(01810)$ Hongmeng Intelligent Driving is now too messy, with too many models and poor product strength. To be honest, Zhijie is definitely not as good as Xiaomi. Zhijie S7 and Xiaomi SU7 are competing products, but Xiaomi is obviously more focused and can basically be said to beat S7. Zhijie R7 also has to face competition from Xiaomi SUV, and it is definitely not as good as it is now.

$Salesforce.com(CRM)$ This suggests that analysts currently see better opportunities in other sectors, and that’s it. Right now, AI hardware is getting all the attention, and enterprise software is viewed as a market performer. However, enterprise software will eventually capitalize on the new AI hardware infrastructure. After that cycle runs its course, the focus will likely shift to companies like J&J, P&G, Honeywell, Costco, and Walmart as they start implementing AI into their operations and services.

$XIAOMI-W(01810)$ As of now, the delivery of August has basically reached 10,000. With the sales this week, August continues to steadily exceed 10,000.Based on the public battle reports of various car companies, etc., I roughly sorted out the time it took for the first car released by each company to deliver more than 10,000. Xiaomi's speed is very fast, so there is nothing to worry about.

$SENSETIME-W(00020)$ Revenue of each segment:1. Generative AI revenue was RMB 1.05 billion, a significant year-on-year increase of 255.7%;2. Jueying smart car business revenue was RMB 168 million, a year-on-year increase of 100.4%;3. Traditional AI revenue was RMB 520 million, a year-on-year decrease of 50.6%.Good news:The growth rate of new business generative AI and smart car business exceeded 100%. SenseTime has successfully transformed from a traditional AI to a generative AI companyBad news:Revenue increased by only more than 20% year-on-year, and the loss exceeded 2 billion

$NVIDIA Corp(NVDA)$ In Nvidia's fiscal 2025 first quarter, the company said it expected Q2 revenue of "$28.0 billion, plus or minus 2%." Wall Street analysts surveyed by LSEG believe Nvidia sandbagged a little. Their average Q2 revenue estimate is $28.6 billion.I predict Nvidia will beat its own Q2 outlook and top Wall Street's expectations when it announces its results on Aug. 28. I also think this will flow down to the bottom line, with the company exceeding the average analysts' adjusted earnings estimate of $0.64 per share.

$TRIP.COM-S(09961)$ Ctrip released its Q2 financial report, with net profit increasing fivefold and revenue increasing 14% year-on-year.It seems that Ctrip should be able to reap the most dividends from this wave of tourism recovery. After all, its industry status is there, and the competition among OTAs is not that fierce (compared to the fierce e-commerce).In addition, Ctrip is still a relatively solid company.

$Alibaba(BABA)$ PDD earnings was mediocre. Here are some points that could be interesting to BABA investors:they are going to focus on high quality merchants to combat scammers even if it means less profitability. This is what BABA management said 3 years back. Overall BABA's platform's customer experience is better, 88VIP subscription is up, merchant quality is higherthey are reporting more competition and expecting less revenue growth. PDD is hitting the ceiling that BABA hit 3 years ago. Also could be a sign the market penetration of PDD in china and elsewhere is peaking.The transactional revenue is $6 billion dollars. Most of this is from a transaction fee. This is what BABA will start collecting in september. This i

$Palantir Technologies Inc.(PLTR)$ If you invested with NVDA since ipo and never sold, you would have gained 300,000% as of close Friday. NVDA is in the AI hardware it turn to be. Do you know how rich you will be with PLTR AI software stock? Try playing your calculator.

$Faraday Future Intelligent Electric Inc.(FFIE)$ The last 1/4 of my FFIE position I decided to hold, I sold it today at $10 😎 and made my money back, then I lost money on the 3/4 I sold.I hope you guys don’t get greedy, you saw the big drop on Monday. The whole market will most likely continue to fall due to the hype of Powell’s speech, and a small correction is needed before everything can continue to rise

$Intel(INTC)$ I'm looking for that next leg lower then I intend to take out a generational position in this company, likely 2 to 3k shares. It's so ruddy cheap at the moment they are basically giving the equity away and the share price indicates that a major revenue/profit drop off is about to occur. That "might" be true; it also might not be.

$XIAOMI-W(01810)$ Apple has its own chips and systems, a complete ecosystem, and many of the technologies, such as display technology, are developed by Apple itself, and then cooperate with Samsung. Xiaomi relies on cost-effectiveness in hardware and ecosystem in China, where it can customize Android. Overseas, it is all Google's ecosystem, and it can't play at all. All the accessories in Xiaomi Mall are ready-made solutions, and you can design the appearance yourself and directly produce them under your own brand.

$Apple(AAPL)$ apple stock is so unpopular that it made only 16 million of its 63 million daily average trades...apparently nobody wants this stock... but liars will keep telling that it's a great stock....the return on apple stock for last one month is only 1 percent...and that also by rigging it...even banks give better for just leaving money there...lol...what a joke stock apple is..

$XIAOMI-W(01810)$ Xiaomi is now considered an all-rounder. I saw an organization say that Xiaomi has formed three growth curves with closed-loop collaborative growth space. The first curve is personal devices, that is, mobile phones. The second curve is home smart devices, which corresponds to the AIOT business. The third curve is travel smart devices, automobiles and innovative businesses.If you look closely at the financial report, you can see that Xiaomi actually disclosed the proportion of high-end mobile phones. The proportion of 3-4K; 4-5K; 5-6K price segments has increased. The high-end is an all-round breakthrough, but it cannot be said that it has completely established a firm foothold in the market. After all,

$NVIDIA Corp(NVDA)$ I have seen a lot of stocks fall in my 47 years on this planet, but rarely have i seen something like this. The only time I can remember is the dot-com bubble. This is starting to look a lot like that. As a wise person giving advice I would say get out. There seems to be a lot of good young people here, I think youre misguided on this stock, please get out while you still can. Best wishes.

$Amazon.com(AMZN)$ Per Forbes Kamala is proposing to raise tax on stock gains 3x to 45%. If wealthy another 25% added tax. Her corporate tax is 28%. So if you invest 500 bucks, your tax is 17% higher than corporations. Basically half gains go to tax. Unbelievable