$PDD Holdings Inc(PDD)$ Alibaba and PDD are platforms that generate revenue mainly through commissions and ads. JD is a retailer that generates revenue through sale of inventories. If you understand the business model of each, it'd be easy to understand that JD's P/S will always be lower than both since it records most of its GMV as sales (higher base).A more useful metric is fwd P/GMV or fwd P/E. Right now JD is still the cheapest among the three trading just below 7x (fwd P/E), while PDD is at 7x and Ali is at ~9x. Valuation is now more aligned with their market share rankings and the market is not valuing PDD as the outperformer anymore. I'd be more intrigued on the narrative that this company is now trading at just 7x

$NIO Inc.(NIO)$ Very high volume the past four days in both HK and US.Right before earnings.I am not sure what to make of this. It could be, shorts exiting their positions before earnings. Whales buying in before earnings. Or, nothing at all. Good luck.

$Apple(AAPL)$ The big question is what is there to a smartphone to say there is a moat for Apple? Pretty much all smartphones work, they can be made higher end if needed, all of them are similarly reliable, in short they become just another consumer product, like a refrigerator. But have you seen a refrigerator producer with a 3T valuation? No because it is just a commodity product . So equally no smartphone producer should justify a 3Trillion valuation. Then those companies who have ability to market better and produce in scale would come on top, and I am not sure Apple would continue to be the one.

$Broadcom(AVGO)$ There is "risk" in ALL stocks.Broadcom, which participates in ALL aspects of AI, is equivalent to a Tech Mutual Fund without a fee, and with Growing Free Cash Flow and a Growing and Sustainable Dividend...imo.Long Broadcom

$Advanced Micro Devices(AMD)$ I think what everyone seems to forget during this AI hype is that AMD Cpus vastly outperform Intel CPUs in all categories - performance, electricity usage and stability. The gap is even wider for servers. Hence the Intel stock crash. See it like Boeings Problems vs the nonexistent problems of Airbus. AMD will gain huge revenue in the coming years from the server cpu segment while companies will make the slow and painful switch from Intel to AMD. AI is a bonus, but the CPUs are their core product.Besides that, the stock remains expensive as is almost any AI related stock at the moment. As a PC builder I can't help having some money allocated to AMD though.

$NIO Inc.(NIO)$ Q 2 ER = 100% ++ the NIO SHORT STRATEGY is NOW DESTROYED. Huge long opportunity here, if you have cash and brains. Q 2 is over 60.000 Deliveries. That is 100% ahead of the Q1 numbers that shorts are working with. Then add ONVO and you have a $17 share being painted under $5. NIO is in position to DOUBLE according to CITI and Morgan Stanley.

$Grab Holdings(GRAB)$ like China, SE Asia citizens will likely skip traditional banks that offer digital financial services and transition directly to FinTech platforms, like SeaMoney, GrabPay, and OVO (90% owned by GRAB), as these companies possess unique distribution advantages (Grab Mobility, Shopee ecommerce platform) through which they can sell FinTech offerings seamlessly with low CAC and low customer adoption friction.There's still a huge runway here as digital payments only account for about 50% of total payments volume in the region.

$Marathon Digital Holdings Inc(MARA)$ MARA update:I think this one has bottomed in yellow wave 2 and is on its way to the next green box.It can retrace up to 100% of the wick on August 5th and still be completely fine, $13.66 (green line) is the invalidation for this count.

$SUPER MICRO COMPUTER INC(SMCI)$ NVDA is expected to release earnings on Aug 28. It is highly likely that the stock will start moving up in anticipation. SMCI typically moves in tandem with NVDA. I would be careful shorting SMCI from hereon, more so since it looks oversold for the short-term. - my 2c.

$SUPER MICRO COMPUTER INC(SMCI)$ Folks who have 100 plus shares must play covered calls, selecting target share price 150-200 points above the current share price for collecting primum until we get chance to get out at reasonable losses.For example , SMCI price is 700 then select a target share price of 850-900 in the future target date not more than coming next 2 weeks to earn good premium income.

$Advanced Micro Devices(AMD)$ AMD did go over the $200 mark in March, they've not been completely wrong. AMD has a history of bouncing around until some new milestone is reached, it'll be persistently over $200 if their MI300 sales have significantly increased since the last update. There's only 1 week left to wait to find out.

$NVIDIA Corp(NVDA)$ Might have pullback to upwards $122-25 level because daily and 1H stochastic shows bullish cross and signs oversold. Then possibly push towards down S115, $112-108 and in worst case hits $100 in my opinion. What's your thought on this? Comments and ideas are appreciated! Thank you

$Palantir Technologies Inc.(PLTR)$ Institutions still pounding and can not get enough of palantir. Retails just stay put we have not seen nothing yet.. It good to see the two biggest fund in the world on our side Blackrock and Vanguard!!

$Tesla Motors(TSLA)$ This is one great stock....50% in 4 weeks, and I didn't buy at the absolute low.As Sir Elon says, the worst is behind us.When Sir Elon talks, thou shall listen and get rich.Shorts will be covering soon... if this forum is anything to go by, they are getting very very desperate. I sense $300 is around the corner

$Meta Platforms, Inc.(META)$ I have a ton of this average cost $167 had it for years and I’m not worried a bit. This company will crush short sellers and it will prove everybody wrong in the next quarterly report however I do not trade this like I trade others this is just for savings for the future, I won’t be surprised if they announce a 3 for 1 split or 4x1 split when they announce the quarter in a few days

$Microsoft(MSFT)$ chart since Feb. 2024. Green dots are past AI-powered BUY signals.In the 3M forecast, the central dotted line is the most expected price path (+7.96%).The shaded area (-9.20% to +25.12%) is the expected price range based on prev. BUY signals (90% confidence level).Suggested MSFT trading parameters (3M horizon): stop loss $428, take profit $532.5.

$Faraday Future Intelligent Electric Inc.(FFIE)$ This is a zone they like to short in, so be prepared for some resistance later. We must get past .76 to force a mass exodus of short positions. We need buy volume to counteract the short buying on the way up.

$NIO Inc.(NIO)$ That's the bottom line. It's all about the rapidly improving numbers. It won't matter what the naysayers say after Nio sustains and even further improves these amazing numbers. The next line of attack from the bears will probably be, "Yes, Nio is setting records for deliveries for May, June, and Q2, but it isn't yet profitable. I'll enjoy a nice laugh when the ER shows that not only have revenues more than doubled from Q2 of 2023, but the bottom line is improving rapidly as well, likely going from a quarterly deficit over $700 million in Q1 to about $500 million in Q2. At that rate of improvement, profitability could be reached sometime next year, especially with Onvo potentially helping Nio double its deli

$Apple(AAPL)$ I don't think ChatGPT is a must have. Nor does Apple, no most people apparently since everyone and their brother signed up and a comparative few continued to use it.People use Apple as a proxy for whatever is on their mind. The market is overvalued? Tag Apple as overvalued. You think ChatGPT is overrated? Say Apple is overrated. Apple was dragged kicking and screaming to tell an AI story to please WS before they wanted to.

$Microsoft(MSFT)$ Microsoft is a top notch company with several, well managed and very profitable product streams. Always on the cutting edge of technology. There will be some bumps along the way as all companies have, but MSFT will prove to be a long-term winner. Hold and prosper.