$Micron Technology(MU)$ $Advanced Micro Devices(AMD)$ and its EPS at both trough and peak are much lower than the 2018 DRAM cycle when MU peaked at 64 vs peaking at 140 this time.I almost always get burnt shorting so i tend to not do it unless I REAALY have a good reason (i shorted AMD at 226 lol) but MU at 140 was such a clear and obvious short

$Alibaba(BABA)$ $PDD Holdings Inc(PDD)$ $JD.com(JD)$ 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

$Alibaba(BABA)$ i wouldn't mind getting a ATM lotto ticket on this expiring in 80 days.In addition ,it is the money that i wouldn't mind losing fully. the pattern is there (although not strong). And the volume is showing weakening of sellers!

For all you dorks who don’t know much, SECO is on SSR today, so don’t get all stoked simply because it didn’t get smashed today. $Secoo(SECO)$

$Tesla Motors(TSLA)$ 100 back to bottoming. tesla's sales collapsed. i think musk, this arrogant idiot, is 60% responsible, followed by the rise of hybrid and range-extended cars.musk hesitating to develop new models. it's likely that only recently, after realizing the situation wasn't right, did he start thinking about the next generation of cheaper models. the new car probably won't be globally produced until 2026, with no preparation beforehand. $XIAOMI-W(01810)$ took about the same time from announcing to mass production; everything has cooled off. munger hit musk's personality flaw on the nose, too arrogant, thinking that relying on two rough house

Grab is paving the way to be a digital bank too. Already got the licence to operate. They focus mainly on digital and do payment service, transportation, delivery and many more. Private investor like sovereign funds and others already bought in before ipo. Go to Thailand, Vietnam, Malaysia, Singapore to name a few countries where Grab take up almost 90% market share in that country itself. Once boarder open and tourism back close to normal, revenue going to rocket again. They threw incentives to Drivers and gain market share like crazy right front the start. Even though I regretted buying early on ipo day. I am alright to own 3k share for now. Very good luck to all the Longs. Cheers and hang on. Let the dust settle and make good profit.$Grab Holdings(

For the last few years, it's been MSFT $Microsoft(MSFT)$ , GOOGL $Alphabet(GOOG)$ , AMZN $Amazon.com(AMZN)$ for about 60% to 70% of my portfolio. I completely missed on NVDA and continue to because I can't easily wrap my head around it. However, I've felt google will be an AI winner so while it was struggling a couple months back, I dumped a bunch more in. I wouldn't put more in MSFT (at least not until a pullback), maybe AMZN though for a smaller pullbackWhen tech falls, I hurt but given that we are still in computer revolution, tech is the way to go for all the good times

Rate hikes are over. The market knows this so fairly surprised this hasn't started to run ahead of this known fact. PCE inflation(at 4.4% this Friday) should cross well below long term rates(6%). This has always resulted in peak or decline in rates. PCE is the FED's signal not the CPI. If this doesn't start moving it is something internal that is broken. Waiting to double down until I know the answer.Not the biggest fan of unity but at these prices dipped into it a little bit. Meta verse is the future but not sure how many years have to wait for this tech to take off. $Unity Software Inc.(U)$

$Credit Suisse Group AG(CS)$ History repeats itself and always WILL. The reason for this is simple: "Human nature never changes so each generation makes the SAME mistakes because their human nature tells them to do the SAME THINGS as previous generations".Sure the situations are different each time but the basis is the same. This banking crisis is playing out very similar to many other economic crashes in the past, particularly 2008-2009. It started with major red flag warnings and small collapses for several MONTHS before it all came crashing down. I think the same thing is about to happen yet again, right now the markets are RESISTING what's coming because they're in disbelief it's as bad as it is, yet again.April will be crash mon

In contrast with $NVIDIA Corp(NVDA)$ ….hard to say $Astera Labs, Inc.(ALAB)$ is outperforming last year's ARM in a wild way. With ARM's current valuation sky-high, there's not much big money willing to bet on it.Astera Labs' main product is all about data and memory connection semiconductors. By designing and providing these crucial semiconductors, Astera Labs boosts the efficiency and speed of connections between various software and hardware components within data centers.This helps cloud service providers and business clients link their server chips, memory, storage, and network devices more effectively, enabling data centers to better support AI computing and other high-perf

$Affirm Holdings, Inc.(AFRM)$ Don’t forget the Markets are always forward looking. Investors hiding on the sidelines when the bull comes back will struggle for a generation to catch up. From my favorite business newsletter. Bottom Line: The U.S. economy is still fairly healthy, inflation has peaked and it certainly appears that interest rate increases are much nearer to an end. This is what encourages us the most: we now have better visibility. Over a year into this bear market, the Fed's trajectory is now a lot clearer amid economic confidence that we are not headed into a severe recession and at least a rough idea of how much more earnings might drop. The market hates uncertainty. Reducing uncertainty flips investor psychology. That said, anyone

While everyone is concerned with a squeeze and shorting…don’t forget the huge agreement with John Hopkins. In the medical world John Hopkins is a very big deal.BFRG has a 1.72M share float. Bulls and bears will always use it to their advantage. This is the first, but likely not the last, of huge price moves.Trading and Investing through this company has changed my life, despite the crash in the financial market. I made about $100,000 with my little investment of $10k....... 🧱.......Out of all AI stocks I believe AI Healthcare is #1 $Bullfrog AI Holdings, Inc.(BFRG)$

You will go nuts trying to trade volatile stock like SHOP manually, crooks have super fast computers and algorithms skimming pennies daily. The long position, with an eye on market macro conditions to reinvest some profits in time, is the best way to handle SHOP. However, you have to believe this company will continue growing fast with some violent ups and downs. $Shopify(SHOP)$

KC does have a long history of doing business in China. I think their management can eventually deliver. They took advantage of getting dual listing in Hong Kong in late July of 2022, that is complete. They are laser focused on improving margins and verticals. If China can have any semblance of a reopening and the government stays out of their way, they should continue to catch some more momentum after not hardly catching a single break in 2022.I am convinced they have the right customers and partnerships. Should be worth a look.They have a good cash position and shares have doubled from Q4 2022 lows. The analyst are offsides and may start paying attention. Shares have an extraordinary number of plus/minus 10 per cent plus days since 2020 IPO. $Kingsoft

An investment bank book value is only real when it is a going concern. The divestment of IB would result in billions of write downs and significant costs remain.Similarly with the WM platform. Once confidence is lost and revenue is gone, it is a loss making and then becomes negative equity. WM efficiency ratios are high…usually in the 70s or 80s.CS was in a complete tailspin.In the 1920's the average bank had a leverage ratio of 5 to 1 and they still failed. Banks today are 5 times more leveraged than in the 20's. I'm not sure we can stop what is coming. The sad thing is that the too big to fail banks will be the beneficiaries once again as much stronger regional banks may go down because they are not too big to fail. It will be a destruction of smaller banks. Small businesses will be crus

Investment ThesisWith its achievements in artificial intelligence (AI), Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) has continued to lead the earnings season. The company experienced strong revenue growth in the second quarter, driven by its Search and Cloud offerings.With its relentless focus on AI development, strategic expansion, and responsible practices, Alphabet remains at the forefront of innovation, solidifying its position as a global tech powerhouse, poised to shape the future of technology and deliver outstanding value to users, advertisers, and investors alike.ChartData by YChartsClimbing To New HeightsIn Q2 2023, Alphabet reported consolidated revenues of $74.6 billion, a 7% year-over-year increase. The company's robust Search and Cloud services drove the growth, with an operat

$Coinbase Global, Inc.(COIN)$ very possible that a HL is either in or coming very soon, possible upward movement for a HH around the level btw 230-244, most like reach around October. Will be keeping an eye out for confirmation for entry for upside potential.