$MEITUAN-W(03690)$ Meituan and Pinduoduo are indeed powerful. They hold 110 billion and 140 billion yuan respectively, which is almost equal to their cash and short-term investments. Most of them belong to merchants. Their business model is to do business with other people's money. They were venture capital shareholders in the early stage.

$Meta Platforms, Inc.(META)$ Nividia results have zero tangible affect on Meta but the market as always is herd mentality...Meta will the biggest beneficary of Ai for the long dollars with over 200 million businesses spending more incrementaly ...Nividia will plateau when the channels are stuffed from their 5-7 largest buyers ..just calculate what even 50$ per month more means with over 200 million BUSINESSES

$BYD COMPANY(01211)$ A company whose performance growth outperformed most of the A-share stocks and has great potential.A global new energy giant that invested 20 billion in R&D in half a year, a year-on-year increase of more than 40%, underperformed those companies with declining performance and no future potential after the release of the semi-annual report. . Underperformed the market. .Speechless

$Faraday Future Intelligent Electric Inc.(FFIE)$ It’ll go green and then FFIE will start diluting with shares and keep repeating the cycle until they achieve their 10 day minimum and they achieve that they let the floodgates go the price down down down to Max shares. It is a nonstop dilution machine.

$Li Auto(LI)$ The net profit in the fourth quarter of last year was 5.7 billion, of which the operating profit was 3 billion and the income tax was -1.7 billion. Many people expected 25 billion or even 30 billion this year, but in fact, the profit was less than 2 billion after half a year.The fourth quarter of last year's financial report was a profit of 5.7 billion, but this year's car model failed and the account was not balanced, so they just broke the jar and broke the jar

$BYD COMPANY(01211)$ The top-of-the-line 508 I bought right after graduating from college cost RMB 23, and seven or eight years ago, I started a business and made money to buy a top-of-the-line CT6, which cost RMB 60,000. Over the past decade, I have had two main jobs: a car dealer and an entrepreneurial food delivery platform. In the past few years, I didn't dare to touch BYD cars, but after these two years, I only buy BYD cars. For example, the current Z9GT is worth RMB 3 million with a Porsche logo, which is not comparable to other domestic cars. The luxury of Ideal and Hongmeng Zhixing is still a little bit worse. It's not about the core technology. When I look at a car, I mainly look at the exterior, interior, styl

$EAST BUY(01797)$ I don't shop, so how can I comment? I like Yu Minhong, so I invested in Oriental Selection. I hate Yu Hui because Yu Hui is not very kind to Yu. My decisions are based on people. It is related to people. As for the growth of Oriental Selection and how much it sells, it depends on the quality of its own products and winning customers. I can't do anything about it, and I shouldn't support it. I know that my reasoning is a bit profound and not understood by ordinary people. This is the clear distinction between public and private, and between people and companies. It is a high-dimensional logic.

$BYD COMPANY(01211)$ Big news!!!BYD joins hands with Huawei, a small step for Huawei, but a big step for BYD:1. For Huawei, it just further proves the strength of intelligent driving.From smartphones to smart cars, Dazui is a rare genius!2. For BYD, it means that the proud Lao Wang finally acknowledges the significance of intelligent driving and its own shortcomings. This major transformation also reborn a more open and inclusive BYD, a reshaping of new values, which is an important endowment for globalization.3. From now on, Huawei and BYD will appreciate each other, encourage each other, and jointly embark on the journey of the greatest enterprise.

$XPeng Inc.(XPEV)$ XPeng Stock Jumps After Chief Executive Boosts ShareholdingXPeng stock jumped in Hong Kong after the Chinese automaker disclosed that its chief executive bought over 2 million of the company’s shares.The same companies became $100 Billion companies during COVID due to all the extra cash pumped into them to inflate their value and now the reverse is happening. The fact is no one can predict which way the market moves. It can go back up very quickly or it can keep going down. Fact is these companies are selling cars by thousands every year. These are good cars and more technologically advanced. The future is of EV…no denying that.

$NIO Inc.(NIO)$ As far as I am concern, who ever manage the biggest mobility charging network in China … also control the EV markets there! At this time NIO is far ahead of everyone else! As 82% of it charging pile being used by other EV makers like; BYD, Tesla, XPEV and all other in China. I need the investors here to understand the true picture of what NIO has accomplish in 6 short years! Now they will be franchising their swapping stations, creating another massive vertical product that will generate huge upfront revenues for NIO!

$Tesla Motors(TSLA)$ Musk might need to sell some of his Tesla shares to deal with X’s financial problems. This is making Tesla investors nervous, as they remember what happened the last time Musk sold a large amount of Tesla stock. A few years ago, he sold about $40 billion worth of Tesla shares, which caused the stock price to drop significantly.The main reason for this decline is that advertisers have pulled out, largely because of Musk's controversial statements and actions. To make matters worse, X has sued some of these advertisers, which could scare off even more business.

$Palantir Technologies Inc.(PLTR)$ well the last time s and p rolled around thiel dropped 13 mm shares so i guess it is going to be a pattern to sell a few weeks before announcement of who is in. palantir with half the normal institutional ownership will most likely be skipped.too much is read into being included. smci, deck, whr provide a counter argument for the bulls that think it's going to double. there was the same crazy talk at the time of the russell and when it was over...a big non-event. i believe there are no secrets at that level as well, inclusion is done by committee and that means there are questions asked and discussions had and info leaked. i am sure at the top of their list of requirements is that they

$NVIDIA Corp(NVDA)$ A realistic price after earnings and holiday weekend profit taking I believe depends on where we are by Wednesday. I think we go in at about 135ish. In which case we may rise all the way to 155-160 then settle back at 145 to 150 post weekend. A great chance we rise that week back to 155 or stay near 150. That would be a great win and still less than our last 2 earnings wins. I would actually prefer this scenario as it leaves us room to run in the fall instead of having the downward pressure if we over jumped to 170 plus. A nice healthy bump. If this manifests 200 eoy is a real possibility. But even 175ish would be a great eoy target to achieve. 300 by 2026 would only require a 50 to 60 percent gain ne

$Applied DNA Sciences(APDN)$ Can't believe the amount of clueless people buying this junk. It is a scam and will be back under $1 sooner than you think. It is being manipulated by people who want your money. Good luck.Folks I'm going to let you in on a dirty little secret. Many years ago I formed a company with some of the top sales people that sold surgical sutures. Our sutures were in fact better than Johnson & Johnson. But unfortunately we couldn't get into the market because it was locked up by Johnson & johnson. Pfizer in moderna have the monkey pox test and believe me Hospitals and Clinics are going to use that test. They're not going to use this company's test mark my words. There's going to be a lot of pe

$XIAOMI-W(01810)$ Xiaomi Auto's inventory turnover days are less than 30 days, which is already a very good level in the industry. After all, the sales volume is still very high. I seem to have received more than 80,000 orders. Without inventory pressure and with sufficient cash reserves, Xiaomi can focus on product and brand development this year.

$SUPER MICRO COMPUTER INC(SMCI)$ NVDA is trading at 3X the PE ratio as SMCI. SMCI is still dirt cheap here and one of the best valued tech stocks out with huge growth. This will easily be over $1000 next year, possibly $1200-1400.I like stocks like this for the long term. I still own stocks from 1990's where today's dividend is more than I paid for the stock.

$Advanced Micro Devices(AMD)$ If you compare NVDA and AMD for the last two weeks, it's pretty clear who is the daddy...lol...I know, I know this has been rare, but I am loving it for whatever reason!!!! Let's go, AMD!!! Let's go, Yesterday the entire Nasdaq was down but AMD was up. womp womp

$AST SpaceMobile, Inc.(ASTS)$ Imagine you truly don’t care whether a stock goes up or down, as you are just as comfortable shorting a stock as buying one.You are looking for opportunity and waiting quietly in the weeds. Then you see a stock (this one) that was just $2.29 on 5/15/24 and hit $39.08 this week, up a WHOPPING 1,607% in 4+ months.Some people say “sell half on the double and let the rest ride a while.” That way it is virtually impossible to lose $ on the stock. Well we are WAY PAST THE DOUBLE, which would have been $4.58.NOBODY knows where the top will be, but, when it falls it will be fast and furious. The shorts know that.I’d be terrified to buy at this level. If you have a double (or perhaps way more), come

$Alibaba(BABA)$ All leaders find opportunity through optimism against a wall of naysayers. Musk and SpaceX/ Tesla, Zuckerberg and Facebook, Gates and Microsoft, Jobs and Apple, and yes Ma and BABA. Baba is the same class of company. Be positive and have confidence. BABA will reward yet again.

$Meta Platforms, Inc.(META)$ The leverage on incremental earnings is over 3 to 1 again. They are using ai to improve their business performance better than any other company. Compare their metrics. Excellent execution again this qtr. more to follow. If they stopped flushing money on metaverse their would be a 50% pop.