$MEITUAN-W(03690)$ 24Q2's store share is still twice that of Douyin, and the competition has not intensified but eased in terms of marketing expense rate. In the longer term, the market share of the two is not easy to predict.Although Meituan does not completely monopolize the delivery network, it is still much better than Ele.me in terms of fulfillment experience and merchant coverage. There is no trend of this advantage shrinking, but it is constantly widening. Ele.me's market share may exist for a long time, but as the density of the delivery network increases, Meituan's average cost advantage and speed advantage will become greater and greater. We are optimistic about Meituan's continued increase in retail market sh

$Meta Platforms, Inc.(META)$ These little kids on here must be 13. Words like Trash Awful . Junk. lol. How do you bash a stock that did a 5 X in 24 months? 500% increase in 2 years. lol. I'll tell you how. You're a short term gambler. Learn how to be an investor. Short timers usually always go broke and fade away. Obviously some are laking in the mental game if you are saying a stock with this performance is anything but a golden egg cash cow.

$BYD COMPANY(01211)$ Today's trend is too speechless. The performance and growth are very good, but the stock price is about to plummet. The market index of 2800 is in danger again. The capital market has been very quiet recently. Everyone has become numb to this situation. This year is too difficult. When will it get better? From a historical perspective, it should take about 4 years. Those who don't have leverage should just wait it out.Tomorrow is the last trading day of August. If nothing unexpected happens, the monthly line will be green again. It won't be that the monthly line is all green for the entire third quarter, right?The number of shareholders has dropped a lot, with an average of 7,500 shares per person.

$Faraday Future Intelligent Electric Inc.(FFIE)$ Last report only 589,000 of cash on hand compared to 1.2 mill previous quarter. Net lost of 156 million. Do the math .. doubtful they will go bankrupt but guess what happens to shareholders. In 6 months your shares will be back under a dollar. Good luck. You will need a miracle.

$Li Auto(LI)$ Let's talk about the financial report1. Not much profit. Because of the mega accident, the cost of layoffs, etc., it is impossible to estimate the profit. There is no profit expectation. So, whatever you make, count.2. The company said that the gross profit rebounded in Q3. This is inevitable. The sales volume in Q2 was 108,000, and Q3 was 150,000, and the depreciation of each vehicle was much less. In addition, the NOA effect was obvious in July, and the proportion of MAX increased, which also greatly increased the gross profit.3. R&D continued to be 3 billion, which is very good.4. End-to-end continued to exceed expectations. In September, 10,000 people tested, the upper limit of the function is needles

$BYD COMPANY(01211)$ The net profit attributable to the parent company in the second quarter was 9.1 billion yuan, and the sales volume was 980,000 vehicles.The sales volume in the third quarter was 340,000 vehicles in July, and the conservative estimate was 360,000 vehicles in August and 380,000 vehicles in September. The optimistic estimate was 400,000 vehicles in August and 420,000 vehicles in September.The net profit attributable to the parent company in the third quarter was calculated based on the sales volume ratio, and the conservative calculation method was 10 billion yuan, and the optimistic calculation method was 10.8 billion yuan.Due to the scale effect, the net profit attributable to the parent company can

$EAST BUY(01797)$ Finally I understand why Dong Yuhui is being criticized.Mainly because Dong has too much traffic, not to mention the money he makes, but also caused a sharp decline in the performance of a certain company, and the boss's image is in jeopardy. What's the key? The key is that Guan Mou still supports Dong. It's simply amazing!I think some people are too narrow-minded.Another key point is that many people can only criticize and discredit Dong from a fictitious moral level. But they are unwilling to face their own bleak life. Unwilling to admit that they are not as successful as Dong. Oh, a failed life.

$BYD COMPANY(01211)$ When BYD Intelligent Driving is mentioned, it is even lower than L0 level, and when Huawei Intelligent Driving is mentioned, it is higher than L5 level. It is said that the public has a bright vision, but in fact it is the same as what is said in the book "The Crowd". Many people have paid attention to the cooperation between BYD Fangchengbao and Huawei. I think BYD's intentions are nothing more than three: promoting sales (bringing traffic to Fangchengbao), learning technology (multi-path learning from each other), and comparing results (self-developed BAS3.0+ and lower-end 3.0, low price but low-end), or all three, killing three birds with one stone.

$XPeng Inc.(XPEV)$ 2 years ago the CEO of Xpev sold 1.8 billion dollars worth of shares in 1 transaction only, they reported the sale to the SEC like is required by law, but he tried to keep it quiet, me and others posted the information on this board more than once. Now he bought 2 million shares, about 14 million dollars worth of shares and he makes sure everybody knows about that. This buy represents less than 1% of the money he got when he sold 1.8 billion dollars worth of shares. Sales are in the bottom every week so now his trying to create this idea that 'if I buy you should buy too'. Don't let them fool you, last year sales were over 140K cars, this year so far in almost 8 months is less than 68K cars.

$NIO Inc.(NIO)$ Only way NIO SP will rise, when the insiders start buying. I posted sometime ago that if NIO was happy offloading billions at $7.5, then insiders must be sure that's a fair deal. Sinilarly when it drops to a certain level they will start buying to offload to another investor later. That's the opportunity to sell and exit.

$Tesla Motors(TSLA)$ Why should Roberta even care what some totally clueless Wall Street “auto analyst” thinks about Tesla? Roberta knows at least 1,000 times more about Tesla and the global auto industry than some Wall Street analyst claims to know. Wall Street analysts have almost no clue what Tesla actually does. That’s why the dhuemb Wall Street analysts actually still think the Beg 3 auto companies are very “competitive” with Tesla. It’s really comical.

$Meta Platforms, Inc.(META)$ It seems as if this stock is eternally mischaracterized, not given its rightful credit for blockbuster earnings, explosive growth for a megacap, very reasonable forward PE, massive innovation and lead in AI, metaverse, AR/VR…yet this stock is treated like a red haired stepchild…something doesn’t jive

$Palantir Technologies Inc.(PLTR)$ Regarding the commercial enterprises using Oracle, this is an ideal provision going forward to have these in Palantir's pipeline of sales activity should there be any delays in the govt sector or with other larger sales cycles. The Oracle community becomes "tiny, time capsules" going off for many moons. It will help even out Palantir sales revenue projections every quarter.

$NVIDIA Corp(NVDA)$ Face it bears, a soft landing is actually a good thing in the end. It’s time to start embracing and celebrating this bull market. Data is not going to crash this. Some sort of black swan event involving a major institution going insolvent is about your only chance. Bears and weak sided longs made the biggest mistake that man could ever make by buying into the perma-bear narratives and fantasies. Massive bear and weak sided long pivot ahead guys, as they can no longer argue and debate nonsense about this raging bull market. The smart bears will be pivoting here and will be panic buying here as opposed to be going all in much later as I’ve said and expected. For years, the so called experts and even on

$Applied DNA Sciences(APDN)$ Because the CEO is corrupt and the company is terribly mismanaged that's why.This company has never been profitable during the past 20-plus years. Ask yourself why.Mpox test is not a money maker and when the hysteria subsides we will be back under $1

$XIAOMI-W(01810)$ Many of them are OEMs. As for mobile phones, home appliances, and cars, if there is a little core technology in them, as for mobile phones, none of them are Xiaomi's own, not to mention home appliances, they are all OEMs, and they make their own appearance. If the car is slightly better, it is also copied from the appearance, and probably it is also sold as accessories to make money later.

$SUPER MICRO COMPUTER INC(SMCI)$ But usually pump and dumps are done on stocks that are considered dogs with flees. A promise of future gains. But SMCI has some serious growth numbers with huge amounts of money. My opinion. For someone writing covered calls on SMCI, some serious money can be made.

$Advanced Micro Devices(AMD)$ AMD was upgraded to "strong buy" today. A few people on this site are trying to ruin any good news for AMD. Do your homework and make up your own mind. AMD, Bullish!!AMD will double to about $350 a share or $500 billion in market cap. NVDA will grow to $5 trillion.Chips rule the world

$AST SpaceMobile, Inc.(ASTS)$ And the fact that you think retail investors don't see the games you play and how you make money in this insane market. It's pretty funny to me that you think people don't see it.Just a bunch of White Collar criminals pretending to be stock Traders

$Alibaba(BABA)$ The posts during the run to $89 in May were exactly the same as the current ones. Fact is BABA then fell back to $70 in spite of the reasons posted here why it was heading to $100+. BABA's history over the last 2 1/2 years shows it's heading towards another rinse and repeat cycle.