To The Moon

$Meta Platforms, Inc.(META)$ When any company is overvalued by 45% it puts a lot of pressure to justify the share price with the forward looking guidance.If the guidance is not there then expect a 20% haircut in price,it's still not a 45% drop but it's more in line with the future growth,if any.For now we have to wait and see if $500 holds.

$SoFi Technologies Inc.(SOFI)$ Higher highs and higher lows… we’re in superb shape going in. I think tomorrow will be high volume but am thinking they keep it under 11.00 due to options. (Although recently they fooled us twice and paid the line…). GLTA

$HSI(HSI)$ There's no such thing as surprises; I'm always online, rehearsing all the scenarios, so don't casually attribute market declines to any random reason, like arbitrary fights or random essays. No wonder you're losing money, spending all day on such trivial matters. Some things are just for show; you should judge them in conjunction with the actual market situation.In my domain, there are no accidents, no surprises—only expected rehearsals. After hitting 3154 today, it will turn back, as I've already publicly stated this morning, and it has little to do with anything else because I want it to turn back, it must rebound!

$Taiwan Semiconductor Manufacturing(TSM)$ Q3 revenue was within my estimated range, but I didn't anticipate that the gross margin would reach 58% and the net profit margin would be 43%. Initially, I thought that with the transition to 3nm process technology, the margin would still look ugly for a while, and I was hoping for a sequential improvement, but the results this time beat the year-over-year comparison. In addition to this, the increase in capacity and the value of the products are both A+. The 3nm process technology has already accounted for 20% of the revenue from the 7nm and below process technologies (compared to 6% last year at the same time).It seems that TSMC's transition to the 3nm process is going smoothly

$Fangdd Network Group(DUO)$ It seems my understanding of the real estate situation this time was somewhat off the mark!The state is determined to revive the real estate market. This time around, it was essentially a complete bottom-fishing in real estate, the true bottom. However, due to the lessons of the past year, and the path dependence on the Hong Kong stock market real estate bottom-fishing from the year before, the losses were too severe last year. As a result, I've been selling my real estate stocks gradually! Fangdd on U.S. stocks was the first one with a relatively large proportion and at a low position, but I sold it the night I saw it pull back. Sigh, the first time it got close to a 5-fold increase, I was stil

$Alibaba(BABA)$ I said it before and will say it again. BABA stock pays dividend. So the more the stock falls the more dividend you can earn per $1000 invested. The key is not to invest all in, keep more cash in hand. I believe the new stimulus rule requires profitable companies to issue more dividend. So be patient if you are already invested. Be ready to add if wall street makes it even cheaper. Simple and relaxed way to invest.

$Palantir Technologies Inc.(PLTR)$ $41 puts for this Friday...watch and learn! The market will crash on Thursday with retail sales and jobs data. Palantir will go sub $35 after ER and sub $30 by 12/31. Still, amazing year for an overvalued company.

$SoundHound AI Inc(SOUN)$ The extra 20 million shares were carryover FTD from last friday that were dark pooled. They covered until noon to get them off their books then shorted them right back down again. There was never news. It's the games they play. If you get 9%+ in a day, sell out then buy back in friday. You'll see why.

$Micron Technology(MU)$ Holding the gains again is great news! We need volume though. MU isn't attractive and maybe is considered boring to the general markets, but I think that will change if they can get another great earnings under their belt.

$MEITUAN-W(03690)$ Optimistic about Meituan's continued rise, the Q3 performance should be good, and the progress in reducing losses from new businesses may be even better. The hotel business plus the divine membership system should boost transaction patterns and volume. It's not a problem for Meituan to earn 60 billion in a year, with low capital expenditures, and it has entered the stage of net cash flow creation. With a valuation of 35 times for 600 billion, reaching 2 trillion is not a problem.