To The Moon

A rebound may be in sight for the Chinese EV startup trio $NIO-SW(09866)$  , $XPENG-W(09868)$  and $LI AUTO-W(02015)$ , as the Chinese EV industry set its eyes to dominate the global market. With the prevailing price war easing, hopefully, this will reverse the downward spiral in profit margins among the Chinese EV makers and help to improve their profitabilities. With the improving Chinese economy, I expect the trio's deliveries of new EVs to improve over time as well. With the TikTok ban signed into law in the US previously and being challenged by its

TSMC has been caught in the geopolitical tensions between the United States and China, amidst news that the US is seeking to tighten semiconductor curbs on China. After the tech stock rout this week, Intel's earnings results will be in focus next week. The US government had approved a grant to Intel under the CHIPS Act that is intended to revive the dominance of US in the global semiconductor manufacturing capacity, as countries around the world are increasingly prizing semiconductor among their priorities on national securities after acute semiconductor shortages at the onset of the COVID pandemic that had threatened to shut down domestic industries like automotive manufacturing which is heavily reliant on semiconductor components as vehicles become increasingly sophisticated and equipped

$Alphabet(GOOG)$   was the first among the big techs to release its latest earnings results, but it had not been an auspicious start. Despite an earnings beat, Alphabet stock plunged over worries of rising competition such as the increasingly popular TikTok and increasing capital investment in artificial intelligence to fend off competition. The plunge in Alphabet had triggered panic selling across its peers such as $Apple(AAPL)$  , $Microsoft(MSFT)$  , $Amazon.com(AMZN)$  a

This is probably one of the worst trading weeks for the semiconductor sector $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  , as semiconductor heavyweights from $NVIDIA Corp(NVDA)$   to $Advanced Micro Devices(AMD)$  plunged after Alphabet and Tesla posted disappointing earnings results and outlook. I believe that the sell-off in the semiconductor stocks is overdone, as the big techs have signalled higher capital expenditure on artificial intelligence in the coming quarters, which implies rising demands for AI chips to persist, benefiting Nvidia,

Some in the meme community are viewing $Roblox Corporation(RBLX)$ as a potential short-squeeze target, as it shares similar appeals as other meme stocks. While Roblox is a gaming company, investing isn’t just a game, and I prefer to invest in fundamentally strong companies. The user base of Roblox is restricted, as the gaming platform is attracting mainly younger children with limited spending budgets. With limited growth potential, the odds are against Roblox's latest earnings results on 1 August that I expect to disappoint. For lack of a brave heart, I would avoid joining the meme trades. $Faraday Future Intelligent Electric Inc.(FFIE)$  

The semiconductor industry $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$   received a shot in its arm in the artificial intelligence frenzy led by $NVIDIA Corp(NVDA)$  , the bellwether and poster boy for AI and its smaller peer $Advanced Micro Devices(AMD)$  . Even though there is short-term price weakness due to earnings by $Alphabet(GOOG)$   falling below market expectations, with AI proliferation expected to drive the next phase of growth of the semiconductor i

$Tesla Motors(TSLA)$  's latest earnings results might have disappointed the market and sent its stock price plunging. A delay in the launch of its robotaxi has also disillusioned investors. Nevertheless, the earnings bar is also arguably high, as investors look to justify Tesla's buoyant stock price. I remain convinced with Elon Musk's vision to transform the EV market leader into an artificial intelligence colossus over time. In fact, he has just asked in his social network X whether the EV maker should invest $5 billion into his newest startup, xAI. Meanwhile, the company witnessed its soaring energy storage sales, and focused investors' attention on a future filled with its humanoid robots now in development. Hop

$Faraday Future Intelligent Electric Inc.(FFIE)$  has been buoyant by market optimism on its continuation as a going concern after the troubled EV maker received preliminary approval for continual listing on Nasdaq subject to its compliance by end of August, allaying over its impending delisting at least for now. Faraday Future has proposed shares consolidation of up to 1-for-40 outstanding shares in a bid to boost its stock price to comply with NASDAQ's requirements in order to maintain its listing after August. However, I doubt any shares consolidation will save the day in the longer run if Faraday Future is not able to demonstrate its worth amidst deteriorating fundamentals and worsening demands for its vehicles.

Shares of $AMC Entertainment(AMC)$   has surged today on news of debt restructuring, fuelling optimism over AMC. However, this has done little to alleviate worries over the company's business viability amidst deteriorating fundamentals. The rise of online streaming services and their growing popularity have weighed on AMC, whose profits in the fourth quarter of last year had been disappointing. With rising competition from the online streaming service providers the likes of $Walt Disney(DIS)$  , $Netflix(NFLX)$  and 

I've found myself shopping more often on Shopee since the pandemic, so I'm leaning to the argument that COVID has certainly improved the appeal of e-commerce. Despite having fallen from grace when its market capitalization was once the greatest among companies headquartered in Singapore, $Sea Ltd(SE)$  has since embarked on drastic measures to improve its profitability after previous focus on increasing market share. With recovery in e-commerce and online gaming and a fledgling digital banking business under its fold, Sea appears to be regaining market confidence, with over 70% rise in its stock price year to date a testimony of investors' confidence. Hopefully, Sea will continue to march forward and regain its pa