To The Moon

$Taiwan Semiconductor Manufacturing(TSM)$ As the world's leading semiconductor manufacturing company, TSM's stock price movements often catch the attention of the entire semiconductor industry. This continuous high stock price not only reflects the market's high expectations for TSM's future, but also shows that the global semiconductor industry is going through a profound change. Let's hope TSM can be the leader and fly all the way to the moon!

$Sea Ltd(SE)$ I recently learned that only 20% of global retail sales are made online, which highlights the huge growth potential for e-commerce stocks. It's right to seize this opportunity!

$Palantir Technologies Inc.(PLTR)$ Why I'm positive about Palantir in the long run？ Although Palantir has showed some bad performance in the market in recent months, it's easy to see through analysis that Palantir deserves long-term bullishness on the back of the AI boom.

$Coinbase Global, Inc.(COIN)$ I’m looking at the daily turnover, it's not as good as the first quarter, the trend is not good, most of the profit is split by the ETF, it's already a short-term high now. So now I’m conflicted, what should I do, stay or leave?

The online loan facilitator is bearing more credit risk as its use of third parties to insure and guarantee the loans it brokers becomes costlierLufax Holding Ltd.(NYSE:LU), the largest of China's online loan facilitators, appears caught between a rock and a hard place as Beijing sticks to its "zero Covid" policies.One special feature of the Ping An Insurance-backed (OTCPK:PNGAY; 2318.HK; 601318.SH) company's business model, targeting "unmet demand" for credit among small business owners, has been its role connecting institutional lenders and borrowers without directly exposing itself to a lot of credit risk. It does that by using third-party companies to insure or guarantee the loans it arranges.But costs for loan insurance and guarantees have also risen due to higher default ri

ThesisIn my opinion, Rivian (NASDAQ:RIVN) is a speculative story-based long-duration asset that is priced to perfection.Valuedat a one-year forward EV/Sales of about x10, the company has arguably little room to misstep.But on 10 Octobera major misstep happened: Rivian hasannounceda recall ofnearly allof the company's past EV deliveries. The trading day following the news, RIVN shares have lost as much as 11%.I don't think Rivian's long-term prospects will be severely impacted by the EV vehicle recall. But still, the company's valuation is simply too high for investing with the risks associated to a story-led business case - especially given the current environment with depressed sentiment towards growth stock.Rivian stock is down some 80% YTD. But there is still excessive risk in the compa

NVDA’s partnership with OCI could help negate the adverse developments that have cropped up due to geopolitical risks.NVDA’s powerful AI-ready infrastructure feels like a good fit to harness Oracle’s deep data repositories.NVDA’s forward valuations look attractive and the risk-reward on the weekly chart does not look too bad.However, institutions still continue to shun the stock, and it does not look like it will be an apt rotation candidate for those fishing in the semiconductor or AI arenas.

Uber continues to show strong momentum in revenue growth.The cash flow, cash position, and profitability metrics of the company have also continued to display strength.Overall, the platform appears healthy, growing, and increasingly profitable.

Li Auto is too cheap to ignoreLi Auto’s EPS predictions imply that the market expects the company to achieve its first small profit in FY 2022… which means Li Auto is expected to reach profitability sooner than its rivals NIO and XPeng. NIO is expected to see its first profits in FY 2024 while XPeng is expected to turn a profit in FY 2025.Based off of revenue predictions, Li Auto has a P-S ratio of 1.6 X which makes the EV company cheaper than NIO which has a P-S ratio of 2.2 X.Risks with Li AutoLi Auto has two main commercial risks: (1) The slowdown in delivery growth is set to impact the speed with which revenues are ramping up,(2) Vehicle margins for Li Auto have started to drop which indicates growing cost and margin pressures… in both cases this could translate to a lower valuation fa

Back in September 2021,Moderna's and Merck's market cap valuation were only a few billions apart at ~$175bn and ~$182bn, respectively.As the more diversified, future-proofed pharma, it makes sense that Merck's valuation has increased while Moderna's has tanked.Merck announced yesterday that it will take up an option to partner with Moderna on development of a cancer vaccine used as an adjuvant alongside Keytruda.Results from a Phase 2 study of the vaccine / Keytruda combo in melanoma will be available before the end of the year.Positive results would validate Moderna's technology outside of COVID and likely make the company much more valuable. Merck would benefit from another blockbuster asset and ongoing superiority of Keytruda.