To The Moon

$PDD Holdings Inc(PDD)$ PDD Current valuation does not make sense. It seems sanctions from US and possible higher tax rates to US should be in the cards this year. In this case stock has plenty of downside. But politics here is still someone guess.

$Apple(AAPL)$ Apple is assembling iPhones in India but it will take years to break away completely from China. I doubt Apple wants to completely break away from China in order to have multiple supply chains.

$PDD Holdings Inc(PDD)$ Company has forward PE around 8. Cash about 40 bl and no debt. Growth 80%. Pretty amazing. Per guidance growth may decline to 30%. Margins 30%. Where you can find better fundamentals for China company? I dont get why this sellof was so heavy.

$Tesla Motors(TSLA)$ At a red light and a Kia EV pulled up beside me. Pretty sharp looking. The competition continues to intensify.

$拼多多(PDD)$ '"""DISAPPOINTED SHORTS""".is the name of the charpter of today..They guessed this was going to tank to 40.s or 30.s..making them rich..not this time..not with a profitable and low PE paper.. sorry for them...next time !!!

$BioCardia(BCDA)$This has a 7 mill mc and they say there is a bill in sales per yr. in the products that were just approved.I wounder what the projected sales could look like?Even if they could get 10 percent market share thats 100 mill per yr in revs.

$Affirm Holdings, Inc.(AFRM)$ The business model is a losing idea; "Buy now Pay later". If you can't pay when you buy it, what makes you think they will pay "Later?? Sounds like a sure way to go bankrupt.

$ARM Holdings Ltd(ARM)$ I get grumpy when the shares sell off, but not enough and I can't add.

$百思买(BBY)$ What happened to the bullish view I had on AI computers being sold . Maybe the consumer is more stretched than I thought and I’m sure these new machines will not be cheap. Glad I took some profits along the way up and starting down. I’ll have to look at my charts and make a decision. The dividend is nice, however but not nice enough.

Strange how some “analysts” become so concerned when the stock skyrockets in a short period of time, but don’t show any concern when the stock drops 20% to 30% in the course of a few days. If I was short on $SoFi Technologies Inc.(SOFI)$ , I guess I would be pretty alarmed to see the SP going higher and higher.