To The Moon

$Tesla Motors(TSLA)$ Well…NVDA did not save the market. The Nasdaq will begin a systematic sell off starting tomorrow. September is historically a weak month, coupled with NVDA weakness and Tesla’s rising list of concerns, I could see this under $175 by the end of Sept and under $140 by Oct.

$Salesforce.com(CRM)$ Single figure growth from here for the next few years.... 40x earnings not sustainable. Belongs in the 20x earnings now along with Google and Meta. Margins can only be squeezed so far!Who ever is buying at these levels will loose their pants tomorrow

$Alphabet(GOOG)$ Its funny that when the "cheese" wants to make the sector stink, they just do it and it can squander on for 3-6 months and we deserve none of that. No way should we be down buck on some nvda news. But whatever, This after market stuff will be brushed aside pretty quick.

$XPeng Inc.(XPEV)$ China EV makers are NOT selling any cars in US and Canada at all. US and Canada government just enjoy themselves with empty hands. Sad to the consumers in US and Canada, they cannot buy cheap but good EV cars. Europe sells a lot of traditional cars in China. If they restrict China EV cars, China will restrict European traditional cars. China EV makers will be happy to enjoy bigger market shares in China.Data shows that one out of every 3 cars sold worldwide is sold in China. The don't need other countries to be successful.

$Palantir Technologies Inc.(PLTR)$ The hype around NVDA is out of control. Even if they had poor earnings, what does that have to do with PLTR? Completely different fields and strategies. It’s like saying that if a handbag store on your street closes because everyone already bought a bag, then the grocery store should close too.

$XIAOMI-W(01810)$ I remind you that su7u will definitely be released simultaneously with the Xiaomi 15 series, and the traffic impact of su7u will promote the 15 series at a level similar to that of mate60. In the next six months, in addition to the rising financial performance, this will be a historic event in the linkage between the car industry and the mobile phone industry.In my opinion, let alone ordinary media and investment analysis, even Xiaomi shareholders have not realized the strategic significance of su7. This is a real breakthrough in China's top performance cars (Zeekr Geely has achieved performance but has not broken the circle). The impact of the next national traffic carnival event may allow us to see a

$Salesforce.com(CRM)$ Finding it hard to believe I am the only one pounding the tables on this into earnings. I am predicting a less stressed and return to the Benioff of old, excited rates are coming down for the few billion they have invested into subleasing Salesforce Tower.

$XIAOMI-W(01810)$ Many wealthy people in China want to be misers. For example, these Internet tycoons have tens of billions or hundreds of billions of cash in their hands. To be honest, if they leave 10 or 20 billion, their grandparents and grandchildren can't use it up. The extra money can be used to support universities and spend money on technology, like Musk and Bezos.Lei Jun is really worthy of admiration. After becoming financially free at a young age, he started Xiaomi. Good money drives out bad money, and technology is used for good, so that most ordinary people can use smartphones.Now he is working on Xiaomi Auto and creating a lot of jobs. It's really amazing.On the contrary, big companies like Alibaba, Tencen

$SENSETIME-W(00020)$ I feel it is better than expected. The current business growth is good in the industry, given the bad environment. And Jueying seems to have just started to gain momentum, and its toC products have also just started to gain momentum. From this perspective, it is entirely possible that the company will turn a profit in the 2025 interim report. It is still worth looking forward to.

$NVIDIA Corp(NVDA)$ A beat with good guidance because of those new chips waiting to be done.. should and will beat I say to 140 or so depending if we go above 130 before ER.!! These big companies move about 10+% on earnings.Im a long term investor. If they beat all well and good. If they sell off i add to my position. This is a 3 to 5 year hold.