$Tesla(TSLA.US$ Tesla will have huge upside this year due to the tech release, same as amazon, the main reason for amzon with this high valuation is because the AWS not the e-commerice, same concept as Tesla. You know what I'm saying
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$NVIDIA(NVDA.US$ The earnings guidelines are all pretty good, but yesterday the price was in a double beat, and sideways trading was the best result. The macro environment was not very favorable until mid-March. Short-term bullish
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$NVIDIA(NVDA.US$ Meta purchased 760 DGX general training systems directly from NVDA, including 6080 Ampere architecture Tesla A100 Tensor core GPUs. In terms of savings, Meta has purchased a total of 231Pb of flash memory arrays, modules, and capacity. A new supercomputing cluster like Meta will become the largest deployment cluster for the NVDA DGX A100 at present
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$Amazon(AMZN.US$ Eliminating one-time Rivian earnings, this financial report is mediocre; it is not enough to offset the panic in the current macro environment and carefully pursue higher prices
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$Meta Platforms(FB.US$ The slowdown in growth allowed FB to enter the value range for the first time. For me, FB's fundamentals have changed. The transformation investment in the metaverse is huge and calculated over the years. Now it seems very likely that it will be surpassed by competitors. If you look at value stocks, it is reasonable for a price-earnings ratio of less than 15
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$NIO Inc(NIO.US$ The decline was due to Friday's non-farm payrolls data being better than expected, contrary to Tuesday's data. Today's Nasdaq has been affected to varying degrees
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$NVIDIA(NVDA.US$ Nvidia's acquisition of ARM itself involved national security issues, and I never thought it would be successful, but of course success is the best
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$DiDi Global (Delisted)(DIDI.US$ Buying for 8 yuan. Two situations. If the situation is optimistic, fines plus individual lawsuits will come to an end, and stock prices will rise somewhat. Another type was directly delisted, and Didi fell into OTC market transactions. After a long period of turmoil, it has a market value of 50 billion dollars. The probability of being shot directly to death is not high
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$NVIDIA(NVDA.US$ Nvidia will cause an AI technology reform, and its cloud computing and gaming sectors will also grow rapidly. It makes sense that the price is so high; forward PE is reasonable
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$NIO Inc(NIO.US$ As soon as NIO fell, all kinds of bearish theories began; as soon as NIO rose, all kinds of bullish theories began. At the end of the day, they still use current stock prices to measure whether this company is good or not. Take a look at the macro data. Under high inflation, the pressure on growth stocks definitely has nothing to do with the company's fundamentals; holding on for a long time and increasing positions is a good method. Mastercard and Visa are good choices to deal with this situation
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