$Li Auto(LI.US)$ My source told me that Li auto has halted their production because the goodyear factory in shanghai could not provide the tires to Li. The goodyear factory local authority has frozen their community without letting any truck go in and out. This cause a significant problem at Li's assembling line. They are losing 30 Million USD a day on sales side, the cash follow will be even worse since the final assembling factory still need to pay their factory workers and suppliers. Thi...

$阿里巴巴(BABA.US)$
Based on Chinese law, the maximum fine they can put on a company is 10% the prior year's sales.  which means one time fine of maximum 50 Bil out of the company pocket.  In reality, It is very unlikely BABA will be fined more than 1% of the sales total since this has never happened in China corporate history.  Sounds like the goverment is into a mission to show who is the boss to Jack Ma.  It  is quite possible some major partners /shareholders will have to give up the corporate control rights rather than actually big monetary fine.    This "investigation" led consequence in market has been brown way over the cloud.
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$Zoom Video Communications(ZM.US)$
Looks like we are seeing $407 resistance line. The stock will floating around here for some time.  Wait until next earning report to elevate the stock to a new level. This second round lock up put a lot of user on paying mood rather than gettting ZM service for free.  Without the pandamic,  the organic growth should put the stock at 370-380 market valuation.

$American Airlines(AAL.US)$
刚刚过去的国会法案对航空股是一个大的利好。 不过这个消息已经基本在股价中反应出来了。 一般来说， 利好的地方是可以阻止进一步的下跌。
航空股里我还是看好小公司， 比如HAL和JBUL， 从balancesheet的角度而言， 得利最大得是 Alaska airline and HAL
I am more interested in Alaska Airline and Hawiee Airline,  the smaller ones are normally benefited most from subsisdize on balance sheet. Meanwhile, these 2 has better seat ratio for current market since both states has less covid-19 case and attract to travelers. At the point of recover, they will be best to pick up customers. further more they are good for take over by PE or larger airlines
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$KNOT Offshore(KNOP.US)$
This is an odd REIT stock which provided year in and year out dividient (currently at 14%  annually) while it keeps growing their equity. Guess it is been counted as natural gas stock but in reality it is a transportation company for carrying and storing gas. Most of the ocean tanker made ton's of money second half of the year and so should this one. But they are slower in providing financial report and hence a slow pace to catch up with reset of the tansportation companies.  Normal range of divident was around 6-8%. Based on this persumption and next year's earning estimation,  it should should at least double the current price next year.  
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$Occidental Petroleum(OXY.US)$
Given the market sentiment change, One must ask how much lower can OXY has to go to reach market floor.  Since there is no earning for OXY, then the only approximate factor one can consider is P/S.
OXY has a P/S range of 0.41-0.72 with average of 0.57....... However currently market P/S is 0.95, it is way overbought. IMHO, given that sales will still decline in next year, the P/S should be somewhere around 0.7 or less.  This translate to a healthy market valuation of $15-16. Those who still hold on the stock will see stock going down further. This is not a market correction, it is a correction of single stock which has been hyped!...

$Occidental Petroleum(OXY.US)$
For those still believing kicking out of SP100 is only marginal, I have to say you are so naïve on market sentiment. The stock will be going to 16-17 at year end before it pull back to 20 level. Yes, it may reach to a new high at mid 20s sometime next year if all kind of demanding will lift the gas price. However the expectation is already priced into the stock and it was even hyped with overjoy.
My suggestion will be sell now   before it went all the way to 16  Pick it up again sometime next year after market makes a correction!...