$Alphabet-C (GOOG.US)$ A lot of people is losing a lot of money. The technical setup was susceptiple to bad news.

$Advanced Micro Devices (AMD.US)$ 27 times P/E, 7 times P/S, gross margin over 50%, operating margin over 20%, clean balance sheet, diversified, trustworthy management, with over 20% CGAR of EPS next few years.

$Advanced Micro Devices (AMD.US)$ This is buyable. It’s significantly de-risked. There might be still some downside relative to the index, but the relative upside is more than offset it.

$Wolfspeed (WOLF.US)$ The corporate America has so many mediocre, or dumb, or overconfident and arrogant management. They destroy shareholder value daily by overpaying M&A, overpaying for share repurchase, making bad Capex, executing poorly, not working hard etc. Never hold a company with a bad managment!

$Mobileye Global (MBLY.US)$ Double bottom. Cup and handle in the making to break the resistance at around 17.35?
Look out for possible deal announcements.
Sold calls at 20 expiring at year end. Will not regret if called away, even if because of new deal announcements.
This thing is likely to recover a lot in 2025 and beyond, but is extremely volatile.

$Merck & Co (MRK.US)$ $Incyte (INCY.US)$ is a great company. Buying it would be a good decision, unless Merck massively overpays.

$Nucor (NUE.US)$ Buyable.

$Steel Dynamics (STLD.US)$ Buyable.

$STMicroelectronics (STM.US)$ The sales drop by 24% in 2024, yet I haven’t heard a single layoff or some operation optimization by this state-owned company. P/S is less than 2 with gross margin about 40%, and it still has about 10% downside risk in terms of P/E. What a shame!

$Intel (INTC.US)$ This doesn’t take much volume to recover, since the non-believers are long gone at the bottom.