$PDD Holdings (PDD.US)$ can someone explain to me what happen? how bad was earnings?
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$CrowdStrike (CRWD.US)$ what i feared has come. its not the incident that will bring this down but how overvalued crwd is atm. any impact to its sales will bring the share price down.
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$CrowdStrike (CRWD.US)$ Guys if you think for a second that people are switching from crwd please shelf thst thought. im in this sector and i can tell you that its products are so good it makes any lazy CIO buy it without second thought. i mean even if they are cash strapped they will buy it.
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$Albemarle (ALB.US)$ too many near term headwinds. if you wanna hold this its gonna be long term.
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$PayPal (PYPL.US)$ Paypal has multiple revenue streams like Braintree, Venmo, in addition to paypal. its trading at a multiple last seen in 2017. Dont listen to the white noise. Resistance at 64, if we break it its all the way up.
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$PayPal (PYPL.US)$ Fyi the new CEO is from Intuit. The company that managed to fend off Apple and Microsoft with an insane valuation now. I dont think many know this i just want to put it out there.
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$VinFast Auto (VFS.US)$ if the boss owns most of the shares and dont sell how would you cover your shorts?
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