$Archer Aviation (ACHR.US)$ A few points for everyone to consider: 1) Even if the aircraft sketch is huge, can it actually be produced? Look at the company's plans over the years, how many have been completed on time. 2) The same concept has been successfully test-flown within China (from Shenzhen to Zhuhai). If an industry has already been seized by competitors, it will be difficult to catch up. Even if high-tech products cannot be sold in the USA, what about the global market? The Middle East market will still be interested. From a sales perspective, China has already achieved it, unless the USA uses its soft power to prohibit the global purchase of Chinese aircraft. 3) If everything goes according to the company's plan and it obtains commercial flight qualifications, would you fly on it? Flying from one airport to another, or from an airport to the city center (how many city centers have large enough areas for takeoff and landing). Yes, time is being reduced, but you still need time to travel from another airport or from the city center to your final destination. 4) Will Dong Wang support electric aircraft? Will the USA military industry be a potential buyer?
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$Occidental Petroleum (OXY.US)$ This stocks are hovering at a low point, with uncertainties in the Middle East situation and the ongoing Russia-Ukraine war. With the understanding king coming to power, it is advantageous for the long-term prospects of this stock. The old man has reduced his shareholding in many stocks, and this is one of the few that he has increased his shareholding in. If you are looking at the long term, it is a relatively good hedge. If you are looking at the short term, you need to watch the market closely, as the short-term profits are not actually significant.
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$Super Micro Computer (SMCI.US)$ List a few key points for everyone to consider: 1) Nasdaq has not approved the application yet. 2) Can BDO complete the audit within the extension plan, and if not, can it be further extended? 3) Will BDO resign like Ernst & Young? (According to US auditing standards, BDO must charge a fee no matter what the outcome is). 3) Will the BDO review process involve changes to previous 10Q or 10K filings? 4) Can BDO eliminate the allegations in the short-selling report? Will PCAOB and SEC conduct further investigations, as the content of the short-selling report, if true, indeed violates US accounting standards, and BDO will also be implicated. I hope everyone will protect their profits when trading short-term.
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$Super Micro Computer (SMCI.US)$ The senior management has thoroughly studied the rules... Even if the plan is submitted, it may be rejected; if approved, an auditor needs to be found; once the auditor is found, a report needs to be issued within a few months. Delisting can be done slowly, as long as their products can continue to sell well.
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$Super Micro Computer (SMCI.US)$ Let's pay attention to the company's current liabilities. If delisted, how much of the long-term liabilities need to be converted into short-term liabilities, and whether the company's cash flow can cover it (please refer to Yahoo's report). Delisting does not mean the company is failing; to some extent, it reduces regulatory constraints. Many enterprises may choose to delist (like Dell before) or choose not to go public (like Twitter's "X"). I believe the top management simply does not care about delisting; it might even be better for them. They just need to worry about whether the short-term liabilities can be covered. With the company's products and demand in place, short-term liabilities are not an issue; the company can restructure its debt with high interest rates. As for legal proceedings, the Special Committee (with Cooley's support) has said there are no issues, and the top management is not worried at all. Therefore, the top management really doesn't care whether the company gets delisted or not.
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$Taiwan Semiconductor (TSM.US)$ The hen said the expected production had halved, but those making egg pancakes said the future looked good...
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$Occidental Petroleum (OXY.US)$ Given the uncertainty in the Middle East, the Russia-Ukraine war, and recent developments in North Korea, is the likelihood high or low for petroleum stocks to continue to decline?
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$Boeing (BA.US)$ Qantas and Singapore Airlines have decided to buy Airbus, which is not good news for Boeing.
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$NIO Inc (NIO.US)$NIO does not sell in the US, nor does it borrow money from the US (can any friends confirm?) Will high US inflation and whether the Federal Reserve is raising interest rates have an impact on NIO?
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$Zoom Video Communications (ZM.US)$ The epidemic in Europe has not improved, and several countries have been closed down again, and the US epidemic has been repeated over and over again. This stock still has prospects.
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