$Strategy (MSTR.US)$I didn't pay attention to the capital trend, but I feel that BTC has become a safe haven in the short term, showing characteristics that are twinned with the golden industrial concept market. The premium of MSTR is also skyrocketing in sync with BTC, now reaching 300%, leading to a parabolic trend in prices. However, as long as the symbol BTC, to which it is pegged, does not fall, there is no reason for MSTR to undergo a large correction.
However, it is important to note that if there is a 5% correction on the BTC side, according to the current premium level, MSTR will experience a drop of over 20%.

$Tesla (TSLA.US)$Today I am shipping, and the volume has not been released. It's difficult to break through the previous high point of 350 in one go, and we need to continue to consolidate at this high level.
The biggest risk for TSLA is how long the relationship between Elon Musk and Trump can last. I am skeptical about this, and there is a high risk in buying at high levels.

$Super Micro Computer (SMCI.US)$The company only has a little over 4 months to find a new audit firm and complete the audit. Previously, switched from Deloitte to Ernst & Young, now Ernst & Young has resigned, I don't know if the Big Four would still be willing to take on this hot potato. In addition, different auditors may have different requirements, which could lead to a restatement of the entire annual report.
In addition, there has been no response from the company regarding the allegation of 'undisclosed related-party transactions'. Now the DOJ is also investigating, I don't know if the SEC will intervene after a period of time.
In addition, no one is willing to do business with a company that engages in financial fraud. The recent news is that SMCI encountered cancellations, and NVDA directly handed the orders to local Taiwanese manufacturers, with some estimated to have been given to Dell. This information is directly reflected in the extremely poor guidance. The moat in the server field is not deep, and Dell has always been the leader for a long time, so there is no need for SMCI to meddle.
The best outcome would be the management being collectively dismissed, and then the company being acquired. In the worst-case scenario, the company may go bankrupt.

$Super Micro Computer (SMCI.US)$Is there a possibility of serious financial fraud and the company being insolvent despite this kind of junk stock falling below book value, and I simply don't believe in the true nature of the balance sheet.
After seeing Liang, it seems like you've almost exhausted this set to deceive retail investors in the A-share market. Do you think investors and auditors are fools, continuing to commit financial fraud repeatedly in the U.S. stock market, thinking you're very smart?

$Super Micro Computer (SMCI.US)$To be delisted. See the proper price at about 10 to make the P/B ratio close to 1. That’s where it belongs.

$Strategy (MSTR.US)$ Yesterday, the stock price plummeted briefly after hours due to a large-scale issuance, but the market reacted positively afterwards, considering it bullish. The funds raised from the issuance will be used to buy the dip in bitcoin at the right time.
Considering that neither of the two candidates will solve the US debt issue, but instead will continue to issue debt on a large scale, the BTC price still has huge potential.

$Super Micro Computer (SMCI.US)$ Confirmed financial fraud, also suspected of shipping nvidia GPUs banned from the usa to china, SMCI's trouble is not over yet. It is boldly predicted that the company will eventually be delisted or even fined to bankruptcy.