$SPDR S&P 500 ETF (SPY.US)$ the end of this session is gonna be entertaining….big rug pull incoming…

Down around 70% last year, I looked at $Match group (MTCH.US)$ , $Generac (GNRC.US)$ , and $Align Technology (ALGN.US)$ briefly to see if they seemed like bargains or value traps.
Here is a quick takeaway for each stock:
- Match Group - Posted 10% sales growth in its most recent quarter (minus FX). Hinge is being rapidly adopted by Gen Z and is set for a product rollout across Europe -- which will be essential to watch. Now trades around 15 ti...

Own January 2023 calls on CCL and DIS. Down big on both positions (62% on CCL, 30% on DIS). Trying to decide whether I should cut my losses and accept that the trade was an absolute failure, or continue to hold as I have another year for things to play out? Any advise would be greatly appreciated. Strike on CCL is $30 and $200 on DIS
$Disney (DIS.US)$ $Carnival (CCL.US)$

$Camber Energy (CEI.US)$ The CEO's response to the short sell report is disappointing, in its vagueness. The fact that he failed to issue a point by point rebuttal to the claims made by the short sellers is alarming and suggests to me that there might be true. This might encourage more shorts. However, if retail investors were to band together to buy Camber, the short sellers will get squeezed. I think this is the most hopeful scenario for the stock to recover, as we can't rely on Camber management to issue a robust response to stabilise the stock.

$SPS Commerce (SPSC.US)$ wow, looks at the weekly sell volume. I suspect this comes down on the 9 ema

$SPS Commerce (SPSC.US)$ overbought

$Lucid Group (LCID.US)$ what does it mean lockup period expires? is it good time buy some more at this cheap price?

Every quarter, the SEC releases Form 13F filed by Institutional Investment Managers to protect the unequal status of retail investors.The Q2 13F filings give us a quarterly opportunity to observe what star institutions are doing, getting a chance to have a deeper look at the latest market trends and find valuable trade ideas.
WhaleIndex 100 tracks the 100 most commonly held stocks disclosed on 13F filings. This strategy has a long-term better performance against S&P 500, with a total return of 250.4% in 5 years.
Berkshire Hathaway
According to the 13F filing in Q2, Berkshire’s US$293 billion portfolio consists of 44 companies, with Apple accounting for over 41% and the top 5 holdings accounting for over 76% of the total portfolio.
The top five holdings are   $Apple (AAPL.US)$ ,   $Bank of America (BAC.US)$ ,   $American Express (AXP.US)$ ,   $Coca-Cola (KO.US)$ ,   $The Kraft Heinz (KHC.US)$ .
In addition, as listed in Buffett's 2020 annual letter to shareholders,   $BYD COMPANY (01211.HK)$ (China's EV & Battery maker with a US$ 95 billion market cap.) is included in Berkshire's portfolio.
You can click "Summary" under the stock's "Detailed Quotes" page for more details.
Source: the moomoo App
Temasek
In Q2, Temasek's top 5 holdings are   $Blackrock (BLK.US)$ ,   $PayPal (PYPL.US)$ ,   $Alibaba (BABA.US)$ ,   $Visa (V.US)$ , and   $Lumen Technologies (LUMN.US)$ .
Temasek Holdings adds new stakes in Airbnb (ABNB), DiDi Global (DIDI), New Oriental Education & Technology (EDU), and Flywire (FLYW) to its US$343 billion portfolios, increased 35% from Q1. While the top sells include Alibaba (BABA), ContextLogic (WISH), Cheniere Energy (LNG), China Biologic (CBPO), and SPDR S&P Financial ETF (XLF).
Goldman Sachs
According to the 13F file in Q2, Goldman Sachs buys 5.87 million shares of Alibaba, becoming the 5th top holding for its portfolio. Goldman Sachs also increases the proportion of tech stakes such as Apple, Facebook, and Tesla, making its top 5 holdings become   $SPDR S&P 500 ETF (SPY.US)$ ,   $Apple (AAPL.US)$ ,   $Microsoft (MSFT.US)$ ,   $iShares Russell 2000 ETF (IWM.US)$ , and   $Alibaba (BABA.US)$ .
It is worth noting that unlike Goldman Sachs, BlackRock sells 74 million shares of Alibaba in Q2.
Rewards:
Do you think it's worth to watch what great investors are doing? Should people just fast-follow or turn a blind eye? Which investors/ mooers/ Youtubers are you following?
Leave your comments below before Aug 24,
5 mooers will win 2000 points
10 mooers will win 1000 points
based on the quality and originality of their comments.
Comment now to win！