$Tesla (TSLA.US)$ The bright moment has arrived. Last year it dropped 9 working days in a row; this year, which has already gone up 8 working days, can it continue to rise for 10 working days? The scariest thing is that it directly doubled within a month, and I'm looking forward to seeing how it develops in the future

March 13, J.P.Morgan: Chinese stocks lost the valuation support.
March 14, J.P.Morgan: "Chinese tech stocks are uninvestable". Downgrades all China internet stocks.
March 14, J.P.Morgan: Expecting pressure on share price as global investors price in China’s geopolitical risks.
March 16: Chinese tech stocks surged 40%.
$KraneShares CSI China Internet ETF (KWEB.US)$
 
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$Tesla (TSLA.US)$ Tesla should be treated as a software company. The current value-added services provided by Tesla include the FSD optional package, which is priced at $10,000.
At present, the FSD selection rate is less than 20%, accounting for less than 4%. And here with the continuous iteration of the autopilot version and the continuous increase in Tesla's ownership, the contribution of the service industry's profits will definitely improve rapidly.
If according to the forecast of the previous Soochow study, the profit of the service industry will account for 50%, according to the 25-year guidelines, this profit alone will exceed 10 billion U.S. dollars.
Although the iteration of the version has been postponed recently, it is still very good in terms of the 2,000-person autonomous driving situation in the United States in October.
In benchmarking with Apple’s service business, the gross profit margin of software service revenue exceeds 50%, with a compound growth rate of 33%. It may seem reasonable to understand the valuation issue in this way.

$Tesla (TSLA.US)$ The recent runup isn't the last.  The next few ERs will show pretty much the same as the last, but even better.  With the two new GFs coming online the next few quarters should show increasing production numbers, increasing revenues, increasing profits and less cap ex spending now that the buildout is complete.  Last ER the PE was cut in half, and then the runup.  Expect more of the same.

$Tesla (TSLA.US)$ weird people when Tesla 500++ nobody buy .. 1000 ++ rushing to buy 🤣 how funny people

$Microsoft (MSFT.US)$released its Windows 11 on Tuesday. People are excited about its visual makeover and new productivity tricks. Are you interested in the new upgrade?
For me, I would only update my computer system when I have to or when there's really something revolutionary. But, is Windows 11 that game-changing? I doubt that.What about you? What do you think of Windows 11?
Anyway, I think the upgrade would help Microsoft and its partners to sell more computers and software. Thus, Microsoft might be a good buy. What do you say?
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