$Tesla (TSLA.US)$ Tesla will have huge upside this year due to the tech release, same as amazon, the main reason for amzon with this high valuation is because the AWS not the e-commerice, same concept as Tesla. You know what I'm saying

$NVIDIA (NVDA.US)$ The earnings guidelines are all pretty good, but yesterday the price was in a double beat, and sideways trading was the best result. The macro environment was not very favorable until mid-March. Short-term bullish

$NVIDIA (NVDA.US)$ Meta purchased 760 DGX general training systems directly from NVDA, including 6080 Ampere architecture Tesla A100 Tensor core GPUs. In terms of savings, Meta has purchased a total of 231Pb of flash memory arrays, modules, and capacity. A new supercomputing cluster like Meta will become the largest deployment cluster for the NVDA DGX A100 at present

$Amazon (AMZN.US)$ Excluding the one-time revenue from Rivian, this financial report is mediocre and not enough to offset the current macroeconomic concerns. Be cautious about chasing highs.

$Meta Platforms (FB.US)$ The slowing growth rate has brought Facebook into the value range for the first time. For me, the fundamentals of Facebook have changed. The investment in the metaverse transformation is huge and calculated annually. Now it seems highly likely that it will be surpassed by competitors. If we look at it as a value stock, a price-to-earnings ratio below 15 is reasonable.

$NIO Inc (NIO.US)$ The decline is due to the better-than-expected non-farm payroll data on Friday, which is contrary to Tuesday's data, and today nasdaq is also affected to varying degrees.

$NVIDIA (NVDA.US)$ Nvidia's acquisition of ARM itself involves national security issues, and I never thought it would succeed, but of course, success is the best outcome.

$DiDi Global (Delisted) (DIDI.US)$ Buy at 8 yuan, there are two scenarios. If the situation is optimistic, fines and some lawsuits will be settled, and the stock price will rise slightly. There is also a possibility of direct delisting, with Didi falling into OTC market trading. In the long term, there is a market cap of 50 billion. The probability of being directly taken out is not high.

$NVIDIA (NVDA.US)$ Nvidia will cause an AI technology reform, and its cloud computing and gaming sectors will also grow rapidly. It makes sense that the price is so high; forward PE is reasonable

$NIO Inc (NIO.US)$ As soon as NIO fell, all kinds of bearish theories began; as soon as NIO rose, all kinds of bullish theories began. At the end of the day, they still use current stock prices to measure whether this company is good or not. Take a look at the macro data. Under high inflation, the pressure on growth stocks definitely has nothing to do with the company's fundamentals; holding on for a long time and increasing positions is a good method. Mastercard and Visa are good choices to deal with this situation