Michael led

$Aerovironment(AVAV.US)The drone warfare between Russia-Ukraine and US-Iran is practically declaring a revolution in the form of war. Haven't those politicians realized the urgency of the issue? As the absolute monopoly in the single field of drones, with a market share exceeding over 70% in the field and a massive backlog of orders, the stock price has fallen like this—is it crazy? Are those short-selling traders still stuck in the era of playing with remote-controlled airplanes?

$Oracle(ORCL.US) data centers are built and put into use in phases. Those who say the debt is too heavy, the newly built centers are put into use phase by phase. The money earned can not only continuously pay off the additional debt but also generate profit. Profitability has been increasing all along. This kind of debt is like a mortgage, using rent to pay the loan and still making money, what is there to worry about? Worried that the house can't be rented out? At the current pace of AI development, there will only be a shortage of housing. Those shameless analysts use AI to analyze and write articles, then talk down AI, it's simply unreasonable.

$Tempus AI(TEM.US) With the medical data of tens of millions of people that TEM possesses, it can accurately analyze and diagnose various diseases, and also conduct various AI research. Its market value shouldn't be this low. It's really incomprehensible to be undervalued to this extent. In the AI era, data is a gold mine. With this kind of competitiveness and future potential, a market cap of 40 or 50 billion wouldn't be excessive.

$Rocket Lab(RKLB.US)Space X is like a bus, cheap fares, relatively fixed routes, high capacity, and you get your fill. Rocket Lab is like a taxi, privately booked. Those who are bearish on Rocket Lab for its high cost and lack of competitiveness, by that logic, taxis are much more expensive than buses, so no one would take taxis? They should have died out long ago? What's the point of having taxis then? Utterly nonsensical.

$Palantir Tech(PLTR.US) This stock has such a wide moat. Apart from those traders who became 'geniuses' by luck and short it with other people's money, I really can't imagine a future where it would lose money.

$SpaceX(SPCX.US) will unfreeze and release shares for sale by the end of the month. If it doesn't fall below one trillion, I won't consider buying. The second unfreezing, if it doesn't go below 800 billion, would be a disservice to the years of waiting for liquidity.

$Ondas(ONDS.US) With such great potential and performance, and so many people shorting it, is the stock market really turning into a casino as Buffett said? Just a bit of nonsense news can ignite the gambling spirit.

$Oracle(ORCL.US) is a piece of shit. When others rise, it falls; when others fall, it falls; when others fluctuate, it falls. A bunch of negative news, not a single peep, not a single statement, just letting people step on it and let it fall. The CEO should step down.

$Trip.com(TCOM.US) has a dynamic P/E ratio of only 4, yet I still don't dare to buy. Normally, the stock price would have soared by now, but after almost a year, it's still fluctuating like this. Either there's something wrong with the stock, or Wall Street has collectively lost its mind.

$AppLovin(APP.US)This stock is about to enter a bear market, and it is estimated to last for several months, falling 20%~30%

$Figma(FIG.US)I don't dare to touch this new stock at all. Without waiting for at least half a year, there's no way to know if there's any hope for growth. Only when there's hope does it have value to invest.