If u think EV is an industry that will overtake the automotive industry, NIO would be in a very goodposition to take on. Financial support from the Chinese govt means a lot. Regulatory wise can be expected to be very supportive as well 

I think Amazon’s cloud services may be neglected. Cloud services is probably one of the fastest growing services with high customers’ loyalty. 

I wonder how much more can China carry on like this. US has talks to start tapering. I rememberedsome analysts commented on the last tapering back in 2017, it does not matter who started first, but who taper first tends to be in a much better position. Back then, it was US who taper first. 

Looking forward to Chinese Tech doing well for 10/10, 11/11, 12/12… 

Looking forward to Salesforce performance 

Gotta bite through this painful period. Though I believe it is for the long term benefit, with more regulations to even out the playing ground, may promote future businesses to enter into China. 

Nice ESG movements 👍

Seems like pretty good news for now

Seems like Chinese market is flushing with liquidity, while US is thinking of tapering. If the liquidity were to flow into Chinese tech industry, we might see a more robust 2nd half 2021 =)

I do like chipmakers. The increasing IoT pushes demand from more high quality chips 

Well I’m a bull on PLTR on a long term perspective. Though I’m not sure if it will explode, but a good position to hold in one’s tech portfolio 

I do like a number of stocks in here. 

I wonder if IPO in this sensitive period will be actually be good for the investors. COIN was launch at $250 reference price and went up to near $400 before coming off to < $250. 

I think SG govt are balancing decently in being cautious with economic growth. Guess we just haveto accept that Covid is likely to stay and learn to adapt 

Looking forward to it. Hopefully good news 

Air travel should remain challenging even for national carriers

Perhaps just bad timing? 

I’m curious on the counter which was quite hot inReddit earlier: BLSP. Does anyone knows if this counter has filed their documents? I heard they were filing since early 2021. 

I wonder if this is over reaction. Though AMZN has been climbing very strongly since early July 

Hedges?