Buying if there is a big dip. Their breadth and depth of content... No one else comes close, except Disney. Although I must say, being a subscriber and shareholder of both companies, I find myself consuming more of Netflix's content as compared to Disney. 

Nowadays AI seems to be the new sexy thing. Last time it's cloud and now it's AI. P/E of 300-400, P/S of ~33... too rich a valuation? upside might already been baked in while downside is wide open

I think up till a certain point the 'punishment' of these companies would stop before it spooks every investors and make them wary of any and all Chinese stocks, which is definitely not what the regulators and officials want. 

So is Tesla a SWAN 🦢 stock? 

They will say "this time it's different...". But is it really different? Only time will tell. But if time and history are telling the truth, then one can already deduce the answer...

No good...really not good especially to those who are left holding the bags when the musical chairs ends...

Amazon grows by disrupting others. The day Amazon stop growing is when others disrupt Amazon. Will that day come anytime soon? I personally don't see it in the near future so I'm still long Amazon [哇塞] 

The froth is building up again...

Just another reason to print more money..

Discovered this interesting stock today