might not be the case on Visa/Master, as there are Chinese payment, instant payment service and buy now pay later scheme, don't see the potential. No comment on pharma; there could be some truth in the GM case, for sure BRK is a good investment, just too pricey for one stock.

Short term market adjustment perhaps [胜利] 

Comprehensive writeup ! Hope tiger could provide access to Europe markert. Lots of good stocks there ! 

Hope can outcast any of the feds decision on tapering.

Good compilation. ETF is good way to diversify risk 

Semiconductors! [看涨] 

Strong earnings. Next logical step is to expand model range. 

Good lead 

Long awited ! 

Buy the shovel too ! Spread yo some other baskets ! $Boeing(BA)$$Airbus SE(EADSF)$

Apple supply chain that was design by TC is the best we most robust we could have. stands out among other comonat supply chains. 

What happens now ?

The drop is very significant, given the narrow miss in earnings. Suggesting losing shareholder sentiment in some ways. 

Just had my booster shot today ! Support Moderna ! 

Good move to temporarily ease the crunch. 

Solid earnings, smart automotive and chraging related biz ! 

Means many good news of improved earnings coming in. Descretionay spending rise due to holiday season approaching ? 

Good market sentiment, pour some on NIO & XP 

didn't know that, TSMC, SAMS and INTL stole all the limelight. there are players fitting all along the technology spectrum, STM still producing 5" & 6" wafers, they have their own market.