Disclosure: I sold my positions in BRI, BLMN and CAKE.  The reson?  The Chinese EVs have come down substantially and I could not...

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I should also point out that the dollar has been steadily declining, this too should put a bit of upward pressure on the 10 year treasury ...

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Treasury Yields are soaring, should be good for the financial sector Treasury Yields Have Soared This Week. What Investors Should Expect N...

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awesome, thanks for the thoughts!

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  The restaurant stocks (and old economy stocks in general) are a play on an economic recovery. I am not expecting to keep the restau...

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Why CAKE? I do not follow them, but prior to pandemic they were ~40ish/share, close to that now. Even as we get vaccines, won't it be clos...

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I bought back BABA (not as a big a position as I had when I got flushed out about 9 to 10 days ago) at $260, will keep it for a while, hop...

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I too am sorry I sold NIO, it and XPEV have gone vertical.  Left a ton of money on the Table, I should have sold half and kept the re...

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Thanks for sharing. I am interested in looking into some other areas and I like your logic. Might have to do some reading over Thanksgiving.

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I have done more DD since your original post.  I like NIO the best of the 3  FWIW and even did an earnings trade (bought at 44- ...

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<p>CIEN - Announced today that their earnings will be before the bell on Thurs, Dec. 10th. Wondering if anyone is thinking of a cove...

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Forgot to add F as a value stock I recently bought.  I am also looking to again buy BABA, I think it is now finally bottoming.  ...

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Just one more thing:  I followed the same line of thinking when I invested in BABA about 4 years ago, i.e. I missed AMZN, so how coul...

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When I started investing in EVs, I did it because I had missed TSLA.  I first bought XPEV when it went public back in August. Days la...

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NIO came to my attention a week or 2 back. It is tough for me as I tend to be more of a value investor and Tesla (I know it is not Chinese!), Nio, ...

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This has been a crazy ride, sold some yesterday, they have doubled since August.  May sell more on Monday but plan to buy them back w...

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Started putting money into Chibese EV companies NIO and XPEV, done well with them and I am hoping they pull back to add to positions.  I would...

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Arm is now playing in the big leagues with Apple's new MACs come with the Arm based M1 Chip. theverge.com/20...e-date  

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finance.yahoo.com/ne...2.html Qualcomm Jumps on Outlook for Booming 5G Chip Demand Ian King Thu, November 5, 2020, 8:30 AM ...

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