$Alphabet(GOOG)$ It seems that Google has two kinds of business, one designed for high profits/rewards for short stays and the other for long stays with no revenue, looking/getting information and no purchases, a business that will be transferred to chatbots. But this is just stuck in plain old cost-cutting, not technological innovation. 

$Microsoft(MSFT)$ Somebody said if you're looking for the next Microsoft, it's probably Microsoft. At least that's the way to bet. MSFT by a country mile as they have the engineers.

$First Republic Bank(FRC)$ Well the latest estimate is that they have negative equity of $13.5B so it's safe to say that there's a high chance they both get wiped out. The story will get much clearer next week when preferred dividend payment(s) are due.

$Sea Ltd(SE)$  I also think that SEA doesn't have much of a protective moat. And many of the niche types of e-commerce platforms are already well established. The barriers to entry in e-commerce seem low, competition is fierce and probably most new players will fail, leaving only a few champions, but there will be bodies on the battlefield. And I think there will be many casualties in SEA.

$AMC Entertainment(AMC)$  I believe AMC is trying to rent out to Zoom for events and then again there are quite a few things AA hasn't tried that haven't resulted in higher losses. And, I guess you can always spray on some fake butter flavor and drizzle in some salt afterward for that “authentic” cinema experience even in front of your own flatscreen.

$PacWest Bancorp(PACW)$ I like to plan for the worst, and hope for the best as well. It helps one avoid disappointment. Under promise, and over deliver...... That said, I highly doubt they maintain the 10 billion in liquidity through the end of the year. I bet it ends up being well under 5 billion or less, but again, assume the worst is always safe.

$Pinduoduo Inc.(PDD)$ MU already cut capex to the bone = when good time comes, they won't have the capacity to ramp = MU will be losing market share. If US want to make memories in the future, they need to start filing anti-dumping charges against Samsung/Hynix.

$Faraday Future(FFIE)$ ​ Perhaps there is some good news to report, though. Faraday Future did manage to secure as much as $100 million in new financing recently. Whether that will be sufficient to fund the company's future operations remains to be seen. But now as SEC revealed, no Revenue, and almost no cash left in their account.

$Troika Media Group Inc.(TRKA)$ If you look at the chart, you will see it will spike again. Could be next week, could be a year. But I never, ever sell at a loss. If it’s down, it stays in the account until it’s green. What I’m interested in is if banks will force to cover their positions bc of liquidity issues bc of the Silicon Valley mess.

$NVIDIA Corp(NVDA)$ Nvidia is the single best stock we have today and deservingly so too. People say it's too expensive but I'd rather pay Nvidia a P/E of 40 with 100% growth rate and 80% gross margins than pay $Costco(COST)$ and $Chipotle Mexican Grill(CMG)$ a P/E of 60 with hardly any growth and razor thin margins. Heck, $Apple(AAPL)$ hasn't posted any real growth since 2021 and still gets a P/E of 35. NVDA is a value play compared to many other "growth" stocks.