@Tracy Ernest:$Taiwan Semiconductor Manufacturing(TSM)$ Taking TSMC as an example, its valuation of over 70 in the past was not cheap either, and now it has tripled to over 210. Is a valuation of 210 for TSMC high? With a P/E ratio of 30, SMIC's valuation is much higher than TSMC's. Can their positions be the same? Similar cases also include other leading companies like NVIDIA, Tesla, and Apple. I remember during the previous cryptocurrency mining crash, people said GPUs were doomed, but later on, NVIDIA still made a fortune. NVIDIA's market value has soared from tens of billions to the world's number one. Of course, the valuation is high, but it is likely that the increase in performance will offset the valuation. However, I would choo

@Cynthia Gill:$Alibaba(BABA)$ as a leading e-commerce and cloud computing giant in China, has strong fundamentals. Its platforms, Tmall and Taobao, dominate the market, while Alibaba Cloud continues to show growth potential. With China's economic recovery and consumption upgrade, Alibaba is well-positioned for another growth cycle, especially with its international expansion and technological innovation.

@Liz Stone:$Tesla Motors(TSLA)$ For those lucky enough to buy in at $200 six months ago, congratulations! Happy investing. Even better got in at $119 and staying put until a 3 for 1 split at around $650-$700 sometime late Q1 2025 or early Q2. Don’t be surprised when it beats as usual