Remember how TB100 kept saying how CORZ should buy $Marathon Digital Holdings Inc(MARA)$ ? They can’t even pay their own bills. Maybe $Marathon Digital Holdings Inc(MARA)$ can buy their rigs for 30 cents on the dollar…It’s also interesting how they came out of nowhere and suddenly they were mining 40+ BTC constantly per day. Something always felt fishy with them. Sort of like SOS and that other company who had contracts to buy rigs that were heaps and bounds better than anything else on the market. Their name escapes me right now.It will be interesting to see if they pull through or not.

$Unity Software Inc.(U)$   So does company get $1b of new cash tomorrow also now that the merger is completed?In addition to delivering benefits for creators, this transaction also provides significant benefits to shareholders. The combined company is expected to generate a run rate of $1 billion in Adjusted EBITDA by the end of 2024.In connection with the merger, Unity’s Board of Directors have also authorized a 24-month share buyback program of up to $2.5 billion, effective upon closing of the merger, which is expected to reduce dilution caused by the transaction.Silver Lake and Sequoia have fully committed to purchase an aggregate of $1 billion in convertible notes from Unity at closing, demonstrating their belief in the value creation p

Talk about a problem with IQ. I've been a paid member before, but recently there were no good dramas, and I didn't renew my membership when it expired. In order to watch the Premier League, it bought a sports channel membership, and as a result, the right time important games have to pay extra again, making people very uncomfortable. The video site to play open-source savings is not wrong, the premise is that the user experience can not be lost, if Shake Sound and other platforms to buy the rights to the five major European leagues, immediately transferred to the field.$iQiyi Inc.(IQ)$

$SoFi Technologies Inc.(SOFI)$ Summary SOFI was recently hit with a double whammy of inflation risk and extension of the student moratorium. As a result, SOFI's valuation had fallen by 70% since its 52-week highs of $24.95. However, we believe the selloff is overblown given its stellar performance and robust business model. Here's why. Investment Thesis SoFi Technologies' (NASDAQ:SOFI) growth and valuation were recently hit by the inflation risk and the extension of the student moratorium at the same time. It had caused the company to reduce its FY2022 revenue guidance. However, in our opinion, the resultingsell-off is overblown, since the current climate will not persist indefinitely. In addition, SOFI had done well for itself with a 72.8% YoY reven

11/15 Update: According to 13F filings submitted today to the SEC, more of EHANG’s major US institutional investors continued adding shares in Q3. Morgan Stanley increased their EH shares by 22%, Citadel by 68% and State Street by 70%.

$Amazon.com(AMZN)$  I believe we have the makings of a good 10-15% bounce under "normal" circumstances. While I hope you are correct, it helps a lot of people if you are, the big difference between normal times and now is people are smarting over their big losses. I'm not sure people who have bought and took a ride on the previous bounce only to lose it the next day/week/month are going to be a little less likely to repeat the same mistake.Hope you are correct though. Just not feeling it right now.

I agree The Market is assuming “no further rate hikes.”IMHO- As unpopular I may be The Market is wrong. My thinking…Fed Chairman, while testifying b4 Congress last week, indicated banks would no longer have to liquidate at a loss Government Bond positions in emergency break glass situations; while )today) post two bank failures, the context is different, again in my personal opinion at the risk of damaging my popularity 😂—>the Feds stepping in at record breaking time to backstop 2 banks and effectively preventing crisis spread, enables the Fed’s continuation of rate raising to stem appearance of inflation while not breaking banks. All this with a recent backdrop CPI reading of 6%. The Feds credibility is at stake.GLTA,$Upstart Holdings, Inc.(UPST)$

$Advanced Micro Devices(AMD)$  Semi sector got hit hard! Amd ($64.59) down 61% from ATH (164.46)!How low can it go? Technically speaking, it may go below 50?The PEG ratio of 1.38 (PE 40, annual growth 29%) indicated it is not cheap at this level unless earning and/or revenue growth can be improved!Luckily on the fundamental side, its superior technologies and growing market share may help a lot once this down turn ends!Investors should watch the economy closely. Many semi companies even have low PE of less than 10, of course their growth potential probably not as much as Amd.For sure, this bear market will end eventually and healthy stocks will survive come out even stronger!Good luck all!

To be very specific on gross profit margin: management noted that their cost of polysilicon was up about 10% to 15% quarter over quarter. That would take the cost of polysilicon to about $41 per kg in Q4. We know that some spot prices were that high in October and November. However, this price is about 10% higher than what DQ realized in the quarter and remember DQ sold most of its product in October and November. So JKS’s purchasing of polysilicon was sloppy to say the least. The difference between what their cost was and what it should have been was about 1 cent per watt. That is equal to 3.7% of gross margin. Instead of 14.1%, gross margin could have been almost 18%.Could have been, would have been, should have been :( $JinkoSolar(JKS)$

$Shopify(SHOP)$  Just watched Binance CEO on CNBCI think all these Companies that come out with adjusted and non GAAP earnings are going to go down.Shopify will be included in this sinking 🚢Binance CEO just said that big four audit firms don’t have the expertise to audit crypto companies. He also refused to answer direct question if his company can pay back $2.1 B that he received from FTX. Curious if those were comingled customer deposits.