$CrowdStrike Holdings, Inc.(CRWD)$ Since the event, CRWD is down $29 billion, after a 10% correction from its all time highs. If you conservatively over estimate legal expenses at $6 billion, which will be paid years from now (MSFT will share some of this) and $10 billion in concessions and lost business, you can see why jeffries and morningstar continue to have a price target of $300All of this bankruptcy nonsense is ridiculous,, Boeing survived a lot worse

$ASML Holding NV(ASML)$ Sold a cash secured Put for the European listed shares.It was for a May 17th expiry at a €770 strike and was sold whilst ASML was trading at €848.60.I took in a premium of €7.70 for the trade and paid €1.10 commission - leaving me a cost-basis, if assigned, of €762.31 - or 10.6% below the closing price on the european market today.If unassigned, it's a 1% return on capital at risk in 30 days - or 12% annualized (in addition to the 3.4% earned on the euros on account to purchase the shares if assigned).Over 15% annualized if unassigned or an opportunity to purchase at 10.6% lower prices than present - I'll take either option happily.

$PDD Holdings Inc(PDD)$ PDD earnings coming soon, with nearly 99% earnings growth on deck. The "Strong Buy" rating and $177.78 price target I think this stock’s ready to soar. Only thing—China’s shaky economy could throw a wrench in the works. I’m in for the short-term gains but staying close to the exit.

$NIO Inc.(NIO)$ 's stock is climbing again! Bin Li announced three new premium models (L80, ES7, ES9) coming next year, with 1.5M planned capacity. Firefly production optimized and exports accelerating—monthly sales could soon break 10k units.

$Walt Disney(DIS)$ Disney does lie and cheat. They literally made up fake names and submitted them to the Emmys, then made fake nameplates and put their ESPN broadcasters names on them. Just so that they could say "The ESPN Broadcasting Desk with 14 Emmys, more than any other sports network". And of course this was under Iger's watch.The stock is very fortunate that the market is nicely in the green today. Thank you lucky stars.It's laughable DIS bagholders are celebrating just not having another red day. 🤡The declining number of people deciding not have children because of affordability, climate change or other politically manipulated grievances, will mute any future growth for Disney streaming.

$Lyft, Inc.(LYFT)$ The economic slowdown actually created a golden entry point! Companies like Lyft have solid fundamentals, and their valuations have come down a lot. I just bought in, betting big on their autonomous vehicle rollout. The market is seriously underestimating what’s coming，once AV launches, we could see a major move. Perfect time to jump in!

$Celestica(CLS)$ The recent pullback in Celestica and other AI stocks presents investors with an excellent buying opportunity in high-quality AI companies like this. This isn’t just a result of broad AI sector tailwinds—it also reflects Celestica’s ability to capitalize on these opportunities. The management team is skillfully guiding the company through a business transition, which is expected to drive sustained shareholder returns.

$HUTCHMED(00013)$ Looking at the weekly chart, I expect it to reach 30. The Hong Kong stock market is currently in a bull run, so just buy with your eyes closed. For those who like to play, it’s a good time to start building a position. When you make a profit, remember to come back and show some appreciation. No need to thank me.

$Salesforce.com(CRM)$ CRM, initially I thought wow this is a black horse about to make good. But with more thought, I am wondering if really CRM can pivot around AI to essentially replace a lot of the work force with bots on their platforms? I believe the real use of AI is that your own computer or phone is the AI interface, and all the stuff CRM does on their SaaS essentially becomes obsolete. CRM sounds good, but are they in fact a dinosaur? Keeping an eye on it in case it goes up 10x, but imo right now it is correctly priced at around 25x their current earnings expectation for a moderate growth company.

$XPeng Inc.(XPEV)$ XPeng Stock (xpev)Jumps After Chief Executive Boosts ShareholdingXPeng stock (xpev) jumped in Hong Kong after the Chinese automaker disclosed that its chief executive bought over 2 million of the company’s shares.