https://www.youtube.com/watch?v=9MgWvfEEUVg

Brace for impact the recession is here.

$amzn $bby

when your company is good enough you cannot continue to afford to host your code in public cloud service providers for security concerns. also there are customized feature Github is not able to provide so you would need companies like this eventually. $gtlb

https://electrek.co/2022/11/18/tesla-tsla-drops-near-value-stock-level-analyst/

Tesla shares would trade at approximately 12.5x EV/EBITDA and 23x PE on our FY25 forecast (SBC burdened) which we see as excellent value for a self-funded, 20 to 30% top-line grower in top position to benefit from re-architecting the US on-shore/near-shore/friend-shore renewable supply chain at scale.

$tsla

it's a good app. we use it to share the fruits from the trees with our neighbors and also making some friends in the process. there's more news about people stealing cars lately but overall you got some useful information there. $kind

some insiders are actually buying recently. $coin

This is a buy. we would continue to be using the iphone the next 5-10 years. $aapl

inflation is going to cause a lot of issues and this one is a recession indicator. it tells you recession is incoming. $wmt

$sofi bank has 3% interest on cash right now. and your account is for free. and their stock dropped 83% from the peak. the chart looks very different than what it is for $jpm or $c or $bac. It seems like one of the scenarios where you get 3% but you risk your entire principal..

you've been warned.

https://variety.com/2022/digital/news/roku-layoffs-200-employees-1235435468/amp/ $roku

This is a must have. Whatsoever I go there the lines are so long. $cmg

https://www.theverge.com/2022/8/30/23329301/snap-layoffs-20-percent-employees-snapchat

Snap is planning to lay off approximately 20 percent of its more than 6,400 employees, according to people familiar with the matter.

$snap

$CHGG $TWLO $FSLY $ROKU $SQ $LVGO

Their research and MSCI index are important benchmarks for investors. This would not change in the next while.

When you promise to deliver 7nm in 2016 and 2017 and 2018 and 2019 and 2020 you know they would never deliver anymore. Their financial statements look much stronger than AMD but this is a company with no future. And it's an avoid regardless of how good your financial statements is. $AMD $INTC