$NIO Inc.(NIO)$    • Overbought setup: RSI near 80 is unsustainable. Even if earnings look “okay,” stocks often sell off after big pre-earnings runs. • Reality check: NIO is still burning cash. Losses last quarter were almost RMB 6.8B (~US$930M). A single “less bad” quarter won’t erase that. • Peer valuation: It’s trading like it’s already profitable, so any disappointment can hit harder. I'm shorting it now~ 

$Lululemon Athletica(LULU)$   Lululemon fell almost 18% in one day.  Big reasons: • They cut their full-year forecast again. • U.S. sales only grew 1%, which is weak. • Tariffs are hitting profits, costing them about $240M this year. • Analysts rushed to downgrade. Some even put price target at $150. That’s why the stock sank. But at today’s price, valuation looks much lower than before. If sales improve or holiday season is strong, it could bounce.

$Eli Lilly(LLY)$   Eli Lilly lost over $100 billion in one day. The reason? Their new obesity pill only helped people lose about 11 percent of their weight, which was far below what the market expected. The stock dropped 14 percent, but here’s the crazy part: it is still trading at over 50 times earnings. This is not just a bad day. It could be a shift in how investors value the company. Lilly was priced like every drug would be a blockbuster. But now one of their biggest launches underdelivered. That breaks the story. Yes, the company is solid. But the stock was priced for perfection, and that just got proven wrong. If investors start revaluing based on actual results, this may not be the bottom yet.

$NIO Inc.(NIO)$   NIO’s run from ~$5.8 to ~$6.5 has been eye-catching, but the technicals are starting to look stretched. • RSI is above 88 → that’s extreme overbought. • Volume spike looks like FOMO rather than steady accumulation. • Support sits around $6.20 and then $6.00. A break could see quick downside. Yes, ES8 preorder buzz and Fed optimism gave it a lift, but history shows these rallies don’t run forever when the fundamentals (deliveries slowing, still unprofitable) haven’t changed. Isn’t anybody seeing this?

$NIO Inc.(NIO)$   NIO ran from $3 to almost $7 in just a few months. That shows the stock still has momentum power in the short term. Traders can play the swings. But long term, the story looks weak: • Still not profitable, keeps burning cash. • Competition in China EV market is too strong (BYD, Li Auto, Tesla). • Survival depends a lot on government support and subsidies. • Every time it rallies, sellers come in around $6–7. So short-term bulls may catch a bounce, but the bigger picture looks bearish to me. 🧸

$Tiger Brokers(TIGR)$  Revenue: $138.7M (+58.7% YoY) • Net Income: $41M–44M (up 8×–16× YoY) • Client Assets: $52.1B (+36% YoY, $3B net inflows this quarter) • Trading Volume: $284B (+168% YoY) • Funded Users: 1.19M (+21% YoY) This isn’t just “growth”, this is acceleration on all fronts: more clients, more money flowing in, more trades. They’re scaling fast and turning it into real profits. Yes, price pulled back today (classic “sell the news”), but the fundamentals are screaming strength. If momentum picks up again, TIGR has room to retest that $13+ zone and beyond. Markets love to overreact short term… but the numbers don’t lie. 

$Grab Holdings(GRAB)$   Grab just posted strong Q2 numbers and the trend looks good: • Revenue hit US$819M, up 23% YoY • Adjusted EBITDA jumped to US$109M (+69% YoY) • Deliveries up 23%, Financial Services up 41% • Sitting on a massive US$7.6B cash pile for growth + stability At today’s price around US$5.5-5.9, analysts still see upside to US$6-6.2+. With mobility, food delivery, and digital banking all under one super-app, Grab has a huge Southeast Asia market to grow into. Yes, competition is real, but profitability is improving and cash flow is getting stronger. I see this as a long-term compounder with room to run~~~~~~

$Tesla Motors(TSLA)$   Tesla had a strong push earlier in the day, climbing to around $345, before cooling off and dipping back toward $338. For me, this does not means "breakout failed” and instead feels like the market taking a breath before deciding on the next move. Why I still lean bullish: • Normal in big moves: Strong stocks often make a run, then shake out traders with a quick pullback. This flushes out weak hands and gives institutions a chance to reload. • Macro backdrop still friendly: Yesterday’s cooler inflation numbers have given growth stocks breathing room. The Fed may not be as aggressive, which usually works in Tesla’s favor. • Tesla’s unique attention cycle: When TSLA moves, it is not just pri

$Tesla Motors(TSLA)$   Tesla broke out above $367 earlier this month and has already run around $395. But fundamentals don’t match this rally: • Global EV sales growth slowed to +15% YoY in August, weakest since early 2024. • China EV sales up only +6%, Tesla’s China deliveries actually down ~10% YoY. • U.S. market share fell to ~38%, lowest in 8 years. • Forward P/E is stretched at ~140× 2026 earnings. Yes, AI, robotaxi, and energy are the future story. But for now, the auto business is cooling fast. To me this looks more like a short-term pop than the start of a new run. Short-term bearish~~~

$Synopsys(SNPS)$   SNPS crashed ~35% in a day after earnings, its one of its worst sell-offs. Earnings/revenue missed (EPS $3.39 vs $3.80 est, rev $1.74B vs $1.77B est), IP sales fell ~8% from export rules and customer issues, and guidance got cut. That’s why we saw the panic. But here’s the thing: even after the cut, full-year EPS is still $12.8. At today’s price, SNPS trades around 34–36× P/E, near its 3-yr average (~38×). For a company dominating chip design + AI software, that doesn’t look expensive. Analysts trimmed targets but still see $525–$600+ ahead. Long term, demand for chips and AI tools isn’t slowing and Synopsys is in the middle of it. Right now, I see $420 as strong support, but even here the up