Week 2/1-2/5

UP 10%+⬆️
$SAVA 126.03%
$TIGR 65.72%
$MGNI 58.63%
$SKLZ 58.29%
$CCIV 51.44%
$KOPN 49.61%
$FUV 47.41%
$XONE 44.70%
$ATOM 43.70%
$THCB 40.42%
$DM 36.05%
$WKHS 33.57%
$RESN 30.69%
$TBIIF 29.61%
$FLGT 28.08%
$EXPI 26.63%
$SDGR 25.83%
$STPK 25.65%
$MASS 23.39%

[1/4]
$SRAC 22.25%
$UPST 20.98%
$ETH 20.66%
$BEAM 20.46%
$DKNG 18.04%
$ARCT 17.42%
$GOEV 16.99%
$BFT 16.02%
$FUBO 15.46%
$EH 15.13%
$BTC 15.10%
$AVLR 14.67%
$RIOT 13.94%
$IPV 13.28%
$SNOW 12.33%
$CRNC 12.30%
$PACB 11.96%
$NET 11.61%
$OEG 11.57%
$MP 10.56%
$NTLA 10.52%

[4/2]
$LGVW 10.03%

DOWN 10%+⬇️
$VXRT -35.73%
$SPWR -19.40%
$U -14.14%

UP 100%+ YTD🏅
$SAVA 556.89%
$XONE $322.97%
$OEG 296.35%
$EH 261.91%
$BNGO 258.77%
$CCIV 246.15%
$TIGR 229.35%
$KOPN $213.99%
$RESN 179.62%
$FLGT 171.63%
$ATOM 156.49%
$FUV 140.89%
$ETH 126.51%
$SKLZ 118.60%

[3/4]
$MARA 115.71%
$EXPI 113.83%
$WKHS 105.31%

[4/4]

• • •

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More from @LuoshengPeng

6 Feb
I found this Cathie Wood video is amazingly informative & concise. Also I’m in full sync w/ it!
She talked about the macro economy, mostly fiscal & economic policies & then spent about half time to recap the ARK 2021 BIG IDEAS around:

- virtual world
- AI
- EV/autonomous driving
- automation (robotics, ride hailing, drone delivery, space travel)
- 3D printing
- genomics
Allogenic cell therapies was mentioned for cancer treatments.
Read 4 tweets
5 Feb
Here are my quick notes for $TWST $SAVA $VXRT $CLOV

Why their share prices crashed today or in the past 2-3 days?

$TWST: JPM called it over-priced & give a TP of $100 while Baird raised the TP to $200. It'll likely go back next wk IMO. The stock has been very resilient.

[1/4]
$SAVA: Over-run w/ short squeezes followed by short attacks. Still a double for the wk & it'll likely consolidate in $40s. Any interim P3 news will serve as the next catalysts to bring it back & run again. It remains in my 2021 10X candidate.

[2/4]
$VXRT: Also experienced short attacks following epic short squeezes. The P1 data are good IMO & the price'll consolidate in $7-10 for some time. Additional P1 readout & P2 news will serve as the next catalysts to bring it back & run. It remains in my 2021 10X candidate.

[3/4]
Read 5 tweets
5 Feb
Assuming we start 3 ETFs at the closing prices today, which one you'd buy?

A: ATOM RESN MARA BNGO NNOX VXRT CCIV TWST SDGR LGVW BFT OPEN SRAC IPV UPST CLOV

B: ATOM RESN MARA BNGO NNOX VXRT TIGR NNDM XONE EH KOPN SAVA OEG FUBO

C: ATOM RESN CCIV EH TWST UPST TIGR XONE KOPN OEG
Make your vote & we'll benchmark the pseudo ETFs every day, every week, just for fun & for learning.
To make it real, I'll put $10K to each of A/B/C, with equal dollar distribution to each stock, adjusted based on today's closing price.

Ex. I'd invest $1K for each stock in C. Since the closing price for $ATOM is $34.42 today I'll own 29.0529 shares regardless the price tmrw.
Read 4 tweets
30 Jan
Buying & selling stocks are easy but getting good returns isn't.

Problems:
- DD
- Patience
- Psychology

1/4
DD:
- Don't spend time to learn about companies
- Don't differentiate facts & opinions
- Bias on good news or bad news & hard to be on both sides

2/4
Patience:
- Can't accept stocks move on both directions
- Can't see other stocks run faster at times
- Can't wait for stock consolidations after big jumps

3/4
Read 4 tweets
17 Jan
Many asked how to pick up stocks. It isn't a total science.

You have to first establish your belief: do you believe the mrkt will be up or down? Do you believe a trend working in the mrkt? & do you believe the tech, prod, & mgmt team of an individual company?

1/5
To establish your belief, you need to gather trustworthy data & use it to build the foundation of your belief; & then fine tune it based on your personal experience.

Once you've built up your belief, it becomes your assets. Use it to maximize your return!

2/5
& don't forget you need to reassess your belief once a qtr or upon any event that has a big impact.

3/5
Read 5 tweets
1 Jan
Hi! How have you been on the 1st day of 2021? Hope it has been meaningful & joyful, or relaxing.

The 1st sharing for the new year is a biotech investor's predictions for 2021.

The most interesting ones are:

1/

businessinsider.com/brad-loncar-bi…
- March-in rights, which allow the US gov to effectively cancel patents on a drug that federal research helped develop & it is the biggest thing that can sink biotech or give it some major heartburn

2/
- Gene-editing stocks will have at least a 30%-40% correction from today's prices & it also includes biotechs working on sequencing technology & base editing

- CV19 will be largely controlled in the US by the end of the summer

3/
Read 7 tweets

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