Good analysis, although I would have liked a more global scope. I especially agree with how he thinks the correction may be over. While people are looking for a broad correction, it might have happened sector by sector instead.
I latched on to the words "based on facts, not hope" when talking about Chinese ADRs. The author later wrote "I believe" about US stocks like ZM and TSLA. That seems contradictory, and indicates bias, IMHO.