Stocks to watch on Monday:Weibo (WB) - after losing about 60% this year, Weibo is up big today on basically inline revenue guidance. The market got far too negative on the Chinese internet stocks. Not sure these are the numbers to warrant a big rally, but a definite sign of value in the sector that includes Baidu (BIDU). When the trade war winds down, these stocks will soar. Lyft (LYFT) - the early lockup release is just another sign that executives are selling a bad deal to retail investors. The stock still has a $15 billion valuation with 2020 sales estimates of only $4.5 billion. The issue remains that Lyft has no real path to profits in the highly competitive ridesharing market. The stock could be in for a bounce here before the market reality ultimately sets in later this year. Disclosure: Long BIDU