Getting a little frothy here although we did see some pullback on growth stocks 

While other manufacturers are only starting out. Building such proprietary tech in battery tech, charging networks as well as car software needs billions of dollars in r&d and time while $Tesla Motors(TSLA)$has already established it. After a period of consolidation, I feel it’s ready for another bull run especially with positive US green policies talk

Social commerce is becoming increasingly important. $Pinterest, Inc.(PINS)$$Shopify(SHOP)$$KUAISHOU-W(01024)$

This is adding on to the Michael burry story of howthe mother of all crash is coming. However, the Fed has time and again said that there will not be anyrates hike this year. Coupled with the continuing easy money policy, there is plenty of optimism for theequities market! $ProShares UltraPro QQQ(TQQQ)$ $Trade Desk Inc.(TTD)$$Upstart Holdings, Inc.(UPST)$

While value stocks had a languid week. This was a pretty good week for growth / tech and smaller cap stocks 

If only $Alphabet(GOOG)$and $Amazon.com(AMZN)$Do the same 

Great idea given the operational overheads with their “battery swap” plans. Setting up battery swap points would increase operational costs and given the cut throat margins that EV already has, this would be a good way to diversify 

More to come with $Amazon.com(AMZN)$and moreleasing their results. That said, market might be due for a technical correction in order for it to be healthy

$Facebook(FB)$needs to come up with plans on how they intend to cope With apple limiting ad tracking. With not much user growth, their ad rev could take a hit with this

More headwinds coming given btc recent drops and their reliance on sales of regulatory credits. Coupled with that, will be interesting to see how the ec market evolves with many new competitors launching their own EVs

Interesting

Not necessarily affecting its valuation but no doubtthe retail crowd will see this as bearish

Can envision how apple fans might be buying a bunch of airtags every now and then as a recurring purchase. Great new iPad pros but no news for iPadAir or the regular iPad. Still waiting for news on thenew watches and MacBook though.