社区

$Rivian Automotive, Inc.(RIVN)$ We were at 126 two days ago until omicron news. No reason not to quickly get back their.

$Altimeter Growth Corp.(AGC)$ Every other SPAC spiked during the merge week. Something is not right with AGC!!!

$Novavax(NVAX)$ Serum Institute of India, I think is the largest manufacturer of pharmaceutical drugs on the planet.They are makine the Novavax vaccine under the name Covovax.They have shipped Covovax to Indonesia and the Philippines also has approve Covavax.Novavax submitted data and application to India for India to approve Covovax.India recently asked for more data.An interesting fact is that India is among "the least desperate" nations on earth, for vaccines.India's gov't has issued/offered "Covid 19 Packets" to all it's citizens, containing Ivermectin and other stuff.The Ivermectin has had powerful, enormous influence on India's success against Covid 19.I am long and heavy into NOVAVAX, expecting great upward movement in share price this week.

$Taiwan Semiconductor Manufacturing(TSM)$ My wishful hope yesterday that finally this would break out for upside so I didn’t sell. What a mistake! As my intention was to get rid of this distraction so I could focus on other stocks. Lessen learned

$AMD(AMD)$ Today, 23% of HPC (High Performance Computing) users say they have AMD EPYC processors in widespread use. An additional 47% are testing or using AMD EPYC at some level, giving AMD CPUs a presence in 70% of HPC sites, an astonishing transition from three years ago.

$Moderna, Inc.(MRNA)$ This was way oversold beaten down after earnings call …great buying kevrks fur thus emit in

$Palantir Technologies Inc.(PLTR)$ I understand why so many are bashing this company the CEO etc. They have allowed this image and this attitude to fester exposing the stock to a yo yo like movement. I see it and really dont understand why but I believe in what the company does at its core. Yes no doubt management matters and what they say in this day and time matters more. Karp I hope you know what your doing and I hope you will help the investors that have stood behind you and the company and reward their support in days and weeks to come.

$Apple(AAPL)$ Stock looks a bit tired as does the market. Apple still has a lot of capital for buybacks so not sure how & when they deploy that but it does seem like that provides a bit of a floor. Still, i would not be surprised to see this test $145 range this in coming weeks. GLTA. Disclosure: Holding LONG in most accounts but bought the $150 puts for this week.

$NVIDIA Corp(NVDA)$ Tell you why Nvidia is up so much today: "We expect 2021 capital expenditures to be approximately $19 billion, updated from our prior estimate of $19-21 billion. For 2022, we expect capital expenditures to be in the range of $29-34 billion, driven by our investments in data centers, servers, network infrastructure, and office facilities. A large factor driving the increase in capex spend is an investment in our AI and Machine Learning capabilities, which we expect to benefit our efforts in ranking and recommendations for experiences across our products,including in Feed and video, as well as improving ads performance and relevance." That is a huge amount of sales coming Nvidia's way!

$Skillz Inc(SKLZ)$ What is going on with insider training, specifically trades executed by Aguirre Miriam who constantly buy the shares for 10% of it's value and sells immediately (+constantly) in small portions resulting with lowering the market price. How many shares is she still allowed to buy with the discount. When it will end? All the board is actually selling their shares what concerns me.