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Aaron_Kelly Private ID: 70764577
chewy ipo today
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    Aaron_Kelly liked and commented on
    $Robinhood(HOOD.US)$ When a new brokerage firm syphons off an entire generation of young investors like Robinhood has then you wonder what the existing brokerage firms were thinking.
    HOOD is the future and today was a great day to start buying.
    All those young investors are going to be middle-aged investors in ten years with good jobs and inheritances from the boomer generation.
    The transfer of wealth from one generation to the next is beyond anything that has happened before. The average home is now around $350,000 and the boomer households have above-average real estate holdings.
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    $Boeing(BA.US)$ Sources in Canada say the reason is Boeing's attempts to shut down the C Series order placed by Delta Air Lines. The C Series now belongs to Airbus, Delta has more than 50 A220 airliners in service with almost as many still on order, and no Airbus model has been grounded while the MAX, which Boeing claimed it was trying to protect from the C Series, spent 2 years on the ground.
    And now you lose a potential major order from the U.S. closest ally.
    So was it worth it, Boeing?
    Or are you willing to admit that the C Series complaint was just another one of the strategic failures that Boeing has made over the past ten years?
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    Aaron_Kelly liked and commented on
    $Pfizer(PFE.US)$ Where is the science here? We know that the two vaccine shots was not effective, but we know that booster will be? Has any testing been done on how the booster interacts with Omicron? Is there a possibility, remote as it may be, that the booster would make Omicron more precarious?
    I really feel disgusted by this push for the booster. We have been lied to related to the vaccine (I am still suffering from its side effects after six months of taking the second shot), and now they want to make the booster mandatory. If this is not appalling, what would be?
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    $Ford Motor(F.US)$ I assume Argo is going to go public soon. That along with some revenue should take the place of Ford and VW continually financing Argo. That in itself is cash flow positive for Ford. I think that is good enough for Ford for the time being.
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    Aaron_Kelly liked and commented on
    Despite a threat to vaccine-driven immunity with the recent emergence of the new COVID-19 variant Omicron, $Pfizer(PFE.US)$ is on course to record its best monthly gain since Dec. 1991.
    Over the past 12 months, the shares of the New York-based pharma giant has climbed ~40.8% well outperforming the broader index, as indicated in the graph below. Driven by the sales of the vaccine it co-developed with $BioNTech(BNTX.US)$ , its revenue has more than doubled over the past year.
    Pfizer’s performance contrasts with rival vaccine maker $Moderna(MRNA.US)$ whose CEO has warned that the COVID-19 vaccines could lose efficacy against Omicron, classified by the World Health Organization (WHO) as a global variant of concern.
    However, Pfizer targets both preventative and therapeutic aspects of the disease with its vaccine and the experimental COVID-19 pill Paxlovid, for which the company has already sought U.S. regulatory authorization.
    Pfizer on track to post best monthly gain in nearly three decades
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    Aaron_Kelly reacted to and commented on
    $Ford Motor(F.US)$ Dude, Ford goes through a crisis every ten years or so. Ford Treasury is very conservative and has been in the debt business for longer than we have been alive. They're very conservative and have been correct more often than not, often in times of crises. Not saying they are perfect but I would give them the benefit of the doubt specifically when it comes to bonds and debt. Just my 2 cents based on observing Ford since 1990.
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    $Rivian Automotive(RIVN.US)$ One of the easiest shorts ever. Using money I can lose and if they pump this fomo crap higher I'll incrementally add. Mark that it will be either 90% lower or bankrupt some day in the near enough future. This market is full of these fomo short opps given all the gambling everyone is doing.
    3
    Aaron_Kelly liked and commented on
    $Twitter (Delisted)(TWTR.US)$ jumped as high as 11% this morning but closed down 2.7% on a momentous day for the company - suggesting that investors see changing CEOs from founder Jack Dorsey may not be the panacea for the company that early action suggested.
    Twitter started the year out relatively well, but is now down 13.1% in 2021, and during the past two months has diverged even more from Tech's high fliers over the past few years, not to mention not keeping up with the market:
    Since Dorsey returned as Twitter's CEO six years ago, the stock is up 75% - paling in comparison to Microsoft's 640% gain, Alphabet's 345% rise, Amazon.com's 580% increase and Apple's 450% jump.
    Now Parag Agrawal moves up from the chief technology officer job to CEO, and is mostly winning approval from analysts and onlookers.
    Baird's Colin Sebastian says "Twitter is competing in a market where the 'winners’ are engineering-oriented companies that are nimble, take risks, and prioritize technology over marketing."
    $Block(SQ.US)$ - the company where Dorsey is also CEO, and where he will presumably focus his attention (along with cryptocurrency) - looks to be "at the forefront of many trends in fintech" while Twitter has been "woefully behind many in social media," WSJ's Heard on the Street notes.
    Truist says the choice of Agrawal shows the focus needs to stay on products and technology: "While Jack Dorsey has founded an iconic and unique company that's been near impossible to replicate from a product standpoint, user growth, engagement and the commercialization of the platform have proven much more difficult to nail." Products are key to the better monetization the company seeks, it says.
    Twitter closes lower as Dorsey's exit spurs hard look at road ahead
    10
    $Tesla(TSLA.US)$ Giga Shanghai alone will beat VW Group in long range BEV production this year and the next year and the next year.
    Just one Tesla factory is bigger than VW Group when it comes to BEVs. Efficiency is mindblowing. That is why Herbert Diess is crying out loud. The man knows the end is sooner than anybody expects.
    And two more factories that dwarf Giga Shanghai is coming online with 4680.
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