1) I don't see the word $Xilinx(XLNX.US)$anywhere. Nor do I see an acknowledgement of the reality that server CPUs, unless they're highly differentiated, are under growing pressure from the in-house CPUs at the hyperscalers like Graviton 2 at AWS. There are more and more of those. (I'm not sure the other Arm-based CPUs in server will get but so much traction, even if they're superior, because the hyperscaler gets better margins on the in-house-developed parts.)
2) To me it very much remains to be seen whether the foundry services business becomes significant and successful. Likewise with the autonomous driving segment -- will they be also-rans?
3) "Intel has hinted that Granite Rapids (scheduled for 2023 after the aforementioned delay) will contain 2x as many cores as Sapphire Rapids, which means that Intel could leapfrog $Advanced Micro Devices(AMD.US)$(which will have a 96-core CPU then) with a 112-core CPU." in an age of efficiency cores, and one with 3D VCache on the AMD side there are limits to what core count really tells you.
I think Intel will fight hard, I just don't think I'd pin my hopes on them returning to CPU dominance in the markets that have the best margins, and I don't think I'd expect them to establish dominance in the other spaces they're trying to play in. They will probably not be irrelevant in the next 10-20 years but they're now just a large dog instead of being The Big Dog.

$Tesla(TSLA.US)$ Sometimes the early bird catches the worm; sometimes the second mouse gets the cheese. We can give Tesla the credit for clearing the minefield.

Guys I own $Block(SQ.US)$and $PayPal(PYPL.US)$I like how PayPal made there own BNPL but am glad SQ got in it also SQ owns taxes straight done in cash app as well as tidal and weebly and was first to pos for small business

A report that Warburg Pincus has significantly cut the valuation of $Alibaba(BABA.US)$ affiliate Ant Group had little residual impact on the Chinese Internet retailing giant as trading progressed on Wednesday.
Warburg said it is now valuing financial technology company Ant at about $191 billion, or 15% less than the $224 valuation tag it gave Ant at the end of June. According to a report from Reuters, Warburg has changed its valuation of Ant due to "regulatory developments and the impact of ongoing restructuring."
Warburg also reportedly has said that it doesn't believe Ant's plans for a U.S. IPO will take place any time soon. Ant put its IPO plans on hold earlier this year after the company was ordered by Chinese government regulators to restructure itself into a financial holding company. That edict was part of an ongoing crackdown by Beijing on the business practices of many of China's leading tech giants.
Alibaba, which owns approximately 33% of Ant Group, saw its shares edge up by about 1%, Wednesday. Among other leading Chinese Internet companies, $Baidu(BIDU.US)$ remained near its breakeven line at around $150 a share. Susquehanna analyst Shyam Patil cut his price target on Alibaba to $200 a share from $310, and lowered his estimates on Baidu to $175 a share from $200. Patel cited concerns about the Covid-19 situation in China for his price-target cuts.
On Tuesday, Chinese regulators were said to have been putting pressure on Alibaba (BABA) and Baidu to clamp down on their platforms being used for fraudulent business practices.

$Lucid Group(LCID.US)$ The financials don't look promising right now, but that will change once Lucid Motors enters mass production and delivers a larger number of sedans and SUVs. Lucid Motors has a good chance of producing 100,000 electric vehicles per year by 2025, assuming that production delays do not derail the company's production schedule. Using a $100k average sales price, Lucid Motors has the potential to generate $10 billion in annual sales by 2025. The Lucid Air Pure has a starting price of $77,400, but higher-tier models become increasingly expensive. The Air Grand Touring starts at $139,900, while the Air Dream Edition starts at $169,900. As a result, the average sales price should be significantly higher than $77k.
Lucid Motors had 17,000 reservations for its first electric vehicle on the books, which is quite impressive for an EV company with no prior models and a sign of things to come.
In the short term, the losses will be staggering, especially since Lucid Motors manufactures its own electric vehicles. Losses are expected to exceed $1.0 billion per year for the next two years, but should gradually decline in the years following, particularly after the Gravity SUV goes into production.
My Conclusion
Lucid Motors' stock has been on a tear recently, and for good reason. The start of deliveries is a significant accomplishment for Lucid Motors, demonstrating to investors that the company and its executives can deliver results. Lucid Motors, in my opinion, is an EV company with $10 billion in annual sales potential and the most exciting EV stock to own in a market where electric vehicle adoption should gradually increase this decade. Having said that, expect Lucid Motors' stock to zigzag from time to time and to remain volatile. This should not bother you if you, like me, invest for the long term.

$AbbVie(ABBV.US)$ Aesthetics is a wrongfully underestimated asset in AbbVie. A reminder: Botox and other assets came with the recent acquisition of Allergan.
And these assets should be valued higher than other Pharma assets as there is no loss of exclusivity with Botox. This is a trademark and therefore the cash flow will be recurring for a long time.
And if you believe that Rinvoq and Skyrizi will be able to substitute, even partially, for Humira, then AbbVie appears very undervalued at a PE of 8.
A PE at 12 would be more appropriate. Which could get the stock to a level at 140 to 150.

It is becoming quite a list: $Hewlett Packard Enterprise(HPE.US)$, $Oracle(ORCL.US)$, $Tesla(TSLA.US)$, $Palantir(PLTR.US)$ ... Arguably, Bill Hewlett and Dave Packard are the founding fathers of Silicon Valley.
As to the growth story and trajectory with PLTR, I'm content to wait, sitting on my shares and weathering the vagaries of quarterly market cycles. The trend is my friend.

$Apple(AAPL.US)$ on Tuesday filed suit against an Israeli company that it says is known for making and selling software that is used in state-sponsored surveillance and spying on individuals' phones and communications.
Apple filed the suit against NSO Group and its parent company, Q Cyber, in the U.S. District Court for the Northern District of California in San Jose. In its filing, Apple said NSO's products and services are used to target individual people, "including government officials, journalists, businesspeople, activists, academics and even U.S. citizens" for the company's commercial benefit.
"They design, develop, sell, deliver, deploy, operate, and maintain offensive and destructive malware and spyware products and services that have been used to target, attack, and harm Apple users, Apple products, and Apple," said Apple, in its suit. Apple wants a permanent injunction to be issued that would prevent NSO from using Apple software, services, or devices.
In a separate statement, Craig Federighi, Apple's senior vice president of software engineering, said the company makes "the most secure consumer hardware on the market." However, Federighi said that companies that are developing state-sponsored spyware have caused Apple to take legal action to prevent more cyber attacks on individuals.
"While these cybersecurity threats only impact a very small number of our customers, we take any attack on our users very seriously," Federighi said. "And we're constantly working to strengthen the security and privacy protections in iOS to keep all of our users safe."
Apple said it would alert any iPhone users that might have been attacked with a form of software called FORCEDENTRY.
According to Apple attackers used the FORCEDENTRY software to create Apple IDs that were then used to send malicious data to a person's iPhone. Apple said this then allowed NSO, or its clients, to install a type of spyware called Pegasus on a person's phone without their knowledge.”
The company said its own servers were neither hacked, nor compromised, during the attacks.
U.S. government officials recently raised the issue of security risks in the matter of proposed European Union trade rules that would require American tech companies to share some trade secrets with their rivals.

$Netflix(NFLX.US)$ I've dabbled with streaming. There are things I like about it and things I don't. What I like is no commercials. What I don't like is having to hunt and peck for something to watch and all the dated stuff I've already seen.
Cable should move to ala carte packages and it would be hard to beat.
I think eventually someone just might move to an ala carte streaming package.
I definitely missed the boat on Netflix. I'll be honest when they jetisoned their videos by mail business I was suspect. To be honest I still am. I wonder at what point people start leaving Netflix too.

$Alibaba(BABA.US)$ This is a buy signal.
Always has been, always will be when institutions flee a business based on fear/headlines/macro factors but the company fundamentals/valuation are positive.