$Invesco QQQ Trust(QQQ.US)$  Big gap filled. Nailed half and be prepared for a  ST oversold bounce.

I am very long Intel. I have made great money with $Advanced Micro Devices(AMD.US)$. But right now it makes more sense to own $Xilinx(XLNX.US)$to play AMD, if you believe the merger goes through.
Either way, I am very excited about Pat at the helm of $Intel(INTC.US)$. He is an original. Very well respected and knows both hardware and software. This will be a huge advantage for Intel in foundry business.
People act like AMD shot to $100 per after Lisa was announced CEO. It took time. Pats’s been there what, 9 months? He has already made strides.
Completely changed course from what Swan was talking about (outsourcing to TSM for most new products) and moving away from manufacturing. Pat immediately reversed course and tripled down on Intel’s manufacturing scale.
Then he introduced an aggressive new product roadmap, which so far (very early) seems to be on track.
Immediately stopped share buybacks to invest heavily in R&D.
Facts are, AMD is a great company and at it’s current valuation, can’t have any missteps. Priced for near perfection. Intel is in “prove it mode”.
Will continue to add aggressively to Intel, shares and ITM leaps, and continue to nibble Xilinx shares along the way.

The EV hyper-bubble is going to blow.
$Tesla(TSLA.US)$ has 50% of the industry market cap.
If $Lucid Group(LCID.US)$ surpasses Tesla...
Tesla + Lucid = > 100%
The math doesn't foot!
That is, it doesn't foot unless Tesla's market share collapses.
Of course, we're forgetting...
EVERY OTHER CAR MANUFACTURER ON THE PLANET!
30 companies, all rolling out EV.
Oh...Also, $Apple(AAPL.US)$, $Alphabet-C(GOOG.US)$, $Amazon(AMZN.US)$!!
Tesla will never have > 5% global market share, but it's priced at 50%.
90% downside
Only the timing is uncertain.

No service network. No charging network. A single $170,000 product with zero track record. $Tesla(TSLA.US)$ was struggling to survive when the $80,000 Model S was their only offering because it was so expensive that only a small % of buyers could consider it. Musk was sleeping on the factory floor as the Model 3 was entering into production and the company barely survived the launch of the $35,000 car (now $40,000+). The Lucid product is more than double that price.
Will $Lucid Group(LCID.US)$ survive in a much more crowded market segment with competition like Porsche, Audi, Volvo along with Tesla on the high end and $Ford Motor(F.US)$ , Kia, $HYUNDAI MOTOR CO GDR EACH REP 1/2 PFD N/VTG(REG'S')(CIT)(HYMTF.US)$ and $General Motors(GM.US)$ on the lower end of the market? Maybe, I suppose anything is possible.

$Advanced Micro Devices(AMD.US)$ The fact is, and based on what we have been seeing for the last few years is that, AMD' stock price is heading to $300, and Intel's is heading to $30, as an investors will continue to invest in AMD, who cares about the BS, let the dinosaur rest in peace ..

$Tesla(TSLA.US)$ Cathy says
"On the short fund in development, Wood reported that it's currently being tested internally for employees. The portfolio would short stocks in the "big benchmarks," particularly targeting "value traps."
What ? What does "tested internally for employees" mean ? How do you test a short strategy on employees or for employees ? lol

I don’t see the problem for $Apple(AAPL.US)$ in opening the store. Just as in real stores they could identify Apple blessed apps and charge accordingly. Do we believe Apple customers are any less able to make a trade off between quality and price than a $Costco(COST.US)$ or $Walmart(WMT.US)$ customer is? I think you are insulting the intelligence of Apple customers by claiming they need to be protected from the big bad world.