$Robinhood(HOOD.US)$ 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.

$Boeing(BA.US)$ 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?

$Sunnova Energy International(NOVA.US)$ $Dow Jones Industrial Average(.DJI.US)$ As I watch solar farms sprawling up around me I can only think it is time to rethink what they are doing. I am seeing some of our most productive real farms being taken permanently out of service all the while more and more people are food insecure. Why can't they strategically place the solar panels on elevated poles at varying heights in a straight row so that they do not permanently block the sunlight and the tractors can still get up and down the rows between them?

$Microsoft(MSFT.US)$ Corporate governance is a total joke nowadays. If every founder/mgmt team rigs the share count so that they maintain voting power no matter what, the incentives are totally misaligned.
Put up or shut up. If you don’t deliver for the shareholder base, they should be able to fire your a** or change management.
And what’s with the share count here? How did that even happen? 4.6 billion? Dear God why? This may be a great business I really have no idea but good luck moving a stock consistently with a float that big.

$Apple(AAPL.US)$ An Apple 🍎 A day keeps the Pc’s away 🙄😂😂 Long Apple forever

$BioNTech(BNTX.US)$ Less dangerous variants are what nature does. If a virus kills you or makes you incredibly sick, you can't spread it. Strains become dominate by becoming milder, allowing for those infected to go out and spread it without knowing they have it.

$Qualcomm(QCOM.US)$ We are going to see $500 by 2023. Qualcomm should worth the same as $Apple(AAPL.US)$

$S&P 500 Index(.SPX.US)$ Good less on on modern monetary theory... Yes politicians love printing money to buy votes... Inflation is a son of a bitch... I guess everything will be just fine as long as we enact Build Back Better.... NOT

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

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.