$Moderna(MRNA.US)$ Winning a judgement to not invalidate patents based on standing is a long way from winning a judgement to enforce a patent infringement. This seems overstated here. Royalties could happen but we are not close to that point right now.

$Disney(DIS.US)$ Chapek is a manager who knows how to extract profit, not someone with vision. I saw his interview on CNBC after their most recent earnings. He just spewed out gobidlygook about the Omniverse. Silly thing that won’t be going anywhere.
Speaking of managing/vision, it will be interesting if he can come up with a creative option to deal with plummeting ESPN subs while maintaining the expensive sports contracts. Will it be a pivot to ESPN+? Will it be a forced bundle of Disney+/ESPN+ like we have with our TV packages (and the cause of their demise)
Also interested in how he’ll deal with Comcast and Hulu.
We already know he’s raising prices on everything at the parks while cutting niceties. No more Magic Express, free Flash Passes, trams from the parking lots etc.
Of course the parks are still very crowded. They need to build two more US parks, but while they’re spending all their money on streaming content, they’re happy to jack up their park prices.

$Twitter (Delisted)(TWTR.US)$ Another rule Twitter can choose to enforce or not enforce at its discretion.

$Tesla(TSLA.US)$ Sure go buy a new car when you are struggling with higher gas and food prices. Buttigieg is such an elitist moron.

$NIO Inc(NIO.US)$ The question about NIO has been how they make money.
1] Batteries are a significant expense for BEVs. Until batteries cost considerably less per KWH the cost of the batteries almost overcomes the simplicity of Bevs when compared to ICEs. NIOs battery swap strategy is great for consumers but it forces NIO to make more than a single battery for every car sold (the battery in the car (1) plus all the batteries in the swap stations divided by the number of cars on the road) = number of batteries per car -- at least 1.2. Possibly as much as 1.6 or 1.7.
Last I heard NIO was still outsourcing manufacturing so they cannot take advantage of economies of scale. Also they cannot insure super efficient automated factories like Tesla has built. So, even aside from the batteries the manufacturing cost will be more than Tesla. Note that they are relying on a government owned and run manufacturing company to make the cars. Unless that company charges below cost there is pretty much no chance that the cars won't cost more to manufacture, possibly a lot more than Teslas.
At the present the Chinese government (I suspect) is highly subsidizing NIO. But that can't last forever. Remember how long $Tesla(TSLA.US)$ took (eight years at least from release of the Model S) to become truly profitable. I don't see an easy path to profitability for NIO, as they have to keep selling costs in line with the far more efficient Tesla.

$Dow Jones Industrial Average(.DJI.US)$President Biden won't let the stock market go all the way down the drain. He's looking out for our 401ks.
The stock market is indestructible. Big dips will be followed by big gains, as investors now hunt for bargains....ATH this week. Mark this comment...

I don’t think Unreal and $Roblox(RBLX.US)$ are truly competitors to $Unity Software(U.US)$. Unity has a much broader ambition and product roadmap than either of those companies. And Unity is not picking a fight with $Apple(AAPL.US)$ or $Alphabet-C(GOOG.US)$. Roblox’s developers will become Unity developers.
Adults don’t want to play Roblox — and that’s okay, because the adolescent and teenage market is still powerful and monetizeable. But many of those Roblox developers will go on to become Unity developers.
Last point — agree if you compare P/S for Roblox and Unity, Roblox looks cheaper. But if you compare EV/GP, Unity is the cheaper pick. And I think EV/GP is a more reasonable valuation metric in this space.

I have sold cash secured Puts in $Conagra Brands(CAG.US)$, $American Tower Corp(AMT.US)$ and $Suncor Energy(SU.US)$ this year. While none have been assigned, I have generated over $1,500 in profit in the last 8 months. (CAG $250, AMT $615 and SU $725). If you had owned 100 shares of each, you would have collected 3 dividend payment totaling ~$585. Currently the only option still in place is my Dec monthly expiration in SU at the $24 Strike Price.
$S&P 500 Index(.SPX.US)$ $Nasdaq Composite Index(.IXIC.US)$ $Dow Jones Industrial Average(.DJI.US)$

$Lucid Group(LCID.US)$ has no shot in Europe or China. $Tesla(TSLA.US)$ may have snuck up on BMW/MB/Audi, lucid will not. That luxury EV thing they are trying to fly will not work in Europe. China is about to launch its own homegrown luxury sedans. Lucid’s future is a niche North American luxury Bev maker. An electric Maserati at best. Maybe 50,000 cars a year mostly in North America. Market cap $30 to $40 billion

I really believe $NVIDIA(NVDA.US)$ is the one company that should be valued similarly to an $Apple(AAPL.US)$. Market capitalization wise NVDA is 1/4th the company Apple is. I think by having such a range of operations like thriving B2B AND B2C businesses NVDA has a ways to go until it’s fairly valued. Long NVDA on momentum, growth, and value. 5 star pick IF we can have this frothy market hold