$Moderna (MRNA.US)$ Does a platform exist that talks about ongoing events like this without us finding out about it after the outcome has been decided and markets have already reacted?
For example, a site that notes that Moderna and Arbutus are ligitating this currently and that the outcome is expected by x date?
Unless you follow either ticker you may not know this is even happening until the outcome is announced.

$Microsoft (MSFT.US)$ Teams is “just good enough”, however doesn’t hold a candle to the $Zoom Communications (ZM.US)$ audio/video experience. Quality matters when 90% of daily meetings are remote. My $.02

$Tesla (TSLA.US)$ I think he is overselling the risk to push the team. While there is risk involved, there is no way Elon would allow SpaceX to go bankrupt. Even if SpaceX wasn't making money in other ways, he could finance them for decades himself.
I do wonder what the production crisis is? It seems like they were pumping them out like crazy earlier in the year. Maybe it's just supply chain issues? It seems like that isn't something they could really solve though.

$AT&T (T.US)$ management is guiding for 26 billion in 2021 FCF. At todays price of 22.8, that’s a 16% cash on cash return. With or without inflation, with or without covid, with or without a dividend that’s a fantastic return on a company with cartel characteristics.
People need cell phones. Take your eyes off of the day to day bullshit and buy cash flows.

$Novavax (NVAX.US)$ Asking for more information is a normal part of the regulatory process. It is not a setback. In addition, India said that it would not approve a non-Indian vaccine unless one of the 2 Following items occur:
A domestic phase 3 trial was done and completed in India. Or one of the following five drug agencies approve it: the UK, the EU, the US, Japan or the WHO.
Since neither of the two things above have occurred yet, the Indian drug agency would not be ready to approve it now anyway. So asking for information is not a delay.

$SPDR S&P 500 ETF (SPY.US)$ Keep a cool head, and add shares in your portfolio of companies with top notch fundamentals. Everything else is just noise.

$AMC Entertainment (AMC.US)$ Cue the soundbites on crypto and marijuana legalization/easy rider viewing nights while puffing away. Ah … that’ll save the day. I trust Adam and the board have safely cashed in their lottery tickets? Sorry… stock options.

$S&P 500 Index (.SPX.US)$ Inflation is as insidious as it is destructive. People naively think the impact is merely that things cost more. Its far worse than that. Inflation distorts the marketplace and creates mal-investment and inefficiencies. Think of this way; if the purchasing power of the dollar was stable over time then marketplace decisions could be made with greater clarity and less risk because the value of money over time is constant. However inflation introduces higher levels of risk and margins of error into decisions because monetary value is uncertain. The further out, the greater the risk. The higher and more variable the rate of inflation is, the greater the risk. Capital Investments will be made that shouldn't, and some that should won't. Buying, selling, hiring and yes stock purchases too will be affected due to the future uncertainty caused by inflation. The net effect of all the distortions created by inflation is much less wealth is created in the marketplace.
Everyone loses when the value of money is not stable over time. Everyone.

$Tesla (TSLA.US)$ is not only the first mover but also the one innovating the fastest. The future of EVs is autonomy. Any EV that can't drive itself will have a tiny fraction of the value that one that can will. In fact, having a car that can drive itself on the market will lower the value of those which can't.
I know a lot of bears have trouble looking forward any more than a year ago but that really is the future.

$NVIDIA (NVDA.US)$ Yes, the future is unquantified.
We do not know yet if each of the new segments that Nvidia is getting into (Omniverse, Autonomous Vehicles, Robotics, CPUs, getting into Edge AI with or without ARM, etc.,) will be rewarded with additional growth.
Even if *some* of those turn into winners, as in $10B revenue potential in steady state, Nvidia will be in great shape. Add to that the increasing market market share in data center segment via acceleration and HPC, and more and more enterprises getting into AI (expanding the sales of Nvidia’s AI platform) to continue the growth for existing segments, I personally do not believe a slowdown in the next 24 months. And growing at 38% with 65-67% margin is not going to be a problem. Please also note that whatever Nvidia’s building in the next 12 months is already spoken for.
Beyond that (24 months) we are talking another 12-24 months to see if Nvidia can maintain 38% growth. Well, let us adjust in the next 18 months as we get to see what Jensen reveals in 2022 GTC and 2023 GTC.
Until that point, I will hold and add during dips (did that at $295 recently). Oh, forgot to mention that there will be dips of 5-10% or more in the next 12-24 months, some sideways movement, but will continue to March ahead towards a trillion dollar valuation (that $1T valuation is a foregone conclusion).