$NVIDIA(NVDA.US)$ 290 today!

$Marvell Technology(MRVL.US)$ owns 3 of the largest growth sectors for semiconductors.
1. Data infrastructure/Cloud
2. Automotive - autonomous driving +
3. 5G
$Marvell Technology(MRVL.US)$ $NVIDIA(NVDA.US)$ $Advanced Micro Devices(AMD.US)$ will be the big 3 of the future.

$Lucid Group(LCID.US)$ Lucid Motors (LCID) has now overtaken Ford Motors (F) in market cap
$Qualcomm(QCOM.US)$ $Apple(AAPL.US)$ Apple (AAPL) is reportedly working to make its own in-house modem chip that allows wireless connection for iPhones by 2023. Qualcomm (QCOM), which currently supplies modem chips for all Apple devices, estimates Apple will self-supply 80% of modem chips by 2023.

$Oatly Group AB(OTLY.US)$ I swear this is piece of shit makes me wanna punch a vegan

$Alphabet-A(GOOGL.US)$ $Meta Platforms(FB.US)$ $Microsoft(MSFT.US)$ $Apple(AAPL.US)$ If you were to invest $10,000 into these stocks, which stocks would you keep for the short term and which stocks would you keep for the mid/long term?
I’d personally go with 30% Meta, 25% Google, 25% Apple, and 20% Microsoft.
Any advise on how you would compare Google and Microsoft? I find them very similiar; cloud computing, with Google more invested with Ad revenue and AI whereas Microsoft leading corporate software and productivity.
Apple will dominate the consumer technology sector over the next few years, no doubt.

Key Points
After starting production in late September, Lucid is ready to deliver its first round of vehicles.
The company has made big promises throughout 2021 but keeps coming through.
Despite a hot start, Lucid's 2022 goals will be hard to hit.
Motley Fool Issues Rare “All In” Buy Alert
Share prices of Lucid Group $Lucid Group(LCID.US)$ (NASDAQ:LCID) are up a staggering 38% in the last week. While some of the gains could be correlated with Tesla $Tesla(TSLA.US)$ passing $1 trillion in market cap for the first time in its history, the bigger news for electric vehicle (EV) maker Lucid is that it's set to deliver the first wave of Lucid Air Dream Editions to customers this weekend.
The company's critics will point to its $44 billion market cap as being extremely overvalued considering it is only now producing and delivering cars. While it's true that Lucid has high expectations, even for a growth stock, the company deserves credit for hitting its goals on time. Here's what it needs to do to fulfill next year's promises.
Maintaining an edge over the competition
Lucid's decision to develop and manufacture its powertrain in-house and safeguard its proprietary technology is a good long-term move. With so many up-and-coming competitors in the EV space, as well as legacy automakers increasingly funding EV campaigns, Lucid's technological edge and design are the main factors driving its brand right now. The company expects it has enough cash to last through at least 2022, but it will eventually need to become cash-flow positive or risk diluting its stock by selling additional shares to raise capital.
Despite what you think about Lucid the stock, it's undeniable that Lucid the company is firing on all cylinders and is positioned to finish the year on a high note. Long-term investors know that successful companies tend to share the common trait of good management. The company's management is showing it is capable of developing a car that isn't simply passable, but rather is actually raising the bar so that other companies now have to catch up. If that's a story you can get behind, then there's reason to believe that there's never been a better time to buy Lucid stock
-- especially now that it's actually delivering cars.
Article excerpted from The Motley Fool.

$Lucid Group(LCID.US)$
$LCID It’s delivery week!! Lucid setting up logistics to deliver car to owners last week, staying silent in the process. I love it. Excited for lucid!!

$Portillo’s Inc.(PTLO.US)$ Anybody get in on Portillos IPO today? Stock opened at $26 a share and closed around $29. Seems like a solid company- they are supposed to open 600 stores. Profit of $6 million on 138 million for the 3rd quarter isn’t exactly stellar though. Anyone believe this stock can really grow? The financials don’t seem great but it is definitely trendy especially with the Chicago locals.

:) $Tesla(TSLA.US)$ $Advanced Micro Devices(AMD.US)$ $Amazon(AMZN.US)$