$NVIDIA (NVDA.US)$ The stock split did wonders for the price appreciation. It brought a lot of interest and still does. A lot of people were eager to get a piece of the pie. As momentum grows, so does the risk but I believe NVDA will reach $400 in the next 3-4 months. Next earnings report will show us the way into 2022.
I'm holding my shares, I won't sell them ... let's see what will happen but at this pace we might scratch 1T in the next 12-16 months.

I own both $Tesla (TSLA.US)$ and $Lucid Group (LCID.US)$ in a ratio of 2:1. Both of these fine car manufacturers have been good for my portfolio. I'll keep building on both as I see some dips and I have cash.
It doesn't matter which of the two wins, because in the end I WIN. That's what matters

$Advanced Micro Devices (AMD.US)$ $Intel (INTC.US)$ Many corporate company’s new laptops are coming with AMD chip set. (It use to be Iintel earlier)
Intel can’t beat with AMD gpu and colors performance. INTL is dead cat. It may bounce but not real.
AMD , NVDA are truly market leaders in US and internationally. Intel will be gone in next 5 years. No innovation. Many company’s give lot of chance and time to intern to come up. However they could not able to did due to CEO who doesn’t have chip engineering knowledge and having account knowledge. They focused on how to process dividend on ever Qt rather than new design in chip. It is already late when it compare to AMD.
I can bet inter won’t move. Come back next year and see both stocks. AMD will be 300. INTC will be around 35 to 45 range.

$Tesla (TSLA.US)$ Tesla's succeeded in its niche: poorly constructed, ugly, overpriced, entry level EV.
Unfortunately, that niche is getting crowded!
Competitors are racing ahead in every category and at every price point.
Elon "Ted Cruz" Musk is dumping his Texla stock.
I would run - not walk - from this stock.

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.

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

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.

Meme coin Shiba Inu continues drifting lower from its all-time high of $0.00008 in October as "crypto markets are currently in a risk-off mode following the new highs made by bitcoin and ether [about] two weeks back," blockchain analytics firm Nansen told CoinDesk via written response.
SHIB tokens dip 10% to $0.000038 per coin intra-day.
Shiba's market cap of $20.7B falls from just over $40B towards the end of October, pulling its market cap ranking down to 13th place, with Crypto.com Coin just above at 12th, according to data from CoinMarketCap.
Perhaps the coin's decline is due to a rising number of wallets with substantial holdings that have reduced their SHIB positions recently, possibly due to taking profit, Nansen tells CoinDesk.
So-called whale transaction counts, the number of SHIB transactions valued at more than $100K, have been increasing since the start of November, which could imply a rise in near-term selling pressure, CoinDesk notes, citing data from Santiment.
Meanwhile, $Bitcoin (BTC.CC)$ and $Ethereum (ETH.CC)$ also drift lower.
$Dogecoin (DOGE.CC)$, the 10th largest crypto, extends losses and is down nearly 9% this week.
Previously, (Nov. 22) Shiba Inu tokens extend losses as retail frenzy eases.

$SPDR S&P 500 ETF (SPY.US)$ $Bitcoin (BTC.CC)$ Where do folks think investing money is going to end up? Gold? Bitcoin? Under a mattress? At Bank of America earning 0.25%???
The Fed can't meaningfully raise rates because the economy is now forever broken. 50 years of deficit spending, money printing, wars, raiding the alleged Social Security trust fund, an unintentional UBI experiment, and a new rush to spend trillions before the mid-terms mean that there's no alternative.
If the Fed raised rates to 5% the interest on the national debt would eat 30% of the annual federal budget. It can't happen. The Fed can't raise rates much more than 1%.
The "bubble" is is the new normal.