The Black Swan is coming ”On Friday, the Centers for Disease Control and Prevention (CDC) released data supporting the view that the COVID-19 Delta variant can cause infections even among fully vaccinated people. The CDC report was based on a COVID-19 outbreak in Massachusetts, where 69% of the eligible population are fully vaccinated. Out of 469 COVID-19 cases, 74% were among those who had received both COVID-19 shots from Pfizer (PFE -0.1%)/ BioNTech (BNTX +4.4%) and Moderna (MRNA +2.9%) or single-dose vaccine from Johnson & Johnson (JNJ -0.0%). After genetic sequencing 133 individuals, the Delta variant of the coronavirus was detected in 89% of samples, indicating the prevalence of the highly contagious variant. Notably, 274 (79%) of vaccinated patients with so-called “breakthrough infections” were symptomatic. Out of five hospitalizations, four were fully vaccinated, but there were no deaths, the federal agency said. The CDC calls the vaccination the most important strategy to prevent the severe form of COVID-19 and death. However, citing the findings of the analysis, the agency says that tougher public health measures such as indoor masking are likely irrespective of vaccination status even in areas “without substantial or high COVID-19 transmission.” Early this week, CDC updated guidance recommending indoor masks for those in areas with substantial and high levels of COVID-19 transmissi...

To the Moon, fight with Olympic spirit dash out of earth. I believe. Once In A Lifetime Opportunity For Tech Stocks
Just heard from friends in China there are over 200 cases in Nanjing, the capital city of Jiangsu. Regional lockdowns are happening. Florida just had over 20K cases in a day, the worst day since the pandemic started.
Covid is far from over and we probably will go through another circle of rotating into tech and then rotating into “recovery” plays.
As long as the covid is not over, JPOW is unlikely to taper. And the longer this pandemic stretches, the more the world will adopt technologies. And more will move from offline to online. Calls on AAPL for all kinds of electrical devices.
After more people adopt technologies, more companies will upgrade their tech stacks to meet the new service traffic and reliability demand. Calls on tech cloud and infrastructure companies like AMZN.
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