$Advanced Micro Devices (AMD.US)$  Well at least CES is coming up on Tuesday. Semis could use a catalyst and that usually is a good trigger. Going to shelve the merger confirmation news for now since there is no indication about how much longer they need

$Micron Technology (MU.US)$ tomorrow it might be trading at 93 to 95 bucks! I will add to my position

$Micron Technology (MU.US)$ Micron sees DRAM chip delays from lockdown affecting Chinese factory… maybe s slight speed bump on the way …
MU still very cheap vs rest of the mkt…9.5 forward looking. PE over the next four quarters ,

$Advanced Micro Devices (AMD.US)$ $Xilinx (XLNX.US)$ $Apple (AAPL.US)$ $Microsoft (MSFT.US)$
Today was a VERY low volume day for the market, but not for AMD.
NVDA had 85% of the average volume
AAPL about 60%
MSFT about 60%
AMD had about 95% of average daily volume
I don't think merger arbitrage fully explains everything because XLNX only had about 73% of average volume. I think folks are vanilla shorting AMD in anticipation of China approving the deal. Don't be discourage by today's price action. Those f...

$Alphabet-C (GOOG.US)$ $GEELY AUTOMOBILE H (GELYY.US)$ Dec 28 (Reuters) - China's Geely Holding GEELY.UL said its premium electric mobility brand, Zeekr, will make electric vehicles for Waymo, Alphabet Inc's GOOGL self-driving unit, to be deployed as fully autonomous ride-hailing vehicles across the United States.
The vehicles will be designed and developed at Zeekr's facility in Sweden, and later integrated with Waymo's self-drivin...

$Upstart (UPST.US)$ UPST FY2021 Expected PE was around 70
I think it looks attractive at this price, although it's obviously not cheap.
One of the things I like about UPST is that they have a very attractive investment narrative, they're "disruptive" use "AI" in the "fintech" space, etc. I'm not saying these things necessarily deserve a higher multiple, but there is a lot of investor appetite for a stock like UPST which should help support the price.
They're also growing very rapidly and I've ...

$Amazon (AMZN.US)$ $Meta Platforms (FB.US)$ $NVIDIA (NVDA.US)$ I have notoced that ads even for things like Imax are pivoting their verbiage to enable a simple future pivot into VR. I'll have a keen eye to hardware sales from this season and was wondering what tickers you all are keeping keen eyes on in this space?

$Johnson & Johnson (JNJ.US)$ JNJ could be big with their coming split. Some of their new drugs have large backing too with potential billions of income on the line.