$Advanced Micro Devices (AMD.US)$ The fact is, and based on what we have been seeing for the last few years is that, AMD' stock price is heading to $300, and Intel's is heading to $30, as an investors will continue to invest in AMD, who cares about the BS, let the dinosaur rest in peace ..

No service network. No charging network. A single $170,000 product with zero track record. $Tesla (TSLA.US)$ was struggling to survive when the $80,000 Model S was their only offering because it was so expensive that only a small % of buyers could consider it. Musk was sleeping on the factory floor as the Model 3 was entering into production and the company barely survived the launch of the $35,000 car (now $40,000+). The Lucid product is more than double that price.
Will $Lucid Group (LCID.US)$ survive in a much more crowded market segment with competition like Porsche, Audi, Volvo along with Tesla on the high end and $Ford Motor (F.US)$ , Kia, $HYUNDAI MOTOR CO GDR EACH REP 1/2 PFD N/VTG(REG'S')(CIT) (HYMTF.US)$ and $General Motors (GM.US)$ on the lower end of the market? Maybe, I suppose anything is possible.

$ARK Innovation ETF (ARKK.US)$ Any idea why they keep quoting this loser ?? --- her main fund is getting butt blasted this year, down hard YTD.
$Tesla (TSLA.US)$ $Zoom Video Communications (ZM.US)$

$Tesla (TSLA.US)$ My price target is $10,000 based on the following points:
- Its a Software Company because they work on a Full Self Driving Feature. No one else does, and it already works perfectly
- Tesla will be the leader in AI and Robotics. The Tesla bot was just introduced recently and will do everyone‘s dishes in 2 years max.
- Robotaxis are just around the corner, so Tesla will take over the entire Taxi market
- Tesla insurance is based on AI and stuff and will make Trillions. Nobody ever thought about tracking driving habits, so this alone justifies the current valuation.
- Lastly, don’t forget the cars, which are of high quality overall.
Actually, I am going to raise my price target to $20,000.

Famed investor Cathie Wood said Wednesday that her ARK Invest firm is testing a short portfolio that she characterizes as "ARK on steroids."
In terms of individual stocks, the founder and CEO of Ark Invest told CNBC that she backed $Zoom Video Communications (ZM.US)$ and $Tesla (TSLA.US)$.
She also described herself as a "net buyer" of $Bitcoin (BTC.CC)$, saying she makes strategic investments in the cryptocurrency, even though she doubted the need to use it as an inflation hedge.
On the short fund in development, Wood reported that it's currently being tested internally for employees. The portfolio would short stocks in the "big benchmarks," particularly targeting "value traps."
"We think the benchmarks are where the big risks are longer-term, because they are filling up with value traps -- those companies that have done very well historically but are going to be disintermediated and disrupted by the massive amount of innovation that's taking place."
Wood estimated that the market has priced disruptive innovation at $10T to $15T over the next 10 years. However, she thinks the number will likely reach $200T.
"So it will go from a little more than 10% of global equity market caps to what we believe could be more than half," she predicted.
Specifically, Wood sees tremendous growth in disruptive innovation for DNA sequencing, robotics, energy storage, artificial intelligence and blockchain technology.
On individual stocks, Wood recommended an investment in Zoom, saying the company has $4B in revenue in a market worth about $1.5T globally.
"So we think it has miles to go," she said.
Wood also continued to back $Tesla (TSLA.US)$, saying that recent stock sales by Elon Musk only represent an understandable need to pay taxes and diversify.
"Most of his net worth ... is in Tesla and SpaceX. I would bet that any financial adviser would say you have got to diversify," she said.
Wood has recently taken profits in some of her TSLA stake but she continued to praise Musk and the company's positioning for the next phase of innovation in the car industry.
"It really doesn't look like the Tesla has changed that much from a design -- it has from a technology point of view but not so much from a design point of view. And I think Elon and team are getting ready for this robo taxi world," she said.
Turning to the overall economy, Wood warned that the economy could be developing an "inventory problem," with companies over-purchasing products to try to keep up with perceived demand and stay ahead of supply chain bottlenecks.
Wood also repeated her belief that the economy's long-term trend is toward deflation rather than inflation, due to the downward pressure on prices that innovation will have.
Given her view on inflation, Wood doesn't view Bitcoin as a hedge against currency devaluation, as some others do. However, she sees it as "an important asset class" that offers protection "against confiscation of wealth other than inflation."
"We have been a net buyer and we pick our spots. Over time we pick our spots we do not buy on spikes," she said.
Wood has previously predicted that $Bitcoin (BTC.CC)$ would eventually hit $500,000.

$ARK Innovation ETF (ARKK.US)$ I like ark’s theory, but it’s too indiscriminate in practice. What anybody sees in $Zillow-C (Z.US)$, for example, is beyond me. Just because they’re doing something new behind a computer screen doesn’t mean they’re creating value.
$Zoom Video Communications (ZM.US)$ $Tesla (TSLA.US)$

$Amazon (AMZN.US)$ Amazon’s business lines are thriving whether AWS, its higher-margin business segment, logistics segment, or its advertising business which grew to ~$8B at ~50% YoY in Q3. Amazon’s revenue is expected to rise by ~12.35% annually through 2030, per moomoo earnings estimates.
Amazon’s online marketplace continues to be a strength for Amazon while it continues to invest in other areas, such as financial technology and logistics to drive down costs which leads to lower prices and better customer experiences. As AWS continues to absorb market share while Amazon invests in lowering costs to fuel future growth, I anticipate Amazon will build new verticals and continue to increase its profits, especially as Amazon looks to get into payments and embedded finance.
For a more detailed analysis of Amazon’s financials, I recommend reading my partner Ahan Vashi's analysis of Amazon’s Q3 earnings results in "The Perennial Growth Machine Hits A Snag".

$Tesla (TSLA.US)$ $Lucid Group (LCID.US)$ TDI ranks insurers by size. For auto carriers, Redpoint County Mutual is 24th out of the top 40 with all of 0.88% of the Texas auto insurance market!
With Redpoint's massive claims adjusting group and Tesla's collision centers omnipresent through out Texas overflowing with repair parts (and $~1,800/year for a single car!), what else could anyone want?
PS We pay USAA $680/year for 2 cars (2016 &2019 large Hondas) before the annual return of premium to members

I’m going to be super controversial here.
$XPeng (XPEV.US)$ announced they are starting robotaxi business in second half of 2022. FSD on the other hand is still a few years away optimistically. So some money sold $Tesla (TSLA.US)$ and bought XPEV today.

$Palantir (PLTR.US)$ Hey Karp, Palantir is not a start up any more. Stop handing out stock options like candy. You have public owners you need to answer to. In fact, if you don't change your ways quickly, your employees' stock options will be worthless.