$微软 (MSFT.US)$ 我被迫使用MS Teams，因为这是国防部购买的软件。我讨厌它。有时候让人困惑。通常我们会关闭摄像头，因为如果太多视频同时运行会拖慢速度。

尊敬的投资者：
我一直告诉大家相当长时间了， $Meta Platforms (FB.US)$ 和 $谷歌-C (GOOG.US)$ 是最佳的买入之选之一，并且具有最好的资产负债表，以及充满了卡骆驰的深广护城河。
我敦促投资者在可能的时候，退出那些没有盈利、没有利润率的公司，因为投资它们充其量只是在“赌局中押注”。将资金投入那些最终应该会实现所有这些伟大目标，但目前无法做到的公司的人，通常会亏钱，并感到极度失望。特别是对那些被过度炒作的公司而言这一点尤为真实。

$WTI原油主连(2411) (CLmain.US)$ $特斯拉 (TSLA.US)$ 每年我使用大约300-400加仑的燃料币。所以让我卖掉我的车，买一辆价值4.5万美元的车，每年省下约0.1万美元。我的回报率永远是0。我需要3.3年才能补偿销售税。

$万事达 (MA.US)$ 似乎他们选择了比平常更小的股息增长，但更大规模的股票回购。有道理，我希望他们增加回购的速度，因为当前44亿美元的未偿还债务意味着到目前为止他们已经回购了大约8,0000万美元。这个价格应该会更高。

SpaceX is way ahead of everyone else in Space Tech. I would buy it in a second as long as it does not have the same astronomical valuation as $特斯拉 (TSLA.US)$. Space the Final Frontier, has Huge opportunities for businesses. Just need to have the technology to make things happen and that's where SpaceX comes In. In fact I believe NASA is planning on exploring one Asteroid in our system that is allegedly worth trillions of dollars (gold & other metals).
But on a more realistic outlook, Civilian Vacations in Space, Space Exploration for the Government (science missions), and MILITARY is definitely a Huge Opportunity. ...to win a major war will depend on our Space Technology. All is my opinion.

$道琼斯指数主连(2412) (YMmain.US)$ $道琼斯指数 (.DJI.US)$ Omicron is a load of nonsense. The media has nothing to talk about these days, and WHO is just trying get Americans to buy more vaccines for the 3rd world countries. Any dip should be taken advantage of with tax harvesting and buying beaten down Energy and Travel stocks.

$诺瓦瓦克斯医药 (NVAX.US)$ I reviewed all GMP and cGMP certificates for the Novavax's global sites. I can fully understand why Novavax leveraged the manufacturing partnership with Serum. This strategy really makes their CMC package harmonized and simplified as Serum's MHRA GMP certificate covers full line-up of the manufacturing operations from DS/DP to QC Testing without requiring any combinations of sites.
Serum's MHRA GMP Coverage
1. Manufacturing Operations
1.1 Sterile Products
1.3 Biological medical products
1.4 Other products or manufacturing activity
1.5 Packaging
1.5.1 Primary packaging
1.5.2 Secondary packaging
1.6 Quality control testing
If Novavax uses other global sites, they need to combine several sites to manufacture Nuvaxovid from DS to DP (fill & finish). This makes their CMC package complicate to keep consistency each for the regulatory agencies and difficult to get approval quickly. No other single site can cover full line-up of the manufacturing operations except Serum.
Novavax made the best choice to get their CMC package optimized. Fantastic strategy !!!!

$SPDR 标普500指数ETF (SPY.US)$对此有什么想法吗 $稀土元素和战略金属ETF-VanEck (REMX.US)$？表现不可思议-与最小的重叠 $原材料指数ETF-Vanguard (VAW.US)$& $iShares安硕MSCI全球金属与矿业 (PICK.US)$- 增加中国市场曝光度

$Lucid Group (LCID.US)$ Lucid正在制造一些非常不错的电动汽车，但它们属于豪华级别，并没有计划降入Model 3/Y市场。祝他们好运，但他们不会对XXXX构成威胁。 $特斯拉 (TSLA.US)$ 非常长的一段时间内，他们不会成为XXXX的威胁。

$英特尔 (INTC.US)$但是，肯定被低估了 $美国超微公司 (AMD.US)$将比预期更快地增长到目前的估值分配。包含 $赛灵思 (XLNX.US)$，到2022年底，AMD实际上可以达到300亿美元的收入。对他们的高利润服务器和高性能计算产品的需求非常疯狂，英特尔要到2025年才能有任何竞争对手。SR 要到第 2 季度或第 3 季度左右才能上市 22 年和 5nm 热那亚已经在向客户提供样品。128 核 Zen4c Bergamo 将于 23 年第一季度推出，英特尔之前不可能推出 3nm $苹果 (AAPL.US)$在 23 年第一季度确实如此。