$英伟达(NVDA.US)$ 股票拆分为价格上涨创造了奇迹。它引起了极大的兴趣，现在仍然如此。很多人都渴望分一杯羹。随着势头的增长，风险也在增长，但我相信NVDA将在未来3-4个月内达到400美元。下一份收益报告将向我们展示进入2022年的道路。
我持有我的股票，我不会卖出它们... 让我们看看会发生什么，但按照这种速度，我们可能会在未来12-16个月内达到1万亿。

我两者都有 $特斯拉(TSLA.US)$ 和 $Lucid Group(LCID.US)$ 比例为 2:1。这两家优秀的汽车制造商都对我的投资组合有利。我会继续在这两个基础上再接再厉，因为我看到一些下跌而且我有现金。
两场胜利中哪一个都没关系，因为最后我赢了。这才是最重要的

$美国超微公司(AMD.US)$ $英特尔(INTC.US)$ 许多公司的新笔记本电脑都配备了 AMD 芯片组。（以前是英特尔公司）
英特尔凭借 AMD GPU 和色彩性能无与伦比。INTL 简直是死猫。它可能会反弹，但不是真的。
AMD、NVDA 是美国和国际上真正的市场领导者。英特尔将在未来 5 年内倒闭。没有创新。许多公司都给了很多机会和时间来实习。但是，由于首席执行官没有芯片工程知识和账户知识，他们无法做到这一点。他们专注于如何在Qt上处理股息，而不是新的芯片设计。与AMD相比，已经为时已晚。
我敢打赌国际米兰不会动。明年再来看看两只股票。AMD 将是 300。INTC 的射程将在 35 到 45 左右。

$特斯拉(TSLA.US)$ 特斯拉在利基市场取得了成功：结构不佳、丑陋、价格过高的入门级电动汽车。
不幸的是，这个利基市场越来越拥挤了！
竞争对手在每个类别和每个价位上都处于领先地位。
埃隆· “特德·克鲁兹” ·马斯克正在抛售他的特斯拉股票。
我会逃跑，而不是走出这只股票。

1) 我没看见这个词 $Xilinx(XLNX.US)$任何地方。我也看不到有人承认这样一个现实，即除非服务器CPU差异很大，否则它们承受着来自超大规模公司的内部CPU的越来越大的压力，比如AWS的Graviton 2。这些越来越多。（我不确定服务器中其他基于ARM的CPU是否会获得如此大的吸引力，即使它们更胜一筹，因为超大规模处理器在内部开发的零件上获得了更好的利润。）
2) 对我来说，铸造服务业务能否变得重要和成功还有待观察。与自动驾驶领域一样，它们也会跑吗？
3) “英特尔暗示，Granite Rapids（在上述延迟之后定于2023年上市）的内核数量将是Sapphire Rapids的2倍，这意味着英特尔可能会超越 $美国超微公司(AMD.US)$（那时它将有一个 96 核 CPU）和 112 核 CPU。” 在效率核心的时代，以及在 AMD 方面采用 3D vCache 的时代，内核数量真正告诉你的内容是有限的。
我认为英特尔会努力奋斗，我只是觉得我不会寄希望于他们在利润率最高的市场中恢复CPU的主导地位，而且我认为我也不会指望他们在他们想要进入的其他领域确立主导地位。在接下来的10-20年中，它们可能不会无关紧要，但它们现在只是一只大狗，而不是大狗。

$特斯拉(TSLA.US)$ 有时候早起的鸟会抓到蠕虫；有时第二只老鼠会抓到奶酪。我们可以把清理雷区的功劳归功于特斯拉。

I am very long Intel. I have made great money with $美国超微公司(AMD.US)$. 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 $英特尔(INTC.US)$. 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.
$特斯拉(TSLA.US)$ 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, $苹果(AAPL.US)$, $谷歌-C(GOOG.US)$, $亚马逊(AMZN.US)$!!
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, $比特币(BTC.CC)$ and $以太坊(ETH.CC)$ also drift lower.
$狗狗币(DOGE.CC)$, 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.

$SPDR 标普500指数ETF(SPY.US)$ $比特币(BTC.CC)$ 人们认为投资资金最终会走向何方？黄金？比特币？在床垫下？在美国银行的收入为0.25％？？
美联储无法有意义地加息，因为经济现在已经永远崩溃。50年的赤字支出、印钞、战争、突袭所谓的社会保障信托基金、无意中的全民基本收入实验，以及在中期考试之前再次急于花费数万亿美元，这意味着别无选择。
如果美联储将利率提高到5％，国民债务的利息将消耗联邦年度预算的30％。它不可能发生。美联储的加息幅度不能超过1％。
“泡沫” 是新常态。