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Geminiasianboi 保密 ID: 70918074
come here for amc
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    Geminiasianboi 讚並評論了
    $Moderna (MRNA.US)$ 現代CEO昨天關於奧密克戎病毒通過現有疫苗不起作用的愚蠢和無根據的評論,這些信息沒有支持,並在早晨的市場上引起了混亂。有些CEO只是為了保護他們的產品和股份而歪曲信息。欺騙和不道德。
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    $Zoom視頻通訊 (ZM.US)$ 我永遠不會明白為什麼Zoom一開始就這麼大,像視訊會議應用程式這樣簡單的程序有什麼護城河呢?
    “嗚嗚品質好”隨便吧,我真的需要在0.4萬上看到工作上那個爛簡報。
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    1
    Geminiasianboi 讚並評論了
    $Moderna (MRNA.US)$ 疫苗不是疫苗,它們是基因療法。即使福奇博士也必須承認這一點。真正的疫苗需要歷時多年的研發和測試。
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    5
    $通用汽車 (GM.US)$ 有着良好的盈利并致力于推动电动汽车的未来,通用汽车是一个毫无疑问的选择。与其他任何电动汽车公司相比,更安全。直到Lyriq之前,我从未对通用汽车的车辆感兴趣...
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    1
    Geminiasianboi 讚並評論了
    美國聯邦上訴法院支持美國專利暨商標局不使持有的專利無效的裁決 $Arbutus Biopharma (ABUS.US)$,給...一個打擊 $Moderna (MRNA.US)$.
    法庭裁定 moderna 沒有申訴的資格。
    有爭議的專利涵蓋了一種新型脂質配方,用於核酸的運送。 這些脂質納米粒對保護 mRNA 療法在體內向細胞傳送時至關重要。
    因此,Arbutus 可能有資格從 moderna 的 COVID-19 疫苗銷售中獲得版稅。
    moderna 主張專利中的內容是明顯的,若維護這些內容將使公司面臨專利侵權訴訟。
    已翻譯
    生物-疫苗在與Arbutus 相關的疫苗專利戰中失敗; Arbutus 漲幅40%
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    Geminiasianboi 表達了心情
    $Grab Holdings (GRAB.US)$ 我對股票持中立態度,但我買了一些一月和四月的認購權證。 $Altimeter Growth Corp (AGC.US)$ 以利用併購時波動性飆升的機會。截至8月30日摩特利愚者(Motley Fool)的文章報導披露Grab的第一季業績結果之前,波動率IV一直很低。隨著8月30日的報導,波動率IV飆升又回落,但仍然高於8月30日之前的水平。儘管如此,它仍然低於平均水平,遠低於AGC宣布Grab為其目標時的高峰。我認為在合併之前我們將看到一次飆升,並且有可能在之後見到抛售的情況,有許多引人注目的原因支持這一觀點。
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    1
    $Rivian Automotive (RIVN.US)$ Rivian is the best looking EV truck. It doesn't look like Battlestar Galactica, and it's not destined to be Found On Road Dead, like $福特汽車 (F.US)$, which were notorious for coming with parts that just break down in succession. Rivian fills a long sought after demand, from the truck people, contractors, and even women who Love their trucks, for the first EV truck that checks all boxes that truck lovers actually want.
    Sure, it's not gonna launch to the Moon, like $特斯拉 (TSLA.US)$, overnight, but it's a reputable, real, concern that shall most definitely be profitable and grow into it's value. People are actually buying Rivian EV trucks, as well as RIVN stock, in order to send a clear message to other auto makers, which is, 'We Want the Non-natural disasters making EV truck, which looks like a real truck and can function like one, and we want it Now, not in a hundred freaking years, already!'
    Other auto makers, besides now converted and cutting edge Ford, have been deaf, dumb, and mute to this SCREAMING DEMAND from truck consumers and lovers shocked that nobody has heard it but Rivian. Ford has heard it and is answering the call, but so many of us have been burned by shoddy Ford work many times before. They still have that nasty reputation for the acronym their company name ironically, and somewhat comedically, spells out. 'Found On Road Dead.'
    Rivian has like 50-60,000 actual individuals' orders for their trucks, they have an order for 100,000 Amazon EV delivery vans, and now they're working to make RV EVs for Outdoorsy. The future looks bright for Rivian. Stop bashing Both the truck and the growth stock.
    1
    $福特汽車 (F.US)$ For all the talk about the Ford's anti-semitism is has to be remembered that Henry Ford was happy to do business with Soviet Russia in the 1930s. Indeed, a case could be made that Henry Ford did more than any other individual American to bring on the demise of Hitler's Germany.
    Henry Ford helped pioneer a fine American tradition of U.S. corporations selling their technology to oppressive regimes everywhere no matter what its ideology was. Just as long as at the moment they weren't enemies of the U.S.
    3
    $Rivian Automotive (RIVN.US)$ 將遇到問題:批量生產,產品差異化,產品線擴展以及從高端越野車的利基地中發展。
    $特斯拉 (TSLA.US)$ 可以保持其技術形象,仍然可以使用 20-25k 的汽車。里維安不能。
    里維安沒有新興的能源部門。
    在製造客戶車輛之前,亞馬遜可以要求使用稀缺的芯片和電池填滿他們的訂單。
    還有競爭。
    特斯拉並沒有與特斯拉競爭,因此看起來非常容易。對 Rivian 來說,成功遠遠不可靠。
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    4
    $福特汽車 (F.US)$ Cost to retire debt: $14B
    Value of F’s $Rivian Automotive (RIVN.US)$ equity: $12B
    Seems straightforward enough, especially since the divorce was expected.
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