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• When will the EV insanity finish?… Is there room for Tesla ($1T), Rivian ($149B), Lucid, ($91B), F ($80B) and GM ($90b)?… multiples to eps going up for F and GM —10x and 9x — however the unbelievable rally within the others are indicators that the market values them as tech shares NOT unionized, largely inside combustion engine firms with actual liabilities and uneven manufacturing…17,000 rezzies for Lucid v. bought out EV line for Ford and Mach-E Mustang
• Workday reviews tomorrow… Cowen now upgrades it from maintain to purchase… that is the third certainly one of these and I count on that Workday might be an actual blowout… they are going to be on Mad Cash after
• QCOM value goal taking from $190 to $225 at Piper… cites rising cellular but additionally auto
• LOW… $2.73 v. $2.36… income $22.9B v. 22.0B est… revising forecast
• Boeing… Wells goes hold to buy
• PLUG… PT goes from $35 to $56 at Citi… cites construct out of the hydrogen, enhancing hydrogen margins and an ecosystem
• Etsy… up 40% since this streak started… crafts don’t have any provide chain issues
• AMC… analyst Bazinet goes from $5 to $6 at Citi
• SQ making a tough push to make bitcoin the dominant coin for the web
• Fourth week of progress in crude inventories… I nonetheless query the $100 thesis
• Stanley Black & Decker (SWK)… PT raised from $223 to $231 at Barclays… Individuals hated the precise Q… I had them on and it was demolished by provide chain points
• Goldman makes Amazon a top pick
• TGT earnings… 12.7% same-store gross sales progress v. 8.2% est… $3.03, a lot better than $2.83 est… Digital up 29%… $25.6B income v. $24.7 est… raised steering… however not sufficient? Is that this Walmart?… Op margin some stress
• MoffettNathanson lowers the increase on Roku…downgrade to promote…it’s slowing for sure… downgrade cites DTC sub progress slowing
• HD a number of value goal raises from a number of companies… $445 at Citi  is high

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