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Here’s what I see November 30, 2021.

• Moderna’s Noubar Baffeyan cofounder of Second Thoughts about Omicron Moderna (MRNA) who says the strain poses serious threats and Bancel’s interview with the FT was much more downbeat then when he was on CNBC… told FT “material drop” in effectiveness… But still using several months time frame to solve things… lots of money on the line for Moderna… I have Dr. Topol on Mad Money tonightWho has been the most right of the commentators save Gottlieb…
• Square (SQ)… sell to hold at Bank of America, but still need visibility on cash app… Dorsey all in – will we get a mid-quarter update tomorrow?… Afterpay …. now our focus. It can be used in Cash App and Seller systems.
• Piper says Edwards Lifesciences (EW) is the best beat and raise story… This is better than Medtronic’s failed attempt at beat and raise…
• When are the activists coming for you? 3M (MMM) which has so badly underperformed?
• Ford (F)  will pass GM in number of EV sold according to Morgan Stanley’s Jonas in 2021… calculates Mustang Mach-E selling 2,800 cars per month profitably,  150,000 next year-3.5% of volume…. This is an extremely low volume.
• According to November statistics, factory output in China is up for the first time in some while… coincides well with improved Baltic freight…should spur another Caterpillar (CAT) run… tiresome
• ?…Oil bear market Members of the Club should be ready to purchase some Chevron (CVX) which makes a ton of money above $70…
• Marvell Technology (MRVL)…BMO goes $70 to $80 on price target—remember high perf computing an 5G… Club name, reports this week… tends to sell off on the news…
• Walmart (WMT)…Guggenheim says don’t panic on loss of CFO Brett  Biggs… 1.5% dividend… 22 times 2022 earnings estimate… deserves premium…
• Dollar Tree (DLTR) downgrade to neutral at Goldman SachsSlowing traffic and low end consumers are some of the reasons cited. Expected improvement is now included.   Are we seeing further growth in the future?
• Solaredge (SEDG) downgraded by Morgan Stanley… Up 17% in three months… More balanced risk-reward ratio so hold.
• Tusa, JPMorgan analyst General Electric (GE) again… says plan is far from original… no change, net leverage -despite better pension performance… neutral rating but he is relentless
• Ten-year contract at 1.69%. Now at 1.42 %…. Are we at the end of our days?
• Wedbush cuts Twitter (TWTR) price target from $69 to $52… lower multiples…internal candidate as CEO not a surprise

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 (Jim Cramer’s Charitable Trust long F is MRVL.