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• Club Call today at 12:30… Complete Focus: Ford (F) CEO Jim Farley and going EV… the problem of an iconic entrenched incumbent and the necessity to electrify and are available out with recent fashions with a subscription, cloud-based mannequin whereas attempting to ship in a semi-shortage, Tesla-dominated, Tesla-hype world…
• Linde (LIN) upgraded by Wolfe Analysis… membership identify that was foolishly downgraded the opposite day… frequent Mad Cash visitor… Wolfe downgraded Air Products (APD) purchase to carry…
• Rent the Runway (RENT) has no actual development… will not add many to the following Q… gala scarcity??… cloud in a closet? Actually?…
• GameStop (GME)… acquired SEC subpoena in August —ought to have disclosed?… attention-grabbing danger issue… firm mentioned doesn’t count on inquiry to adversely influence it…
• Restoration Hardware (RH) fabulous Q regardless of headwinds from Vietnam… CEO Gary Friedman says in launch: “It is a time to be outlined by our imaginative and prescient not a virus.”… nice tag line… ought to it’s at such a disparity to Williams-Sonoma (WSM)?… I do not suppose so…I had Laura Alber (WSM CEO) on the other day and she or he has most of the similar developments when it comes to gross sales… Gary frequent visitor on Mad…
• Lucid (LCID) raises $1.75 billion in convertible providing… strike when the iron is scorching…
• SunPower (SPWR) goes from maintain to promote at JPMorgan…they are saying valuation… You need Enphase (ENPH), a CNBC NextGen 50 identify as a result of it may stand up to $12,000 per home in charging and photo voltaic conversion…
• Southwest (LUV)… value goal lowered at Deutsche Financial institution $64 to $60… 5 12 months plan—how about the associated fee outlook?… Jefferies goes from purchase to carry on decrease working leverage…
• Occidental Petroleum (OXY) upgraded from promote to carry at JP Morgan… redemption?… analyst says pretty secure manufacturing profile and minimal capex… says may improve widespread inventory dividend… we vastly desire Chevron (CVX) … will discuss why we bought Chevron in our Club Call with senior portfolio manager Jeff Marks… JPMorgan additionally takes CVX pt from $129 to $142-nice return…
• EVgo (EVGO)… is that this the charging winner?… JPMorgan would make it seem like it is… analyst says it has engaging and rising partnerships, prudently including capability…
• Wow—odd one for JPMorgan—they really begin FuboTV (FUBO) with a purchase regardless of extremely aggressive sports activities surroundings… 5.69 million shares simply filed for holders
• Intel (INTC) is nearly again to the place it was when it introduced the Mobileye submitting… perhaps no $50 billion valuation?…
• Charter (CHTR) reduce from  purchase to carry at Morgan Stanley…that is relentless promoting on this group… jogs my memory of the payroll shares simply the opposite day…
• United Rentals (URI)… promote to carry at Morgan Stanley… why was this EVER a promote with an infra invoice?… Like making membership fave Nucor (NUE) a promote…
• Piper raises Edwards Lifesciences (EW) pt $126 to $133… Nice analyst day as was on MM last night… I believe way more to come back… many exams for merchandise developing in 2022…smaller, higher, much less invasive…
• Wells anoints AbbVie (ABBV) as prime choose—says lack of exclusivity on Humira is overshadowing some main medication from Allergan and remainder of firm together with Rinvoq for Rheumatoid Arthritis… membership identify…
• Toll Brothers (TOL)… Ray Jay, RBC and Barclays all increase PTs…this was actually fairly 1 / 4… development for a number of years?… lowest variety of properties on the market ever?
• Twilio (TWLO)…maintain to purchase at Barclays… FY 22 Simple compares…  likeQ4 19 when individuals considered sub 30% development…

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 (Jim Cramer’s Charitable Belief is lengthy F, LIN, CVX, NUE, ABBV.)