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About ericttspikes

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  1. I have been following Eran Segal of the Weizmann Institute in Israel who has been studying the data on their vaccination program. He has been very positive about the data, but posts this today: “Remember that vaccine efficacy was measured under conditions of masks and social distancing Efficacy is the sum of biological protection of the vaccine and protection resulting from public behavior. If behavior changes, efficacy will likely decline, perhaps even significantly” WTF? I’m not a doctor, but what is the point of the vaccine if this is true? https://mobile.twitter.com/segal_e
  2. Yeah, the Model 3 almost BK'd them. Lucid will need more cash at some point. Having the PIF of Saudi Arabia as the majority owner should help with that. I have a decent sized position @ $7.5 a share and feel comfortable with the risk there. I just really like the tech and the engineers in the company and excited to take the journey with them. I also have a few friends who are writers in the EV space, who know their stuff and love the company and the Air. If Lucid whiffs, it won't break me. Not trying to convince you of anything. I get it, not worth the risk for you. The Lucid roadmap is s
  3. Yeah, execution is a huge risk. As it was with Tesla. In the end an investor has to believe in the technology and vision of the company. When I look at what Lucid has done in-house with engineering, it is amazing. It could also be so overly engineered they can never mass produce it. Their battery tech alone, carried over from years of testing on the Formula E circuit when they were called Atieva, is ahead of any mass producers in efficiency and range. Lucid also has the same desire as Tesla to be an energy storage company, their "vehicle-to-everything" strategy will allow their cars/batteries
  4. Thanks for the response. I enjoy reading your posts about this and have learned a lot. I only have $4k in BTC, but this issue has me hesitate considering it an investment vs. a gamble. For me personally, the unknown variable of who controls $30b of BTC and not knowing their intentions isn't a positive. I get that they could of sold at many points and didn't, so it could be benign and a non-issue. The anonymous factor is tough to get past too. It could be that these are honest, good people holding it or it could be some blackhats endgame to crater it all after the value gets to a certain level
  5. The biggest question I have about Bitcoin is how much can anyone trust whoever created it? From what I've read, the Satoshi guy might either be dead, or a bunch of people, or who knows. I've also read that whoever Satoshi Nakamoto is, he/they have amassed 1.1 million bitcoins for themselves and supposedly haven't sold any. Now if this imaginary person is dead and those coins could never be used, that is one thing. But if some anonymous person or collective is just sitting on over a million coins isn't that a huge red flag? I get not trusting governments with monetary policy, but at l
  6. added 100 CCIV @ 30, looking like it's going to 25 or lower though. Will probably add at 25 too and lower if it breaks that. Full panic sell mode going on. Looking to take advantage of that. New purchase averaged to $7.50 a share. I'm good with that.
  7. I only had 400 @ 13 and sold 100 at $60 and free rolling the rest. Will probably buy more at some point. I love Lucid.
  8. I really can't believe SNAP is over 106B. I had 1000 shares at $5 when my kids were into it. Then they told me it wasn't cool and none of their friends used it anymore so I sold at $8 or $9. #$%&!!!!!!!! I'm not even sure I get their business model of catering to kids who have no purchasing power at all. Don't really regret not holding something I don't understand, but it's a "what could of been" stock.
  9. I'm a glutton for punishment, but bought another chunk of IPOE at 17.8. Missed the 16's. In for 2000 shares total @ 19.5 average. Unless I'm missing the math on the merger; if it stays at 19, SoFi will be just under 17x sales with 2021 rev expected in the $1b range, growing in the 60% range. Also expected to post its first profit in 2021 with projected EBITA of $1.5b in 2025. Multi product member growth was reported to be 220% last year, projected to grow 95% this year. I have to think the pending bank charter changes all these numbers to the positive if they get approved as it will massively
  10. Sold 25% of my CCIV bought at 13. With my principal out, I'll hang onto the rest and see where it goes.
  11. The market makers controlled PLTR damn well today. Over 300k shares traded and kept it pegged at 25. Bravo. A ton of buyers for all those sells.
  12. I'm adding PLTR also, but I believe Friday is a lock up expiration so will wait until then cuz I'm greedy. I have no idea if that will impact the sp, but seems like there might be some selling pressure. Dunno.
  13. FWIW, I had my yearly physical with my doctor the other day and he was very optimistic about the path forward and the science of the vaccines. He said he expects the J&J vax to be approved by the end of this month and for me to expect to be vaccinated by the end of March. He said the J&J vax will probably be the one I get, as with most of the young(ish), healthier population. I would prefer the PFE one, but whatever. His belief is that the vaccines, including the J&J, will prevent almost all the serious illness and the trajectory of Covid is something akin to the common cold. Cases
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