To The Moon

The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.Numbers will matter even more for richly valued, high-growth companies such as Tesla. Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors and Ford Motor have taken unexpected plant downtime recently and

* ANNOUNCES TEMPORARY SUSPENSION OF PRODUCTION FOR FIVE WORKING DAYS. * NIO TO TEMPORARILY SUSPEND VEHICLE PRODUCTION ACTIVITY IN JAC-NIO MANUFACTURING PLANT IN HEFEI. * NIO - EXPECTS TO DELIVER APPROXIMATELY 19,500 VEHICLES IN Q1 OF 2021, ADJUSTED FROM PREVIOUSLY RELEASED OUTLOOK OF 20,000 TO 20,500 VEHICLES. * SUSPENSION FOR FIVE WORKING DAYS STARTING FROM MARCH 29, 2021 DUE TO SEMICONDUCTOR SHORTAGE. * OVERALL SUPPLY CONSTRAINT OF SEMICONDUCTORS HAS IMPACTED COMPANY'S PRODUCTION VOLUME IN MAR

Apple has avoided the types of failures that have beset so many tech giants. From the HP I dearly loved and the IBM we once feared, to Palm, Nokia, Blackberry, and many more…Will Apple eventually follow a similar trajectory and either disappear or recede into the shadows?Or can Tim Cook continue to keep the Steve Jobs Apple 2.0 miracle alive almost a decade after the magician’s passing?The Monday Note has been on an irregular hiatus as I labor on a book chronicling my picaresque half century in

Consumer spending is normalizing, and the meat substitute leader could have much to gain from a reop