Not sure herd immunity is possible. There was a report a week ago that said only 17% of covid recoveries showed any detectable antibodies after 2 months (I think that was the time frame). So that is why people are getting covid a second time. Herd immunity might not be achievable anymore.
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Disclaimer: Of course, all of this is my opinion and you should not make any investment decisions based on my opinion. I have not received any non-public information.