Yeah nah, I am long on Nvidia. It has way too much AI useful IP. At a fundamental level it ultimately comes down to moving and organising groups of electrons as fast as possible without overheating the chip. This requires hardware and Nvidia has cut its teeth for 3 decades with GPU's with very hardware intensive end use in gaming, similar to AI. That is why I am long on Nvidia.
Great informative article. China is good at playing the long game and their political structures suit a long game. Where as Trump only has 2 or 4 years depending on mid term elections. Did he need to impose tarrifs on China, he did need to show that he means business, so I guess he talked himself into it.
@Mickey082024:China: U.S Poking The Wrong Panda | Massive Warning Sent!
If we are real foresighted entrepreneurs we might look at what the auto industry did over the last century. When I was a kid 50 years ago, cars were shit. Today they just about make you breakfast. The auto I dusty lifted thier game in my lifetime to the benefit of many.
@Barcode:$ARM Holdings(ARM)$$AppLovin Corporation(APP)$ 🚨🤖📈 All About the A’s: ARM & AppLovin Attack Expectations Afterhours 📈🤖🚨 A heavyweight earning double-header is on deck, and the spotlightis squarely on two algorithm-fuelled architects of tech disruption: ARM Holdings ($ARM) and AppLovin ($APP). Both report after market close today, and both carry the weight of the AI rally on their shoulders. 📊 ARM Holdings ($ARM): Royalty on the Rise • Expected Revenue: $1.23B • Expected EPS: $0.52 • Reporting: After market close, 08May25, 🇳🇿NZST 📉 EPS History Q2’24: $0.06 Q3’24: $0.28 Q4’24: $0.29 Q1’25: $0.43 Q2’25: $0.50 est Q3’25: $0.52 est → Rapid ramp-up in profitability with momentum holding into FY25 📈 Revenue T
@Barcode:$ARM Holdings(ARM)$$AppLovin Corporation(APP)$ 🚨🤖📈 All About the A’s: ARM & AppLovin Attack Expectations Afterhours 📈🤖🚨 A heavyweight earning double-header is on deck, and the spotlightis squarely on two algorithm-fuelled architects of tech disruption: ARM Holdings ($ARM) and AppLovin ($APP). Both report after market close today, and both carry the weight of the AI rally on their shoulders. 📊 ARM Holdings ($ARM): Royalty on the Rise • Expected Revenue: $1.23B • Expected EPS: $0.52 • Reporting: After market close, 08May25, 🇳🇿NZST 📉 EPS History Q2’24: $0.06 Q3’24: $0.28 Q4’24: $0.29 Q1’25: $0.43 Q2’25: $0.50 est Q3’25: $0.52 est → Rapid ramp-up in profitability with momentum holding into FY25 📈 Revenue T
$NVIDIA Corp(NVDA)$ Nvidia has had skin in the fast parallel processing game for decades with graphics accelerators. You cannot bring that together overnight. I suspect thier most valuable asset are thier human resources. Would be interesting to put a replacement price on that.
The west has been around for a very long time, eg: Greeks & Romans. The west, although geographic is more of a blueprint for co-existence. If the current manifestation of the west is in decline, why is the rest of the world falling over each other to immigrate to the following countries USA Australia UK Canada New Zealand why those countries???
I hope the Orange Man knows what he is doing. A lot of money is disappearing into thin air. Might not be much to him, but when investors big and small loose money, then faith in the President's plan starts to fade. Donald Trump Sir, please defend capitalism in these uncertain times. We have no choice but to trust in you. The alternative is financially illiterate. So don't play into their narrative by tanking the economy.
U.S. stocks to Watch: Tesla, Nvidia, GE Aerospace, Verizon, Lockheed Martin, and More
I would have dinner with the President if he was guaranteed to show, otherwise it is steak burgers and chips with Warren Buffett. The main question I would ask him is how he looks so good at 94 on a junk food diet.
Replying to @JC888:Nvidia could easily go below 100 this week. Investors are still very jumpy. I dont think volatility will go away anytime soon.//@JC888:Hi, tks for reading my post. I make time to write & share. Pls "Re-post" so that more get to know. Tks! Rating is important (to me). Consider "Follow me" and get first hand read of my Daily new posts? Thanks!). Tks!!