Wade Shaw

    • Wade ShawWade Shaw
      ·10-09
      $Invesco QQQ(QQQ)$ Google classic search is still driving way more traffic than AI search in Oct 2026, up 23%. SEO is very much alive going into 2027. The Silicon Valley AI crowd would be pounding the table saying this is uber bullish and that we're still so early in the AI adoption boom from everyday consumers, since all the major AI LLMs are still under 1% of internet search. Paid AI subscriptions are also very low at only 2.2% of US households. What a time to be alive. $Alphabet(GOOGL)$  $SPDR S&P 500 ETF Trust(SPY)$  $NVIDIA(NVDA)$  $VanEck Semiconductor ET
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    • Wade ShawWade Shaw
      ·10-04
      Actually pretty impressive when you think about it. The technical chart shows a macro wedge on the verge of a mega-breakout at the $7.94 volume node. The short situation has a 25% short float locked in a 2-day bottleneck. CNBC's mention of $POET Technologies Inc(POET)$  is driving upward momentum. $NVIDIA(NVDA)$  GTC Berlin (October 20-22) is right around the corner, fueling macro AI and the NTT Data connection with $POET Technologies Inc(POET)$  in IOWN. The balance sheet looks solid with recent cash infusions and the EUR 400M shelf registration eliminating imminent dilution risks. Substantial interest income from the fully funded cash treasury is
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    • Wade ShawWade Shaw
      ·09-25
      $Tesla Motors(TSLA)$  Algos seem to be working hard to cover up the heavy loading that's been happening ahead of deliveries and the Roadster event next week. Not falling for it.
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    • Wade ShawWade Shaw
      ·09-24
      $SELLAS Life Sciences Group Inc.(SLS)$ These games don't really mean much. My first tranche of shares is set to sell at $59, but I'm not foolish enough to unload everything there. Most of my position stays for higher prices. Selling too low will be something people regret. Finding another Sellas won't be easy. Just stay calm and look past the noise. My $NVIDIA(NVDA)$  gain is now at 6,300+%, and I expect Sellas to do even better.
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    • Wade ShawWade Shaw
      ·09-24
      $NVIDIA(NVDA)$ Time to get serious about buybacks, Jensen.
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    • Wade ShawWade Shaw
      ·09-24
      $Tesla Motors(TSLA)$ The Roadster reveal is going to be out of this world.
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    • Wade ShawWade Shaw
      ·09-11
      $NVIDIA(NVDA)$ I'm down just under 3% on the last 100 shares I bought over the past 6 weeks, and it doesn't bother me at all. This is a long-term investment and I plan to hold these shares for a very long time. The Nvidia shares I've held since roughly 4 years ago are up significantly, so no worries here. The newer ones will get there soon enough.
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    • Wade ShawWade Shaw
      ·09-04
      $NVIDIA(NVDA)$  hit a high of 230.47 on 8/27, and if it pushes above that level, things could get interesting. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ 
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    • Wade ShawWade Shaw
      ·08-25
      $Tesla Motors(TSLA)$ The golden era is here. This just looks like market bot selling before the next leg up.
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    • Wade ShawWade Shaw
      ·08-24
      $NVIDIA(NVDA)$  Six-year-old chips are selling for more now than they did back then. Let that sink in. Technology usually gets cheaper over time, if it doesn't become obsolete first. Jensen said chips are "aging like fine wine." Makes it easy to stay long.
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