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Archive of entries posted on February 2025

My worst day ever. Gruesome thoughts on what might be coming next. Timing the market is not my forte

Nvidia’s earnings were stunning. Ditto for its forecast of endless demand, and successful Blackwell demand and delivery. But, today, the day after the stock took a humongous 8.5% dive…. I’m mulling. It was my worst day — because Nvidia is my largest holding. And I was super-optimistic. I still am. Friends are sitting, ready to […]