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How to buy stock in today’s fast-changing technology world. How faster speed expands our investment opportunities.

I love this slogan:

I’m trying to understand what they do. I’ve been reading their White Papers, watching their videos, looking at their financials and listening to their CEO on Cramer. I’m impressed. I found this:

Robots are digital helpers and UiPath software robots are intelligent, reliable, flexible, and eager to take on a huge range of tedious tasks.

The last six months of PATH stock have not been impressive. Perhaps because of a lockup expiring?

I have a philosophy: If I think I really like the stock, I buy a handful of the stock — my entry level. Then I learn by watching, reading and studying more. If I like more, I buy more.

This investment “strategy” works remarkably well. Today my handful of shares in Affirm Holdings (AFRM) bounced a massive 34%. I had bought AFRM yesterday because they’d done a deal with Amazon and their president sounded impressive on Cramer.

My AFRM paper profit today is about 34 times bigger than the small loss I’m currently down in PATH.

I justify this insane method of investing on the fact that the world of digital is moving very very very fast. And I’ll probably never fully understand new processes like software robots, artificial intelligence, and smart web sites — though it is exciting to learn.

My dictionary collaborator, Steven Schoen sent me this fascinating chart:
This morning I dropped the chart into our 32nd Edition of Newton’s Telecom Dictionary, which we’re just finishing — nice cover?

I woke up at 4:00 AM this morning wracking my brain. I need to explain the significance of the Wi-Fi speed chart above. Here’s what I wrote in my early morning fog:

I’ve been struggling with a simple answer to the question: Why the relentless push for more and more speed? There are two simple answers: More speed allows you to get things done faster. (Obvious answer). Second, more speed lets you create new applications that weren’t viable with slower speeds. The obvious example is the cloud. All those many cloud applications – from storing your laptop’s files to processing your company’s payroll, from reading the New York Times to asking Google to check your medical symptoms – would not exist were it not for the incredible bump in speed we’ve had on the Internet – as reflected in this chart of Wi-Fi, which is the most common way most of us access the Internet in our offices, in our homes or on the road.

The Pandemic of the Unvaccinated

+ We have nearly 80 million people in the U.S.  who are unvaccinated. Each of them have their own insane reason/s for not getting vaccinated. The consequences are awful:

Each of us who are vaccinated owe it to our young children and grandhildren that we do everything to convince the vaccine standouts. If you run a company, announce that you must be vaccinated to work. No vaccine, no job. Offer bonuses, incentives, bribes. Whatever it takes. Fire them if they stay stupid.

When coming to our tennis club, The Old Chatham Tennis Club,  this sign will now greet you:

The Pandemic of the Unvaccinated continues:

From Vanity Fair, Sept. 1:

Conservative radio hosts all across America are losing their lives for the cause. In the past month alone, five talk radio personalities who were vocal COVID-19-deniers, anti-vaxxers, or anti-maskers have all died after contracting the virus.

I found this priceless comment on Quora.com.

Wonderful cartoons

Sell on Rosh Hashanah. Buy back on Yom Kippur

So far, the selling part is holding up. The market is yuchy. Here’s Nasdaq over the last five days:

Apple is down today. But Nvidia is up. Next week Apple will introduce their newest iPhones next week. They’ll be faster and have an even better camera. I’ll buy one. I always do. Apple stock is a buy on today’s weakness.

Tennis this weekend

Tennis at the U.S. has been spectacular. Two teenagers battling for the women’s title. Last time that happened was in 1999.  Tennis begins today at 3 PM on ESPN, runs tonight, tomorrow (4:20 PM eastern time) for the women’s finals and Sunday for the men’s finals. It’s a pleasure to watch the tennis. It made my early morning tennis today a little better as I tried some of the shots I saw on TV. Here are the two women teenager finalists. The final is on Saturday.

Emma Raducanu of Great Britain:

Leylah Annie Fernandez of Canada:

A first: I’m not betting my usual $1 on the women’s match. I want them both to win. This is a fairtytale. I want to live it.

See you soon. — Harry Newton