Nvidia continues to climb.
It is redefining computing.
Dah.
Next week is Nvidia’s huge GTC conference.
I don’t expect you to attend. I do expect you to watch Jensen’s keynote — not just for what it tells you about Nvidia but all the companies benefitting by the new AI.
To register to watch it from the calm of your own desk, click here.
It’s free.
I’ll send out another blog after I’ve played tennis outside this afternoon (yes outside in mid-state New York).
If you’re wondering what I’ve been doing — instead of writing blogs — the answer is I’ve been reading, researching and listening to wonderful podcasts from Acquired.fm. I’m currently in the middle of LVMH…But I finished Visa. Acquired laid out in clear logical terms why Visa is the most profitable company in the entire world. I wish I had listed to their podcast earlier.
I’ve mentioned before how much I love Acquired podcasts. My favorite place t hear them? In my car via Apple CarPlay.
I’m glad I sold my Tesla. I wish I had sold it short…. I’ve sold much of my Apple. It’s often easier to pick falling stocks. It’s a whole other mindset to short them.
I wish I had bought more SMCI earlier. I am up 33% with them, which is better than a slap in the belly with a cold fish.
Sign up to hear Jensen.
And keep your eye out for other stocks.
Everybody and their uncle (even Nouriel Roubini — aka Dr Gloom) is convinced we’re in a nice bull market. Which means that many stocks other than the Magnificent Seven are making nice moves up. My JEPQ is still yielding 9%. A nice place to be while you’re looking.
Sign up tor Jensen.
That’s it. See you tomorrow. — Harry Newton
