I have no idea what Nvidia, my largest holding, is worth.
When it goes down (as it has recently), my heart sinks.
When it goes up (as it’s doing today), my heart soars.
I believe Nvidia is worth more than it’s selling at today — because AI has barely started. And Nvidia is AI.
There’s another reason I’m sticking with Nvidia is that I can’t find any other stock that excites me like Nvidia does.
I’ve looked. God, have I looked. Every day I don’t write a blog, I am searching.
One day I’ll write about The Science of Searching for Hot Stocks. For now, I search. I get excited about the technology, its applications and benefits. Then I look at the last few years of financials — and puke. I have no appetite for stocks that keep losing money — even though they are selling more.
I do have faith in technology. After Nvidia, I own nice chunks of Meta (Facebook), Amazon, Apple, Microsoft, Eli Lilly, Google, and Novo Nordisk.
Today is important for Apple:
Apple will announce new phones, new watches, new stuff, and demonstrate with new AI software why you desperately need to upgrade all your Apple stuff –NOW.
Favorite cartoons
Vaccines updated
I recently got three vaccines — the new Covid 19, the latest Shingles and the latest flu vaccines. I got them at CVS, which is really good.
So far, I haven’t turned autistic. I got all three in my left arm so I could play tennis. But I had no bad reaction to any of the vaccines.
Hence, I’m on my way to living to 120. Ha.
My brilliant son, Michael
He said I should have sold all my Nvidia when it hit $135.
Had I, I could now have bought it all back today at $106.
Sadly, I’m not smart enough to do that. I’m brain deficient. I gave him all my brains. I’m left with my prevailing thought that “m not smart enough to time the stock market.
See you after I’ve watched Apple. — Harry Newton
