Obsession is my middle name. I will research 24/7 until I have “The Answer.”
The first question? Should Nvidia continue to be my biggest holding by far?
The answer after two weeks of reading watching and listening? A resounding YES.
The second question? Is there anyone else?
The first thing you’ll learn is that Nvidia has more “partners” (also called customers) than Carter had liver pills.
This week Nvidia is running a big conference. The keynote address, which I’ve been watching with awe, had a backdrop of partners’ names. I’ve never seen so many impressive companies.
I have nibbled away at some Nvidia partners, Nvidia beneficiaries and AI stocks, including ACN, ARM, KRKNF, MU, OKLO, PLTR (a favorite), and VRT. You can see a full list of my holdings in the right hand column on my web site. Click here.
AI is working wonders throughout our world.
As my friend, Ed, says, “AI is a transformative technology. Own it forever.”
Nvidia is up 25%+ in the last month.
My brilliant son, Michael, says “That’s better than a slap in the belly with a cold fish.”
More tomorrow. I have discovered some really great useful technology. Stay tuned.
Meantime, I’m alive and kicking and eyeing the incredible view from the window of my country office:
It’s screaming beautiful. If you can make it to Vermont or New Hampshire this week. You should be handsomely rewarded,
This is the best comment on our election…
— Harry Newton
