My son, Michael, runs a startup sustainable leather company in the Netherlands.
He’s ten times smarter than me (which he got from his mother, Susan, who was dux at her school in Western Australia.)
Here’s proof: A brilliant podcast called Leaders on a Mission. He’s the handsome one on the left.
Now to my other love (outside the family)
Nvidia blew out the lights. Nearly doubling its sales. Stock price is wavering. Who cares? Not me.
Median price target by Nvidia analysts who follow Jensen’s brilliance is 30% above where the stock is now.
Nvidia is a keeper.
Morgan Stanley’s brilliant analysts were up all night. This morning at 5:10 AM GMT they posted a research report “Nvidia is staring to transition to steep Blackwell ramp.”
I didn’t stay up all night. I dreamt about a sex life that could perform as well as Nvidia. Not mine.
Here are Morgan Stanley’s conclusions:
Stocks to buy
+ Nvidia.
+ Google. The present government is going after Google to divest itself of Chrome, its fantastic browser and the one I use. Going after Google is insane for two reasons: First there’s been an explosion of search engines. Governments always go after “monopolists” when new technology (like AI) are doing their work. Second, the timing is brilliant. Totally brilliant. How long does Biden still have? Biden is insane. Guess what Trump will do with this suit?
+ SMCI (Super Micro Computer) is finally getting its auditor stuff together. It’s Nvidia’s third largest customer. Here’s the list from Cramer.
+ OKLO. Because it’s going up but I can’t remember why. I’ll check on this one for tomorrow.
This week’s New Yorker favorites
That’s it for today. I’m off to lunch at my favorite Mexican restaurant. It’s called Fiesta. It’s in Chatham, NY. They make fantastic breakfast burritos, grilled cheese tomato and avocado sandwiches and chocolate banana muffins. This is not diet food. But it really tastes good. You should see my expanding belly.
Watch my son’s video and be impressed. — Harry Newton
