Nvidia reports Wednesday night at 5 PM Eastern time, 2 PM Pacific time.
Its stock has come roaring back. I still own lots, but, sadly not as many as I once owned. Dumb me.
Nvidia’s earnings will be spectacular. I know that because all Nvidia’s big buyers — data centers, etc. — continue to load up on its chips.
Like there was no tomorrow.
If you buy NVDA on Wednesday — before its earnings — you face the likelihood of a drop the following day. Last time it dropped 8% after earnings. That was the perfect time to buy. It may again be. The big brokerage firms have a price target of $150 to $160. That’s 15% above where it is now.
There are two main sources of demand for Nvidia’s chip: data centers and their customers. Followed up by robots, biotech, virtual factories, self-driving cars.
You and I are using AI more. I’m addicted to Perplexity. But we (and the user corporations) are not spending mega-bucks on user fees. Yet?
Take chatbots. They’re the obvious Web site helper That saves on call centers and their people, while selling website visitors faster and more efficiently.
But chatbots have been the big AI disappointment. Take Salesforce. they emailed me this offer:
I clicked Get The Playbook button. I wanted the playbook (as research for this blog). I got this:
I filled the eight boxes in and hit “Download Guide.” Nothing. Then I hit the “Ask Agentforce” (Salesforce’s ChatBot) and got 20 minutes of total running around between Sales Support, Technical Support, Web site Support and eventually real (clueless) people …Nothing. Except a repeated suggestion that “it was my fault” for using the wrong browser. I was using Chrome.
No Guide. Nothing. Endless aggravation.
Chatbots don’t work on Delta Airlines and a million other websites that want to sell me something I want to buy.
There is hope.
Amazon doesn’t use Chatbots. They have oodles of useful information arranged logically.
Recently I went on Delta to book a flight between Boston and Vilnius and return from Tallinn to Boston. Michael and I are going on a Baltics biking trip.
I defy you to find out how to book those flights on Delta’s miserable web site.
Which brings me to my next business. I’m going to be a Web Site Auditor. I will audit web sites to see if I can buy something easily.
I bet 63% of people who land on a website trying to buy something give up. I made that number up but it sounds plausible.
Anyone want me to check out their web site for logic, ease and buy-ability? Send me a $20 Amazon Gift Certificate.
Banking advice
Citibank blocked Susan’s checking account. After 30+ years. The account had plenty of money. There was no hint of fraud. Nothing. Except Citibank decided that they wanted information on me. Now, I’d never used the account, never written a check, didn’t even know how much was in the account.
Just I happened to be on the account from 30+ years back.
I told them I was retired, had a Driver’s License and made $500,000 a year (they believed ,me). Three DocuSigns later, they unblocked her account. It took five days and five hours on the phone to South-East Asia, et al.
All through this agony, they failed to sell me anything. Niente.
Citibank doesn’t seem to have a chatbot, either.
The Little Prince
It’s perfect for children and grandfathers (like me):
This page caught my eye:
Getting old, continued
You need hearing aids, social interaction (a group at your local diner) and a dog to take care of. A little one is easiest.
Personally, I think tennis is the best sport for age. According to Perplexity:
Research published in the British Journal of Sports Medicine found that tennis players tend to live 9.7 years longer on average compared to inactive individuals. This is one of the highest increases in life expectancy among various sports.
The Nvidia Conference Call
I’ll be on Nvidia’s earnings call, which starts:
Don’t click there. Click here.
See you on the call . Harry Newton
