The market is up. We’re at war. Go figure.
The market is “climbing a wall of worry.”
I’ve heard nonsense.
If you don’t know what’s going on, or why, you make up nonsense.
I’ll take nonsense.
It’s amusing. I’ll take amusing over trying to figure stupid things like why Microsoft won’t let me change the size of the taskbar in Windows 11. (It did in Windows 10.)
I’m testing Windows 11 because I thought it had improved (it hadn’t) and maybe I could recommend it, since Microsoft is now aggressively burying Windows 10, which I love.
It’s good for Microsoft that I’m a masochist and enjoy the pain Microsoft is putting me through.
So, don’t use Windows 11 — unless some masochist sets up your new machine and de-crapifies it. That’s actually a technical term. It means to get rid of all the nuisances Microsoft inflicts on Windows 11 in its attempts to squeeze maximum monthly pennies (also called fees) out of your suffering bank account.
For the record, I don’t pay Microsoft a nickel for using Windows 10 or any of the Microsoft software (like Office) I bought outright years ago. I do spend money on AI (like Perplexity) which is really useful. Microsoft’s auto-saving nonsense like OneDrive is not useful, unless I enjoy extreme masochism.
Meantime, where is Microsoft? It’s been spending on AI like a drunken sailor. Yet I don’t hear a squeak out of them — while Nvidia and Apple run conferences that attract hundreds of thousands of viewers and attendees. Like this week’s GTC Conference Nvidia is holding this week out west, but which I’m watching on a laptop propped up on a pillow on my preferred horizontal multitasking position.
It’s mult-tasking because I can marvel at Jensen’s techie breakthroughs and zillions of Jensen cultists. But when the techie stuff gets too much for (even) my awesome brain, I can drift off. I know when wake up, the chip world will still be there. Only faster, cheaper, and more appealing.If only I could understand all the buzzwords, like low latency inference. I think it means that Jensen’s creations will think faster than all of us combined.
I’m dying for the day Jensen’s robot is delivered to me in Jensen’s robotaxi. I want the one the female robot that is gorgeous and is programmed to kiss me when I get within a few inches of its mouth. (I don’t make this stuff up.)
There seems to be no limit to how much botox a female robot’s lips will take (even Kristi Noem would be jealous) or how large you can make a robot’s breasts — Bill Gates could have done better.
Goldman Sachs (and others) think Nvidia is worth oodles more. Goldman says Nvidia’s 12 month price target is $250. (It’s now only $182.) I’m sure Goldman is right. They’re never wrong, except when they’re managing my money.
But meantime the “trade” seems to be to avoid the gold (Nvidia) and buy the picks and shovels (and jeans) of the gold rush — like SanDisk, Micron, Corning, Seagate, CAT, GE Vernova, Ciena. See my portfolio on the web site.
Oh, yes, don’t be scared into “upgrading” to Windows 11. Microsoft has extended my free update on Windows 10 for another year. I bet it will do the same thing in another year. Isn’t marketing fun?
Travel tips
+ Buy your tickets asap. With $200 a barrel soon, you won’t believe what’s about to happen to airline fares. Unless you’ve been watching prices for insurance.
+ Don’t ever consider checking luggage. Unless you want even more misery.
+ Photograph your bags, your passport, your airline tickets, your visa, your drivers license — in short everything.
+ You should sign up for Global Entry/TSAPre. Click here. Don’t delay. This is our understaffed Federal government. Everything takes time. Don’t use the private one that’s on Instagram, called something like Gov+.
+ Anyone of the AI agents — Perplexity, ChatGPT, etc. — will do a great job of planning next trip — from telling you which planes are more comfortable to why you should wear compression socks.
+ Don’t use airport Wi-Fi for checking your brokerage or bank accounts.
+ Obviously don’t go anywhere near Trump is bombing, though Greenland seems safe, for now.
+ In Europe in Summer? Get a hotel with AC.
So sad
Favorite New Yorker cartoon
Jensen is on Mad Money this evening
You can read a transcript of an interview today with him and Jim Cramer here.
Profound thoughts
+ Exercise is our only free lunch.
+ Saying NO is cathartic, and wonderfully liberating.
We should all be so lucky
See you shortly. — Harry Newton
