NVidia is dropping ahead of its Wednesday blowout. Some believe it’s profit-taking. Others believe over-heating problems with Blackwell, its newest and fastest chip.
More stories abound than Carter had Liver Pills.
What we know — in a few words — Nvidia can sell everything it can make. Wall Street’s 44 analysts covering the stock figure an 82.5% sales growth in the quarter will be reported on Wednesday, after the bell. And much higher earnings growth.
I’m not selling or buying Nvidia, though I have little idea of which way it will move on Thursday morning after earnings.
I have more Nvidia than Carter had liver pills.
I sold all my Eli Lilly after a lousy quarter of slim fat pills sales. Ditto NVO. I’m out of the fat pill boom.
I jumped into Tesla. Elon has the boss’s ear. And the boss (Trump) said he liked self-driving cars. Tesla up 6% today.
I bought a few Cheniere Energy because Trump said he would drop Biden’s export restriction on LNG gas, which had to do with Biden saving the climate. I never did figure that one.
I also bought some more OKLO and Energy Transfer. More bets on energy.
Technology Tips
+ Verizon cell service is just plain awful. T-Mobile (and its Mint Mobile) are much better and much cheaper. I have two phones — one with Verizon and the other with Mint Mobile. Suffice, Mint Mobile works
+ The best way of figuring out how to fix anything is to ask YouTube.
+ Note To Self Mail is a tiny, splendid free app on your iPhone that lets you write or dictate a note to yourself and have it sent instantly as an email to yourself. I use it many times a day.
+ Brush and vacuum your refrigerator’s condenser coils. The thing won’t run as much. You’ll save on noise and electricity. And you’ll feel virtuous. (For the first time?)
+ Junk boxes for grandchildren are hugely appreciated. Amazon has party favors for kids. Totally wonderful. They also have watches for kids that have GPS and phones. My grandkids all have them. They check in. We know where they are. And they like the watches.
+ The only way to keep your oven clean is not to use it. But if you’re desperate use some Easy-Off in the blue aerosol can.
+ YouTubeTV is wonderful. You can wind it back. You can skip commercials. You can watch it in several places and one several things — like your big screen TV and your little screen laptop (which I prefer in bed).
Total AI
I’m totally immersed in research on AI. I’ve never seen anything hyped so much, sporting so many stories, so wildly successful in the imagination and some wildly unsuccessful for the huge investment in them. Read Business Insider’s piece on Microsoft CoPilot. Click here.
Off to play tennis. Can’t predict that, either.
— Harry Newton
