{"id":60681,"date":"2023-05-31T10:02:14","date_gmt":"2023-05-31T14:02:14","guid":{"rendered":"https:\/\/www.technologyinvestor.com\/?p=60681"},"modified":"2023-05-31T10:02:14","modified_gmt":"2023-05-31T14:02:14","slug":"some-lessons-from-my-brilliant-wrong-call-on-nvidia","status":"publish","type":"post","link":"https:\/\/www.technologyinvestor.com\/?p=60681","title":{"rendered":"Some lessons from my brilliant wrong call on Nvidia"},"content":{"rendered":"<p style=\"text-align: center;\"><strong>Better:<\/strong> Read this in your browser. Click <a href=\"https:\/\/www.technologyinvestor.com\/\" target=\"_blank\" rel=\"noopener\"><strong>here.<\/strong><\/a><\/p>\n<p style=\"text-align: left;\">Had I got NVDA right, I would have been insufferable.<\/p>\n<p style=\"text-align: left;\">One kind reader said it was OK. Bernard Baruch had once said &#8220;<em>I made all my money selling too soon.<\/em>&#8220;<\/p>\n<p style=\"text-align: left;\">I certainly did that. Fortunately I caulked up a handsome profit on all the Nvidia I sold. (I didn&#8217;t sell all. I kept a handful.)<\/p>\n<p style=\"text-align: left;\">In the last few days I&#8217;ve bought all my Nvidia back &#8212; some now at a loss (compared to where\u00a0 NVDA opened today).<\/p>\n<p style=\"text-align: left;\">Others pointed out that no one went broke by taking a profit.<\/p>\n<p style=\"text-align: left;\">Some asked, &#8220;<em>Why apologize? We all know the situation. We&#8217;ve all been there. Stuff happens. Move on.<\/em>&#8220;<\/p>\n<p style=\"text-align: left;\">Nvidia is obviously in a bubble &#8212; a nice AI bubble. And that AI is morphing over to a handful of stocks, including SMCI which I&#8217;ve recommended (and didn&#8217;t sell).<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-60706\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2023\/05\/ten-year-return.jpg\" alt=\"\" width=\"600\" height=\"483\" \/><\/p>\n<p style=\"text-align: left;\">Tomorrow I&#8217;ll you run through some of the latest reasons for the AI bubble.<\/p>\n<p style=\"text-align: left;\">Another bubble? I&#8217;m feeling very positive about VR &#8212; virtual reality. I&#8217;ve been playing with a Meta&#8217;s Oculus VR headset. I&#8217;m not impressed with the metaverse but I am impressed with the practical teaching\/learning uses of these remarkable headsets.<\/p>\n<p style=\"text-align: left;\">More about that tomorrow.\u00a0 I have to get out and hit a tennis ball. Today is another one of those nicest days of the year.<\/p>\n<p style=\"text-align: left;\"><strong><span style=\"color: #0000ff;\">My favorite email<\/span><\/strong><\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-60698\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2023\/05\/peggy-offer-800x318.jpg\" alt=\"\" width=\"800\" height=\"318\" srcset=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2023\/05\/peggy-offer-800x318.jpg 800w, https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2023\/05\/peggy-offer-768x305.jpg 768w, https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2023\/05\/peggy-offer-1024x407.jpg 1024w, https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2023\/05\/peggy-offer.jpg 1056w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/p>\n<p style=\"text-align: left;\">It goes on to say &#8220;<span style=\"color: fuchsia;\">\u00a0<strong>I will provide detailed instructions. We will share $9 Million US 50% each. Please reply for more details.&#8221;<\/strong><\/span><\/p>\n<p style=\"text-align: left;\">Now, why do I know this is a scam? Not because of the $9 million. I deserve the nine million.<\/p>\n<p style=\"text-align: left;\">But, hey, look at the sender&#8217;s email address.<\/p>\n<p style=\"text-align: left;\"><span style=\"color: #0000ff;\"><strong>Semi-useful stuff<\/strong><\/span><\/p>\n<p style=\"text-align: left; padding-left: 30px;\">+ The French Open has started. Some of the matches are nail-biting, including yesterday&#8217;s Monfils match. I am in love with Iga. She&#8217;s Polish. My grandparents were Polish.<\/p>\n<p style=\"text-align: left; padding-left: 30px;\">+ I will never ever give a nickel to a political campaign. They give my email address to politicians I&#8217;ve near heard of and never want to hear from. Then, no matter how hard I try, I can<strong> never<\/strong> unsubscribe. Worst is Mr. Trump. Saving grace: His emails are fun and his insults amusing. But you can&#8217;t get off that mailing list.<\/p>\n<p style=\"text-align: left; padding-left: 30px;\">+ The best app for your iPhone is now:<\/p>\n<p style=\"text-align: left; padding-left: 30px;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-60700\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2023\/05\/Boomerang-myself.jpg\" alt=\"\" width=\"435\" height=\"173\" \/><\/p>\n<p style=\"text-align: left; padding-left: 30px;\">Type or dictate (via Siri) some words. Bingo it sends you an email and\/or a photo. Simple as pie and twice as useful. It&#8217;s replaces Captio which is no longer available on the AppStore. (I don&#8217;t know why. But I still use it.)<\/p>\n<p style=\"text-align: left; padding-left: 30px;\">+ The most reliable, cheapest, easiest-to-use air conditioning are window units. When they break, you chuck them out and buy another unit. Much, much cheaper than central air. A few hundred dollars. A no-brainer.<\/p>\n<p style=\"text-align: left; padding-left: 30px;\">+ If you&#8217;re building a house, make sure some of your windows will accommodate window air conditioners.<\/p>\n<p style=\"text-align: left;\"><span style=\"color: #0000ff;\"><strong>Remembering 37,000 Mass residents<\/strong><\/span><\/p>\n<p style=\"text-align: left;\">They died in all the wars from the Revolution to today. An emotional photo.<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-60684\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2023\/05\/37000-Mass-residents.jpg\" alt=\"\" width=\"480\" height=\"457\" \/><\/p>\n<p style=\"text-align: left;\"><span style=\"color: #0000ff;\"><strong>Fun stuff<\/strong><\/span><\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-60694\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2023\/05\/Relax-David..jpg\" alt=\"\" width=\"320\" height=\"367\" \/><\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-60692\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2023\/05\/Rabbi-live-forever.jpg\" alt=\"\" width=\"350\" height=\"392\" \/><\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-60693\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2023\/05\/bowel-movements.jpg\" alt=\"\" width=\"325\" height=\"429\" \/><\/p>\n<p style=\"text-align: left;\"><span style=\"color: #0000ff;\"><strong>This one is the best. <\/strong><\/span><\/p>\n<p style=\"text-align: left;\"><span style=\"color: #0000ff;\"><span style=\"color: #000000;\">Play it. It&#8217;s short.<\/span><\/span><\/p>\n<div style=\"width: 576px;\" class=\"wp-video\"><!--[if lt IE 9]><script>document.createElement('video');<\/script><![endif]-->\n<video class=\"wp-video-shortcode\" id=\"video-60681-1\" width=\"576\" height=\"1024\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2023\/05\/Old-Age-Driving-Test.mp4?_=1\" \/><a href=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2023\/05\/Old-Age-Driving-Test.mp4\">https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2023\/05\/Old-Age-Driving-Test.mp4<\/a><\/video><\/div>\n<p style=\"text-align: left;\">Now we have a water leak in the basement. After 15 years, houses, tend to develop &#8220;issues.&#8221; We have issues. Lots of issues. Yuch.<\/p>\n<p style=\"text-align: left;\">See you when I&#8217;ve finished bailing. &#8212;\u00a0 <em>Harry Newton<\/em><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Better: Read this in your browser. Click here. Had I got NVDA right, I would have been insufferable. One kind reader said it was OK. Bernard Baruch had once said &#8220;I made all my money selling too soon.&#8220; I certainly did that. Fortunately I caulked up a handsome profit on all the Nvidia I sold. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-60681","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/60681","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=60681"}],"version-history":[{"count":16,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/60681\/revisions"}],"predecessor-version":[{"id":60709,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/60681\/revisions\/60709"}],"wp:attachment":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=60681"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=60681"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=60681"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}