here.<\/strong><\/a><\/p>\nIt’s free.<\/p>\n
I’ll send out another blog after I’ve played tennis outside this afternoon (yes outside in mid-state New York).<\/p>\n
If you’re wondering what I’ve been doing — instead of writing blogs — the answer is I’ve been reading, researching and listening to wonderful podcasts from Acquired.fm. I’m currently in the middle of LVMH…But I finished Visa. Acquired laid out in clear logical terms why Visa is the most profitable company in the entire world. I wish I had listed to their podcast earlier.<\/p>\n
I’ve mentioned before how much I love Acquired podcasts. My favorite place t hear them? In my car via Apple CarPlay.<\/p>\n
I’m glad I sold my Tesla. I wish I had sold it short…. I’ve sold much of my Apple. It’s often easier to pick falling stocks. It’s a whole other mindset to short them.<\/p>\n
I wish I had bought more SMCI earlier. I am up 33% with them, which is better than a slap in the belly with a cold fish.<\/p>\n
Sign up to hear Jensen.<\/p>\n
And keep your eye out for other stocks.<\/p>\n
Everybody and their uncle (even Nouriel Roubini — aka Dr Gloom) is convinced we’re in a nice bull market. Which means that many stocks other than the Magnificent Seven are making nice moves up. My JEPQ is still yielding 9%. A nice place to be while you’re looking.<\/p>\n
Sign up tor Jensen.<\/p>\n
That’s it. See you tomorrow. — Harry Newton<\/em><\/p>\n\n","protected":false},"excerpt":{"rendered":"
Nvidia continues to climb. It is redefining computing. Dah. Next week is Nvidia’s huge GTC conference. I don’t expect you to attend. I do expect you to watch Jensen’s keynote — not just for what it tells you about Nvidia but all the companies benefitting by the new AI. To register to watch it from […]<\/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-62376","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/62376","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=62376"}],"version-history":[{"count":6,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/62376\/revisions"}],"predecessor-version":[{"id":62383,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/62376\/revisions\/62383"}],"wp:attachment":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=62376"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=62376"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=62376"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
![\"\"](\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2024\/03\/Jensen-Keynote.jpg\")
<\/p>\n