{"id":63294,"date":"2024-10-10T12:10:18","date_gmt":"2024-10-10T16:10:18","guid":{"rendered":"https:\/\/www.technologyinvestor.com\/?p=63294"},"modified":"2024-10-10T12:10:18","modified_gmt":"2024-10-10T16:10:18","slug":"obsession-is-my-obsession","status":"publish","type":"post","link":"https:\/\/www.technologyinvestor.com\/?p=63294","title":{"rendered":"Obsession is my obsession"},"content":{"rendered":"

Obsession is my middle name. I will research 24\/7 until I have “The Answer.”<\/p>\n

The first question? Should Nvidia continue to be my biggest holding by far?<\/p>\n

The answer after two weeks of reading watching and listening? A resounding YES.<\/p>\n

The second question? Is there anyone else?<\/p>\n

The first thing you’ll learn is that Nvidia has more “partners” (also called customers) than Carter had liver pills.<\/p>\n

This week Nvidia is running a big conference. The keynote address, which I’ve been watching with awe, had a backdrop of partners’ names. I’ve never seen so many impressive companies.<\/p>\n

I have nibbled away at some Nvidia partners, Nvidia beneficiaries and AI stocks, including ACN, ARM, KRKNF, MU, OKLO, PLTR (a favorite), and VRT. You can see a full list of my holdings in the right hand column on my web site. Click here.<\/strong><\/p>\n

AI is working wonders throughout our world.<\/p>\n

As my friend, Ed, says, “AI is a transformative technology. Own it forever.”<\/em><\/p>\n

Nvidia is up 25%+ in the last month.<\/p>\n

My brilliant son, Michael, says “That’s better than a slap in the belly with a cold fish.”<\/em><\/p>\n

More tomorrow.\u00a0I have discovered some really great useful technology. Stay tuned.<\/p>\n

Meantime, I’m alive and kicking and eyeing the incredible view from the window of my country office:<\/p>\n

\"\"<\/p>\n

\"\"<\/p>\n

It’s screaming beautiful. If you can make it to Vermont or New Hampshire this week. You should be handsomely rewarded,<\/p>\n

This is the best comment on our election…<\/p>\n

\"\"<\/p>\n

— Harry Newton<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

Obsession is my middle name. I will research 24\/7 until I have “The Answer.” The first question? Should Nvidia continue to be my biggest holding by far? The answer after two weeks of reading watching and listening? A resounding YES. The second question? Is there anyone else? The first thing you’ll learn is that Nvidia […]<\/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-63294","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/63294","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=63294"}],"version-history":[{"count":5,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/63294\/revisions"}],"predecessor-version":[{"id":63302,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/63294\/revisions\/63302"}],"wp:attachment":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=63294"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=63294"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=63294"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}