vuvence IX
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$Micron Technology(MU)$ I get the feeling the US government is about to take a stake in this critical piece of AI, which maybe why the President is courting Micron.
Yeah nah, I am long on Nvidia. It has way too much AI useful IP. At a fundamental level it ultimately comes down to moving and organising groups of electrons as fast as possible without overheating the chip. This requires hardware and Nvidia has cut its teeth for 3 decades with GPU's with very hardware intensive end use in gaming, similar to AI. That is why I am long on Nvidia.
$Microsoft(MSFT)$
If Nvidia is years ahead then as long as they lead the R&D of the hardware, they can re-enter China with new products in the future when the political situation is more favorable. This could also be one of the cards President Trump holds for his future trade negotiations.
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Great informative article. China is good at playing the long game and their political structures suit a long game. Where as Trump only has 2 or 4 years depending on mid term elections. Did he need to impose tarrifs on China, he did need to show that he means business, so I guess he talked himself into it.
@Mickey082024:China: U.S Poking The Wrong Panda | Massive Warning Sent!
As I said in a post earlier today. Fed Chair Powell is doing his job holding the line from the weekly Presidential gaslighting. Mr Too Late, a Stiff is good for the dollar from an international investor perspective. If Trump reappoints him, it would strengthen the dollar further.
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yeah XOM may benefit downstream along with other US oils but up front it is CVN//@koolgal:🌟🌟🌟It is still too early to tell what will happen to Venezuela but I believe that $Chevron(CVX)$ is uniquely positioned to benefit from the current US military action and potential change in Venezuela government. This is due to its long standing presence and existing joint ventures in Venezuela. Other US companies like $Exxon Mobil(XOM)$ have already left Venezuela a long time ago after its nationalisation. Chevron is the only US company with active oil operations in the country. @Tiger_comments
@koolgal:🌟🌟🌟It is still too early to tell what will happen to Venezuela but I believe that $Chevron(CVX)$ is uniquely positioned to benefit from the current US military action and potential change in Venezuela government. This is due to its long standing presence and existing joint ventures in Venezuela. Other US companies like $Exxon Mobil(XOM)$ have already left Venezuela a long time ago after its nationalisation. Chevron is the only US company with active oil operations in the country. @Tiger_comments @TigerStars @TigerClub
$Microsoft(MSFT)$ yes as long as investor expectaions are realistic. Perhaps a buy put for a week after earnings with say 370 strike as protection.
Nvidia, will consider getting in at about 155 if it gets down there in the next few months.
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It is important that the Fed stays neutral, even if The President did call the chair a stiff. Without this strong neutrality the dollar's credibility will diminish. I am happy that Fed Chair Powell is holding the line, despite the Presidential gaslighting.
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