Precious metal will always be a defensive play. Will there be a new high or will will head south after this high is as good as rolling a dice. I will see as a defensive play. Pick up when you feel the market uncertainty. Like a few years back the fear of US market going south and recently geo political uncertainties. It should be a a mix in your basket to balance the portfolio
Think NVDIA is on full steam ahead. I feel analysis wanted more to a point not realistic. If the train continue this journey and steam do tie to pick up it will be hard to stop it
If people are selling it means the price will soften. Which is an opportunity to purchase if you believe in the forward market size. Otherwise you can bail. For me if I have the $ happy to add
I do not view this as anything negative. What it says Softbank is balancing the portfolio. It could also mean they are looking something that has more growth. So my view is all good
This comment is not just for NVDIA. This is on the general outlook on AI. We are at the beginning of a new frontier. Just like the invention of wheel and turbine. Thus anything AI centric will be charging forward. There will be tons of opportunities. Simply said for NVDIA $5T is the beginning
The new model would have some effects. Particularly for people whose focus is EV. Tesla is moving very fast away from EV. If you invest for EV I feel is a lost. If you invest because is an AI company. That would be your returns