To The Moon

Portfolio at the end of December and the end of 2023. No new positions.2023 performance: 31.1%5yr FCF per share CAGR = 20% FCF ROC = 32% FCF Margin = 34% FCF Yield = 3.34% Share price linearity (5yr) = 0.87ImageThere were no outright sales or purchases. The top contributors to performance were $Alphabet(GOOG)$ $Alphabet(GOOGL)$ and $ASML Holding NV(ASML)$ . $Microsoft(MSFT)$ was the only detractor from performance.My best performing stocks this year have been $NVIDIA Corp(NVDA)$ $Fair Isaac(FICO)$

$NVDA 20231229 497.5 CALL$ Nvidia plans to introduce a modified version of its RTX 4090, the GeForce RTX 4090 D, in China in January in response to the US government trade restrictions, and that version is reportedly 5% slower in gaming and creating compared with the banned RTX 4090, Wedbush said. "We see implications for NVDA as minimal for now in light of the explosion in AI related revenues, which have minimized the impact of NVDA gaming sales on the company's financial outlook," Wedbush said. The "more significant question" is how trade turmoil might affect the broader gaming development industry eventually in a key market, Wedbush said. "While only the highest end NVDA part is currently impacted by US policy today,

🌟🌟🌟Semiconductor stocks staged a huge rally in 2023 with the surge in Artificial Intelligence. The Top performing Semiconductor stock is $NVIDIA Corp(NVDA)$ which is up a massive 245% year todate. Nvidia produces the specialised AI chips that are in high demand for AI machine learning. This leads to huge revenue and phenomenal profits. Its 3Q23 financial results surpassed analysts projections for revenue and income. Nvidia 's revenue grew a massive 206% year over year in 3Q23. Net income was USD 9.24 billion or USD 3.71 per share, up from USD 680 million or 27 cents per share year on year. Nvidia announced the GH200 GPU which has more memory than the current

The biotechnology industry is experiencing a revival, breaking free from a period of stagnation.Since reaching its peak in early 2021, the S&P Biotechnology Select Industry Index has lost over 50% of its value. The downturn can be attributed to rising interest rates and a slowdown in the success of the pandemic period, leading to a widespread pessimism among investors.Looking ahead to 2024, analysts anticipate a more favorable interest rate environment, increased deal activity, and innovations in critical areas such as cancer and immunology, brightening the prospects for biotechnology companies. The biotech industry's index has seen a 29% increase since the end of October.Merger and acquisition activities in the biotech industry are gaining momentum. According to PwC's latest analysis,

The Dow Jones Industrial Average fell 640 points on Monday, marking its worst day since June (per CN

ZINGER KEY POINTS“I wasn’t that aware it was a meme stock,” Jake Freeman told Benzinga.Investor focu