To The Moon

$NVIDIA Corp(NVDA)$  my opinion on Nvidia remains the same- keep adding in dips on every draw down. While any curbs on chip exports to 🇨🇳 would impact the overall market, it is unlikely to continue for ever. In due course, the overall market economic factors should prevail and bring back sanity into the market.

$Trump Media & Technology(DJT)$ shoot up like a  rocket 🚀 since DT is unharmed and this boosts up his candidature quite a bit. Sticking my neck out with this counter wirh conviction helped to make a killing too 

This looks like a healthy pullback rather than a meltdown. A small pullback in intervals is quite unavoidable and should actually be welcome in a rally on fire. Good  also to see that bank counters like JPM are also down providing an opportunity to take position. Also some of the ETFs look promising. 

$NVIDIA Corp(NVDA)$  I used to believe it would touch $150 by Q3 end but now tend to think it needs time to first stabilise at 130-140 levels before it can have a sustained rise from there. So, I think, it could be sometime before Q4 end instead. 

I personally think June 2024 CPI result will continue . A lot depends on the overall inflation figures at the US. For all we know, inflation may also move upwards given the oncoming US presidential polls and the tendency for easy money policy. 

$Tesla Motors(TSLA)$  yes, it very much looks like Tesla is on a roll and with 10 consecutive days of rise, the record of 13 days could quite fall. Also the target of $300 looks quite tenable. Quite a roll indeed for Tesla that has seen challenging times since quite some time.

$Tesla Motors(TSLA)$  Since the last couple of years I have been seeing that Tedla has been quite a volatile and unpredictable stock for the long term. And musk's eccentricity hasn't helped matters much either. The recent euphoria is of course a welcome change but will this continue for the longer term is a matter of conjecture. Assuming no surprises hitting us between the time from today to the quarter results, I would expect the stock to stabilise before moving anywhere further. After all like  another esteemed Tiger correctly quoted WB - it's wise for investors to be fearful when others are greedy and to be greedy only when others are fearful. And I'd add, no matter whether it's greed or fear, the useful sentiments to carry are p

Expecting banks to have a mixed season  due to the overall uncertainty. The confusion over the presidential candidates, and therefore the overall economic direction, is also likely to play into the game. So, sticking to blue-chip counters like JPM & GS could perhaps be one approach to take.

No, I don't believe much in luck in investing, either beginner's or otherwise. It is, in no particular sequence, conviction, patience and research, that helps to make informed investment choices. But yes, there were some bets that were more of speculation that did help but those are too rare to merit mention.

I qull invest in these 2 funds, most importantly, for the stability and the sense of predictability they provide. Bullish or bearish patterns in the market are unavoidable and what can consistently hold the Fort in both is the quality of the portfolio. And no amount of personal conviction and luck can match the solid research a fund manager, like of these 2 funds, can bring in. And with such funds, the need to constantly churn the portfolio is also minimal which saves us from spending sleepless nights. It's a win-win I'd think.