$Broadcom(AVGO)$Apparently, Hock Tan has not alienated his solid relationships with $NVIDIA Corp(NVDA)$$Alphabet(GOOG)$$Alphabet(GOOGL)$$Apple(AAPL)$. Sometimes the squeeze is not worth the juice, and smaller customers are more of a drain on resources than can be justified in the name of incremental revenue.I know this because I have expertise in turning around companies and in integrating acquired companies. Meanwhile, I increased my position in AVGO by 33% even though it was already the largest position in our portfolio.I certainly believe that t
$Tesla Motors(TSLA)$Many think that TSLA is a meme stock and go ahead and sell some. I need the price to come down to DCA some more until the FSD and robotaxi boom. Tesla (xAI) is leading the pack in GPU usage currently at 100k. They are expecting to be using 200k clusters by December. Things are just boiling under the pot and no one is noticing.
$C3.ai, Inc.(AI)$This company will probably be bought out by either Microsoft or Amazon because of its close ties with the United States governments' defence industry! Once retail has been pushed out C3ai will probably be back over $25 in a few weeks, it probably within the next year at $40.00.
$Apple(AAPL)$A musing I thought I would share. Perhaps for many this is common sense. The owners of AAPL collectively think in terms that they have 3.4 trillion dollars in AAPL stock. Yet, is there really 3.4 trillion out there to buy all that stock to justify this total in their spreadsheets as part of their net worth? Can shareholders all believe they can receive $3.4 trillion for their shares? To grasp scale of $3.4 trillion, in 2020, for the USA, all Fiat currency totaled $2T, commercial bank deposits totaled $3T, and Central bank deposits totaled $15.5T. Also, for perspective on this point, $NVIDIA Corp(NVDA)$ lost $300 billion in market cap on Tuesday. However, the number
$Marathon Digital Holdings Inc(MARA)$ You can’t expect Bitcoin to drop overnight, bounce back to its old price by morning, and then think miners like MARA should be up. It doesn’t work like that. If Bitcoin hits $60k, then yeah, MARA should ideally rise too. But right now, it feels like there’s no real rhyme or reason to how MARA’s moving compared to BTC. It’s like they’re on totally different wavelengths.
$Tesla Motors(TSLA)$Shorties are trying so hard to connect Tesla with X. With the latest increase it's obvious that Tesla is connected to SpaceX. Over the weekend $T-Mobile US(TMUS)$ and $AT&T Inc(T)$ pleaded with the Fed to slow SpaceX. Both are afraid that SpaceX will soon have monopoly on wireless internet as Starlink can now provide high speed internet to cell phones directly (no dead spots except underground). In the US T-Mobile immediately signed a contract with SpaceX to give such an option to their customers. It's estimated that Elon will make another $250b in the next year with the new Starlink capabilities. Tesla vehicles wil
$S&P Global(SPGI)$We continue to hit all-time highs with SPGI. Now we are north of $500/share, with ever-increasing dividends. I continue to love this company!! We did so much acquisition over the past 3 or 4 years. My hope is that we slow down acquisition a bit, spend a lot of focus integrating new assets and making them generate a ton of revenue. I know SPGI has increased their dividend every year for DECADES, but I honestly would love to see a little bit of a higher yield -- feel free to increase those dividends more aggressively!
$NVIDIA Corp(NVDA)$You’re raising some solid points, especially with what’s happening with $SUPER MICRO COMPUTER INC(SMCI)$ and the broader market dynamics. But let’s look at a few things that might suggest NVDA isn’t in as much trouble as it might seem at first glance.1. SMCI’s Financial Issues If SMCI is hiding something about their finances, and it affects NVIDIA, that could be a concern. But NVIDIA is a massive company with a lot of different customers and revenue streams. SMCI is important, sure, but they’re not the only game in town. Even if NVIDIA has to adjust some of their numbers because of SMCI, it’s not likely to be a huge deal in the grand scheme of things.2. AI and
$XIAOMI-W(01810)$$Xiaomi Corp.(XIACY)$I’m just gonna wait for Xiaomi to dip down to around 17.5 before jumping in. Patience is key, right? Once it hits that mark, I’ll swoop in and ride the wave up. It’s all about timing and catching that low entry point. Then, just sit back and watch the profits roll in!
$NVIDIA Corp(NVDA)$NVDA is a buy and not a hold because:1. Continued Innovation Drives Growth:Nvidia’s upcoming Blackwell architecture represents a significant leap in AI capabilities, combining multiple advanced technologies into a single, cohesive platform. The anticipation surrounding Blackwell isn’t just hype—it’s backed by Nvidia’s proven track record of innovation and delivering game-changing products. As Nvidia continues to break sales records even before Blackwell’s release, it’s clear that the company is well-positioned to maintain its leadership in the AI and computing markets. The sheer potential of Blackwell to outperform its predecessor, Hopper, suggests that Nvidia’s growth story is far from over.2. Strong