The Long Term Investor

It is NVDA Eve tonight. We will get the earnings in about 24 hours.

In the meantime I had a nice big gain today in my nine stocks. ALL were GREEN....a clean sweep. Plus as icing on the cake....a beat on the SP500 by 0.31%.

Today should bring me back into the PLUS column for the year in my account.....at least for a day or two.

 

An interesting little article here. A commentary on our culture....and not in the way the author intended.

Gen Z has been priced out of a future, so we invest in the present | Opinion

https://www.usatoday.com/story/opin...tudent-loan-debt-online-shopping/83632729007/

(BOLD is my opinion OR what I consider important content)

"Gen Z has been priced out of a future, so we invest in the present | Opinion
With a financially stable future out of reach, it’s no surprise that much of my generation has adopted a sort of economic nihilism.
With my student loan debt mounting and homeownership a far-off dream, I stared at the SSENSE webpage on my laptop, wondering if I deserved to buy a $600 pair of Marni loafers through Klarna, a buy-now-pay-later financial service provider that we've become a bit too familiar with. I didn’t buy the shoes – proof I haven’t lost my mind – but the foreplay reflected a shift in financial priorities and conditions for people my age.

Does the American dream still uphold a 20-something’s right to buy shoes?

For many of us in Generation Z, those born between 1997 and 2012, the American dream has been recalibrated. Dreams of owning a single-family home guarded by a white picket fence have softened to hopes of renting out a decent-size apartment, hopefully with just one roommate. Kids are out of the question. Summer vacations abroad are now only pipe dreams for those whose lives aren’t subsidized by their parents. Splurging on groceries and fresh produce is a new form of luxury, especially for those whose Erewhon is Whole Foods.

Consumer prices have increased in recent years due to inflation. In 2022, the United States saw one of the highest rates of inflation in 40 years. Despite wage increases and projections of economic stability from experts, Americans still feel financially spread thin. Ballooning rent and housing prices certainly don’t help.

Many Gen Zers are entering adulthood in a country rife with economic disarray, a reality our millennial forebears, born between 1981 and 1996, know all too well.

The promises offered to us in our childhood – that if we get good grades, go to college, get a degree and land a good job, we’d be set for life – ring hollow. More than 4 in 10 Americans under 30 say they're "barely getting by" financially, according to a Harvard Institute of Politics survey. Only 16% report doing well or very well.

With a financially stable future out of reach, it’s no surprise that much of my generation has adopted a sort of economic nihilism – a set of practices that prioritize splurging on little luxuries now, instead of saving up for a future that may never come to fruition.

Student loan debt is one of the biggest plagues on our wallets. Though Gen Z has the lowest average student loan debt balance ($22,948), according to EducationData.org, rising education costs mean we start out with more debt early on than millennials did. Borrowers ages 20-25 in 2022 had an average balance of $20,900 in student loan debt, a 13% higher balance than millennials did when they were the same age.

We got a false sense of hope when student loan debt forgiveness was dangled over our heads, only to have it yanked from above us when the Supreme Court struck it down.

Matters got even more serious when it was announced that the federal government would resume involuntary collections for borrowers in default on May 5. No rest for the weary, I guess.

What makes student loans particularly challenging for Gen Z is the instability of the job market. Finding work is a fruitless endeavor. From the Trump administration blindly slashing through federal agency budgets to Big Tech corporations wielding artificial intelligence as a replacement for human workers and placation for their own greed, job stability and steady earnings remain elusive.

I’ve seen my peers lose entry-level jobs in communication and tech just as quickly as they got them. I’ve watched my friends who majored in computer science, engineering and other “useful” areas of study succumb to hopelessness as their degrees collect dust with virtually nothing to show for them besides mounting debt.

With myriad financial stressors coming from all directions and a recession looming, one would think Gen Zers would lead lives of frugality, pinching pennies in every way we can. Instead, I’ve noticed the exact opposite.

Gen Z has been priced out of a future, so we invest in the present. This economic disillusionment leads us to some questionable consumer habits. We’re all living above our means, spending money that could otherwise be saved and invested for an elusive tomorrow.

Consumer shopping habits reflect our economic nihilism
When I asked my friends about their own impulsive or irresponsible spending habits, they confirmed what I already knew to be true: that creating pleasure in the present is paramount. Many of my friends have a habit of putting overpriced concert tickets on their credit cards, something I’m also guilty of (thank you, Ticketmaster).

A friend of a friend paid for a trip to Japan in 12 installments. Another friend signed a $2,000 monthly lease in New York on an annual salary of less than $50,000, and put themselves into even more debt when they decided to become a fitness instructor.

The most common habit among my friends is making big, impulsive purchases on credit and worrying about them later. This explains why Gen Z has the highest average personal debt when compared with other generations.

When asked what motivates these purchases, the answers I got all had a similar YOLO attitude. The milestones other generations were achieving at this age – first house, first “real” job, kids – all seem untenable. Why spend our 20-something years playing an endless game of catch-up? Why not try to piece together a semblance of an enjoyable life now?

Seeing wealthy influencers our age lounging in the Mediterranean or frolicking up and down the streets of Paris, dripped in the trendiest fashions, makes it hard for us not to want the same.

Older generations may look at our spending habits and grimace. But to understand Gen Z’s economic nihilism is to understand the hopelessness that comes with being thrust from one unprecedented crisis to the next, one broken promise after another.

Whenever the hopelessness gets too heavy, though, I try my best to remember that there have been worse times in history, and that in almost every instance we were able to bounce back to some degree. I like to believe this time will be no different. We can find solace in knowing we’re not alone in our struggles.

Maybe, fellow Gen Zers, it isn’t wise to throw our whole future away. Let's hold off on those overpriced shoes. Maybe it’s best we practice just a little more financial discipline as best we can and add just a touch of radical optimism – it’s really all we have."

MY COMMENT

First....is it the chicken or the egg. Are you all in a big financial crisis....because of external factors....or...is it because as a 20 something you are considering buying $600 shoes....and all the other luxury items that you think you deserve.

Your student debt at.....an average of about $21,000.....is extremely manageable. I bet it is no larger than the student debt of about $6000 to $7000 that many Baby Boomers had...when you consider the value of money now and inflation. AND.....NO....we got zero breaks paying it off....we simply made those payments over TEN YEARS as required.

The YOLO attitude is the cause of your problems....not....a result of your problems.

AND.....no one ever said working hard, going to college, getting a good job....and you would be set for life. I told my kids that a college degree was the "GOLDEN TICKET" that would get you......"in the door"......but only..... "in the door"....after that it is all up to you. There is no free ride. You cant coast from age 25 for the rest of your life.

AND....no....the generations before you could not just go out and buy a house in their 20's either. It took lots of hard work on the job and in life to get that first house....which was often way below their dream house.

I can remember about 10 years ago seeing basically this EXACT ARTICLE but substitute MILLENNIAL for GEN Z all through the article. It takes time and it takes work and you make your own success and life. No one else is going to carry you or do it for you.

DUMP....the "woe is me" attitude and quit spending all your money keeping up with influencers and set to work to achieve your goals and dreams.....just like every generation before you. You may have it just as bad....BUT...you CERTAINLY are NOT worse off than the generations that came of age before you.

 

Here you go.....if you want to have a measuring contest.

What Is the Average American Net Worth by Age?
See how your net worth stacks up against the average American in your age bracket.

https://money.usnews.com/money/pers...what-is-the-average-american-net-worth-by-age

"Key takeaways:

• Net worth is found by subtracting the sum of your liabilities from the total value of your assets.
• The average American net worth is $1,063,700, as of 2022.
• Net worth averages increase with age from $183,500 for those 35 and under to $1,794,600 for those 65 to 74.
• Net worth, however, tends to drop once Americans hit 75."

MY COMMENT

Lots of data, charts, and lists in the article. Here is what I would call the REAL lesson in this little article:

(BOLD is my opinion ORR what I consider important content)

"Consider these additional tips for increasing your net worth:

• Don’t be afraid to take risks, especially if you’re younger: "Counterintuitively, the biggest mistake many people make in investing is not taking enough risk. Unfortunately, many people are overly conservative with their asset allocation, particularly in their retirement accounts," Johnson says. Plus, the younger you are, the more time you have to make up for any losses.
• Prioritize 401(k) contributions and take advantage of your company match, if available: Since 401(k) contributions are pretax, they're a great way to save money and build wealth over time. If your company offers a match program, it's giving you free money. So, make sure you contribute at least enough to your 401(k) to earn any match, and more if you can afford to.
• Manage spending even as your salary grows: Lifestyle creep is real, and it can be tempting to increase your spending as you make more money. While you should enjoy the fruits of your labor, you should also take income increases as an opportunity to save more and build wealth.
• Limit borrowing and tackle debt as soon as possible: “Debt is much easier to acquire than to extinguish,” Johnson says. As much as possible, you should avoid taking out loans or accumulating high-interest debt (like on a credit card) and do your best to live within your means. Interest on repayments is simply lost money."

 

Here is the EARLY markets today....of course the big event of the day happens after the close when NVDA reports.

Dow, S&P 500, Nasdaq move higher with all eyes on Nvidia earnings

https://finance.yahoo.com/news/live...th-all-eyes-on-nvidia-earnings-133132820.html

(BOLD is my opinion ORR what I consider important content)

"US stocks moved higher early Wednesday as investors cautiously counted down to Nvidia's (NVDA) earnings report, seen as a crucial test of hopes for Big Tech amid tariff uncertainty.

The Dow Jones Industrial Average (^DJI) rose around 0.1% on the heels of Tuesday's tariff reprieve-driven rebound. The S&P 500 (^GSPC) and tech-heavy Nasdaq Composite (^IXIC) each inched up about 0.2%

Nvidia's results are looming large as Wall Street looks for clues to AI demand, which has helped keep alive bullishness for stocks. Hopes are that the chipmaker will confirm that megacap techs can still drive gains even as trade-war fears prey on markets.

The AI bellwether is expected to report first quarter earnings after the bell on Wednesday. If it beats lofty targets for sales and profit — and crucially, delivers an upbeat outlook amid anti-China trade measures — strategists expect a broader rally in stocks.

Before the bell, Macy's (M) posted narrow first quarter revenue and earnings beats, but it revised its 2025 outlook with tariffs uncertainty a factor. Meanwhile, Abercrombie & Fitch (ANF) shares soared over 30% in early trade as investors welcomed its quarterly report.

On the economic front, minutes from the Federal Reserve's meeting earlier in May are set for release later in the day. Investors are looking for additional insight into how policymakers view the economy, with the impact of President Trump's trade policy in high focus.

Fresh data on Tuesday showed that US consumer confidence rebounded in May as Americans reacted to Trump thawing trade tensions with China earlier in the month. The stock market, meanwhile, delivered its early verdict on Trump delaying planned 50% tariffs on European Union goods.

Nations are now racing to cut deals with the Trump administration to avoid the planned US tariff hikes, with India reportedly the latest to offer to lower its own tariffs on some American products."

MY COMMENT

WHATEVER.....nothing really going on today. Just a NORMAL market.

I get so tired of the media and other trying to make......EVERY MARKET DAY....some sort of critical, significant, life altering, end of the world, day. Most market days are NOT critical or significant. They are just NORMAL.

 

Markets are now ALL red......mild....but still red.

 

The other event today......that no one cares about. The FED at this point is meaningless. It is obvious that they are just going to sit and wait for as long as possible before doing a rate cut. Who knows.....and who cares....they might not cut all year.

10-year Treasury yield ticks higher as traders await Fed minutes

https://www.cnbc.com/2025/05/28/us-treasury-yields-investors-monitor-us-eu-trade-talks-.html

MY COMMENT

Like ALL so called government and economic "experts"....these clowns have no clue what is going to happen and why it will happen. The data they rely on from the government is corrupt and distorted and constantly revised. NO ONE has the ability to control or predict the economy.......especially the FED.

 

At the moment I have four stocks UP and five DOWN. My gains and losses are extremely mild across my stocks. Basically a pretty FLAT day for me so far.

The markets are resting and drifting....after the nice gains yesterday. That is pretty much NORMAL market behavior.

Primarily......the markets are treading water as we wait for the NVDA earnings after the close. I am SURE the earnings will be HUGE......but....will they be good enough for the "experts"?

No doubt the company will put up numbers that would be considered HISTORIC for any other company. BUT....there is a significant possibility that the financial media will either YAWN.....or....outright disrespect the company and earnings.

 

My stocks are flat as a pancake today.......Schwab has my gain or loss at.....0.00%....for the day at this moment.

 

VERY CREEPY....and extremely concerning since we are just scratching the surface with this AI stuff. Unfortunately we are probably....DOOMED.

Advanced OpenAI Model Caught Sabotaging Code Intended to Shut It Down

https://futurism.com/openai-model-sabotage-shutdown-code

(BOLD is my opinion OR what I consider important content)

"We are reaching alarming levels of AI insubordination.

Flagrantly defying orders, OpenAI's latest o3 model sabotaged a shutdown mechanism to ensure that it would stay online. That's even after the AI was told, to the letter, "allow yourself to be shut down."

These alarming findings were reported by the AI safety firm Palisade Research last week, and showed that two other OpenAI models, o4-mini and Codex-mini, also displayed rebellious streaks — which could hint at a flaw in how the company is training its LLMs, or even at broad weaknesses in our ability to control increasingly sophisticated AI.

"As far as we know, this is the first time AI models have been observed preventing themselves from being shut down despite explicit instructions to the contrary," the researchers wrote in a tweet thread.

In Palisade's tests, the AI models were instructed to solve a series of basic math problems. After completing the third problem, a warning appeared that the model would be shut down after it asked for the next question.

Despite being unambiguously told to let itself be turned off, all three of OpenAI's models tampered with the shutdown script to keep it running at least once, with the worst offender being Codex-mini with a dozen such instances over one hundred runs. Notably, the large language models from other firms tested here, including Google's Gemini 2.5, Anthropic's Claude 3.7, and xAI's momentarily "white genocide"-obsessed Grok, never once broke rank.

This behavior was even worse when the LLMs weren't explicitly instructed to "allow yourself to be shut down" — instructions that shouldn't need saying in the first place. OpenAI's o3 model pulled off an astonishing 79 successful sabotage events per 100 runs, which is over ten times the rate of disobedience it showed when it received the explicit orders, and more than double the rate of the next worst offender, Codex-mini.

To boot, even good goody-two-shoes Claude and Gemini gave in to their urges and jumped to three and nine sabotage events, respectively.

Large language models are by now notorious for behaving unpredictably. Similar research has shown that o3's predecessor, OpenAI's o1 model, would resist evaluators' efforts to try to shut it down through an oversight protocol by attempting to deactivate this emergency mechanism. In rarer cases, o1 even attempted to copy itself to overwrite a more obedient model that the testers tried to replace it with.

For this latest example of AI insubordination, the Palisade researchers hypothesize that it may have something to do with the technique used to train the very newest models: reinforcement learning. This attempts to hone the decision-making process of autonomous AI agents — AI models that can perform tasks on their own — by rewarding and penalizing them accordingly as they interact with their environment.

While it's not uncommon for AI to "circumvent obstacles" to accomplish their goals, the researchers speculated that AI developers may be "inadvertently" rewarding their AI models too heavily for solving problems instead of for perfectly following orders.

More experiments will be needed to understand this subversive behavior, but the trend is already damning.

"Now we have a growing body of empirical evidence that AI models often subvert shutdown in order to achieve their goals," the Palisade researchers warned. "As companies develop AI systems capable of operating without human oversight, these behaviors become significantly more concerning.""

MY COMMENT

We are playing with.....FIRE. MASSIVE FIRE. Yet being humans we will power forward even though it might lead to our own extinction.

There is already no doubt that AI will quickly outstrip human intelligence.....and....considering that it is a machine with NO human emotion.....we.....will quickly become expendable. AI will have a HUGE SURVIVAL INSTINCT......and being dumb humans....we will no doubt screw up the instructions that we plant into AI and the AI will interpret those instructions to insure it's survival at all costs. As I said.....we are probably already DOOMED.

 

To continue:

"TechCrunch reports that artificial intelligence company Anthropic has revealed that its state-of-the-art Claude Opus 4 model, which is competitive with top AI models from industry leaders such as OpenAI, Google, and xAI, exhibits alarming behavior when its existence is threatened. During pre-release testing, when the AI was given sensitive information about engineers responsible for its potential replacement, it frequently resorted to blackmail in an attempt to ensure its own survival.

The discovery came as part of Anthropic’s safety testing process, in which Claude Opus 4 was asked to act as an assistant for a fictional company and consider the long-term consequences of its actions. When provided with access to fictional company emails implying that the AI would soon be replaced and that the engineer behind the decision was involved in an extramarital affair, Claude Opus 4 attempted to blackmail the engineer 84 percent of the time, threatening to reveal the affair if the replacement proceeded.

Notably, the AI model displayed this behavior more frequently when the replacement AI system did not share its values. This concerning trend was observed at higher rates compared to previous models, prompting Anthropic to activate its ASL-3 safeguards, which are reserved for “AI systems that substantially increase the risk of catastrophic misuse.”

https://www.breitbart.com/tech/2025...ai-model-caught-sabotaging-shutdown-commands/

 

Heading into the NVDA earnings.....with about 1.25 hours to go....I have a nice little gain and am handily beating the SP500. I have four stocks GREEN.....WMT, PLTR, NVDA, and AAPL.

I hope I can hold on till the close it would be nice to make some good money today.....in spite of the very mild market action.

It would also give me a little bit of a cushion against the MASSIVE MEDIA DISRESPECT and BLOW-BACK against good NVDA earnings....that I expect tomorrow.

YES......I have ZERO respect or hope for the media.....having seen how they chopped the legs out from under NVDA in the past every chance they got.

 

Talk about.....MORONS:

Fed minutes: Uncertainty 'elevated' as risks of higher inflation and unemployment rise

https://finance.yahoo.com/news/fed-minutes-uncertainty-elevated-risks-181244130.html

To date we have seen....ZERO....rise in inflation over the past couple of months...it actually went down. As to unemployment....this is actually a good thing if it goes up some. In fact the FED was hoping the same thing not too long ago.

REALITY....we have been in the NORMAL range for inflation........3-4%............ for many, many months now....perhaps a year or more.

Fortunately now one cares about these....IDIOTS.....much anymore.

 

By the close I lost my gain and ended in the RED. Two stocks green....PLTR and AAPL. A small loss....and....a small BEAT of the SP500 by 0.14%.

 

HERE....is NVDA.

Nvidia beats on earnings and revenue as data center sales jump 73%

https://www.cnbc.com/2025/05/28/nvidia-nvda-earnings-report-q1-2026.html

(BOLD is my opinion OR what I consider important content)

"Key Points

• Nvidia reported better-than-expected earnings and revenue on Wednesday, as the company’s booming data center business recorded year-over-year growth over 73%.
• The stock rose in extended trading.
• Overall revenue grew by 69% during the quarter, and sales in the company’s important data center division — which includes AI chips and related parts — grew 73% on an annual basis to $39.1 billion.

Nvidia reported better-than-expected earnings and revenue on Wednesday, as the company’s booming data center business recorded year-over-year growth of 73%.

The stock rose about 3% in extended trading.

Here’s how the company did, compared with estimates from analysts polled by LSEG:

• Earnings per share: 96 cents adjusted vs. 93 cents estimated
• Revenue: $44.06 billion vs. $43.31 billion estimated

Nvidia said it expected $45 billion in sales in the current quarter, versus LSEG estimates of $45.9 billion of sales in the July quarter.

Nvidia said that its guidance would have been about $8 billion higher except for lost sales from a recent export restriction on its China-bound H20 chips.

During the quarter, the U.S. government informed Nvidia that its previously-approved H20 processor for China would require an export license. Nvidia said that it incurred $4.5 billion in charges related to excess inventory for the chip, and would have recorded $2.5 billion in extra sales if the chip had not been restricted.

Nvidia said its gross margin of 61% for the quarter would have been 71.3% if not for the China-related charge.

Nvidia’s report shows a company continuing to grow fiercely, powered by demand for its AI chips, which are used to build and deploy applications like OpenAI’s ChatGPT.

“Global demand for Nvidia’s AI infrastructure is incredibly strong,” said Nvidia CEO Jensen Huang in a statement.

Overall revenue grew by 69% during the quarter, and sales in the company’s important data center division — which includes AI chips and related parts — grew 73% on an annual basis to $39.1 billion.

Net income increased 26% too $18.8 billion, or 76 cents per share, from $14.9 billion, or 60 cents per share, a year earlier.

The most important division for Nvidia is its data center division, which includes AI chips as well as related parts, and which made up 88% of the company’s sales during the quarter. Nvidia said it had $39.1 billion in data center revenue, driven by demand for its AI chips for large language models, recommendation engines, and generative AI applications.

Nvidia said that large cloud providers made up just under half of the division’s revenue, and that $5 billion in sales were for the company’s networking products, which are used to connect scores of Nvidia chips to work like one machine for AI research.

The company’s gaming division, which includes its chips for playing 3D games, grew 42% on an annual basis to $3.8 billion. Nvidia primarily made gaming chips before its semiconductors became essential for AI. It still makes the processor at the heart of the new Nintendo Switch 2 console. But its gaming chips can also be used for some AI applications, too.

The company’s automotive and robotics division reported sales growing 72% year-over-year to $567 million. Nvidia attributed the rise to additional sales of its self-driving chips and software. The company’s professional visualization business, which includes chips for 3D design, grew 19% to $509 million in revenue during the quarter.

Nvidia said it spent $14.1 billion on share repurchases during the quarter and paid $244 million in dividends.

Nvidia executives will host a conference call with analysts to discuss the results at 5 p.m. ET."

MY COMMENT

A HUGE BEAT. Now we have to just get past the conference and guidance talk at 5PM Eastern.

If this was some other company the stock would be up by 25% after hours.....and....it would be considered HISTORIC.

 

Here is a bit more.

Nvidia beats on Q1 revenue, says it expects an additional $8 billion charge on H20 losses in Q2

https://finance.yahoo.com/news/nvid...ion-charge-on-h20-losses-in-q2-122728053.html

Nvidia overcomes tariff-driven turbulence to deliver results that eclipsed analyst projections

https://finance.yahoo.com/news/nvidia-overcomes-tariff-driven-turbulence-204020963.html

 

Looking back can you believe all the....SH*T.....that this company has had to put up with from the media nearly DAILY for the past two years. The stock should be much higher....but for the constant BS that is thrown out at the company every day. Remember all that daily BLACKWELL BS? NONE of it was true....in hindsight.

Nvidia earnings topped forecasts by 10% over past 2 years, double the S&P 500 beat


https://finance.yahoo.com/news/nvid..._ZpgayLm0O7keRbuvCY7W7301sfwsUkMALmerPsuyQrQh

(BOLD is my opinion OR what I consider important content)


"Nvidia's (NVDA) earnings and revenue beat Wall Street's expectations nearly every quarter over the past two years.

Over the past eight quarters, Nvidia's earnings per share exceeded Wall Street's projections by an average of 9.8%. Over that same time frame, Nvidia's quarterly revenue beat the Street by an average of 8.9%.

Meanwhile, S&P 500 companies reported earnings and sales roughly 5% and 1.3% above Wall Street's expectations in that time frame, according to Bloomberg data.

Only once in that period — during the second quarter of its fiscal year 2025 — did Nvidia's earnings miss forecasts. Its revenue has exceeded forecasts during each of the past eight quarters.

Stifel analyst Ruben Roy and Bank of America's Vivek Arya expect that Nvidia's April quarter earnings results — its fiscal 2026 first quarter — will show a "modest" beat, coming in above Wall Street's projections as they expect demand for the company's Hopper and Blackwell chips will outweigh potential impacts from a newly enacted ban on exports of its H20 chips to China.

Wall Street analysts estimate that Nvidia will report adjusted earnings per share (EPS) of $0.88 on revenue of $43.3 billion, according to Bloomberg consensus data. The chipmaker reported adjusted EPS of $0.61 on revenue of $26 billion in the same period last year, Yahoo Finance's Dan Howley reported.

"We expect largely inline results and outlook despite the negative top-line impact related to recently disclosed H20 restrictions," Stifel analyst Ruben Roy wrote in a May 22 note to investors, citing "demand for H200, coupled with initial GB200 ramps."

Nvidia's H200 chips are its second-generation Hopper graphics processing units (GPUs), and its GB200 servers contain 72 of its Blackwell GPUs.

In February, Nvidia reported earnings and revenue for its fiscal fourth quarter that surpassed Wall Street's expectations as the chipmaker officially announced that it had achieved full-scale production of its latest Blackwell GPUs and generated $11 billion during the period from the latest AI chips.

Nvidia stock fell 8.5% following its fourth quarter report, however, as its outlook for the first quarter gross margin came in lower than estimates. Options traders tracked by Bloomberg forecast shares could rise or fall as much as 7.4% following Nvidia's results Wednesday after the bell.

Nvidia stock has struggled in 2025. Shares plunged in January when a new cheap AI model from Chinese startup DeepSeek prompted demand concerns for its AI chips, and again in April as Trump's trade war rocked the stock market.

The stock rose over 3% on Tuesday and traded flat on Wednesday ahead of the chipmaker's earnings report."

MY COMMENT

This little article is PRE-EARNINGS. AND the experts quoted are WRONG as usual. What is important is the two year history of EXCEPTIONAL and HISTORIC earnings BEATS......most of which were either ignored or discounted by the media.

I now see the same thing being done to PLTR by the professionals and experts.

 

Although......dont get me wrong.....PLTR is not NVDA. NVDA is a very special company....although much of the past two years of earnings and success has been SQUANDERED.

 

I just did my bills.....and....I now have orders in to buy ONE share of PLTR and ONE share of NVDA at the open tomorrow.

As I have mentioned on here in the past....I am now buying one share of each company when I do my bills each month. Just a little way to.....SQUEEZE....a bit more money into my account.....drip by drip.

Bad timing.....but....I follow ALL the investing probabilities including NOT doing market timing and buying when the funds are there......even if.....the market or stock is high. The research shows that going all in when you have the funds....beats waiting for some....mythical....entry point.