Of course, I would be remiss if I didn't share something on AI. This article discusses a bit that we have already mentioned a few times in the thread. Some might enjoy reading it. Pros and Cons of Artificial Intelligence - A Wealth of Common Sense
Interesting to see Korean market's performance in 2025, +75%. Some of the big names in KOSPI index are Samsung, Hyundai, Kia, LG...
I got back from Houston earlier today.....did my sisters taxes........and looked at my account. I had a nice small....big gain on Friday with only two RED stocks....COST and MSFT. I beat the Sp500 by o.61%.
I am now YEAR TO DATE for my entire account.......(-2.68%). An improvement for me. Moving on to.......RUN FOR YOUR LIFE........NVDA WEEK.
It's funny how everybody is expecting the market to tank after NVDA put their numbers in on Wednesday, but deep in our mind there is very small hope it will be recognized as good earnings and we'll see a big jump in stock price. I think we deserve it, for showing commitment for so long
HERE is next week.....Iran, who cares.....tariffs, no one will care.....it is ALL about NVDA earnings. Nvidia earnings, SCOTUS tariff fallout, geopolitical tensions rise https://finance.yahoo.com/news/nvid...s-rise-what-to-watch-this-week-124717965.html
NVDA Q4 earnings will be fine. Why wouldn't they be? Even 25Q1 earnings will be good. The fight is for the future, not the present.
Many think so, RTN. Obviously, I meant 26Q1. The problems at hand for nVidia should have little impact on 26Q1 but we will start to see the reality in 26Q2. Even in 26Q2, I don't see how it can be all that different. The real issue is going to come down to who gets a chunk of the half trillion dollars of near term government money OpenAI and the $900B that will come over the next two years. It seems, everyone assumes nVidia will get a big chunk of this money. They assume this, because they are ignorant. nVidia might get a decent chunk of this cash but they also might not. AMD is set to get a surprisingly high portion of this cash and OpenAI has been complaining about nVidia efficiency, of late. nVidia efficiency is crap. AMD is a bit better but breakthroughs need to be made. IMO, smart money is going to ride the wave of energy providers. OpenAI is going to need terawatt hours to drive their intergalactic privacy invasion machine. They will undoubtedly own the first data center with a private nuclear reactor.
A new week and at the end of it....a new month....for investors. I like this little article. “Sell America” Fears Don’t Square With Data There is little indication of a rush out of US assets. https://www.fisherinvestments.com/e...tary/sell-america-fears-dont-square-with-data "When you dig into the data, “Sell America” looks a lot less real and a lot more like an overblown, perhaps politicized, narrative. There just isn’t much evidence across an array of assets that people are broadly selling Uncle Sam."
I see from the talking heads on TV that I have some GREEN today.....GOOGL, NVDA, and AAPL. to start the day the big averages are suddenly ALL green except for the NASDAQ which is slightly RED. Not a bad start....but meaningless of course.
I do agree that.....ENERGY....is going to be a HUGE asset in the near future and for a long time. It will basically be CURRENCY.
I agree......and say....this is IDIOCY. I will go further and say it is indicative of MANIPULATION. Nvidia stock hits this bizarre level of valuation https://finance.yahoo.com/news/nvidia-stock-hits-this-bizarre-level-of-valuation-142107971.html "At less than 24 times estimated forward earnings, Nvidia is trading not far from its lowest price-to-earnings (PE) multiple in five years. It's also well below its five-year average of roughly 38 times."
I am not going to waste any time on TARIFFS or IRAN. It is just media BS.....and NOT relevant to the actual markets. In fact much of the media appears to be also ignoring them. NO ONE CARES.
Of course they are.....they were IDIOTS to get into Bitcoin to begin with......and now they are IDIOTS to panic and bail. But....that is what HEDGE FUNDS do....they are totally lemmings.....always the first to panic. Hedge Funds That Piled Into US Bitcoin Funds Are First to Exit https://finance.yahoo.com/news/hedge-funds-piled-us-bitcoin-093355654.html
The markets so far today.....by the way....IGNORE the headline.....NO ONE CARES.......and in the real world, even on the TV business shows.....no one seem to care. Stocks drop as Trump raises tariffs again, sowing confusion https://www.cnbc.com/2026/02/22/stock-market-today-live-updates.html
