Found some dry powder and purchased more NVDA today in the 180’s. They had a great run awhile back but lately seems to be totally disrespected based on earnings alone. Meanwhile, HELLO COSTCO, split the shares!
A nice big loss for me today. Mostly from NVDA. I also lost out tto the SP500 by 1.46%. I am going the wrong direction....based on short term BS. Well.....I would rather have it du to short term BS....than fundamental data.
Ok guys......I will miss most of the day again tomorrow. I have to leave for an art event about 9:00AM. So I will catch the open and than be gone for the rest of the day. STOP THE BLEEDING.
GOOD.....for them. I hope they end up in a deflationary spiral that lasts for 30 years like we saw in Japan. China consumer prices drop more than expected in September, staying in deflationary territory https://www.cnbc.com/2025/10/15/china-cpi-ppi-deflation-september-trade-worries.html
I think this sums up the macro nicely: "Nvidia founder and CEO Jensen Huang has said that restricting companies from selling AI chips to China will backfire where Beijing may create its own technology." LINK We are hastening the inevitable. China will want to have their own tech sector sooner than later. And they'll do it, but our actions are speeding up the transition. Whether one sees this as a good thing or not is up to them. As an NVDA investor, it is not so good, but seeing the writing on the wall, it makes perfect sense that China wants to wean itself off U.S. tech. It's only a matter of time.
In my experience, manufacturing, China is very good at copying but lacks the ability to create. Until this changes they will always be chasing. I am not overly concerned about China 'creating their own technology' until I see headlines of them poaching key US employees. While I like seeing AMD get some love I owned the stock long enough to know that it's not for the faint of heart. the recent jump we just saw was pent up energy from getting crushed the past year. Kind of an example of how ove the long term all the noise gets canceled out and rational reactions prevail. I feel that this past year for NVDA is kind of a breather and letting the market catch up to the valuation. As enough time passes it will look more and more like a deal. For most of us it just sits as a cornerstone to a portfolio.
Come on....lets focus on what counts......not the daily BS. Wall Street boom boosts profits at Bank of America, Morgan Stanley https://finance.yahoo.com/news/wall...bank-of-america-morgan-stanley-114911558.html EARNINGs....are off to a big start.
The NVDA conglomerate continues to grow. Nvidia, Microsoft, xAI and BlackRock part of $40 billion deal for Aligned Data Centers https://www.cnbc.com/2025/10/15/nvidia-microsoft-blackrock-aligned-data-centers.html
It is the......HEIGHT OF STUPIDITY.....how the markets now and especially NVIDIA respond to the day to day news items and media BS. The company is BOOMING beyond anything ever before seen in history. It is the largest most valuable company in the WORLD. They are spreading money around investing in all sorts of tech and potential income streams. Every earnings report is a new record. All the analysts and industry followers are....quickly raising stock price projections.......every day. Etc, etc, etc. They should be considered one of the safest and most economic proof stocks and companies in the world. Yet every time there is any development in China, or any other chip company puts out PR, or any news item hits the wire about tech or anything else....down it goes. It is ASININE and and just plain STUPID. As it is the stock is way lower than it should be. The constant attacks on the company are.....sooner or later.....going to have impact on what is the greatest investment in the world right now. Do we hate ourselves that much? Do we hate success that much? Are our media people and investing community now that DUMB? Well.....DUH. For a long time now the markets have been....disconnecting from fundamentals and reality. This is another example and symptom of a financial system that is now founded on speculative rumor and uninformed BS opinions versus REALITY.....and blatant outright...GAMBLING products. There is one single CULPRIT that is responsible......MEDIA...MEDIA....MEDIA.
Of people....carry on. I am off for at least the next 4-6 hours.....a little day trip to do some art business.
Yeah, the competition is going to be fierce as it continues. Both sides leveraging other "tools" to limit each others advances. We will probably see all sorts of tactics. The manufacturing is part of the reason we are in this debacle. For example, AAPL....they are significantly tied to manufacturing there. There are many others as well. I know we (US) have been exploring other options, as we should, but it will take a considerable amount of time and money to do so. Quite honestly, I'm not sure we will ever get it done. Of course, any dependence we can lessen is not a bad thing.
Yeah, they got a boost from some deal announced with OpenAI. Kind of funny here lately with the number of those announcements. Basically whatever it's attached to goes up. Heck, even WMT announced one....and away it went. Some of this seems a bit much, but the chase is on.
I agree...but mostly in the short term. That is the environment that the "short term" lives in. The daily stuff is filled with headlines about all sorts of stuff. Most of it irrelevant to many things over time. We have been kicking tail for quite some time now. Historically speaking, for a very long time actually. At least as far as long termers are concerned. This includes all of that short term noise and also normal market behavior. The reason we have won over the long term has been from fundamentals, earnings, company innovation/competition, and the reality of these things over time far outweigh the daily/weekly drama. The daily and short term stuff is a different environment and really applies to investors that operate within it. For those that do, they need that type of volatility and short term noise. (No offense to those that engage in that either...do your thing ). For me, as a long term investor, the system still works despite all of the noise.
A long day for me.....but I am back now and had a mid level medium gain today. But...I lost out to the SP500 by 0.12%. The four stocks that gave me my gain....COST, HD, GOOGL and AAPL.
