A nice big/medium gain for me today. I had two stocks in the RED......NVDA and PLTR......the beneficiaries of a relentless media attack for the past week or two. I also beat the SP500 today by....0.61%.
I have previously sold all WMT in a few of the accounts that I manage. Tomorrow I will sell off ALL the WMT in my own accounts. It is a trial position....a training wheels stock.....but it is real money. AND....at this point I want to get that money into my other stocks. I will also be receiving $35,000 over the next week. Ten thousand is a dividend from our family Oil and Gas corporation. The other $25,000 is from elsewhere. I will add the WMT proceeds to this money and invest it all in all at once. I still like WMT and for that matter PG.....but....I can not afford................. to not have that money in my other stocks. So for now....I am ditching any plan to add stocks to my portfolio and will simply sit on my....EIGHT.....core stock holdings. Of course the markets always seem to know when I am expecting money and going to invest. Witness the big jump in GOOGL and AAPL today. I should have the WMT money and the $25,000 ready to invest tomorrow. I will put those funds into seven of my eight stocks. The single stock that I will NOT add to is NVDA. That position is now totally dominating my portfolio. Although I....."might"...change my mind about skipping NVDA depending on what it is doing tomorrow. I see that stock as on sale right now at a......7-8%....discount. I will do the same with the $10,000 dividend which will hopefully be ready to invest next week.
Speaking of NVDA. THIS is what I call....DOMINANT. Nvidia Just Scored a Major Market Share Win. Should You Buy NVDA Stock Here? https://www.barchart.com/story/news...rket-share-win-should-you-buy-nvda-stock-here (BOLD is my opinion OR what I consider important content) "Nvidia (NVDA) owned an exciting 94% of the worldwide GPU sales in the second quarter of 2025 according to the latest Jon Peddie Research report. A total of 11.6 million graphics processing units were sold globally in Q2, representing roughly 27% sequential growth that underscores continued demand from AI workloads and data-intensive applications. Part of this increase was related to “buyers trying to get ahead” of the expected tariff hikes as well, the report added. Versus its August high, Nvidia stock is down over 8% at the time of writing. www.barchart.com Why Is the Jon Peddie Research Report Bullish for Nvidia Stock The aforementioned report bodes well for NVDA stock because it confirms the chip manufacturer is retaining its dominance in the fast-growing artificial intelligence market. With rivals like Advanced Micro Devices (AMD) and Intel (INTC) barely registering, the report suggests Nvidia’s pricing power and margin potential remain strong. Moreover, this level of control over GPU sales positions the semiconductor behemoth to weather tariff disruptions and supply chain volatility as well. Simply put, owning 94% of a market that continues to see rising demand reinforces Nvidia’s role as the backbone of next-gen computing infrastructure and is, therefore, bullish for the AI stock. BofA Sees NVDA Shares Rallying Further to $220 Bank of America analyst Vivek Arya maintained his “Buy” rating and $220 price target on Nvidia shares this week, reiterating the multinational’s dominance in AI will be “hard to dislodge.” According to him, the company’s Q2 results last week confirmed its financials remain “rock-solid” and the Blackwell ramp will drive further upside in NVDA stock in the second half of 2025. The BofA analyst also sees potential in Nvidia’s AI PC strategy, possibly involving a stand-alone CPU or strategic partnerships. Note that Arya’s forecast calls for another 30% upside in the AI stock from current levels. Nvidia Remains a Street Favorite in 2025 Other Wall Street analysts also agree that Nvidia stock remains worth owning despite its meteoric rally over the past four months. The consensus rating on NVDA shares currently sits at “Strong Buy” with the mean target of about $210 indicating potential upside of a little under 25% from here." MY COMMENT Dominating and owning......94%....of the GPU market is the definition of DOMINATING. I am also very HIGH on the path the company seems to be forging in ROBOTICS. There will be some real money to be made in the robotics area over the next 5-15 years for NVDA.
