The Long Term Investor

Discussion in 'Investing' started by WXYZ, Oct 2, 2018.

  1. WXYZ

    WXYZ Well-Known Member

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    The above is ALL I can find of any significance today. Absolutely NOTHING going on at the moment.

    AND.....yes.....no one cares about the ACADEMY AWARDS.
     
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  2. roadtonowhere08

    roadtonowhere08 Well-Known Member

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    I work in education, so no issues of mass layoffs, but I can tell you that AI is wreaking havoc on curriculum. Due to anyone being able to fire up ChatGPT or Gemini and either scan in or type in assignments and get solutions immediately, teachers are having to rethink their entire methods of content delivery. We are literally trying to create AI-proof lessons so that everyone and their mother doesn't just cheat their way through school. Imagine creating this kickass lab with all sorts of experiments, and all they want to do is scan the procedure, data analysis questions, and conclusion to get a proper answer in 5 seconds.

    Cheating has been around forever, but this is off the charts. You can get the answers to just about everything now with just a camera and the right prompt. Couple that with the average student just being a mindless consumer of AI rot on the internet, and we are in huge trouble. No passion. No desire to learn for the sake of knowledge. Nothing. The faster we can ban phones from school, the better.
     
  3. Smokie

    Smokie Well-Known Member

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    Oh, I bet. Probably about the time you figure out a plan, the students will have figured out your plan to combat it. Interesting example and it makes sense that it is an issue.
     
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  4. WXYZ

    WXYZ Well-Known Member

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    I had a nice....big gain today.....with six of seven stocks GREEN. My lone loser....COST. I also beat the SP500 by...0.16% in my stocks today.
     
  5. WXYZ

    WXYZ Well-Known Member

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    I see a little story about NVDA making some changes to earnings reporting to "clean up" their reporting. herre is what AI tells me:

    "Nvidia (NVDA) is restructuring its earnings reports to enhance clarity and boost stock performance, adopting a more straightforward approach often advised by Warren Buffett
    . The changes focus on streamlining data to emphasize AI infrastructure business metrics, reducing complexities, and clearly highlighting explosive data center revenue growth.

    Key Changes to Earnings Reporting:
    • Simplified Reporting Structure: Nvidia is cleaning up its financial disclosures to make its massive growth in AI-related revenue more transparent to investors, says a report from TipRanks.
    • Data Center Focus: Recent reports heavily emphasize the Data Center unit, which brought in 91% of sales ($62.3 billion) in the fourth quarter of FY2026, says CNBC.
    • Adjusted Guidance Metrics: Future guidance (e.g., $78 billion for Q1 FY2027) now explicitly excludes uncertain revenue sources like China Data Center compute, offering a more conservative, "cleaner" view of demand to investors, say Yahoo Finance and the NVIDIA Newsroom.
    • Focus on Long-Term Visibility: The reporting now emphasizes that the company is "sold out" through 2027, simplifying the growth narrative for analysts, notes YouTube.
    Purpose of the Cleanup:
    • Combating Volatility: Despite stellar numbers, NVDA has faced post-earnings volatility. The simplified reporting is intended to better reflect the company's true value, say TipRanks and YouTube.
    • Addressing Investor Sentiment: The changes aim to directly address concerns about AI infrastructure sustainability and profitability by providing clearer data on demand trends, notes YouTube."
     
  6. WXYZ

    WXYZ Well-Known Member

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  7. roadtonowhere08

    roadtonowhere08 Well-Known Member

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  8. roadtonowhere08

    roadtonowhere08 Well-Known Member

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    We've never been able to compete with the mindless entertainment of being online, but AI is a real paradigm shift in the education world. Pretty soon, we'll be grading AI created assignments with AI, and nobody will know anything. :banana:
     
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  9. blake caballero

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    One big problem also that I see, is the damn schools themselves have pushed computers and the internet over books. They contributed to the screen time problem themselves
     
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  10. Strathmore

    Strathmore Active Member

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    [
    I've worked in the UK, in a medical device manufacturing, for the past 5 years and I've seen how downsizing of workforce is constant, and how replaceable I was. So I decided to make a career change.
    I'm starting HVAC engineer job this week. I got my degree 10y ago in that field.
    No robot or AI would ever be able to climb up on the roof and check why the chiller or heat pump stopped working and rectify the issue. Maybe in 50 years, but that won't be my problem
     
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  11. Smokie

    Smokie Well-Known Member

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    Yeah, for sure in that area I wouldn't doubt it. Nice that you have other options and are able to adapt.
     
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  12. Smokie

    Smokie Well-Known Member

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    Maybe we could incorporate some financial education and job interview/presentation skills a little bit.
     
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  13. Smokie

    Smokie Well-Known Member

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    Hats off to you RTN....you have a tough job. I don't know if I could do it.
     
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  14. WXYZ

    WXYZ Well-Known Member

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  15. WXYZ

    WXYZ Well-Known Member

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  16. WXYZ

    WXYZ Well-Known Member

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  17. WXYZ

    WXYZ Well-Known Member

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  18. WXYZ

    WXYZ Well-Known Member

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  19. WXYZ

    WXYZ Well-Known Member

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    I am off to the DENTIST.....more later. Keep this RALLY going for me while I am gone.
     
  20. WXYZ

    WXYZ Well-Known Member

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    I currently have a gain for the day....in spite of MSFT, NVDA, and COST being RED.

    Apparently really great company projections like those released above (yesterday).....just like earnings....dont matter to NVDA stock. That was a HUGE news item with multiple big positive announcements for NVDA that was released yesterday (see above). Yet....of course the stock is DOWN today. So:

    EARNINGS dont matter.
    BIG POSITIVE NEWS does not matter.

    Which basically means.....NOTHING...matters. UNBELIEVABLE.
     

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