2 New Price Targets for Nvidia on New RTX Spark AI Chip
Nvidia’s RTX Spark AI-focused chip will power computers using Microsoft Windows.
Jensen Huang Blesses Marvell: 8 Key Items Shaping the Stock Market Tuesday
Lebanon’s ceasefire, HPE earnings, Google’s capital raise, and other headlines are moving stocks this morning.
There’s a New AI Catalyst — And It’s Shaking Up the Sector
Rotation and short-covering within the AI sector is holding up the market.
AI Trade Sees Remarkable Rotation as Market Concerns Grow
I’m buying two promising biotech names as the market grows more nervous.
New AMD Price Target After Nvidia ‘Superchip’ Threatens Key Business
Advanced Micro Devices appears ripe for some bloodletting after a major Nvidia and Microsoft update.
Nvidia Comes Out Swinging: 8 Key Items Shaping the Stock Market Monday
Talks drag on, May Manufacturing PMI data, more memory chip pain, and other headlines are moving stocks this morning.
Explosive Ceasefire, Nvidia Shows ‘Spark’, Dimon Eyes Exuberance
U.S. and Iran trade fire over the weekend, Nvidia unveils a new super chip, and Jamie Dimon says exuberance ain’t so bad …
May Monthly Roundup: Sell in May? No Way!
We put capital to work in several holdings, booked massive gains on two others, and added a new candidate to the Bullpen.
Dell Shares Roaring: 8 Key Items Shaping the Stock Market Friday
Oil falls, Dell pops, Gap drops, Costco, Blue Origin, and other headlines are moving stocks this morning.
Estate Sale
* I am the anti Boca Biff…
I am the executor of a large estate. The estate has been probated for about two months.
The estate has a very large and concentrated equity portfolio. ($NVDA represents over 40% of the account, $FTAI, $EQIX, $IIPR and a bunch of BDCs are the major components of the estate’s stock portfolio.)
I have patiently waited to liquidate the equities.
Yesterday afternoon I liquidated the entire stock portfolio. Not one share of equities remain. Given the elevated level of stock prices I wanted zero (nada, zilch) stock exposure.
Upon settlement I plan to put the proceeds into a money market fund on Monday morning.
This is called an Estate Sale.
Post Script: I recently spoke to Boca Biff for the first time in years. More on Boca Biff’s stock trading early next week.
Position: None