Yeah nah, I am long on Nvidia. It has way too much AI useful IP. At a fundamental level it ultimately comes down to moving and organising groups of electrons as fast as possible without overheating the chip. This requires hardware and Nvidia has cut its teeth for 3 decades with GPU's with very hardware intensive end use in gaming, similar to AI. That is why I am long on Nvidia.

$NVIDIA Corp(NVDA)$  will hit 150 by the end of the week, if not, next week sometime.

$NVIDIA Corp(NVDA)$  Yeah nah, I think I will hold. The fundamentals are way too strong to sell at $130. Same for AMD, strong fundamentals so will hold those as well. Restriction of exports will encourage China to invest into more R&D.

$NVIDIA Corp(NVDA)$  Yeah it will hit $140, the question is when, probably not today, perhaps next week, this month, certainly before end of year.

With the volatility in AI stocks Nvidia could easily hit 180 by years end, it could do that in the next month.

$NVIDIA Corp(NVDA)$  Yeah nah not this time, too much momentum.

$Advanced Micro Devices(AMD)$  This is now a good buy. AMD has fingers in several pies and is not a one trick pony. It may not have the spectacular returns of Nvidia but it is in a good position to leverage off the AI boom. Long term it is the clients like Google, Meta, Tesla etc that have to show a return on thier AI investment for the AI boom to bed in and become mainstream. Ultimately what do large sectors of the population spend thier money on. Food, fuel, travel, phones, computers, TVs, cars, cloths, housing, entertainment. What items listed here does AMD tick, computers & entertainment so at least it is attached to some big ticket consumer spending going forward.

$NVIDIA Corp(NVDA)$  Yeah I reckon this next trading session will just about do it, if not before in pre-market

$NVIDIA Corp(NVDA)$  Nvidia has had skin in the fast parallel processing game for decades with graphics accelerators. You cannot bring that together overnight. I suspect thier most valuable asset are thier human resources. Would be interesting to put a replacement price on that.

$SUPER MICRO COMPUTER INC(SMCI)$  $40 represents good value with pe of about 20. The next two weeks will be interesting.

$Advanced Micro Devices(AMD)$  Not in the GPU market. However AMD is more diverse and outside of AI, it has market share in everyday processing, which the world still needs.

$NVIDIA Corp(NVDA)$  why not

$NVIDIA Corp(NVDA)$  waiting for a bit more detail from Jensen Huang about Blackwell release, thought he might give a bit more in yesterday's speech

$NVIDIA Corp(NVDA)$  certainly is.

$NVIDIA Corp(NVDA)$  Yeah I will. 

Not today, but perhaps next week 

$SUPER MICRO COMPUTER INC(SMCI)$ Around 40.50 is a buy price 

Happy lunar new year best wishes to all traders

Half money making and half enjoyment, and better than gambling on the horses which is 100%  passion.