“My route led confusion from the boats of confusion / Mutini to the bow to the bow.” With Bob Dylan’s 1964 Classic, “My Back Page”, that phrase entered my head Friday afternoon, as I sought to revaluate the role of technology in the charitable trust. We had just reviewed the very good Eaton-although not excellent-Termic results, and I was killed about some materials seen as a big liability three weeks ago: this old-fashioned industrial Data centers completed only one-fifth part of the company. And now, the electrical equipment provider is not saved as that data-sensor exposure, when a few weeks ago, I wanted the relationship that the relationship is four-fifth data center and one-fifth manufacturing. Confusion boats, stern to bow Sector Mutini. When I wanted to start the year, what he wanted now is almost very difficult. The delegation that I have – davia and apple, are now just old guards, hanging through the market in the form of dreaded “wide” courses. What to become about this moment? Maybe it is considering, in a weekend calming, what is really happened, what is Mutini. Why good stocks, as well as bad, went down last week. First, the election of an US president who seems unknown to technology, but can be agnostic in a minute and then another – a new, undefined, theory for Capricorn ideology. When President Donald Trump sat down with Jensen Huang of Nvidia, as he did on Friday, did he want to investigate the CEO’s felty, as he was not at the inauguration and was in Asia instead At this time, for the traditional lunar. New Year Celebration? Did he want to know about Jensen’s visit to Beijing, Shenzhen and Shanghai? Did he care? How much does Trump know about artificial intelligence? Who was in the meeting? Radical or Treasury Secretary Scott Besant? Commerce Secretary Howard Lootnik? They can be knowledgeable, thoughtful deals. Or was it just President? The meeting was planned, but the emergence of the Chinese Startup Deepsek and its efficient AI model planned before the emergence of Wall Street’s Hot AI trade. Was it informative? Or was it punitive? Did Jensen Beetuka, wanted to talk about the final-finance biden administration, which determined that only 18 American ally was sufficiently conducive to receive NVidia’s advanced AI chips as possible? Or the subject changed, and it just became a session about whether NVidia was probably complicated in allowing Deepsek to reach its best chips despite the US sanctions to visit China? Does it matter that Jensen has complied with our rules all the time, or that the revenue of Nvidia tied to Singapore does not suggest that the chips are being converted to China? Does Jensen, after Tesla’s Elon Musk, is the biggest businessman in our country and has created incredible money for so many people? We do not know this much. We could not find out this much. Confusion ruled, and so on Friday, the stock turned positive to negative to negative in a few hours. After doing high trading as a $ 127.85 per share, the stock decreased by 3.7%at $ 120.07. Over $ 7.50 swing in a session. Unlike the old days, it went in the wrong direction. NVDA 1y Mountain Nvidia’s 12 -month stock performance. NVIDIA stock is in all wrong hands. On Friday, how much zero-day options are known as the reversal address of that fever? Or all ETFs created to make more money in the chaos of this stock have not done anything since last June? King Jensen in Reverse, currently a metaphor. A negative metaphor. Two, tariffs. Was Trump’s tariff vows responsible for selling late, a powerful that it extended extraordinary growth in Apple’s stock after the company informed the revenue growth and forecast sunlight? At $ 236 at $ 9-1.59 Epi settled down $ 9-Prati-Shary Paulmets over $ 4, at $ 236, at $ 236. A huge range for a company over $ 3.5 trillion. wrong direction. Was it a tariff that was reversed to Apple? Was this a tariff in combination with S&P futures? Can they have so much power? Yes yes and yes. I thought the tariff as a relatively painful and more diversity, “We no longer tolerate you to earn so much money from us. The game should also be excluded.” Confusion on Mexican trade, however, justifies sales for so many shares. Chinese and Canadian, not so much. After the bell, Trump said he did not care about the market’s response, causing a bad situation to worse as the market would have closed it. This was not important until the President told us that it was important but it did not matter to him. On Saturday, Trump performed well on his vows and put 25% tariffs on imports from Mexico and Canada with 10% tariffs on goods from China. Canadian Prime Minister Justin Trudeau announced an anti -counter -tariff in response. A third reason for the rebellion, “rotation.” We kept listening to rotation for midcap stock or rotation. In fact, there was no rotation. Just confusion. To talk something. Like never happened last year, which had never happened last year, when Russell 2000 dramatically reduced S&P 500. Nevertheless, when you hear such a thing, you cannot help but think that you are wrong stock, and your trust is challenged when you are most tired. Four, the data-seater fall based on an organization in Dipsek, which may be a magnificent Chinese government’s gambit to claim leadership in AI, or it may be something that makes Nvidia’s chips worth a fraction What we thought was that they worthy. A lot of this market depends on Nvidia and Data Center Denuments-ie, if it is actually the ultimate task of a very loving business in recent years. We are losing faith in NVIDIA because the stock did not hold a relief rally on Wednesday night after Mark Zuckerberg of Meta and Microsoft’s Satya Nadella, which confirmed its plans to spend billions at the data center despite the emergence of Deepsak. Thi, which means that many more orders for Nvidia Chips. And yet NVIDIA only gets 0.8% profit on Thursday. This causes even more damage to the Nvidia case, when Musk spoke about the launch of his cortex supercomputer on Tesla’s earnings call on Wednesday night and said that it improves the company’s self-driving car technology. Helped in-but no mention was that the cortex is actually a group of only NVidia chips. And we could not forget their dreams for the creation of Larry Ellison of Oracle and thousands of data centers, again stocked with Nvidia chips. These are smart men who know technology. But in the coming days, what if Google parents break alphabet and Amazon rank and say that they are spending some AI, perhaps also indicating that they are also indicating that they are around their next generation blackwell lineup Changing plans? Then what happens to Nvidia stock? What you can spend for Nvidia for the moment when they play hardball and say they are going to bend forward in developing their own chips? It is a pathetic gunlet of Oracle, Meta, Tesla and Microsoft – all are on the ship – and Google and Amazon, two question marks that can be disastrous for the stock of Nvidia. Is it able to say that you have put it at risk? I have done this many times in my career, and it has worked before. But perhaps not this time, so on Thursday, my written remarks, which explained that the facts want to be less Nvidia shares because the facts have been replaced, it is not my “do not trade for myself” Shibboleth. Do I really hang the followers to dry because I want to sanctify “do not trade myself” in an indefinite moment? No, not me. This is difficult when the CEO on which you are banking and its team is silent because they are in a “quiet period” related to an earnings, and still we all want to know whether Deepsek will reduce the need for blackwell or it and Will make more valuable. , Oh, by the way, Blackwell is in shipping volume, which is enough to make the quarter? Or is there a deficiency? There are many ways to lose with this stock right now. And what data-select thesis toast when we know that more efficient models of deepsek can change the computing features and quantities that need to be made? Will that power be consumed? This can prevent the greatest, most powerful secular tendency-the data-centers is right-correct in its track. Does this money send to Merc, Fizer and Bristol Myers Squib? Novo Nordisk? Ellie Lily? All those companies reported this week. Or does it send money to cash? It does not matter that, I do not see it sending money to Nvidia’s stock, which is about acknowledgment without a acknowledgment of Deepsek and about a statement that it is really for blackwell or even the preceding hoppers of chips How good is the line. The bottom line may decline in the market due to any one of these four blockers. But four of them are so frightening that you have to believe in the first half of the Friday session, appearing that it was so fast, chimery. The second half was such a recession that leave us with suspicion and fear. I kept listening, “Nothing found for YA,” “survivor” was sent by Jeff Probest at the end of so many challenges. There are not lots left at the end of the survivor. Or at the end of Friday. In these circumstances, the S&P short range is no longer overb with the oscillator, at 3.3%, you can’t just dive and be opportunistic about the moment who does not know what Monday will bring. We know that some hotshot strategists will reduce their outlook on the market in light of Anti-market behavior of Trump. Some analysts may conclude that Apple’s report was not good or the stock would have rally, or that the effect of Nvidia from Deepsek is whether they are bad or they would have said something. Others can follow. Which brings me back to confusion and mutant. I do not want to dive into it. I want me to owe less Nvidia, but how do I do less without selling anything? The contradiction is painful. But the possibility of leaving that benefit so much – which, as I always say, is not a benefit until it is sold – just because it is not right that it is not right to sell, in the face of the challenge by Chinese Looks silly. Sell it and then buy it back if we see more weakness. This is what I think this moment asks you to do. We will get through this one. We know that because there are many people who tell us that we will not. I read the stories: paid attention to the bond market; The market is very narrow, a lot depends on shares; The President is a more opposed market after all; The evaluation is very high; The economy is very hot. Does any of them send systemic? Is a sound fatal? No, we just have to wait until the market falls down for the negative on the market S&P oscillator and all the earnings have been digested. Things will solve themselves. Pathways do not always move to confusion, and mutinians are always quail. , The trade alert before the gym does a trading. The Jim waits 45 minutes after buying or sending a trade alert before buying or selling a stock in its charitable trust portfolio. If the gym has talked about a stock on CNBC TV, he waits 72 hours after issuing a business warning before executing the business. The information of the above investment club is subject to our terms and conditions and privacy policy, along with our replication. Based on the receipt of any information provided in relation to the investment club, no obligation or duties exist, or are created. No specific results or benefits are guaranteed.
Santa Clara, headquarters of Nvidia in California.
David Paul Morris | Bloomberg | Getty images
“My route led confusion from the boats of confusion / Mutini to the bow to the bow.”
With Bob Dylan’s 1964 Classic, “My Back Page”, that phrase entered my head Friday afternoon, as I sought to revaluate the role of technology in the charitable trust. We just reviewed Eaton Very good – although not excellent – Quarterly resultsAnd I was killed about how much material I was with the thing seen as a big liability three weeks ago: only one-fifth of this old-fashioned industrial company was completed data centers. And now, the electrical equipment provider is not saved as that data-sensor exposure, when a few weeks ago, I wanted the relationship that the relationship is four-fifth data center and one-fifth manufacturing.
