Q: What are your thoughts on Nividia's investments in:
- WeRide -WRD
- Nebius Group - NBIS

- Would you agree and add to a portfolio ?

- Which of the two would you prefer over the other, Or Both...

Thanks,
M

Q: Can I get your thoughts on SOUN and recent earnings? has the market overly punished it after NVDA's divestiture?

Q: These two (especially SERV) are tanking this A.M, presumably because of the news that NVDA has dissolved their position in both. My initial thoughts are that this changes nothing of substance for the company (SERV) itself, and especially that it still has its deal with UBER. Of course substance and sentiment are separate animals. In general how does one play this? Do you wait a few days and see what transpires, buy more? Sell? Your thoughts are appreciated. Thanks.