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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi team,
What's your take in NVDA announcement yesterday regarding the partnership with Accentra. Jensen had also mentioned in his interview that Blackwell chip demand is now "insane". NVDA stock has been essentially flat now since June. Do you see this as a healthy consolidation period with potential to breakout for another leg up? Or a caution sign? What's your prediction for the stock from here in the short to medium term? Is it time to buy more/ hold/ or take caution with a trim? Lately it feels like the NVDA stock run is over...but in my view AI is just getting started.

Thanks,
Shane.
Read Answer Asked by Shane on October 04, 2024
Q: Hi,
Once again, NVDA is in the news - for Huang Jensen's comment today that sales of their Blackwell chips "is insane" and also for the fact that Mark A Stevens sold just over 200 thousand shares at the end of Sept. Jensen himself has also been a seller, however I see that he still holds some 800+ million shares, and Stevens retains 38 million post Sept sales. These insider sales make news, but how worried should we be when we see this sort of volume? Logic tells me that Stevens' amounts to around 1/2 a percent of what he owns, Jensen's recent sale is about .001 of his total. Would you just ignore the insider sales and focus on the high interest generated by the Blackwell chips?
As always, you're clear headed thinking is appreciated - thanks!
Dawn
Read Answer Asked by Dawn on October 04, 2024
Q: An addition to my previous question about bitcoin. Feel free to take another credit.

Do you think now is a good time to buy bitcoin?
Read Answer Asked by Kevin on October 01, 2024
Q: I owned GIB.A, DSG,TOI,LMN,NVDA,DCBO and would like to know if there is an overlap between any of these stocks or do they have their own unique business so all should be owned? I am trying to decide if I should reduce the numbers of tech stocks as I currently have 27 stocks and have read that best to have around 20-25 stocks.

Thanks
Read Answer Asked on September 30, 2024
Q: Hi,
I reviewed Q&A on INTC post "melt down"! I can understand your words of caution.

My question is based on a recent comment by a guest on BNN Bloomberg (Mark Sebastien) who said that INTC's fabrication unit alone is worth 22$. With QCOM and hedge funds circling around and the technical pattern indicating the possibility of island gap reversal, worth taking a small position for a quick 20-30% profit?
(22 to 30$ jump).

Am I dreaming or being delusional?!
Read Answer Asked by Savalai on September 27, 2024
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