| To: Cornstock who wrote (76295) | 2/14/2025 6:48:05 AM | | From: Doug R | | | | NVDA put one in SOUN...then turned...fired again...SERV, another victim. Fortunately, I took 2/3 of SERV yesterday. Might have to buy some back. Including the hit on the quantum crowd, NVDA has assassinated about 10 charts this year.
Nvidia Reported It Dissolved Share Stake In Soundhound In 13F Serve Robotics shares are plunging after an amended 13G filing shows NVIDIA holds no stake in the company. |
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| To: Doug R who wrote (76377) | 2/14/2025 9:53:32 AM | | From: Cornstock | | | | | Dough I agree. Once I start accumulating a. stock I give it a lot of leeway. However, about 2-3 weeks ago I was not happy about how SOUN was perfroming. I sold about 75 percent but still holding more than I want. I should have listened to myself and sold it all. But today - or in the near future I am selling all but 100 shares of SOUN. I will keep 100 shares just remind myself that I should have sold all of my shares in SOUN when SOUN started looking weaker and weaker. As for yes, Over the past many years NVDA was and has been an incredible accumulator for me. Now i wish NVDA mgt. would just shut about other stocks these past few months. And just do what they do best . I am holding all my NVDA shares through earnings on Feb 26th. But regardless of the outcome of the 26th, I am going to take a good share of my profits from NVDA. I remember a few weeks ago I THOUGHT I had made a killing on some of those quantum stocks that went up fast but came down faster. Well today I am still a little ahead because I bought on the cheap. But I counted the dollars I thought I had one day before the Chinese and NVDA came along with their AI bluster and put their 2 cents in. Well those stocks that went up came down faster. Fortunately l had bought a few really on the cheap like QBTS at 2.92 and QUBT at 7.09 and 7.12. So I sold most of QBTS and QUBT. All in all, I didn't lose a lot of money but I left a lot of winnings on the table. Those are alway great learning lessons. Market has been good to all of the for the past couple or years but I am hoping I am smart enough to be very conservative this next year. Cost of housing, tariffs, cost of living, cost of groceries can't be good. I can't trade so I am just going to a good girl until I can't. |
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| To: Magnatizer who wrote (76379) | 2/14/2025 10:29:52 AM | | From: Cornstock | | | | | Mag couldn't agree with you more!!!!! INTC was one of my very first purchases when I got into the stock market on a personal basis. And what a great stock to start with (for better or worst for me). because I had such a good time those few years when I started. And today, I think INTC has incredible chip making factoiries in Arizona. If you have ever been there to see those factories it is somehing to behold. And think about the possibilities of someone like NVDA, Qualcom, TSMC, AMD etc possibly using those facilities to bring back chipmaking to the US from Taiwan or China. I assume INTC would have some capacity based on history. And it would be so good for those companies to be based in the US (well maybe). Anyway, I have made the decision to start buying INTC because things are getting better for them and because they also have incredible facilities that could possibly be used by some of the companies I have identified. And, I am pretty sure they still have a lot of brain capacity. We will see....... |
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| To: Cornstock who wrote (76382) | 2/14/2025 10:47:58 AM | | From: Magnatizer | | | | Totally agree. The tariff model will promote an amazing amount of onshoring to the US. Including the Japanese pledge to invest $1T.
Utterly destroying China's leverage piece by piece. Taiwan indicating moves coming our direction as well.
Have to believe INTC is a huge benefactor.
Really fun to watch. |
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| To: Magnatizer who wrote (76379) | 2/14/2025 10:57:29 AM | | From: Cornstock | | | | | HEY Mag. I just looked at INTC and guess what..... they are talking with TSMC about using some of their manufacturing facilies. Wow, that's great news. I sure would like to see $25. but we will see |
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