| From: Paul H. Christiansen | 12/31/2023 10:22:29 AM | | | | | | EGS Portfolio Performance Update – In Perspective
For all of 2023 the EGS Portfolio gained 76.7%, more than 3X the performance of the S&P 500.
Percentages don’t resonate with investors as clearly as dollar amounts.
If an investor had invested $100,000 in all the stocks in the EGS Portfolio at the beginning of 2023 (making pro rata adjustments for number of shares owned and traded), that $100,000 investment would have grown to $176,700 by the end of 2023. |
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| From: Paul H. Christiansen | 5/2/2024 10:30:49 AM | | | | | | Efficient Market Theory debunked by SMCI
The following quote is from SMCI's CEO in company's 2024Q1 press release.
Here’s the Revenue Chart for SMCI. Most companies would kill for that level of performance.
"Fiscal Q3 net revenue totaled $3.85 billion, up 200% year-on-year, within our aggressive original guidance of March quarter. If not limited by some key component shortages, we could have delivered more." |
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| From: Paul H. Christiansen | 8/22/2024 12:16:47 PM | | | | | | I’m not suggesting that anyone invest in SSTS. However, there are some facts that are intriguing and compelling.
First, there has been validation of the SSTS technology from high profile investors, including AT&T, Google, American Tower, Bell, and Vodaphone – each highly qualified to judge the efficacy of and potential for world-wide direct from satellite to cell phone technology.
Second, we have another day of Price/Volume qualification for SSTS. The total dollar volume for the two days (8/19 and 8/21) amounts to almost $2.8 billion.
I’ve heard the comments that the SSTS products still are not producing meaningful revenues and might not do so for at least several more quarters.
So, are the high-profile investors simply more patient than us “average” investors, or do they see an opportunity that we’re not seeing? The same might be said about the apparent institutional investors who have been driving the Price/Volume data.
One explanation might be that these presumably “smart” investors DO see the financial allure of world-wide direct from satellite to cell phone technology and that a company with significant buying power might acquire SSTS. |
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| To: Paul H. Christiansen who wrote (1060) | 8/29/2024 9:46:57 AM | | From: Elroy | | | | autonomous bots (agents) will be able to complete nearly any task humans carry out on their devices.
These AI “agents,” as they are known, won’t need to interact much with people to get things done. The bots will be able to figure out how to accomplish tasks on their own— booking a flight, ordering groceries online or even playing Cupid—all without you lifting a finger.
So my phone may get into a relationship with and marry someone else's phone, and I won't even know about it! |
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| To: Elroy who wrote (1061) | 8/29/2024 11:11:38 AM | | From: waitwatchwander | | | | Funny to see you responding here.
The issue with agents is the phone (or whatever) does have to become you in order to act for you, Google knew this was the secret as soon as they started off in their searching endeavours. Some folks will allow it but many like you (and Apple privacy fanatics) will resist and not let their data be captured. In that case you will have to feed these agents whenever you want something done which really isn't that much different that what exists today. fwiw
How Well Can AI Plan Your Next Trip? We Tested Gemini and ChatGPT
tovima.com
ps This is going to be a big issue with Apple Intelligence. Hard for Cook to speak privacy when his agents are going to need all this data on you to act on your behalf. Keeping it on device has it's limits and it's all still going to need to travel through Apple servers to obtain the details of it's services. The AI Dilemma |
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| From: Paul H. Christiansen | 12/2/2024 1:13:05 PM | | | | | | On July 11, 2024 I created Post #1058 which declared that my #1 stock pick for 2024 and perhaps 2025 was Enovix (ENVX).
Since then, ENVX has issued two important announcements.
The first announcement answers an important question: “Do any companies in ENVX’s target market have an interest in the ENVX product?”
Select the following to learn the answer to that question:
2024-10-29 - Enovix and Leading Smartphone OEM Execute Development Agreement for Mass Production in 2025
The second announcement is perhaps the most important. Whenever significant new hires occur at a company, the question that arises in my mind is “Why is this person, who obviously has a demonstrated record of success, leaving the financial comfort of a reputable company to join a company that does not yet have significant revenues?” The most obvious answer is that the new company offers a compelling opportunity. Essentially this individual is providing a trusted imprimatur for all investors . . . “Yes, this new company offers the potential to be a very successful investment.”
Select the following URL to read the news release:
2024-11-26 - Enovix Expands Leadership Team with Battery Industry Veteran Dr. Hongwei Yan |
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