| 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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| To: Elroy who wrote (1055) | 2/6/2025 11:32:45 AM | | From: Paul H. Christiansen | | | | I apologize for the delay, but the Link feature isn't working for this file, and I can't "cut and paste".
Send me an email - paulchristi@gmail.com
and I'll forward the January 2025 chart with all 25 stocks, |
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| From: Paul H. Christiansen | 2/6/2025 11:49:40 AM | | | | | | On Tuesday, February 4, 2025, I added the Nvidia January 2027 Leap Call Option with a strike price of $120 to my EGS Model Portfolio.
I was encouraged and comfortable adding this Leap after reading a very compelling NVDA research report written by Beth Kindig.
The cost of this Leap was $36.50 and 10 Leaps were added to the Model portfolio.
The breakeven price for this Leap was $156.50 and it offered 3-years for NVDA to reach that breakeven price.
I recently read an analyst's report on NVDA with a Target Price of $500.
For anyone wishing to know, the symbol for the Leap Call Option is: NVDA270115C00120000. |
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| From: Paul H. Christiansen | 2/10/2025 9:21:09 AM | | | | | | NVDA - There has been considerable controversy recently about the sustainability of NVDA's outstanding revenue growth.
CML Pro recently published a "deep dive" research report to examine that sustainability. This report is long, but it is perhaps the quintessential research report for anyone considering an investment in NVDA.
Here's an excerpt from that report:
"Even if some models (i.e., competition) become more efficient, the overall usage skyrockets – e.g., millions of people using AI features billions of times a day.
This means data centers need more total compute to serve all those queries. Also, as models get efficient, researchers tend to just build bigger models to achieve even better results (using the freed-up compute to increase model size until they again max out hardware).
In this scenario, Nvidia benefits because it sells the shovels for this gold rush.
Clearly, this supports my recent decision to add ten NVDA January 2027 Leap Calls with a strike price of $120 to my EGS Model Portfolio. |
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| From: Paul H. Christiansen | 2/15/2025 2:12:33 PM | | | | | | Palantir – Making investment decisions if often helped by good research!
Since launching my EGS Model Portfolio in 2018 Palantir has been in and out of the Portfolio several times. Most recently – on January 27, 2023 – I added 1,000 shares at $7.22. It remained in the Portfolio throughout 2023 and most of 2024. In December of 2024 I began to hear analysts’ concerns about PLTR being too expensive, so on December 5th I removed the 1,000 share at a price of $70.11.
Much to my chagrin, the market price of PLTR continued to rise prompting me to do further research, which persuaded me to re-enter 300 shares of PLTR at a price of $81.50 – doing so without much conviction.
Just recently, I read one of the best research report I’ve ever read - Palantir: A Pivotal Quarter That Changes The Whole Outlook – authored by Type F Capital in Seeking Alpha.
That report has convinced me to keep PLTR in the EGS Model Portfolio as a core holding.
Here’s an excerpt from that report:
“The business is well positioned to capture large parts of the enterprise software market, given that the solutions are not industry-specific, making the total addressable market as large as one can imagine.” |
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| From: Paul H. Christiansen | 2/16/2025 12:53:57 PM | | | | | | ROKU
There are several search methods that individual investors can use to discover stocks with extraordinary growth potential.
One search method is to follow the lead of institutional investors. For example . . .
On February 12, 2025, Fidelity increased their ownership of Roku stock by 35.5%.
Whenever I an increase in ownership like this, an obvious question pops up: “Why?”
Before this transaction, Fidelity already owned 9% or ROKU’s outstanding shares, so why would they increase their exposure by increasing that ownership to 15%?
The possible answer to that rhetorical question might be found in a December 4, 2024 research report by GuruFocus:
Roku Seen as a Potential Buyout Target by Needham |
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| From: Paul H. Christiansen | 3/1/2025 3:32:16 PM | | | | | | SoundHound (SOUN)
I originally learned about SOUN from a Briefing.com announcement that Nvidia had made an investment in SOUN. Recently NVDA sold their equity interest in SOUN, but I’ve maintained the 2,000 share position in my EGS Model Portfolio.
Yesterday (2/28) Soun released their 2024Q4 earnings report.
Select here for my SOUN Revenue Chart. I call your attention to two very significant numbers.
First, their year-over-year revenue growth for 2024Q4 was remarkably 101.5%.
Second, their forecast for 2025Q1 year-over-year revenue growth is an equally remarkable 107.5%.
That level of growth always piques my curiosity. Specifically, is that growth sustainable?
To answer that question, I decided to visit their 2024Q4 Earnings Call Transcript.
Select here for a partial reading of that transcript.
If you read that transcript, you might agree that the Actual 2024Q4 and the Forecast 2025Q1 revenue growth rates are very sustainable.
Based upon this transcript, SOUN is likely to remain in the EGS Mondel Portfolio for many months – perhaps many years – into the future. |
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