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Meta $META and Tesla $TSLA are the only companies building "AI Factories" to develop their own AI products and services. That means Tesla is buying A LOT of NVIDIA chips for #FSD.
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This was fun! Take a look.
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Here are some markets, economy and stock predictions for 2024 and I'll start by discussing what would probably be the most unexpected outcome for the US economy in 2024. I'd like to remind you all of something else I wrote in that predictions for 2023 piece from last year:
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According to Coinmarket.com, the total market value of all 11,899 cryptos in existence is $2.8 trillion or just about exactly 10% of the US GDP for 2020 and almost 4% of the entire global GDP. Bitcoin and Ether account for about half of the total market value
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“Caught you lookin’ for the same thing It’s a new thing, check out this I bring” — Don’t Believe The Hype, Public Enemy Feet to fire, I’d guess that Coinbase will probably more double the $250 “reference price” the Nasdaq is marking it at right now and then
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If bitcoin and ether didn’t exist and hadn’t already hit a combined $1.5 trillion dollar market cap, if a global pandemic hadn’t hit and the governments around the world, including Republicans and Democrats who never came up with a plan that leveraged scientists and private industry
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Keeping track of one’s analysis, reasons for making trades and other records are key to long-term outperformance. It’s incredibly helpful to go back and look at your thoughts. If you haven’t been doing this, maybe start now. Whenever you make a trade, jot down a few notes
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Here’s the transcript from Friday’s Live Q&A Chat where we discuss a lot of fun and interesting things including a talk with a recently unemployed dealer from Las Vegas, my hopes that we can create a metric time system, whether Elon’s “insanity” is helping or
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After noting in yesterday’s analysis that “as an investor, I wonder when the next time we’ll see a stock like Amazon as the butt of all jokes just as its putting in a generational bottom. I suppose Tesla was there when I was at that Vail hedge fund
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I have to admit that this week’s Live Q&A Chat was full of questions that were ebullient and free of worry. I think it might be time to nibble a few index put hedges here. I’m nibbling a few puts in the usual suspects, including SMH,
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I have a few thoughts about the markets and hubris and trying to keep perspective about the next 10,000 days of our lives, as we head into the weekend. I see multiple stocks up 20-30% every day these days, even giant multi-billion companies like SPLK and other already-overly-loved tech