Dear Copiers
I hope you all had a nice break over the festive period and are ready for another exciting or possibly challenging year on the stock market. My portfolio and the broader market have had two very good years so one could question are we due are correction in 2025?
Well one thing I have learnt in over ten years in the stock market is to stay invested for the long run. The saying “it’s time in the market not timing the market where superior returns are made” is so very true. However, I must add that buy and hold strategy only works if good stocks are picked. That is why I monitor my stocks very closely to ensure the best possible return for me and my copiers. So, I will keep doing as I have always done regardless of market conditions. Keep the stocks that I have the highest conviction in but exit those that I feel I can get a better return in elsewhere with the aim of continuing to beat my benchmarks over the long run.
Today Nvidia opened at a record high thanks to Jensen Huang upbeat presentation at the Consumer show in Las Vegas last night. He debuted a range of products that I found fascinating. He talked about robots, self-driving cars and of course, chips.
Nvidia debuted their newest and most powerful Blackwell-based chips, GB10 and GB200. They also talked about a new ‘AI personal supercomputer’ aimed at researchers and students. This new computer will have their latest Blackwell chip, which will be available in May this year for around $3000.
Huang talked about their new COSMOS platform which developers’ can use for free to train their robots and self-driving cars by stimulating real life possibilities in virtual situations which of course is safer and less costly.
Nvidia also announced a partnership with Toyota who will be using Nvidia hardware and software on their next generation of autonomous vehicles. Nvidia believe that the first multi-trillion robotic industry will Autonomous driving, which I think will be the case.
I like that all these products are expanding the use of Nvidia AI chips. We all know that Nvidia’s big clients such as Microsoft and Amazon are developing their own in house chips and at some point in the future Nvidia’s market share will come down. However last night's performance shows that Nvidia is very aware of this and is continuing to push the AI frontier in search for new markets.
Thanks Lena
07/01/2025... Show More
Thanks for all your efforts. Of course keep steady in your strategy! I m keeping also a little of cash aside to buy in a deep, or add to your copy, if and when it happens. Checking bonds inversion curve, unemployment rate and all the other “bear” indications that for sure you know better than me 🙂.... Show More
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