Nvidia Stock (NVDA)

It’s been a while since I provided an update on CNN’s (mine) Fear & Greed Index. So, let’s do it! The headline number of 38 is 11 points off the low of 27 set on 9/16. The stock market is up a bit in that time, too, but are we feeling less fearful? The stocks …

Check this out. Most readers probably already know that I have been very positive on both Advanced Micro Devices ($AMD) and Intel ($INTC). AMD literally for years and INTC for this year at least. Most readers likely also know that I remain long Nvidia ($NVDA), but don’t write on it very often. Looking at The Sarge-folio, AMD is …

One argument left out in the latest self-regulatory frenzy is it is not just what the technology can do, the bigger issue may be the who can access the technology. Right now, the who is everyone, including adversarial parties. The modern AI datacenter has over 200-times the compute power as the fastest supercomputer, Fugaku, did, …

* And now, somehow, it looks like Leopold “Slim Shady” Aschenbrenner is back … I cannot help but chime in on the latest “AI will end the world” issue, and Anthropic’s and OpenAI’s attempt to turn this into a competitive moat and monopoly for themselves by regulating the competition (Open Source) into irrelevance. It is interesting how quickly …

Over at the Pro Portfolio we’ve been long the shares of the First Trust Nasdaq Cybersecurity ETF ($CIBR) since May 2022 when the shares were trading just under $41. Over time, we’ve build up the position size given our thinking that cyberattacks are the dark side of our increasingly connected, digital world and the more …