In that case, I offer my apologies to all and admit that I was foolish with this decision and didn't confirm what my accountant told me... probably mostly because it was a small position, though that's not much of an excuse. Sorry if I misled anyone by [...]

I do t think human culture really changes that fast, but I could always be wrong.[...]

Nope. If you don't want to do research and follow stocks and make decisions, it's extremely easy (and probably better) to just buy diversified index funds. Which is a perfectly rational choice, not everyone wants to have the same hobby.[...]

Interesting... Luka Lango had a similar tout a few weeks back: https://www.stockgumshoe.com/reviews/luke-langos-innovation-investor/de-tease-lango-sez-buy-before-june-30-to-profit-from-musks-project-apollo-what-is-it/[...]

Probably so -- we covered their "next Mag 7" pitch in March, and CRWD was similarly discussed at th[...]

Quite true (and I owned SAND before then, and still own it now, they shot themselves in the foot a few ways over the past five years).[...]

Could be, there will definitely be some big losers in that portfolio, particularly among the stocks that I bought in 2021 (though the most recent one is also doing poorly, with a bad earnings release very soon after I bought it). I generally intend to che[...]

People do love stock splits, even though there's not as much point to them as there was 20-30 years ago.It will, at least, make options trading a little easier for NVDA, given the lower cost of 100-share lots... so bring out the gamblers and the hedgers.[...]

Sounds like perplexity.ai read my article... :)[...]

The industry definitely goes through cycles, and I set my buy prices (and asset allocation) at levels where I'm willing to own for a long time with my current outlook. That's why my positions in WRB and KNSL are relatively small.We're probably closer to[...]

Glad you find it useful, thank you![...]

Beats me, but those parent awards are vastly larger than they've been reporting in revenue over the past few years. The latest award in the Micron trial is about as large as their market cap.Don't know anything else about them, or whether their patent[...]

Sounds like it might be a repeat of the one I covered here: https://www.stockgumshoe.com/reviews/paradigm-mastermind-group/whats-altuchers-nvidia-backdoor-company-big-news-coming-on-march-21/[...]

I don't pretend to be able to predict the weather... but I know Markel and Nephila were studying the same kind of data before NOAA released their prediction.In general, bad catastrophe years bring higher rates to absorb those losses, and it works out f[...]

He has pitched a few, but most of his ads have pointed at Palantir (PLTR) over the past 18 months.[...]

Thanks Peter![...]

I would guess that in any objective, long-term study the answer would be that letting your winners run is the best answer, on average. Water the flowers, pull the weeds.But we're not studies, we're human beings, so we need to establish whatever guard[...]

I've never owned Microsoft, sadly, so I'm mostly being bitter when I say that I think it's too expensive, given the growth rate.But Microsoft, Amazon and Alphabet are the likely winners of almost any big technology shift, given their current dominance,[...]

Don't remember ever really looking into either of those, what makes them stand apart?[...]

Looks like NVDA has endorsed the notion that AI spending is still growing fast. I guess beating estimates by 10% is "table stakes" when you're as richly valued as NVDA, so it's up only a little... but their 10:1 stock split will probably get some folks e[...]