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Simon Sapsford

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On Friday File: NVIDIA Amazes Again
Posted on September 11, 2023

TSMC Candidly Explains Why It Can't Keep Up With NVIDIA's Red Hot AI Chip Demand | HotHardware https://hothardware.com/news/why-tsmc-cant-keep-up[...]

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On Friday File: NVIDIA Amazes Again
Posted on August 30, 2023

https://www.extremetech.com/computing/apple-reportedly-buying-all-of-tsmc-3nm-wafers-for-2023-thanks-to-intel more complexity.[...]

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On Friday File: NVIDIA Amazes Again
Posted on August 29, 2023

Sorry rushing a comment in when I didn't have time and not enough depth plus many typos, 17.3% not 1.3%. It isn't all of $TSMC capacity but rather the capacity and growth for the AI chips. Present Nvidia A100 GPU is 7nm tech as is Googles TPU. Apple uses[...]

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On Friday File: NVIDIA Amazes Again
Posted on August 28, 2023

I have sold 50% of my holdings and have a limtit to sell another 25% at $600. I also have buys in at $275 and $185. I'm expecting a rollercoaster. $NVDA is projecting annualized growth of 23.5% from now through 2030 and that sounds really good except...[...]

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On Friday File: Advertising, Payments and Ammonia
Posted on August 18, 2023

Travis given the recent price movement on a very sound company are you investigating $ADYEY? #ADYEY[...]

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On Fool pitches "OUR $523,111 BET"
Posted on January 23, 2023

What does $SFIX have to do with $ANET? IMO $SFIX is a turd but $ANET is a solid company that has doubled my money and I expect it to do at least that again in the next 3-7 years. I'm ok with you being disillusioned with the Motley FOOL but that in itself[...]

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On "This Stock LOVES the Fed Rate Hikes" -- what's Melvin's "The Perfect Dividend Stock?"
Posted on September 27, 2022

Buying banks is always about buying the dips and holding till someone buys them as they grow for me. They are cyclical but pay dividends. I like little banks that I buy on dips so they pay me decent yields on original funds, give me decent bounce back re[...]

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On De-teasing Tilson's "America's Next Big Monopoly"
Posted on April 13, 2022

Travis you are correct and when the dividend returns to PCG the shares will jump. Also lost in the noise is the process capped future payouts for each future fire event so the downside limit has been capped.[...]

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On Microblog: Lockbox strategy
Posted on March 23, 2022

Travis, I am curious that the lockbox has not had some significant adds in the last month. ( positions left and nothing looks attractive to you to lock up? I would have thought for the time frame you are looking at there would be several good possibiliti[...]

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On Microblog: Is Soluna Holdings investible in your opinion $SLNH
Posted on March 3, 2022

I have spent quite a bit of time on it and feel like the numbers work in their favor and the investors. Their goal is to scale quickly and they look to be a cash machine. Around here there is lots of unsold hydro potential and utility grade solar going i[...]

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On Fool's Microcap pitched as "Like buying Amazon in 1997" -- Thinkolator says it's...
Posted on February 28, 2022

Sell a minimum of one half...[...]

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On Microblog: Too Many Stocks!
Posted on January 11, 2022

Personally there is nothing wrong with owning that many companies if you have your own conviction in the long term execution of the company and the commensurate return of the stock. If you have "borrowed" conviction from MF or Travis I would suggest that [...]

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On Friday File: Money Flows to Data Centers
Posted on November 22, 2021

" Buying one share of a $150 stock is no different than buying 100 shares of a $1.50 stock." I'd argue it is probably better as I feel like there are more failures in very low cost shares.[...]

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On Microblog: Travis book recomendation
Posted on November 10, 2021

I felt like "The Psychology of Money" by Morgan Housel was one of the best non-Investing books that has help me coalesce my personal Investment Policy Statement.[...]

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On Friday File: Tax Loss Season Begins, a Look at Toast, and more...
Posted on October 5, 2021

These type of "go with your gut" filters of what I am investing in has made me so much happier and much more likely to do well. There are companies that I generally feel have moved the world forward but I have issues with some aspects of their entirety.[...]

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On Microblog: Stop Losses
Posted on September 15, 2021

Selling is the hardest part of investing and the greatest way to remove long term profits. If you are new to investing and feel the need to "protect" gains then I find that stop losses are usually a trap. As Travis said in whole market turn downs (1999, 2[...]

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On Friday File: Doc'n the Box
Posted on September 14, 2021

Added to it early today as I am all about Savneet. He is very strategic and this will be utilized well.[...]

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On Stansberry's "Venture #73 -- The Pentagon's Chipmaker"
Posted on August 26, 2021

The foundry that is SKYT was one of those failed ventures that went private, then was sold to Cypress at a huge loss for $30M then Cypress invested in it and spun it off public with a $500M market cap now up to $1.1B. This article, https://www.asahi.com/a[...]

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On Friday File: AdTech to the Lock Box
Posted on June 14, 2021

I would love to see CHWY buy out TRUP and increase the scope of services they can offer. Feed them, clothe them, insure them.[...]

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On Friday File: AdTech to the Lock Box
Posted on June 14, 2021

As evidenced similarly by PUBM up 8% today on no news unless you have become a market driver Travis ;-). I feel like there is a huge difference between volatility and direction. The direction of a stock up or down determines what will happen to the inv[...]

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