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The AI Revolution continues to gain steam. For those that missed it, Jenson Huang — the CEO of NVIDIA (NVDA) — delivered an extremely impressive keynote address at NVIDIA’s GTC (which stands for GPU Technology Conference, in other words, its an acronym of an acronym) on Monday.
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This compounding effect is why we continue to invest in Revolutionary Technologies like AI, Semiconductors, Autonomous Vehicles, the Cloud, etc.
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The AI Revolution is here, and just getting started. We are in the first innings of what will be one of the biggest technological shifts in history. Our best example of a technological Revolution of this scale is probably The Internet Revolution that took place in the late 1990s and early 2000s.
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Here is Part 4 of the list of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. The ratings for each stock go from 1 to 10, 1 being “Get out of this position now!” and 10 being “Sell
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This is a relatively small-cap stock and it is close to all-time highs, so we are not loading up on it just yet, but we are excited about this Revolutionary biotech company that we think has the potential to be a very high gross margin, multi-billion dollar revenue business in just a few years.
Positions
Here is Part 3 of the list of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. The ratings for each stock go from 1 to 10, 1 being “Get out of this position now!” and 10 being “Sell
Trade Alert
Here’s the transcript from today’s Live Q&A Chat. Note a few of the minor trade alerts below in BOLD. Check out this clip of my appearance on Fox Business last week with my good friend Charles Payne talking about inflation, Nvidia and our new book, The
CodyArchives
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$NVDA - Nvidia’s has been unstoppable for the last year.
Positions
With fourth quarter 2023 earnings reports from our portfolio companies pretty much done, it’s time to update our Latest Positions. Here is Part 1 of the list of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. (By
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We compared our valuation estimates to those of other notable Tesla bulls like Ron Baron — billionaire fund manager — and Cathie Wood, CEO/CIO of ARK Invest. Ron Baron thinks that Tesla will get to a $4 trillion market cap within a decade, we think he's aiming too low!