$NVIDIA (NVDA.US)$ I think Project Digit was the most impressive part for me in his CES 2025 presentation.

$US Treasury Bond 1.25% 15/05/2050 (US912810SN90.BD)$ does anyone even trade US Treasuries here?

$Quantum (QMCO.US)$ I am not persuaded. The market is irrational with respect to this stock. We are barely into an MVP for Quantum Computing. This is unexamined madness.

$Super Micro Computer (SMCI.US)$ how is everyone so certain that the Salesforce bookings are not wildly overly stated or just plain wrong?

$Intel (INTC.US)$ let me explain why I have taken a position in Intel. It’s not because they are the same innovative company of their past but because they are vying to be the foundry of America. At some point, Geopolitics will become so unstable, there will be national mandates to shift logic manufacturing away from Taiwan. Intel will be the go-to destination for North American manufacturing. At this point, Intel will then become like $Boeing (BA.US)$. A nation...