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Behind the delay in Blackwell's shipments: Nvidia and Taiwan Semiconductor were exposed to "internal strife", one side blamed packaging technology, the other side claimed to be forced to rush.
Some nvidia engineers believe that the issues with the Blackwell chip partly stem from design flaws, while others think they are due to Taiwan Semiconductor's use of new technology to package different chips; Taiwan Semiconductor employees feel that nvidia rushed the production process and did not leave enough time to address the problems; when shareholders came to inquire about the delayed shipment of Blackwell, Taiwan Semiconductor's investor relations department shifted the blame to nvidia. Although these issues are not enough to impact the nearly thirty years of cooperation between the two companies, they highlight that while the AI business is profitable, the pressure that nvidia places on Taiwan Semiconductor is increasing.
Tech giants' financial reporting season is coming again, and this time the focus is still on: nvidia and capital expenditures.
Analysts believe that considering the expensive stock price and the high base of the same period last year, nvidia's Q3 performance may "face challenges", investors closely watching its AI investment and Blackwell chip situation; On the capital expenditure side, Wall Street generally expects it to continue to surge, but still bullish on AI potential.
Options Market Statistics: United Airlines Stock Soars After Earnings Beat; Options Pop
Legendary investor Drew Miller regrets selling nvidia, calling it a "major mistake".
Billionaire investor Drew Miller said on Wednesday that his decision to sell nvidia stocks earlier this year was a "significant mistake". He also mentioned that nvidia is a great company, and if the stock price falls, he will participate again.
Apple's car-making project failed, directly benefiting BYD Company Limited? It is rumored that they have been secretly collaborating for six years, developing long-range electric vehicle batteries.
According to the media, ten years ago, BYD Company Limited engineers showed Apple executives an early version of blade batteries, planting the seeds of cooperation, and the cooperative research and development laid the foundation for BYD's current vehicle battery technology; Apple does not own any technology currently used in blade batteries; Before cooperating with BYD, Apple had invested millions of dollars in battery pack design and engineering.
U.S. stock market closing: all three major indexes rose collectively, with the Chinese concept stock index up nearly 1%.
1. China concept stocks varied, nasdaq china golden dragon index rose by 0.93%; 2. Airbus plans to cut 2,500 jobs in defense and aerospace departments; 3. General Motors invests $0.625 billion in a top lithium project in the USA; 4. E-mini russell 2000 index has reached its highest level in nearly three years.
Coach Donnie OP : Some ‘do’s’ and ‘don’t’s’:
Do:
- Read, study, listen and learn daily. Information is power, use it to advantage.
- Ask questions! It’s silly to be shy, there are eight billion of us, and we are ALL learning.
- Buy ETFs at least 80% of your portfolio (like SPLG FTEC FHLC FSKAX VOO VGT). You don’t have to be the expert with ETFs.
- Build a base in shares through DCA or an allotment strategy using income (perhaps to weight more on equities that are down in a given moment). DCA is recommended.
- Whether growth or value, invest in that which has promise of greater comparative returns.
Growth is recommended unless you’re at retirement enjoyment protection phase.
- Know yourself. Focus on strengths and mitigate weakness, be who you are.
Don’t:
- Buy individual stocks only, especially if you don’t know what you’re doing. Hedge your bet with ETFs, Real Estate when the Cash on Cash return makes sense, Gold and Silver, Businesses, other assets.
- Overleverage, Overbuy, Overtrade. Only make a move based strong conviction.
- Forget that there is always an opportunity.
- Blindly follow others. Getting ideas is great, be sure to conduct your own due diligence as well.
- Be afraid to ‘lose’ sometimes. That is part of this exercise; accept that and move on.
- Overleverage. Stay within a safe zone and build over time.
Happy investing
Coach Donnie OP : Money is a Wicked Master, but a Faithful Servant…
Master Money don’t let it master you
Don’t let the market chew you up and spit you out.
• Make sure you have your portfolio diversified you’re not just ALL IN on NVDA or any one stock
• Markets go up and down
Either way we’re good
• Long term investors benefit from ups and downs
Downs: everything is on sale - buy the dip but only on solid assets
Ups: assets appreciate aka rally
• 80% in ETFs like SPLG FTEC FHLC FSKAX VOO
• 20% in individual stocks that are doing well ANNUALLY
Earning 7-10% on average is good
Earning 10-20% or more per year is great
If an asset isn’t earning at LEAST 7-10% year - which we only know after a year - why keep it
* Do what’s best for you at the end of the day.
ETFs
Stocks
Real Estate
Real Estate for Cash /
Rental Properties
Businesses
Physical Gold and Silver
Art
All have Cycles
When we understand the cycles we can enjoy the journey more
We can buy the dips and unplug (or do nothing) when there’s downtrends, dark pool market manipulations, sell offs etc
We can also enjoy the upswings without getting caught up in FOMO and succumbing to the pressure of buying stuff at All Time Highs
Gotta enjoy yourself otherwise the market is more stressful than a job
Mindset produces Assets:
Enjoy the journey smile laugh this is as much about us Becoming Better as it is about Asset Accumulation.
#CoachDonnie
Many of us need
An S&P 500 ETF that represents the Best of Broader Market
Like SPLG (VOO)
& an ETF like FTEC (VGT)
FHLC (health) FSKAX (total market)
Don’t have to be an Individual Stock Expert
They can’t manipulate those
Don't gotta be extreme just consistent
Happy investing
Coach Donnie OP : Money is a Wicked Master, but a Faithful Servant…
Master Money don’t let it master you
Don’t let the market chew you up and spit you out.
• Make sure you have your portfolio diversified you’re not just ALL IN on NVDA or any one stock
• Markets go up and down
Either way we’re good
• Long term investors benefit from ups and downs
Downs: everything is on sale - buy the dip but only on solid assets
Ups: assets appreciate aka rally
• 80% in ETFs like SPLG FTEC FHLC FSKAX VOO
• 20% in individual stocks that are doing well ANNUALLY
Earning 7-10% on average is good
Earning 10-20% or more per year is great
If an asset isn’t earning at LEAST 7-10% year - which we only know after a year - why keep it
* Do what’s best for you at the end of the day.
ETFs
Stocks
Real Estate
Real Estate for Cash /
Rental Properties
Businesses
Physical Gold and Silver
Art
All have Cycles
When we understand the cycles we can enjoy the journey more
We can buy the dips and unplug (or do nothing) when there’s downtrends, dark pool market manipulations, sell offs etc
We can also enjoy the upswings without getting caught up in FOMO and succumbing to the pressure of buying stuff at All Time Highs
Gotta enjoy yourself otherwise the market is more stressful than a job
Mindset produces Assets:
Enjoy the journey smile laugh this is as much about us Becoming Better as it is about Asset Accumulation.
#CoachDonnie
Many of us need
An S&P 500 ETF that represents the Best of Broader Market
Like SPLG (VOO)
& an ETF like FTEC (VGT)
FHLC (health) FSKAX (total market)
Don’t have to be an Individual Stock Expert
They can’t manipulate those
Don't gotta be extreme just consistent
Happy investing
Coach Donnie OP : SCARED MONEY DONT MAKE NO MONEY
They the 1% DRIVE GREAT COMPANIES DOWN using propaganda slander law suits etc
To make the 99% fearful so we sell
THEN they (The Culture Vultures) SWOOP IN BUY EVERYTHING AT A DISCOUNT & RUN IT BACK UP to MAKE THEIR WEALTH
KEEP YOUR RESOLVE
KEEP BUYING
STAY LONG
IN THE RED: WHEN THE MARKET OR STOCKS ARE GOING DOWN
IN THE BLACK/GREEN: WHEN THE MARKET IS GOING UP
BE GREEDY WHEN OTHERS ARE FEARFUL BE FEARFUL WHEN OTHERS ARE GREEDY
WE BUILD OUR WEALTH IN THE RED - WHEN THE MASSES ARE SCARED - WE COLLECT OUR WEALTH IN THE GREEN
#AssetAppreciation
#GenerationalWealth
#NoteToSelf #AppliesToUsAll
Coach Donnie OP : Propaganda is linked with Dark Pools and Market Manipulation
Remember that.
They don’t want you to win so they control you with fear and make you think it’s logic
Remember that
We’re not Gamblers
We’re Investors, Asset Accumulators…
Too many are focused on tiny short term swings, feelings, fears, FUD, FOMO & market manipulation.
All you need to do is accumulate shares of quality solid companies and let TIME do its thing.
Example:
when NVDA is 200+ all that matters is how many shares you have. whether you paid 95 or 105 doesn't really matter
This applies to all Long Term Assets that Bring 10-25% a year or more ROI & CAGR
THINK LONG TERM.
#CoachDonnie #AssetAccumulation #AssetAppreciation
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