Intel Research Call
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$NVDA
Reader Mailbag – Growth in AI Usage
I got a great question from “M” this morning. Copying his question and my reply here. Let me know what you think at IR@DeepKnowledgeInvesting.com or feel free to post your thoughts in the comments to this piece. From “M” First, you’re really putting out great stuff, and obviously, the input behind it is extensive and … Read more
5 Things to Know in Investing This Week – The Nvidia PC Issue
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Nvidia Strikes
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Research Calls in the Semiconductor Space
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5 Things to Know in Investing This Week – The Warsh is Trapped Issue
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Intel, Semiconductors, and OpenAI – What if I’m Wrong?
I started buying Intel in the mid-$30s in November. I bought more in the $40s and the $50s over the next few months. I sold a little bit in the $60s, a little more in the mid-$80s, and last week, I sold more in the mid-$120s (just under $127). The reason for the sales is … Read more
Portfolio Update
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Intel ($INTC) – Important Update
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5 Things to Know in Investing This Week – The Strait Goes Viral Issue
After a year-long travel adventure, I’ve returned from Tokyo to New York. I expect to be in the NYC/CT area for the next month or so. I intend to re-rent out my house and then depart for another year of living and working in different countries. This life suits me. I’ll publish an update at … Read more
