The Monthly Compounder

$NVIDIA CEO Jensen Huang admits to infidelity following revelations of a relationship with a suspected Chinese spy. The US Secretary of State warned the Trump administration, and the board is launching an independent investigation.

Maybe around 1254 times, just wondering how many it will be when the bourses hit -50%. Which will happen btw. Do you think people say this becasue they have too much leverage ?

Big news for $AAPL if true. John Ternus taking the lead on pushing AI forward shows how urgent this has become for them. How fast do you think Craig Federighi can deliver?

Important to be O-bjective :) Assuming you are long?

$NVDA because $META depends on Nvidia from here. The C stock trick said it all, and Nvidia buying.... What a mess!

You are thinking the biggest possibility to profit from here? or soon?

Are you rich? Jim thinks for a bit and answers "You know what? I define rich as if you get more money, it won't change your life. Then you are rich."

I reckon we will see some retracement soon. And then the Excel sheets have to do the work. Most investors see opportunities now, don’t you think?

Because they realized it couldn’t B-erks-hire proper tech analysts.

Yikes! Sounds like leverage gone wrong?

Thanks to the recent market correction, $NVDA trailing P/E ratio has compressed to around 23.6x. This is remarkably reasonable for a business projecting 70% revenue growth. Are you in?

Way too high because of oil and gas, what about your YTD? Happy? :)

Pharma is to much high risk high reward for me :) Do you have any top picks?

Bank of America is warning clients about a market collapse because margin debt growth plunged from 53.7% to 31.4% in September. They claim 2000, 2007, and 2021 prove this is the absolute top. Once again, another giant trying to predict the next crash. Having invested through dot-com, the financial crisis, the oil crisis, and Covid, I lost count of how many corrections I have seen. This is just retrospective data-fitting to stay relevant. I filter it out. My 20-year plan is simple, always be structurally ready for a crash, but never bet money or alter positions based on predictions of what happens in 1 week, 1 month, or 6 months. Compounding requires ignoring the casino noise. Do you think margin debt is a reliable crash indicator, or just more noise? How do you prepare your portfolio for the unknown unknowns?

I am pretty sure I have read that 15% do better than indeks over time. True?

It often takes just 19 days for fear to climb to the top but over 100 days before the market calms down again. Do investors underestimate how long it takes for the market to calm down again?

Always under construction, I have stopped paying for it because of this. Do you pay for it?

I reckon finance and IT will be on top. What do you think?

Good idea, I reckon we will see a beat of consensus.

This war will take years to end. Do you think the war will end soon?