The Rokslide Stock Traders Thread

[eddielasvegas]

All is right with the AI World now that NVDA had a really good quarter.


Eddie

 

[signing off]

All is right with the AI World now that NVDA had a really good quarter.


Eddie

58 BILLION! For a QUARTER!!
Your comment sounds so weird when you put the money to it. Just a huge mountain of dollars.

 

[texag10]

Stock since birth or close to it. My grandad dabbled in the markets and got all of us kids some sort of stocks.
I'm 57
I don't remember him saying he got a cut, just a "small fee" plus gains which I take as a tax.

According to Ed Jones' commission schedule, you'd pay 1.5% + $80 for a 15k transaction, which is robbery.

 

[pirogue]

I do things a little differently than you guys putting your trust in Bitcoin.....though you have probably outperformed my stuff.

I research the industries and companies where I put my money. It's not that hard with the info available from Morningstar and such provided by Schwab and others. Then there are other sources....and I'm not talking the hack Jim Cramer.

My biggest holding is Taiwan Semi. It didn't start that way but has grown into it, so I periodically check their conf calls and industry analysis. I'm not selling...and if it wasn't my largest holding, I would be DCA'ing into it. Heres an example of info on not just the semi industry and TSMC but also what the future holds. As a side note, I'm happy that we have an administration that is promoting these businesses in the US.

Edit; I've owned TSM for a long time but off and on. I sold it during the beginning of the Biden admin as I thought there was some risk of China invading Taiwan- gotta consider risk in these investments. I bought it back right before the election. FWIW, now I think that invasion risk is low- plus TSMC is producing chips in AZ which helps reduce that risk.

I found it odd in that report today, that although TSM is now producing chips in AZ, they have to be sent to Taiwan for packaging. Is that the real scoop?

 

[LFC911]

All is right with the AI World now that NVDA had a really good quarter.


Eddie

I am wondering what kind of bump it will give the stock and the rest of the segment tomorrow? We own about $24k of the stock and have been in the red since we purchased it in Oct.

 

[pirogue]

I found it odd in that report today, that although TSM is now producing chips in AZ, they have to be sent to Taiwan for packaging. Is that the real scoop?

Maybe it was just the Blackwell chips. Here is quote:
“Nvidia last month said it produced its first "Blackwell" AI chips at Taiwan Semiconductor Manufacturing Co's (2330.TW) Arizona factory but before those chips can be sold, they must be shipped to Taiwan for an advanced packaging process.”