Stock Notes on : Defense of America, Tech stocks and Karma, ying yangs and Gold - (update 2/4/25)

 

 

 Market Talk

These are fast moving times.  One day a company is a pillar of Wall Street financial confidence, the next day something happens to make it a sudden stock that has people trampling on the way out.  Jensen Huang, Nvidia ceo , crashed the quantum stocks with him stating they are 20 years off.  That was like yelling fire in a movie movie house to traders/ investors of Quantum.  Today, some pundits are now taking a counter view of not so fast to dismiss quantum and perhaps Jensen is more likely protecting his turf of high powered and expensive Nvidia GPU processors

Then suddenly -  China's DeepSeek open-sourced their Large Language Model (LLM) with the argument that it supposedly reduces the very need for such high powered processors.  Yes indeed, Nvidia lost over $ 500 BILLION in market cap.  Did Jensen bring on what some may view as a "karmic ying- yang" to perceived demand of expensive Blackwell GPU processors?

Some pundits are countering with the AI centers will still need gads of processors, but perhaps not the latest expensive ones.  And what about memory chips?  They still need memory, so perhaps the makers of DRAM chips got punished a bit too much? Some of the large cap outfits like Microsoft are rethinking their expense budgets for AI data centers.  Perhaps the market is in a wait and see mode on some of the tech stocks as to earnings impact.

 So where do we stand and is the the dust settling?

In the few days since, the stocks are trying to comeback, including NVDA.  But the impact of better, faster and possibly cheaper notions of AI services are still being absorbed. However, some tech stocks are starting to rebound with mixed sentiments on various notions of the future.

At the end of every post here at the Jones report, the note about seeing how our views match up to the reality of the time.  Recent events show how fast things can change in a world where everything is relative to everything else in value.

What action YOU may take is up to YOU.  Here are a few more Stock notes from the desk of Spider J. Jones - (and pay no attention to the man behind the curtain...)

 

 Stock Talk

Kratos Defense & Security Solutions, Inc. (KTOS)

The need for a strong defense requires constant vigilance in America. Before reading further, be aware that some cold hard truths here may be disturbing. In some areas, America is behind our adversaries in the defense department.  Both China and Russia have the edge in hypersonic missiles.  This presents a potential dangerous situation in the balance of power that has kept the world from mutually assured destruction. When one crazy regime gets a notion they can take us out faster than we can likewise respond, it opens the door to a sneak attack.

Chinese hypersonic missiles can come in from the edge of outer space at 2 Miles Per SECOND. 

KTOS is smaller in size, not as well known as some of the big companies they work with - But,  KTOS is a key player in helping America stay safe in various areas of development.  Ranging from working as the lead on hypersonic test beds, rockets, subsonic and even stealth drones, autonomous travel, AI, 3 D printing, seamless satellite communications and integration of missile defense systems.  Some of the recent contract awards point to staying the course with KTOS. The need for Defense requires  constant vigilance in America.

The current view here remains:  some KTOS over time in a $ cost average mode. For us little people - Keep it simple, five or ten shares here and there.

 

Update: Another KTOS drone UTAP- 22 an interesting one to run some dd on.  It can carry a payload like the Mako series hypersonic missiles under development with Lockheed Martin.

 

Kinross Gold Corp (KGC) : Gold mining with steady earnings and a divy too.

Permian Resources (PR): With easing of past natural gas restrictions, a new renaissance back to cleaner and reliable energy that nat gas brings.  PR with Oil and Natural gas co in the Permian basin of America. Drill baby drill staying the course with some PR.

Altria Group, Inc (MO) :  Steady earnings and a near 8% high dividend to reinvest. The recent earnings report beat estimates with a buyback in process. There was a recent court decision that could adversely impact their importing of NJOY devices.  However an updated ACE-2 vape is in development and planned for manufacture in the US places  such as Richmond VA.   The view here is to hold some MO and watch developments.

Quantum stocks:   QBTS, RGTI, QUBT 

The ying-yang that Jensen of NVDA threw on the quantum world may have been overdone according to some pundits. These remain speculative. If trying to trade it may be more QBTS shares at half the sp, with some RGTI and QUBT as a side dish. BUT these are spec stocks to us little people, so NOT too much of any portfolio.  The Jones view is trading stocks and as "a trade" ?  who knows? the market will do what it will do- caution to the brave or fools depending on your own risk tolerance.

Update:  Watch BBAI

The AI company PLTR  made 20 cents eps and popped over $100.  This seems to have ignited more interest into BBAI in the $4's.   BBAI is not yet profitable, but the speculative nature of it maybe turning a profit with the recent government contracts is gaining market interest.  One wonders if BBAI is becoming a "meme" stock.  Some say that PLTR is a meme stock.  whatever!  It is what it is.   Take it for whatever may come - sometimes stocks go up just because relative to others, they appear to be in the sweet spot.  But the other side of a good run higher is insider trading, shorts and reality of actual earnings.  All in all?  BBAI seems like something to watch in the "spec stock" category, eg "a not too much stock", if any - pending your own risk tolerance.

Dry Powder. Maintain some dry powder.

 _________________

  If you dare ... Stay tuned and aware  ....

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

China's DeepSeek LLM's threw cold water on some Tech stocks - yet others may be warm.

 

 

 Market Talk

 

Well folks, the signs were coming of a market correction in some of the high flyers.  Here at the Jones Report , the mode has been stay circumspect.  The other day, China by making a Large Language Model (LLM) available - threw cold water on the prevailing thesis that AI requires entirely new power plants dedicated to drive AI data centers.  Further, it tossed the notion on the table that high powered and expensive GPU's running in the data centers may not be needed as much as previously thought.  The market responded by punishing tech stocks fueled by the perception that  AI energy and processing needs can be reduced by more efficient deep learning LLMs software such as what China's DeepSeek is now making available .

There are a few cautions on using China's DeepSeek App.  One is that it relies on data within the Chinese internet ecosystem with their official government sources. However, the specific new LLM techniques advanced by intense Chinese government investment are appearing as a breakthrough.   The result was that American based companies, like Nvidia and Micron got a hard dose of cold water thrown on them as  their stocks took a very hard hit.  

In the few days since, the stocks are trying to comeback.  But the impact of better, faster, cheaper notions of AI services are still being absorbed.

For now, eyebrows are being raised by analysts, traders and investors in stocks.  Some stocks may yet be priced to perfection.

At the end of every post here at the Jones report, the note about seeing how our views match up to the reality of the time.  Recent events show how fast things can change in a world where everything is relative to everything else in value.

What action YOU may take is up to YOU.  As a few notes:

From a trader view-  sometimes it's right to lighten up in some stocks while the dust settles. Sometimes it's right to add on the dips of the stocks that are in the right spot of growing fundamentals  as well as sustainable growth.

From an investor view, sometimes it's right to just sit tight and do nothing.  However a trader would tell the investor a long can turn into a "good trade -gone bad".   A long would retort - "just wait - and look what the market has done over time".  To that all we will say is- it depends.  On Just WHAT, Spider J Jones? - you may be asking. The answer may be again - "It depends". and THAT is up to us to try to figure out.  Are we having fun yet?

and, there is NOTHING wrong with conserving some dry powder in times of serious uncertainty. 

 

 Stock Talk

While sometimes it seems like "risk off" in certain spec stocks , there are a few stocks here we hold some:

 Kratos Receives $1.45B MACH-TB 2.0 Contract

https://finance.yahoo.com/news/kratos-receives-1-45b-mach-130000098.html

  Stocks we stay the course in some.

Kratos Defense & Security Solutions, Inc. (KTOS)

KTOS was recently selected as the lead prime on a hypersonic test bed.  Subsequently,  a $34.8 M contract was awarded to continue mission integration and testing of KTOS drones to help maintain the balance of power with adversaries.

 

 

 

  The conviction level on  KTOS remains. 

 

Kinross Gold Corp (KGC) : Gold mining with steady earnings and a divy too.

Permian Resources (PR): With easing of past natural gas restrictions, a new renaissance back to cleaner and reliable energy that nat gas brings.  PR with Oil and Natural gas co in the Permian basin of America. Drill baby drill staying the course with some PR.

Altria Group, Inc (MO) :  Steady earnings and a near 8% high dividend to reinvest.

_________________

  If you dare ... Stay tuned and aware  ....

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

More reasons - WHY WE Watch ... KTOS ...

 

 

 

Stock Talk

Sometimes it helps to actually see some of the progress happening around one that just seems right for America in these times - KTOS.

Kratos Defense & Security Solutions, Inc.(KTOS)

The following is a video of the Kratos XQ-58S Valkyrie:

https://www.youtube.com/watch?v=N61wXSarjIk

 " potential multi-Billion mission "

  notable contender --

https://www.youtube.com/watch?v=HCjlokSzlKY

and wait ....   Next Gen Kratos "Thanatos Stealth" ..

 

https://www.youtube.com/watch?v=IQ0YbHzJW3E

 https://theaviationist.com/2024/12/13/kratos-thanatos-ucav-has-flown-for-the-first-time/

If you dare ... Stay tuned as the world turns and ... aware  ...

Pray for the new administration that President Trump brings to America and may God Bless America to be made great again with insightful and humane leadership with liberty and justice for all.

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

Trump kickstarts a NEW American Era - watching Defense with Jet class Drones and Rockets , "Stargate " AI needs MEMORY, Oil and Nat Gas , Gold and more

 

 

 

Stock Talk

Here are some "hot" stock symbols that look to be in the right sectors to possibly grow in the new era of the "golden age" that President Trump has inspired:

Kratos Defense & Security Solutions, Inc.(KTOS) 

In addition to the  recent $1.4 B prime contract in the highly needed hypersonic test bed, KTOS just landed an expanded $38.4 M contract involving integrating XQ-58A Valkyrie drones into the jet fighter task force.   KTOS is moving up on the Jones report conviction list.  The view here is KTOS has room for higher share levels into the 40's and 50's.

"SAN DIEGO, Jan. 21, 2025 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a Technology Company in Defense, National Security and Global Markets, announced today a $34,856,449 award modification to a previously awarded cost-plus-fixed-fee contract from the U.S. Marine Corps. The expanded scope is to support the XQ-58A Unmanned Aerial Systems mission systems and subsystems integration for the Marine Air-Ground Task Force Unmanned Aerial System Expeditionary (MUX) Tactical Aircraft (TACAIR)."

 

Rocket Lab USA, Inc. (RKLB)

 3D printing of rockets and engine components. There was a blurb on a recent mission where a RKLB carried a test payload into orbit where a test capsule is capable of re-entry at hypersonic re-entry.

"Like the first Pioneer spacecraft for Varda, the W-2 Pioneer is delivering critical mission functions for Varda’s 120kg capsule including power, communications, propulsion, and attitude control. Following the payload processing phase in orbit, Rocket Lab’s spacecraft will guide and position Varda’s capsule for deorbit, enabling a hypersonic re-entry and recovery at the Koonibba Test Range in South Australia, operated by Southern Launch.

The Pioneer spacecraft was designed, built, and tested at Rocket Lab’s Spacecraft Production Complex and headquarters in Long Beach, California. It integrates Rocket Lab’s vertically developed components and systems, including star trackers, propulsion systems, reaction wheels, solar panels, flight software, radios, composite structures, tanks, separation systems, and more."

As a note - RKLB's finances still lack earnings.  KTOS seems to be the long stock with momentum to continue a steady rise.  At same time, RKLB is capturing intense market interest.  The Jones report wonders if the above report in bold is catching on as a possible defensive way to counter growing hypersonic threats from our adversaries.  We've been behind for way too long.

Micron Technology, Inc. (MU) 

President Trump with Larry Ellison from Oracle and others announced a half $ trillion investment in "Stargate" AI data centers . These data centers will need memory, memory, memory for advanced AI functions.  MU is in the sweet spot to supply the memory chips needed to work in tandem with the AI processors to power the future.  MU is seen as undervalued by several analysts and pundits alike.  The recent notion that the PC sector has been sluggish, is being overcome by the coming need for DRAM at growing need for AI data centers.  MU may well see higher share price in a growing AI climate.  Short term traders may take a look at a 2X bull tracking issue of MU with symbol MULL. But it requires nimble watching, not too much vested, and a trading mindset to lock in gains and cut losses. MULL is about $22, whereas MU is about $109.  MULL is more of a daytrader issue on an MU bull run and a -get the heck out- on a bear swing.

D-Wave Quantum Inc. (QBTS)

Here at the Jones report, we've highlighted several quantum computing stocks. This has been a rewarding trade but is also a highly volatile sector with critics and shorts attacking the credence of the sector. Some have not yet sufficiently answered the short's claims.  The sector may be tradable - but "Jack be nimble with just some".  QBTS seems to have potential with a growing customer base using quantum services to help solve complex problems.

Kinross Gold Corporation (KGC) : Gold miner in Canada and Americas with steady earnings and a divy too.

Permian Resources Corporation (PR): looking forward to  easing natural gas restrictions.    Oil and Natural gas co in the Permian basin of America. Drill baby drill staying the course. Britain is running low of natural gas reserves!

MO : - paid the dividend.  It typically fades back some after the divy but as the next dividend date approaches, the stock may trend higher as long as earnings continue steady.  MO offers an 8.02% dividend at the current sp of $50.85.  MO is worthy of holding "some"  MO for "mo".

As a speculation note -- One penny spec stock to watch, under a buck a share:  ----   ONCY - Pancreatic cancer trial approved to expand.  stay tuned for more to come on a novel combination approach to tackle it. A poster presentation is planned at ASCO on January 24.  Perhaps some ONCY -  but "not too much".  Under a buck, it remains a pure speculation but many still are pondering - "what if".

 https://stockstowatch.blogspot.com/2024/12/a-yarn-about-thomas-edison-and-88-cent.html

Another  spec stock, BBAI , may have room as the AI sector grows but the lack of earnings remains a concern.

 

...  and Maintain dry powder for opportune times.

If you dare ... Stay tuned as the world turns and ... aware  ...

Pray for the new administration that President Trump brings to America and may God Bless America to be made great again with insightful and humane leadership with liberty and justice for all.

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

More Stock opining ... and KTOS looking stronger everyday...

 

Market Talk

Stocks go up, stocks go down, stocks go up  ....

Jack be nimble, Jack be quick , Jack jumped over the candle stick, Jack jumped high, Jack jumped low , Jack jumped over and burned his toe .

Pick you strategic poison. For example -- "trade stocks" or "go long" in some -  or mix and match strategy, as needed. Trading in an IRA can make things easier at tax time as long as you pay attention to have more greens than reds!   

Some stocks may be higher on your conviction list to hold through market and share price swings.  Other stocks share prices can swing about based on investor sentiment. For the first category it may pay to "schnitzel some " when you see a nice gain as Jim Cramer  likes to say. For some "long stocks" it can pay to buy even more in small portions as the company lives up to convictions.

One stock is moving higher on the conviction list:

KTOS,  seems stronger everyday .  The Jones way is to go long on KTOS.  The view here is KTOS has room for a lot higher sp into the 40's and 50's.

There will be more to say on the  above notions, but for now - here are some stocks that remain on the Jones conviction list .

KTOS   - contract after defense contract keeps rolling in. America's defense is on the line and KTOS is now front and center and primed to deliver.

KGC : Gold mining with steady earnings and a divy too.

PR : starting to "pop"?   on easing natural gas restrictions.    Oil and Natural gas co in the Permian basin of America. Drill baby drill staying the course. Britain is running out of natural gas!

 https://finance.yahoo.com/news/why-britain-running-gas-181640726.html

MO : - paid the dividend.  It typically fades back some after the divy but as the next dividend date approaches, the stock may trend higher as long as earnings continue steady.  MO offers an 8.02% dividend at the current sp of $50.85.  MO IS worthy of holding "some"  MO for "mo".

Two new stocks on the radar, close to LA. These two could play a big role in the recovery.  These are just watch stocks at the moment.

•  KB Home (KBH) : known for affordable, yet quality custom made stick built homes.  Just today posted an earnings blowout .

•  Champion Homes (SKY) : known for affordable high quality modular homes, RVs and quality trailer homes.
  

As a speculation note -- One penny spec stock to watch, under a buck a share:  ----   ONCY - Pancreatic cancer trial approved to expand.  stay tuned for more to come on a novel combination approach to tackle it. Perhaps some ONCY -  like a hundred or so shares may be a good buy, but "not too much" is suggested at this time.

 https://stockstowatch.blogspot.com/2024/12/a-yarn-about-thomas-edison-and-88-cent.html

...  and  Maintain dry powder for opportune times

As a final note for this post, the quantum stocks are very interesting and some real good gains have been made for those that stayed in tune to the sector as well as investor interest and sentiment.  Sometimes, it may be best to give yourself a break and step aside for awhile.  The Quantum stocks mentioned here, while having interesting prospects, are under more scrutiny to justify their share values. Some companies are answering the critics and others have not.  When this happens, sometimes the sidelines to just watch the games remotely without much vested interest may be the right move.

 If you dare ... Stay tuned and aware  ....

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

Is Market action a call for more caution on some spec stocks?

 

 

 Market Talk

 

Recently, there has been a trend where stocks move up in the morning, but as the day goes on they sell off on profit taking. Such market reactions could be a sign of a market correction coming.. Yes, the new administration may or may not offset whatever we may anticipate.  But, for now, eyebrows are being raised by analysts, traders and investors in stocks.  Some stocks may be priced to perfection as they sell off on good news.

At the end of every post here at the Jones report, the note about seeing how our views match up to the reality of the time.  As example, yesterday NVDA presented what seemed to be a bullish outlook on future product offerings involving AI, robots, and automation, data centers and coming AI cards for PCs.  Such notions "should have " catapulted NVDA into the next levels.  However, some analysts came up with the notion that new things may be "future".  But then opine on what is the "now" of it?  Thus, we see profit taking, sell the news, and analyst "hyper over think" suggesting to many - take the gain and hide.

It makes one wonder if the market is about to take a breather as traders and some investors hunker down to see how 2025 shapes up.

 Stock Talk

While sometimes it seems like "risk off" in certain spec stocks , there are a few stocks here we hold some:

 Kratos Receives $1.45B MACH-TB 2.0 Contract

https://finance.yahoo.com/news/kratos-receives-1-45b-mach-130000098.html

  Stocks we stay the course  in some.

MO ,  Steady earnings and a near 8% high dividend to reinvest.

KGC , Gold mining with steady earnings and a divy too. It's up today meaning a march to steady value.

PR,  starting to "pop"?   on easing natural gas restrictions.    Oil and Natural gas co in the Permian basin of America. Drill baby drill staying the course.

KTOS   - Just yesterday, KTOS  was selected as the lead prime  on a hypersonics test bed.  We anticipate a coming contract to deploy KTOS drones in a task force with US fighter jets to help maintain the balance of power with adversaries.

 Kratos Receives $1.45B MACH-TB 2.0 Prime Contract

 https://finance.yahoo.com/news/kratos-receives-1-45b-mach-130000098.htm

NVDA : long term stock, can be volatile.

 It seemed like NVDA should have surged into the $150's. It did indeed, for awhile. A brief awhile.  Then today, we see an NVDA sell off as some analysts opine that the products are the future, and not now.  Is this reaction typical of what may portend to overall  markets?

On other hand - Some spec stocks can get hit hard if they don't live up to their story.

some to watch, but a caution sign looms until they show positivity, after quite an amazing run on their story. They lack actual earnings though and are vulnerable to sell offs and short attacks.

QUBT, RGTI, QBTS, BBAI, ASPI

 Maintain dry powder for opportune times.

 If you dare ... Stay tuned and aware  ....

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

Green light on for KTOS - Prime $1.4 Billion to lead Hypersonics

 

 

 Stock Talk

 

Stock of the day: Kratos Defense & Security Solutions, Inc. (KTOS)

 

 Kratos Receives $1.45B MACH-TB 2.0 Contract Award

https://finance.yahoo.com/news/kratos-receives-1-45b-mach-130000098.html 

  KTOS : After today's announcement of the hypersonic prime contract, our buying of 5 or 10 shares in  a dollar cost average basis here seems like a good move.  America's defense capability to keep with our adversaries is in the balance.  KTOS is also developing military drone systems and satellite communication systems. It seems an important mission to produce drones that can accompany fighter jets in mission critical tasks.  Elon Musk on the doge team seems to think so.  The Jones view here is KTOS just made a huge step up in status as a defense contractor.  green light to add some more KTOS in the 20's in a continued $ cost average mode. Note: as investors start getting "the flick" that KTOS is the real deal stengthening the US defense capability,  the Jones view is higher share prices will follow.  The sleeping market has not yet waken up to major awareness of the need for American hypersonic defense and task force Fighter jet level drone development.  Here at the Jones report, we keep KTOS on the watch / buy some list  and suspect higher stock values into the 30's and 40's may be coming.

Another Stock of the day:   Nvidia (NVDA)

NVDA is in play as traders and investors return to what they believe is a stalwart of the AI world with their advanced GPU processors.  Here is one way to look at the NVDA situation.  The Blackwell is the code name for its next gen GPU architecture succeeding the Hopper architecture.  Previously, there were several reports such as in Reuters stating that NVDA Blackwell chips are over heating in field use.  There were reports of the way wafers are attached in parallel with a glue causing over heating.  On the other hand, reports say that data centers are adjusting to the over heating by cooling methods. Further, reports say the Blackwell demand remains high.

Exactly how this would affect Blackwell orders is seeming to NOT be an issue because demand still exceeds supply as a prevailing view.  Here, we stay reserved until earnings are actually reported.  However, earnings will not be out until later in February. 

It seems that Feb 26 is long enough away that for now - NVDA stock is surging into the $140's and it may just continue as traders and investors flock back to the stalwart of current AI processing in servers at data centers. It would not be too surprising here to see NVDA continue to surge higher past the $150 mark.

Right now, the prevailing belief seems to be that NVDA sales are hot for the new Blackwell.

 Stocks we Watch:

   MO ,  Steady earnings and high dividend to reinvest.

   KGC , Gold mining with steady earnings and a divy too

   PR,  starting to "pop"?   on easing natural gas restrictions.    Oil and Natural gas co in the Permian basin of America.

 

 Some other spec stocks ON watch:

 RGTI, QUBT, QBTS, ABSI, BBAI, ASPI, ONCY

If you dare ... Stay tuned and aware  ....

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

Green light is back on for some Nvidia (NVDA)

 

 

 Stock Talk

Stock of the day:   Nvidia (NVDA)

NVDA is in play as traders and investors return to what they believe is a stalwart of the AI world with their advanced GPU processors.  Here is one way to look at the NVDA situation.  The Blackwell is the code name for its next gen GPU architecture succeeding the Hopper architecture.  Previously, there were several reports such as in Reuters stating that NVDA Blackwell chips are over heating in field use.  There were reports of the way wafers are attached in parallel with a glue causing over heating.  On the other hand, reports say that data centers are adjusting to the over heating by cooling methods. Further, reports say the Blackwell demand remains high.

Exactly how this would affect Blackwell orders is seeming to NOT be an issue because demand still exceeds supply as a prevailing view.  Here, we stay reserved until earnings are actually reported.  However, earnings will not be out until later in February. 

It seems that Feb 26 is long enough away that for now - NVDA stock is surging into the $140's and it may just continue as traders and investors flock back to the stalwart of current AI processing in servers at data centers. It would not be too surprising here to see NVDA continue to surge higher past the $150 mark.

Right now, the prevailing belief seems to be that NVDA sales are hot for the new Blackwell.

 Stocks we Watch:

   MO ,  Steady earnings and high dividend to reinvest.

   KGC , Gold mining with steady earnings and a divy too

   PR,  starting to "pop"?   on easing natural gas restrictions.    Oil and Natural gas co in the Permian basin of America.

   KTOS -  starting to accumulate 5 or 10 shares in  a dollar cost average basis here and there may pay off as a growing defense contractor in military drone systems and satellite communications. It seems an important mission to produce drones that can accompany fighter jets in mission critical tasks.  Elon Musk on the doge team seems to think so. One thing on KTOS -  suggest not to go "all in " when a key insider sold his half on some news.. But maybe accumulating  5 or ten shares, on dips here and there while it floats in the 20's could be a good move in the long of it.   KTOS seems to be a potential growth stock in the area of well-needed American defense to keep up.

 Some other spec stocks ON watch:

 RGTI, QUBT, QBTS, ASPI, BBAI, ONCY

If you dare ... Stay tuned and aware  ....

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

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ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
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