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.
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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