Market Talk
Let's briefly continue the commentary here as the world and markets carry on with their daily silliness of humankind.
Now pause for a moment to reflect on that last sentence. Could that be a taste of how this new "Super Intelligence" views mankind?
So, we are hearing reports about how the very founders of AI companies are casting warnings about how AI proceeds into the new term — "Super Intelligence."
Stock Talk
In recent days, it's interesting that AI has increasingly become a political football, with issues being bantered about involving the rapid speed of development plans, the enormous energy and cooling needs involved, and the massive hardware requirements needed to run AI programs.
These issues can be debated forever.
In addition, new reports are coming to light about the billions and billions of dollars that a company such as Anthropic will have to invest — or commit to — in order to support the infrastructure and vast data-center requirements involved.
It seems to this observer that some of the hoopla surrounding the anticipated Anthropic IPO may now be getting tempered with a dose of reality.
That leads me to wonder even more about the possible "back-door" entry through some of the companies that invested early in Anthropic.
NOW, I am NOT saying a stock like SKM won't do well once the IPO starts selling. BUT, I am pointing to forces that may contradict some of the highly enthusiastic expectations surrounding the Anthropic IPO.
As a personal opinion, I think AI can't be stopped now that the genie is out of the bottle.
Can it be controlled or slowed down through regulation and/or self-governance by the companies involved?
Ask China.
Okay, so let's cut to the chase on a view of what stocks could possibly be gainers.
As I have opined before, this market is not acting the same as last year. Although the major indices have reached or traded near all-time highs, underneath them sectors and individual stocks are still channel surfing.
I have therefore been watching with more "dry powder," along with a few small "test positions" to stay involved and get a feel for the trading levels.
One result has been a notion to focus on some stocks that I can project as possible winners in the coming world.
Generally, I like to focus on what may be undervalued stocks that the market is possibly overlooking.
I'm still sticking with that strategy.
But there are also some higher-valued stocks that merit attention.
Some readers may recall a Jones Report from just April of last year:
https://stockstowatch.blogspot.com/2025/04/
Lam Research Corporation (LRCX), an American-based company, was trading in the $60s (!). Yep — "back then."
Look at it now.
The importance of what LRCX brings to the world of chips made virtually everywhere has become even more apparent as increasingly advanced chips are required to support AI — and eventually "Super Intelligence."
LRCX has already gained plenty of respect, and earnings have helped validate that respect.
Even so, I have selected LRCX as a stock I am buying in gingerly amounts — ONE share, or just some at a time, over time.
Preferably, it may be fortuitous to target the $300 area since the stock has faded considerably from above $400.
However, it may not wait for another big dip. Nobody can actually know in this market.
BUT - the "chips of everything" still need the etching and deposition tools that Lam Research provides.
A few other U.S.-based semiconductor stocks are being watched here as well.
NVTS and GFS have been reported on several times, and those reports can be viewed by scrolling through this site.
Some — not too much.
And maintain dry powder.
- Jones Report
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More later so ....Stay tuned, if you dare!
For now, we close by noting that any view on the market and stocks on any particular day may change in the days to come. That is why we watch and see how our views match up with reality. Looking ahead a few months may be a way to do things - but thinking too deeply about world events and the recent alliances forming, can make projecting ahead a dicey endeavor.
All in all - we use the word maybe "some", not "too much" and play it accordingly. Never get arrogant in our notions because things do change - and individual stocks are subject to many factors outside 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.
