Locator: 46872INV.
NVDA: added $246 billion in one day. $245 billion = Netflix ($254 to be more exact).
BRK: record cash horde: $152 billion.
- PARA: selling down Paramount. Josh said "buying PARA was a huge disaster." I said the same thing at the time.
- a reminder: BRK was also very, very late to APPL.
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Supermicro (SMCI)
Market:
- up 30% today -- in one day, up 30%
- up 225 points; trading at $961
If one reads 10-Ks all day long, how was this one missed? Or was it missed?
- market cap: $55 billion; isn't that about the amount BRK paid for BNSF years ago?
Probably a lot has to do with a short squeeze.
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Rivian
Rivian: being destroyed today.
Down 25% today. Are you kidding me?
We'll get back to EVs later. The fog is starting to clear.
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Abbvie
Need we say more?
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LNG
Why two analysts on "Half-Time Report" don't like LNG:
- it's hard enough to make money on oil due to it's volatility; LNG is even worse;
- the US is awash in LNG -- sure, big markets (Asia and Europe) but those markets exist now, and US LNG is selling for $1.50
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