Manic Monday -- August 26, 2024

Locator: 48455INV.

Big story of the day. Ya gotta love the administration's explanation -- "follow Canada's lead." LOL. 

This is one of Trump's big planks in his platform -- huge tariffs on Chinese goods. Now, all of a sudden, Biden's administration agrees that's a great idea -- 75 days from the election. LOL. Whatever, it's all good.

In the big scheme of things, this is a lose-lose for everyone bullish on EVs -- including faux-environmentalists! Except maybe Musk / Tesla, but the folks that would be looking at a Chinese import are not the folks that are buying Teslas, so I guess I was correct -- in the big scheme of things, this is a lose-lose for everyone. I suppose it makes American-made fake EVs (hybrids) look more attractive.

Three Nvidia links this morning. I assume there will be more throughout the day.

• SK Telecom: will open a new AI data center in Seoul, South Korea, featuring thousands -- let's repeat that, thousands -- of Nvidiia's H100 and H200 GPUs. Just saying.
• Talking their book: BofA says stocks "like" Nvidia are table-pounding buys.
• Ives weighs in: over at Fortune, says 2Q24 results will be "the most important ...."

Solar on edge: I've blogged about SEDG several times -- today SEDG is down 9% in early trading -- SolarEdge, for a full year:

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Disclaimer
Briefly Reminder 

• I am inappropriately exuberant about the US economy and the US market.
• I am also inappropriately exuberant about all things Apple. 
• See disclaimer. This is not an investment site. 
• Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 
• Reminder: I am inappropriately exuberant about the US economy and the US market.
• I am also inappropriately exuberant about all things Apple. 
• And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia.