Disclaimer
Brief
Reminder
Briefly:
- I am
inappropriately exuberant about the Bakken and I am often well out front
of my headlights. I am often appropriately accused of hyperbole when it
comes to the Bakken.
- 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 something appears wrong, it probably is. Feel free to fact check everything.
- 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 Bakken, 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. Nvidia is a metonym for AI and/or the sixth industrial revolution.
- I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom.
- I've now added Oracle to the disclaimer. I am also inappropriately exuberant about all things Oracle.
- Longer version here.
Cognitive Dissonance
Wow, wow, wow! Talk about cognitive dissonance! If you are a huge Trump supporter (and I am) the news being reported today is not good as one scans the news headlines: his economic plan could be in shambles with judges ruling against tariffs; Israel ready to strike Iran which will completely end any hope of a major breakthrough in the Middle East; and, wow, have things changed in Ukraine. All, really, really bad news for huge Trump supporters like me.
However, on the other hand, the market could take off if tariffs are off the table. We still have those pesky Israeli-Iranian and Putin-Zelenskyy problems but in the short term the market could take off.
Apple, the stock (AAPL) had a pretty lousy day -- flat ot negative -- but look at after-hours -- and look at the headlines. Apple iPhones are huge. I'll provide the links later.
After hours. Ticker AAPL: up $7 / share; up 3.5%. Futures mean squat but this is exciting, or at least interesting.
Nvidia's CEO is really, really criticizing Trump's tariffs.
But wow, talk about challenging. Many manufacturers have changed plans drastically in response to Trump's tariffs and the latter may come to nought. Wow.
But for now, I'm thrilled to see how Apple (AAPL) is doing -- and I'm a big Trump supporter. Talk about cognitive dissonance.
I can see why Elon Musk is leaving Washington.
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AI -- The Mag 7
For me, the top four among the AI / Mag 7 tickers: Nvidia (NVDA), Broadcom (AVGO), Oracle (ORCL) and TSMC (TSM).
Among health: Apple (AAPL) and Oracle (ORCL). I'm sure MSFT is also involved.
I'm rambling, just thinking about loud. But it's exciting.
I missed Palantir -- saw it early on, had planned to start a position until I mistakenly listened to someone on CNBC -- and now Palantir is in the mainstream, and something that no longer interests me as an investment.
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Apple iPhone
This just blows me away:
Some believe when it comes to those buying Apple cellular phones there are only two groups of people: those who already have an iPhone; and those who will eventually end up buying an iPhone to replace whatever they are already using.
According to AI:
Apple's iPhones typically outsell all other smartphones on a global scale, although this can vary by region and specific time periods.
In the US, Apple leads the market share with 57.39% as of September 2024. Globally, Apple is the most popular mobile phone brand, with a 28.38% market share in October 2024.
Short term, Tim Cook could let the rumors fly -- that Trump's tariffs could result in very expensive phones and it would behoove those who want to upgrade to do it now. Reading the tea leaves now, it seems there's no chance that we will see punishing tariffs on the Apple iPhone.
Or maybe I'm whistling past the graveyard.
