Sunday, August 11, 2024

Nvidia -- Observations -- Evan -- August 11, 2024

Locator: 48389NVDA.

This is pretty funny.

Last week  I mentioned that a new meme was making the rounds, comparing the Nvidia ticker action with that of Cisco back during / following the dot-com bubble.

I mentioned my thoughts at the time: those looking at Cisco were looking at the wrong stock. See this post. 

Apparently Evan saw the same thing.

Link here. 

This is just a screenshot of a single graph, but Evan has several graphics in the linked thread.

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Apple Says "No" To Nvidia

Link here.

My Favorite Chart -- MMFs -- ICI Data -- August 11, 2024

Locator: 48388MMF.

So, where did all that money that flowed out of the equity market last week end up? Yup, MMFs.

Link here. ICI data.

My favorite chart. Yet to be posted, so this will have to suffice for now. Link here. 

  • Prior: $6.13 trillion
  • increase / decrease: $56.29
  • Most recent: $6.19 trillion

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Re-Posting

Locator: 48303MMF.

My favorite chart. Yet to be posted, so this will have to suffice for now. Link here. 

  • Prior: $6.14 trillion
  • increase / decrease: $10.65 billion
  • Most recent: $6.13 trillion


Netflix Scores Another Huge Win; RFK, Jr -- A Big Loser -- August 11, 2024

Locator: 48387NETFLIX.

Reuters wrap today:

Have EVs Jumped The Shark? August 11, 2024

Locator: 48386EVS.

I see an occasional Cybertruck in our neighborhood. Tesla is fairly "robust" in Southlake, TX.

Whenever I see a Cybertruck, I ask "why?" I mean, really: it makes me wonder, "what were they thinking?" 

But, I'm probably wrong.

Link here.

But this says more about GM than it does about Tesla.  

From AP News, this is what GM's CFO Jacobson has said about their EVs, link here:

Link here.

Netflix Updated -- Originally, August 11, 2024 -- Today, An Update -- December 25, 2024

Updated 

Tag: coulda, woulda, shoulda

December 25, 2024: the Netflix story -- for the blog -- has been incredible. Top links based on number of times these pages have been viewed:

December 25, 2024: apparently it's true. The only way to see today's NFL Christmas Day games, including the Chiefs, is on Netflix. OMG. Is this the reason Netflix popped?

Announcement on/about August 11, 2024 -- note ticker:

Original Post August 11, 2024

Locator: 48385NETFLIX.

Netflix today, link here.



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Re-Posting 

Locator: 46629INV.

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. 

Again, all my posts are done quickly. There will be typographical and content errors in all my posts. If any of my posts are important to you, go to the source.

Lots of talk this a.m. about the WWE and Netflix deal. This is a big deal:

Flashback: Netflix -- the next big thing.  Link here.

  • Netflix has evolved. In 2013, it was all about "accessibility," not "content" when it came to operators like Netflix.
  • now, a decade later, it's all about "content."
  • and "content" has changed: from "linear programming" to "sports programming."

We all had the same information one year ago and five years ago. Need to keep reading those 10-Ks and 13Fs.