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Nvidia reports after the close tomorrow, and it’s basically perceived as The Most Important Earnings in the History of the World. At the moment, it seems to have achieved equilibrium. Not only do I have no position, but I have no semiconductor positions at ALL. I will say, however, it would be delighted if this thing dive-bombed after the report.
In 1982, I wrote my first book, and I went on to write two dozen more. All of these were put out by large publishing houses, but all of them were non-fiction works about computers and trading. Now, I have finished my first novel, Solid State, but instead of going about the normal route, I am going to publish it myself on Substack, releasing one (short!) chapter every weekday starting on September 16th and running until the end of 2024. I hope you will subscribe and enjoy it, as there will be no charge for doing so. I look forward to hearing what you think!
I’ve been yammering on and on about SMCI as a terrific short for weeks, and today we get this news:
