I shall start with the encapsulation of the happy place in which Nvidia finds itself in today’s modern economy with a single picture.
The Nvidia Business Model
Slope of Hope Blog Posts
Slope initially began as a blog, so this is where most of the website’s content resides. Here we have tens of thousands of posts dating back over a decade. These are listed in reverse chronological order. Click on any category icon below to see posts tagged with that particular subject, or click on a word in the category cloud on the right side of the screen for more specific choices.
The Straight Story
Interesting contrast in the app dating world. The “mainstream” market must really stink. Check out Match.com (MTCH):
The Grey Bar Hotel
One sector that celebrated the Trump victory was private prisons. Check out how both of these fell hard after Biden was elected, spent years climbing higher, and then blasted higher massively after the election on Tuesday night.
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More Rouge
As a follow up to my charmingly titled Lipstick on a Pig post from last month, the two cosmetics companies I suggested shorting are both lower, with Estee Lauder down particularly hard today. Much more to come!
Futilities
The Dow Utility Index has had an extraordinarily good year, driven largely by the surprising assertion that, ya know, since AI is going to be a multi-trillion dollar industry then, ya see, all those chips are going to need tons of power so all the power-providing utility companies are going to have an absolutely bonanza. Right.
