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The Long Investor
$NVDA It’s been a wild 12 months

$NVDA - The Long Investor
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4) UK's Economic Hiccup —

UK consumer confidence dips, revealing growing concerns over the economy's direction and potentially signaling consumer spending cutbacks. #ConsumerConfidence
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3) AI: The Economic Game-Changer —

Financiers at FII Priority Summit predict AI will drive global economic efficiency amidst slowdowns, as Nvidia's valuation nears $2 trillion due to AI chip demand. #ArtificialIntelligence
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2) Reddit's IPO Gamble —

Reddit files for an IPO, highlighting AI technology and community loyalty as key growth drivers while navigating the challenging waters of unprofitable tech startups. #RedditIPO
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📰 BizToc.com Hourly News Flash

1) U.S. Makes Lunar Leap! —

The Odysseus lander successfully touches the moon's surface, marking America's first moon landing in 50 years and spurring a 50% surge in Intuitive Machines' stock. #MoonLanding
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4) Moon Landing Achievement —

Odysseus, a privately-built lunar lander, successfully touches down on the moon marking a significant milestone in commercial space travel. #LunarLanding
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3) Nvidia's Market Milestone —

Nvidia's stock value jumps by a record $277 billion, showcasing the company's dominance in the AI and gaming semiconductor space. #SemiconductorRally
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2) Vice's Massive Layoffs —

Hundreds of Vice Media employees face layoffs as the company announces the closure of Vice.com amidst restructuring. #MediaLayoffs
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📰 BizToc.com Hourly News Flash

1) GM's Self-Driving Leap —

GM's autonomous vehicle subsidiary, Cruise, is back on track with robotaxi testing after temporary suspension. #AutonomousVehicles
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The Long Investor
Druckenmiller on the reasoning behind not shorting and why I won’t do it.

The Druck on Shorting.....

"I'm constantly fighting my bearishness about the world. One of the great hedge fund managers of all rime, Bob Wilson, greatest short seller ever, said he made 90% of his money on the long side, the math just works against you. If you're perfect on a short, you can double your money. But if you're wrong on a short, you can lose 10 times your money. If you're dead wrong on a long, you lose your money. But if you're right, you can make 10 times your money. It's a mathematical inverse of that with shorting. You don't have to be a rocket scientist. I know, therefore, that if you have a bearish bias, you have to be very aware of it. You have to work around it. And I always have."

- Stanley Druckenmiller
- MastersInvest.com
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$SPY Seasonality Chart

Can this rally last until the end of May….it would mean a very strong melt up is coming next. $NVDA influence on the market may start to draw in traders who left in 2021 out of fear of missing out
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The Long Investor
$AMZN ‘would you be surprised if $AMZN was the stock that Berkshire has been accumulating?’ ‘No, I wouldn’t’

Three reasons why:

1. Growth and increased revenue
2. They have not started their share buyback stage (Buffetts main reason behind buying $AAPL)
3. They haven’t started paying a dividend yet, as their growth continues to be exponential

Trade Tracker: Jim Lebenthal buys $AMZN, he says, "This is not an expensive stock!"

Here's why:
- CNBC Halftime Report
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