The Long Investor
$GOOG Sergey Brin coming back to save the day on the 200 Day MA

Google $GOOGL co-founder Sergey Brin told a group of AI enthusiasts that he came out of retirement “because the trajectory of AI is so exciting”

Brin said Google “definitely messed up,” referring to the company’s faulty Gemini image generation launch earlier this month - CNBC - Evan
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The Long Investor
The Long Run is just a collection of Short Runs you have to put up with.
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The Long Investor
The masses need certainty and this is why they chase.
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The Long Investor
People will buy what confirms their own bias.

They will not buy your opinion.
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The Long Investor
$GOOG chart from October 15th

Showing $GOOG would top out at Wave 5 the start of 2024 at $155

And decline to $135 by the first week of March.

1st week of Jan: $155
Today: $135

$GOOG chart on October 15th uploaded in our group.

This pull back was needed for Wave 4 to complete - The Long Investor
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The Long Investor
$BTC is up 59% in 1 month.
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The Long Investor
$JD earnings report is due before the market opens tomorrow.

It is also $1 away from its IPO price right now.

$JD IPO'd in 2014 and in the first week the Share Price hit $24

2024 Share Price is also $24

Revenue:
2014: $11 Billion
2023: $162 Billion

15 X increase in Revenue since 2014.

$JD has also not missed on earnings since 2018
$JD is now in our buy zone.

Verdict: Undervalued with a strong margin of safety. - The Long Investor
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The Long Investor
$GME Ok I have figured out the ultimate indicator that the top is in.

If this little sh*t breaks to the upside above $17.70

We would officially be back to 2021.
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The Long Investor
$TSM 42% gain so far and still not at its Wave 3 target at $166.

$TSM alerted in our group on November 10th that it was starting Wave 3

Price was $97 that day

Price is at $134 now with more to run to get to our Wave 3 target. - The Long Investor
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The Long Investor
$NVDA adding a casual $110 Billion to its Market Cap today.
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The Long Investor
$F reminding the world why it has been around for 121 years.

Up +3.5% today.
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The Long Investor
Could not possibly be a sector issue
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The Long Investor
$NVDA $AMD $INTC $TSM

Up 3-5% today.

There is one sector left
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AkhenOsiris
$NVDA CFO Kress at MS TMT Conference did not really hold back on what is in front of the company, demand-wise and overall TAM. Interesting, was wondering if she might temper the enthusiasm a bit.
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AkhenOsiris
$NVDA CFO Kress at MS TMT Conference

Q: Regarding longer term prospects, TAM.

A: Lots of different #s out there regarding the accelerator market. Let's step back and our position. We have talked about the installed base in DC and our focus on being a DC computing company. That is the market in front of us. Even if you think about $1T in installed base, that opportunity for us is $1T. But if we think what it can also do in terms of efficiency and software, the opportunity is even larger, it might increase to even $2T. We look at it differently. We are not an accelerator, we are an overall platform.
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