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The A.I. Rally is Being Led by the "I AIN'T MAMA" Stocks

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Nvidia (NVDA) is too Expensive. Insiders are Selling Shares. We are not Buyers of this Stock.

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The A.I. Rally is Being Led by the "I AIN'T MAMA" Stocks

The new bull market is being led by just a few stocks relating to Artificial Intelligence (AI). Hence, the new acronym for these stocks would be I AIN'T MAMA. I - IBM A - Apple I - Intel N - Nvidia T - Tesla M - Microsoft A - AMD M - Meta Platforms (formerly Facebook) A - Alphabet (formerly Google) Out of these 9 stocks, we believe IBM and Intel are the cheapest. The others are fairly priced such as Apple (AAPL), Microsoft (MSFT), Meta (META) and Alphabet (GOOG), and some are overvalued such as Nvidia (NVDA), Tesla (TSLA), and AMD (AMD). So we added a few more shares to our existing holdings of IBM (IBM) and included Intel (INTC) to our portfolio. This rally has been driven by a number of factors including: The growing adoption of AI by businesses across a wide range of industries. The increasing investment in AI research and development. The rising public awareness of the potential benefits of AI. Overall, the AI rally is a sign of the growing importance of AI in the global econom...

We think the Market has Bottomed. It was on June 17, 2022 @ Dow 29,653

It's time to buy Buy when we see red Don't buy when we see green Cover your puts Cover your shorts Cover your butts Buy when there's blood on "The Street" When we say that the stock market might have "bottomed," it means that it has reached the lowest point after going down for a while. At some point, people will start thinking that the Dow Jones won't go any lower, and they start buying it again. There are a few reasons why the stock market might have bottomed out. One reason is that inflation is starting to come down. Inflation is when prices for goods and services go up. When inflation goes up, it can hurt people's spending, which can hurt company profits. This can also lead to lower stock prices. But since inflation is starting to come down people will become more optimistic about the future. When people are optimistic, they are more likely to buy stocks, which can drive up prices. Another reason could be that people believe the companies beh...

Buying the Dip in ViacomCBS (VIAC) and Sold Pfizer (PFE)

A very big opportunity came today to buy ViacomCBS (VIAC) at a ridiculously low price. Unfortunately, we had to sell Pfizer (PFE). Pfizer has been a big disappointment for us. The stock didn't budge too much in spite of making billions in COVID-19 vaccine. We got bored and just swapped Pfizer for ViacomCBS. ViacomCBS, Discovery stock each close down more than 27% We've been accumulating ViacomCBS (VIAC) for the past year, and the stock has dropped 40% over the past few days. We took this as an opportunity to buy more as well as get out of our losing trade Pfizer (PFE). The fundamentals of ViacomCBS' business are still intact. During the last quarterly report, the company announced the following: Accelerated Domestic Streaming and Digital Revenue Growth to 72% Year-Over-Year Grew Global Streaming Subscribers to 30 Million Grew Pluto TV Global Monthly Active Users to 43 Million Grew Domestic Streaming Subscribers to 19.2 Million, up 71% Year-Over-...

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