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Showing posts from November, 2025

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Michael Burry vs. the AI Hype: I Think the AI Bubble has Finally Burst on November 4, 2025

November 11, 2025

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Popular Posts

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...

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

Nvidia (NVDA) is leading the rally in Artificial Intelligence (AI). However, NVDA is one of the most expensive stocks on Earth. It is currently trading at a P/E ratio of 200 and a Forward P/E ratio of 50. It is extremely expensive. We generally like stocks with a P/E ratio of less than 18. Thus, we are not buyers of this stock. Nvidia makes computer chips that are used in gaming, artificial intelligence, and other applications. The company has been growing very quickly in recent years, and its stock price has gone up a lot. However, the stock is now trading at a very high price-to-earnings (P/E) ratio, which means that it is too expensive. A P/E ratio is a measure of how much investors are willing to pay for a company's stock relative to its earnings. A high price-to-earnings ratio means that investors are expecting the company to grow very quickly in the future. However, if the company does not grow as quickly as expected, the stock price could fall. In the case of Nvidia, the...

We are still Accumulating our Favorite Value Stock Paramount Global (PARA)

For the past several months we are still accumulating shares in Paramount Global (PARA) formerly known as ViacomCBS. And we are glad that our research has been validated by Berkshire Hathaway. We are glad, but at the same time, also not surprised because the method we are using to value stocks is Buffettology. Paramount Shares Jump 15% After Buffett's Berkshire Reveals New Stake Why Warren Buffett Bought Paramount, Not Netflix, Stock Berkshire Hathaway Made a Big Bet on Paramount Warren Buffett Spend Big as Stock Market Sells Off We know there is now officially a bear market because the S&P 500 breached -20% from its high yesterday, Friday 5/20/2022. We expect the Dow Jones to soon follow. However, when it comes to PARA, the stock is so cheap and knowing that sometimes individual stocks do not bottom at the same time as the overall market, we will continue to accumulate shares in PARA. At this time, we will be ignoring the bear market and run towards the erupting volcano - KABL...

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