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Tesla will not be a competitor to Nvidia as they won't be selling Dojo computers (or not yet) but they might/very likely be offering AWS like service for AI which will be the best in town.

I've been bearish for almost two years. But it's time to turn the tides and make sure you are 100% allocated in US tech stocks and maybe Crypto by the end of 2023. Very high chance we are getting a DOT COM like bubble of even bigger magnitude in the next 3-5 years if not sooner.

Two years later I may be going for the same Christmas present.

Nvidia gains —> Tesla

This week is the last chance to get fully invested if you haven’t yet

Buying AI stocks today is similar to buying crypto in 2014. You think it’s late but it’s just getting started. This is why I am getting out of crypto. You make the most when you catch the early tech waves. AI is the young and faster horse.

Wild few months in the markets. Time to lock in gains until things refresh next year. This is the early days of a new bubble. Lots of $$$ can be made in the next 5 years. AI gains are moving from infrastructure ex. $NVDA to software ex. $PLTR and real world AI ex. $TSLA. Space

I sold every long position I have at market open today. It's 1 day late but works for me. I don't care if the market goes up down or in circles from here. I am up way more than I've imagined for the year and that's all I need for Christmas. Now it's time to enjoy it. Thanks and

Phew. Thing is, I am back on it and after reading charts and research for a week I am leaning towards staying in USD for a bit longer. Seeing far too many over-extension signals. TBD

Trying to wrap my head around whether Deepseek will have an impact on Nvidia chip sales or not. This could be a turning point and potentially bearish for Semis near term. Any thoughts?

Decision made - went all in Chinese AI stocks. When I see a good story and a good chart and I just can't help myself. This is the November 2022 AI moment for China and Friday Jan 24th was day 1. In all honesty, I never thought I would buy China and I am still slightly nervous.

That was a really nice ride. Maybe time to take a break and sit in some cash $$$. Can't imagine tariff scares being good for any market.