Concerns on market specifically NVDA - Not financial advice

Nov 8

Some thoughts and concerns watching the market as an amateur investor looking at historical shifts and trends. This is not a prediction and not to be considered financial advice in any manner shape or form. It is simply a personal opinion based on my impression of the market. Please discuss any choice you make in the market regarding trades with a financial advisor or planner as this opinion is just an uneducated perspective to be taken with a grain of salt from someone who does not work in the financial industry. There are several factors I have taken into account regarding the economy, job losses, looming Debt Wall, real estate market concerns, tariff pain points for US, recession chatter, dollar weakness, US debt and my personal gut check.

Disclosure - I do not currently hold NVDA but I have a standing buy order for my personal account for NVDA at $50. I do not know the market well enough to short.

Nov 21

Trade active

I am canceling all my buy orders on NVDA due to lack of trust in the current chip dependance. I recommend people do their own deep dive into geopolitical tensions and semiconductor chip logistics and supply chain and the murky nature of circular deal flow mechanics on profits and valuation outlooks of tech companies. What is tangible and what is hype? Where are the purchases if there are fewer workers and jobs? Are there technologies that drastically reduce the need for the volume of chips predicted by forecasted deals? Are there more energy-efficient, optimized computing infrastructures on the horizon that negate value of current chip development? Are you short-term or long-term? Why is cryptocurrency crashing and is there value in a novel decentralized blockchain ecosystem that is cryptography-secure, hack-proof, allows on-chain AI and is not being pushed by institutions to leverage a centralized-controlled crypto market economy with a pretense of decentralized access that ultimately rely on their own investments? Do your own research because the burgeoning technology of the future is vastly different from today and energy utilization is not infinite.