Not a great start to 2025. Is

Not a great start to 2025. Is this a sign of more to come from the Musk/Trump presidency? Lower cap stocks appear to be doing well, larger cap stocks are seeing significant declines. A change in market sentiment? A lengthened profit taking period? Or just under performing large cap stocks dragging the markets down...maybe a culmination of all of the above? I'm hoping the CES2025 event next week will throw some much needed stimulus into a very volatile market.

Modified in.01-02

Add Nvidia at $90 or Time to Liquidate Position Now?

The semiconductor cycle typically lasts 3-5 years, and since 2008, the global semiconductor market has gone through four complete cycles. The current cycle bottomed in Q1 2023. Some argue that this semiconductor cycle has already ended. While NVIDIA’s PE ratio is relatively low, the impact of Blackwell may lead to lower gross margins, potentially causing its PE to rise next year. ------- How do you view this semiconductor cycle? If NVIDIA drops below $100, would you add to your position? Or would you wait for the next semiconductor cycle to restart before investing?

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