Rod Harte

    • Rod HarteRod Harte
      ·00:36
      $Zapata Quantum Inc(ZPTA)$ Someone suggested asking AI about $Intel(INTC)$  and their acquisition of Classiq, along with any potential IP infringement concerns. I ran it through Gemini. The response pointed out that Zapata holds US Patent 11,599,344, which legally claims blocks against competitors building direct, uncompiled hybrid execution channels across public cloud networks. If the Intel-Classiq full-stack system leverages similar public cloud execution routing for hybrid classical-quantum tasks, this patent represents a notable legal boundary. Dr. Olson likely has this on the radar.
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    • Rod HarteRod Harte
      ·10-26 23:33
      $NVIDIA(NVDA)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ NVDA has been on an unstoppable run. I think it could blow past all-time highs over the mid term.
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    • Rod HarteRod Harte
      ·10-26 02:53
      $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $NVIDIA(NVDA)$  $Amazon.com(AMZN)$ In my 28 years in the markets, I've been through the tech bubble, the 2008 crash, and Covid. Now a lot of people are saying we're in an AI bubble. I never pretend to know things I don't. All I can do is prepare for the worst when it shows up. Those who have bought and held SPY and QQQ over time have been rewarded. Stick to the facts, because fear is your enemy over the longer term. Best of breed companies tend to be the best bet during a major correction. Warren Buffett wins again.
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    • Rod HarteRod Harte
      ·10-23
      $Intel(INTC)$  All it would take is one hedge fund willing to be first to go long and force the others to chase.
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    • Rod HarteRod Harte
      ·10-23
      $Invesco QQQ(QQQ)$ It's finally happening. 1999/2026: Analog. "There are times when art demands explanation, and times when art is the explanation." - The Great Martis: Oct 2026. Good luck everyone and act accordingly. $SPDR S&P 500 ETF Trust(SPY)$  $NVIDIA(NVDA)$  $CoreWeave, Inc.(CRWV)$  $VanEck Semiconductor ETF(SMH)$ 
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    • Rod HarteRod Harte
      ·10-21
      $Intel(INTC)$ Really hoping this earnings report delivers another move like the one back in April, so the year can close out on a strong note.
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    • Rod HarteRod Harte
      ·10-21
      $Workday(WDAY)$ $IBM(IBM)$ $NVIDIA(NVDA)$ $Intel(INTC)$ $ServiceNow(NOW)$ Hopefully, before too long, AI buildouts and software will both move up together.
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    • Rod HarteRod Harte
      ·10-21
      $NVIDIA(NVDA)$  No big deal. I was just digging around on the buyback program, some of which was already processed in July of this year. They have all the way to January of 2029 to purchase them, and according to the details it's just an approval to buy. On a side note, repurchases aren't always done, but as cash accumulates they're welcome to do so without further approval. It's like a credit limit—frankly, one only technically buys until they know they're paying for it real soon. If they have the money sitting around and there's no other deep desire to buy this company or that company for a beneficial reason rather than a random one, then they'll scoop up that company instead of shares. But we know Jensen is t
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    • Rod HarteRod Harte
      ·10-20
      $Intel(INTC)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $Lexicon Pharmaceuticals(LXRX)$ $MARA Holdings(MARA)$ The indexes are flashing green, momentum is building, and the rally is forcing the bears to cover while the smart money looks for opportunities to load up. As for me, I'm riding the bullish wave, adding to positions, and helping push these stocks toward higher ground. To the stubborn retail shorts betting against the trend: the market has a way of humbling those who refuse to read the tape. When the bulls take charge, conviction gets tested, margin get
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    • Rod HarteRod Harte
      ·10-19
      $NVIDIA(NVDA)$ Shorts could get absolutely wrecked this week and next when all the mega caps report record amounts of AI infrastructure build.
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