- Joined
- 22 Aug 2006
- Messages
- 7,295
- Reaction score
- 1,267
- Country
I said t'other day that I was all in cash. But it niggled at me, when the funds I was in, went up a couple of percent.
I thought things were just about settled for a little while, so I bought back in, some.
Then Sam Altman of Open AI said they'd missed internal targets and the entire AI ecosystem, took a knock.
Aw poo, down a percent or five - some stocks are very sensitive.
Micron Sandisk, and Nvidia are strong still.
I'm long (have money in) Korea, they have a number of very strong high tech companies (Samsung, SK Hynix and a couple of other chip makers), plus, they should get a pop in the prices when Hormuz is eased. But if/when prices crawl back up to where I bought, i'll cut 80%
There are no real save havens right now. Things like Grain are going up, but sentiment will drop their prices rapidly when the outlook is better, long before the actual supply improves.
I just put a lump into CHASE bank at 4.5%. How very boring!
I thought things were just about settled for a little while, so I bought back in, some.
Then Sam Altman of Open AI said they'd missed internal targets and the entire AI ecosystem, took a knock.
Aw poo, down a percent or five - some stocks are very sensitive.
Micron Sandisk, and Nvidia are strong still.
I'm long (have money in) Korea, they have a number of very strong high tech companies (Samsung, SK Hynix and a couple of other chip makers), plus, they should get a pop in the prices when Hormuz is eased. But if/when prices crawl back up to where I bought, i'll cut 80%
There are no real save havens right now. Things like Grain are going up, but sentiment will drop their prices rapidly when the outlook is better, long before the actual supply improves.
I just put a lump into CHASE bank at 4.5%. How very boring!
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