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$NVIDIA(NVDA.US)

In the old world, governments collected taxes on trade. In the new AI world, NVIDIA collects a tax on intelligence. Every time ChatGPT answers a question, every time a Tesla drives its...

Last night, I sold the January call for $BRKB.

Except for $Tesla(TSLA.US), all other tech stocks are falling.🤔

Only when it falls can there be opportunities.😂

Good news for $Tesla(TSLA.US). Ford in full retreat from EVs. Hard to see how you build a big autonomy business on the back of hybrids.

Ford will take $19.5 billion in charges to write down EV investm...