Lessons from Investment Gurus

The Most Important Thing

 Successful investing requires thoughtful attention to many separate aspects, all at the same time. 
Omit any one and the result is likely to be less than satisfactory.

The idea of the most important things—each is a brick in a solid wall, and none is dispensable. 

Should I cash out on Nvidia?
I bought a lot of nvidia several years ago and currently have a thousand shares. My portfolio has multiplied In value several times. Seeing how nvidia is near its all time high, I’m wondering if now should be the time I cash out and run. I’m worried about the possibility of a recession and stock market tanking within the next 6 or so months. Anyone else have nvidia and did you cash out? It’s a big choice to make and would like a little input. Thank you.

Should I cash out on Nvidia? I bought a lot of nvidia several years ago and currently have a thousand shares. My portfolio has multiplied In value several times. Seeing how nvidia is near its all time high, I’m wondering if now should be the time I cash out and run. I’m worried about the possibility of a recession and stock market tanking within the next 6 or so months. Anyone else have nvidia and did you cash out? It’s a big choice to make and would like a little input. Thank you.

Todd Smith

So that’s the shakiness. But… there is hope.

Software has been something of a laggard in the world of tech over the last year, as investor dollars flocked to the sexiest — and most high-performing — hyperscalers, power providers, and electrical equipment makers poised to profit from the AI data center boom, but a change may be afoot.

Several, let’s just say it, incredibly boring business-to-business data management software companies like Datadog, Snowflake, Autodesk, and Pure Storage have had a bit of a run lately, partly driven by surprisingly strong earnings results.

https://stockstotrade.com/news/autodeskinc-adsk-news-2025_08_30/

Nvidia, the heart, soul, and many other body parts of the #Artificial Intelligence trade, closed below its 50-day moving average on Tuesday for the first time since May, when it was repairing damage done in the wake of the momentum meltdown and tariff angst that roiled markets.

https://sherwood.news/markets/the-three-technical-charts-raising-jitters-over-the-ai-trade/?utm_source=snacks&utm_medium=email&utm_campaign=snacks_20250904&utm_content=8877a62f36a3636b2a09a7179530149b

Artificial Intelligence

Nvidia, the heart, soul, and many other body parts of the #Artificial Intelligence trade, closed below its 50-day moving average on Tuesday for the first time since May, when it was repairing damage done in the wake of the momentum meltdown and tariff angst that roiled markets.  https://sherwood.news/markets/the-three-technical-charts-raising-jitters-over-the-ai-trade/?utm_source=snacks&utm_medium=email&utm_campaign=snacks_20250904&utm_content=8877a62f36a3636b2a09a7179530149b

Semis head and shoulders, Nvidia below the 50-day average, and September seasonality....

The three technical charts raising jitters over the AI trade

Jerome Cody

So that’s the shakiness. But… there is hope.  Software has been something of a laggard in the world of tech over the last year, as investor dollars flocked to the sexiest — and most high-performing — hyperscalers, power providers, and electrical equipment makers poised to profit from the AI data center boom, but a change may be afoot.  Several, let’s just say it, incredibly boring business-to-business data management software companies like Datadog, Snowflake, Autodesk, and Pure Storage have had a bit of a run lately, partly driven by surprisingly strong earnings results.  https://stockstotrade.com/news/autodeskinc-adsk-news-2025_08_30/

Autodesk Inc. stocks have been trading up by 8.84 percent after releasing promising financial forecasts. Key Highlights Analyst Joe Vruwink from Baird raised Autodesk’s price target to $345, maintaini

Autodesk Shares Surge as Analysts Boost Price Target

A potato, hollowed out and filled with wine 🥔🍷