Now, Anthropic, the most promotional private company I may have ever seen is said to be building its own custom chip with Samsung. Of course that sends everything down because we really don't have anything but a rumor. I want to hear it from either company or both
Grateful for the incredible people at @amfmigraine who hosted a powerful Migraine Awareness Month.
Their videos on living with and treating migraines are worth your time.
Check it out -
https://t.co/BTR52ndvIW
All that said, TJX is an inventory play. It goes up if it has lots of inventory from old line retailers and it does. That's why it is a buy. WMT actually seems cheap
Gasoline down means consumer is more liquid so doesn't need to go to TJX/WMT. It also means you can buy Capital One, COF, as the consumer will be emboldend to buy,. COF can go up big
I did a tough piece this evening about the Mag 7 underperformance. It hurt. But then a nice man came up to me at dinner, identified himself as a cheese salesman and thanked me profusely for Nvidia. He showed me his account: he had a $13 million profit in the stock. It was a good night.