New post from Aptus Capital Advisors - Ignore the Margin Debt Alarm
https://t.co/LyEEQjLsZP
Margin debt reflects where we are, not where we're going...
Nvidia announced a $50 billion share #buyback as part of their earnings announcement.
On the other hand, Nvidia #insiders have sold 13.5 million shares YTD. (CEO Jensen Huang accounted for approximately 35% of the sales.)
$NVDA #stock#invest#investing
Chart from GuruFocus
Investors who bought Berkshire Hathaway stock made staggering returns. But, if you decide to invest in Berkshire today, what are you really buying?
$brk $brk.a $brk.b
#invest#investing#buffett#apple#cash
Source & Image from Chartr & CNBC
After leading the markets for much of this year, all 19 Semis in the S&P 500 are negative over the past 10 trading days.
Surprisingly, 7 of the 19 are also negative YTD. $SMH, which tracks semiconductors, is up 25% YTD - largely due to 25% being invested in $NVDA and $TSM.
Current thoughts on Apple from Wedgewood Partners Inc.: https://t.co/Y48z576FTp
#invest#investing#apple#stocks#technology $AAPL
Not investment advisor or recommendation.
The Wedgewood Partners Inc Client Letter is now available. We think both their commentary on Apple Intelligence and also their comments on the AI boom are worth reading.
https://t.co/6Bltfu20LP
$AAPL $PYPL $MSI $GOOG
This is not investment advice or a recommendation.
@Gen_Atomic Formerly an advocate for solar energy, Brian offers a clear-eyed view of the future of energy and makes a compelling case for small modular nuclear reactors.
https://t.co/8Sk3JoNNsR
@patrickadownes Formerly an advocate for solar energy, Brian offers a clear-eyed view of the future of energy and makes a compelling case for small modular nuclear reactors.
https://t.co/8Sk3JoNNsR
@duediligenceguy Formerly an advocate for solar energy, Brian Gitt offers a clear-eyed view of the future of energy and makes a compelling case for small modular nuclear reactors.
https://t.co/8Sk3JoOlip
Formerly an advocate for solar energy, Brian Gitt offers a clear-eyed view of the future of energy.
https://t.co/8Sk3JoOlip
Get a copy of Brian's book "In the Dark: Fixing Energy Policies That Hurt People & the Planet" at his link - https://t.co/gpfVWxLaZ4.
In honor of NVDA day, a look at YTD returns (x-axis) and 3-year returns (y-axis) for the 14 Semiconductors in the S&P 500.
For context, S&P 500 (SPX) is up 11.6% ytd and up 34.2% over the past 3 years.
Warren Buffett's 60th shareholder meeting at Berkshire Hathaway was this weekend. Todd A. Finkle, PhD recently spent time with us to discuss his biography of Warren Buffett.
https://t.co/fcPSG0v4IQ