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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link="#0563C1" vlink="#954F72" style='word-wrap:break-word'><div class=WordSection1><p class=MsoNormal><span style='font-size:11.0pt'>I made one of those moves I fully realized at the time I did it, might be the dumbest-ass thing I have ever done: I sold out of my Nvidia holdings. Oh it felt so wrong. But I keep hearing about how the processor manufacturer and the companies buying its products are propping up each other, with an overall revenue stream not so clear. Can they make unimaginable wealth, before AGI is ready? If so, how? It is all sounding a bit dot com bubbly to me, and I lived thru that one, mostly as a stunned spectator.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'>If someone will offer me a good argument, I will buy back in. Or I might stay out for the remainder of the tax year, I haven’t decided.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><img width=699 height=463 style='width:7.2812in;height:4.8229in' id="Picture_x0020_1" src="cid:image001.jpg@01DD2986.D0528B90"><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'>This is one area where AI can’t help, for it isn’t any better at investing than we are.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'>spike<o:p></o:p></span></p></div></body></html>