nomadic_m
01-22
If I have superpowers, I'd create the Stargate ETF, a high-impact, tech-focused fund tracking the performance of five powerhouse stocks:

- $Oracle(ORCL)$: leveraging its dominance in enterprise software and cloud infrastructure.
- $NVIDIA Corp(NVDA)$: capitalizing on its leadership in AI computing, graphics processing, and autonomous vehicles.
- $Arm Holdings(ARM)$: tapping into its expertise in semiconductor design and AI-enabled chipsets.
- $Softbank Group Corp(SFTBF)$: benefiting from its strategic investments in tech innovators and industry disruptors.
- $Vistra Energy Corp.(VST)$: focusing on sustainable energy solutions and the evolving utility landscape.

With my superpowers, the Stargate ETF would be an unparalleled investment opportunity, offering exposure to a curated selection of tech giants and innovators. This hypothetical ETF would be an attractive addition to any portfolio seeking to capitalize on the transformative power of technology.

Nvidia's Moat is Gone: Avoid or Buy the Dip Under $100?
DeepSeek’s shift away from CUDA challenges Nvidia’s closed ecosystem and reliance on proprietary software. Other GPU manufacturers can now offer viable alternatives DeepSeek’s approach challenges. Nvidia's monopoly, increases hardware flexibility for developers, and creates space for competition in the GPU market. ------------- Does it mean Nvidia's moat is gone? you think DeepSeek's emergence will be a short-term or long-term bearish factor for Nvidia? What's your target price to buy the dip?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • icycrystal
    01-25
    icycrystal
    I'll be part of the super duper power Stargate ETF fan... [Sly] [Sly] [Sly] [Grin] [Grin] [Grin]
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