Tag Archives: semis

Did You Buy ‘NVDA’ During Yesterday Morning’s Brief Dip? {Smile}

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by Anura Guruge
on March 20, 2024

Click to ENLARGE. From my ‘Fidelity’ account.

You, obviously, should have. SMILE.

Did YOU (really) think that NVDA will go down RIGHT in midst of their ‘Developer Conference’ when they were making all sorts of groundbreaking announcements?

As you can see I have been ADDING to my NVDA stake ALL year. I had to (alas) sell some NVDA in mid-February due to an call option play. I had owned that tranche of NVDA for over 8 years. So, it wasn’t too painful to let them go. I just had to build BACK my position. And I have been doing that. I have NVDA in three accounts — my main, my (SEP-)IRA and in my youngest daughters account. She has made out like a bandit.

I have been in SEMIS for over 12-years — with NVDA my bedrock holding.

I have been ramping up on SEMIs over the last 12 months. I am doing OK.

SMILE.

I like SEMIs. I started buying NVDA years ago because I was a big fan of their video cards & had been using them for over 22 years.

Buy SEMIs (though it is kind of getting late).

‘Broadcom’ (AVGO) The One Stock That Warrants A Stock-Split In 2024 — But, Unlikely To Happen. SHAME!

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by Anura Guruge
on January 3, 2024.

Click to ENLARGE. Base image from ‘marketwatch.com‘.

I see all sorts of ‘pumpers & dumpers’ talking CRAZY stuff about 2024 stock splits — such as AMZN, NVDA, GOOG. None of those are likely to split in 2024. They all had splits in the last 2-years & their prices haven’t gone up that much. [I do OWN all three, & have for many, many, many YEARS. SMILE.]

‘Broadcom’, on the other hand, hasn’t split since 2006! They used to split quite regularly. Three times between 1999 & 2006. But, then they were acquired by ‘AVGO’ — & it appears that AVGO management does NOT believe in stock splits. Nothing that says they have to split. So, AVGO could go onto become a $2,000 or $3,000. I am OK with that. Yes, I own AVGO. I would like to own more, but at $1,000 it is an EXPENSIVE stock.

Click to ENLARGE. Base image from ‘marketwatch.com‘.

I like semis. Always. I understand semis. I only invest in stocks I understand.

I first bought Broadcom nearly a decade ago. Had a GREAT ride with them. They pay very handsome dividends. Then I had to (alas) SELL because I had become too greedy with my option calls. I wasn’t that upset. I had had a lovely run.

I then went for about 2-years without owning any. They were, of course, a tad expensive.

But, I missed owning AVGO & I knew they will continue to do well.

So, last year I started buying AVGO again. SMILE.

I now have, in terms of semis, NVDA, AVGO, ARM & AMD. Smile. I am comfortable with that position.

It Was A Good Day To Own ‘Broadcom’ (AVGO) — Most Likely Stock To Split In 2024.

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by Anura Guruge
on December 4, 2023

Click to ENLARGE. Base image from ‘marketwatch.com‘.

I like semis. Always. I understand semis. I only invest in stocks I understand.

I first bought Broadcom nearly a decade ago. Had a GREAT ride with them. They pay very handsome dividends. Then I had to (alas) SELL because I had become too greedy with my option calls. I wasn’t that upset. I had had a lovely run.

I then went for about 2-years without owning any. They were, of course, a tad expensive.

But, I missed owning AVGO & I knew they will continue to do well.

So, last year I started buying AVGO again. SMILE.

As some of you know, I (& my kids) have owned NVDA for AGES. SMILE. We have done OK with NVDA.

I now have, in terms of semis, NVDA, AVGO, ARM & AMD. Smile. I am comfortable with that position.