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a few calls from the csi archive

September 2022

NVDA

“The long and the short is I believe it’s time to start taking a little nibble at Nvidia stock again if you plan on holding for the next decade. This company has a ton of long-term
potential… I firmly believe the business model underpinning the AI industry has to change it’s not going to rely on the cloud delivered model that was developed over the last decade. I think it needs to rely on a brand new model where companies customize their operations for AI and Nvidia is helping businesses do that.”
September 2022

INTC

“This is not a cheap stock like it may appear to be. This is one I’m staying away from for now. While I am rooting for Intel to make this turn-around, I think this is going to be a multi-year story. Exercising some patience with Intel before making a buy I think will be very beneficial.”

August
2023

wolf

“This stock is untouchable, has been untouchable for us all along. And I think now I think we’re at a point where I think everybody is starting to realize that, and just don’t buy the dip on this. It’s still not a cheap stock. Considering all the money that this business is bleeding right now.”
may
2024

APP

“This new AI platform that’s driving growth in the advertising side of the business, but also again, more importantly, along with that growth, massive increases in profit margins.

So this is one we want to finally, we’ve been talking about it here for several quarters, at least.

We’re going to buy a very small position, earmark it for more attention and see how it goes as the year progresses.”

june
2025

MU

“But we are going to say we think it’s a pretty possible outcome that Micron stock does surge to a new all time high the second half of this year.”

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