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Showing posts from July, 2024

AI bubble is losing air. How much lower can NVIDIA go?

July 30, 2024 How much lower can NVIDIA go?  Well, like any other stock, the most NVIDIA "can" go down is 100%. That is possible, yet highly unlikely. We think that this summer NVIDIA will go down to $100 per share for a market capitalization of about $2.2T. In about a year, NVIDIA should be trading anywhere from $50 to $75 a share.  How much higher can NVIDIA stock go?  Well, theoretically, there is no limit to appreciation. At its peak in June 2024, NVIDIA had return almost 300,000% from its initial public offering in 1999. Of course, most of that was led by the AI boom / bubble. In theory, NVIDIA could continue rising forever. That is possible, yet extremely unlikely. So what is the sweet spot for NVIDIA between a possibility of evaporating to 0% of its current value to appreciating to infinity.  What is the true value of NVIDIA? No one knows. Economic value is an opinion. Market value is the opinion formed between buyers and sellers. Money itself is a derivative opinion.

"A Better Country For All" Is this the best slogan for the Harris campaign?

July 28, 2024 A Better Country For All That is a fine slogan for the Harris 2024 campaign. If the elections were this week, voters would have two choices: MAGA for Racists vs. A Better Country For All.  Dunno Trump vs. Kamala Harris.  Why does Dunno Trump mispronounce Kamala's name? Don't know. Maybe Dunno doesn't know how to pronounce Kamala. Maybe he's getting too to to learn new things. Don't know. Maybe Dunno Trump can't stand names that are not traditionally white Christian. Some people say that Dunno is a rapist, sexist, racist. Don't know. Maybe at 78 years old, Dunno is already an almost senile senior (ASS). Kamala is pronounced like Pamela.  Yes, we kam Many of us can't stand some of the policies and ideals of Democrats, liberals, and progressives. Many of us can't stand some of the policies and ideals of Republicans, racists, and conservatives. But, yes we can vote for Kamala over Dunno. It's time for a woman to lead. The sexism and the

Kamala, Trump Racism Again

July 27, 2024 Kamala, Trump Racism Again. Kamala Devi Harris is the Vice President of the United States, and the prospective Democratic party nominee to the upcoming November, 2024 U.S. presidential elections. If enough independent and undecided voters in the key battleground states (e.g. Georgia, Arizona, Pennsylvania, and Wisconsin) vote for Kamala Harris, she will become the 47th President of the United States (POTUS).  Our Nation is ready for a woman to be POTUS. It's about time. After 235 years since George Washington became our first President, and after 46 male presidents in our history, it's time for a woman to become POTUS.  How is the name Kamala pronounced? Kamala is pronounced Kahm-uh-luh. Think about Pamela. Pronounce it Kam-a-la as you would pronounce Pam-e-la in English.  Is Kamala an Indian name?  Yes, Kamala is an Indian Hindi name. The name Kamala refers to the religious image of the Hindu goddess Lakshmi sitting on a lotus flower (a kamal). Lakshmi is the Hin

Forget About Trump (FAT)

July 26, 2024 Forget About Trump (FAT). He gave us COVID and inflation. There's a new sensation and her name is Kamala, pronounced kahm-uh-luh.  Trump already had his 4 years. If the goal of the president is to unite the country and make us stronger together, Trump was the worst president in our history. Trump divided us.  Forget About Trump (FAT). He's bad luck. Everything Trump touches turns into a failure or a fraud. The Apprentice was fun. A make believe Reality TV show. Many Trump businesses have failed and ended in bankruptcies and lawsuits. The business shell was found to be a fraud. Trump himself is a convicted felon in his own home state of New York.  Forget About Trump (FAT). Trump was the man back in the 1980's, over 40 years ago. Trump was born in the 1940s! Trump is too old to be our president. Maybe Trump can get a TV show on Fox News, an Apprentice for Senior Citizens. Trump is an almost senile senior (ASS) citizen. Trump is almost 80 years old already. Trump

NVIDIA and Tesla got a beating today. We're buying Nike at 60% off.

July 24, 2024 Today was a profitable day for short sellers like Creatix. As you all know, we had been shorting NVIDIA for months. We exited the position today, netting a 5% return. It is not much and we would have made significantly more buying the NVIDIA than shorting it. There were times when we were down by 40% on our short. We kept shorting every time NVIDIA hit another AI-bubble high. Today, NVIDIA had a bad day, which was a good day for us. Taking a 5% profit seemed prudent and acceptable to us. We'll see what happens in the next couple of days and we will let you know if we are back shorting NVIDIA.  Tesla also got a beating today. We don't want to talk about it because we are simply allergic to anything related to Elon Musk.  Should Warren Buffett's Berkshire Hathaway buy Nike?  We think that Warren Buffett may be beginning to pay attention to Nike in looks for striking a deal. Nike has lost almost 60% in value in the past 3 years, and it could lose another 10% - 20

Will Harris defeat Trump again? Will NVIDIA rise forever?

July 23, 2024 The future has not been created yet. It is impossible to predict the future with 100% certaintly. Nonetheless, it's a fun mental exercise to study the past and present to try to predict the future. The art and science of predicting the future entails making algorithmic models based on all known constants and estimated variables. Based on the study of past and present causality (cause and effect), we can make educated guesses about the future. As with anything else in life, the more you practice, the better you may get at the game of predicting the future. The Time Variable Interestingly, for some events, time proximity facilitates the prediction while for others it is the opposite. For some events, the closer they are to the present, the easier they are to predict. For other events the farther away they are into the future, the easier they are to predict. For example, if there are no clouds, the clear skies make it easy to predict that it will not rain within the next

Wall Street endorses Kamala Harris, the new Barack Obama

July 22, 2024 Wall Street endorsed Kamala Harris today with a whooping 1.10% increase in one day using the Wilshire 5000 as the benchmark. NVIDIA was up 4.5%, which made us increase our short position. We are betting that sooner or later winter will come for NVIDIA, the poster child of the AI bubble.  We have a race! The games are on.  The U.S presidential elections are the Olympics of American politics. Democrats have not nominated Vice President (VP) Harris to the presidential ticket yet, but they will do so next month during the Democratic convention. VP Harris has not chosen a running mate yet, but she will. Our prediction is that Harris will choose North Carolina Governor Cooper to the VP slot.  Kamala is the new black and the new Barrack Americans in the anti-Trump movement (ATM) are excited by the developments advanced by the Democrats. The almost senile senior (ASS) Biden withdrew from the race. VP Harris has already received over $50M in new donations. There will be plenty of

The Race of all Races: when Harris beat Trump again

July 21, 2024 The prediction came true. Biden dropped out of the race today. The next step is for Biden to resign to make Vice President Harris the first woman president of the United States (W-POTUS).  VP Harris is a woman of color.  That makes it impossible for the racist base of Republicans and Trump supporters to admit that Kamala Harris would be a better POTUS than Trump. It will be a tough race for VP Harris to beat Trump again. Focus must be on explaining to undecided voters in key battleground states that Trump is responsible for all the problems that he talks about. These are the same problems that Trump failed to fix when he was president. In full contrast to Trump, Harris will continue making real progress in making America better again. Below is a 1-2-3 playbook for Harris to beat Trump again.  Blame Trump for all problems. Promise to fix all problems.  Repeat steps 1 and 2.  Blame Trump for everything "bad". The Devil Wears Prada. Blame Trump as you would blame t

Can a black Indian female (BIF) beat Trump again? Only in America.

July 19, 2024 Can a black Indian female (BIF) beat Trump again? Only in America. Now that President Biden is stepping out of the race--whether he knows it yet or not--the question is whether Democrats will ultimately nominate Vice President Kamala Harris to the presidential ticket. Many will hesitate because the odds of a black Indian female (BIF) defeating the King of Whiteness, Donald Trump, are not good at the moment. Conventional wisdom is that a tall white guy like California Governor Gavin Newsom would be a much better candidate against tall old white guy Donald Trump. Yet conventional wisdom does not apply in American politics, at least not all the time. Conventional wisdom can be wrong in our very unconventional USA. In 2016, conventional wisdom was that Hillary Clinton would defeat Donald Trump. Pundits totally missed the power of racism and the binding nature of whiteness. The eight years under Obama had pressured and pressurized white resentment to unprecedented levels. The

Will Biden make history appointing the first woman president of the United States? All he needs to do is resign. That's easy.

July 18, 2024 When is Biden stepping out of the presidential race? Before the end of the month is our prediction. Will Biden also resign from the presidency to make history and finally break the glass ceiling by appointing the first woman president of the United States? He should. Definitely. Any 81 year old would dream of having the opportunity of making history so easily. All Biden needs to do is retire. Isn't Biden the luckiest senior citizen on Earth? Well, maybe Trump beat him on that category as well. At 78, Trump is looking to become president of the United States again.  Biden is stepping down As predicted, Biden has decided to step out of the presidential race. It took a call from no other than Obama to put an end to Biden's initial tantrum and refusal to quit the race. Obama's call is that there is no path to victory for Biden against Trump. Maybe there is no path to victory for any democrat against Trump in 2024.  Maybe the best Democrats can hope for is that Tru

Will the stock market do better under Trump than under Biden? Was the stock market better under Trump than under Obama?Has the stock market performed better under Biden than under Trump?

July 17, 2024 Will the stock market do better under Trump than under Biden? No one knows. Biden's first term in office is not over yet. The future has not been created yet.  Was the stock market better under Trump than under Obama? It depends on how you look at it. If compared based on Inauguration Day for four years, the stock market performed 2% better under Obama. From the respective Inauguration Day to the next, the S&P 500 returned 69% under Obama's first term, and 67% under Trump's first term. If compared based on average annual return, the stock market performed 2% better under Trump than under Obama. The average S&P 500 annual return under Trump was 16.7% whereas the average S&P 500 annual return under Obama was 14.7%.  Has the stock market performed better under Biden than under Trump? No, it hasn't. The stock market performed better under Trump than how it has performed under Biden so far. From Inauguration Day through July 16, 2024, the S&P 50

Politics is entertainment

July 15,  2024 Politics is as entertaining as it is enlightening. Politics illustrates one of our recurrent opinions at Creatix, which is that everything humans do or don't do is based on perceived convenience (PC). Politics is interesting because most people truly believe that the issues really matter without realizing that they are pretexts and rationalizations for the two emotions that control humans, which are fear and greed.  ----------------- A quick word about Creatix. Creatix -> sales matrix A matrix is a place or platform where things are created. To create is to transform. Creatix transforms data and information into opinions for sale. The mission is to create sales. The vision is everyone enjoying sales. Why sales? Because humans need goods (products and services) to survive and thrive. Commercial sales are the best way to promote the creation and distribution of goods. Producers and vendors choose what to sell. Consumers choose what to buy. Voila! Creatix sells opini

Wanna be successful? Never give up. Keep on selling like Trump

July 16, 2024 Wanna make money or be successful? Never give up. Keep on selling like Trump. There are two main ways of making money legally: inheritance; and sales. Other than the random luck of being born in a wealthy family, all forms of making money entail selling for profit. Marrying for money may be counted as a separate category, but in reality it is a form of selling your time and company for profit. All legal ways of making money entail selling. You can sell your time, skills, products, services, etc. It's all about buying low and selling high. Buying, adding value, and letting others buy that added value product or service from you. Buy and let buy. Don't be shy. Sell your problem-solving abilities like Trump. If you are a problem solver, or if your products and services solve a problem, you will always be in demand. People have a practically infinite (PI) amount of problems. Problems are practically infinite (PI) in this PI expanding universe. The "Problem Parado

Trump's assassination attempt, Biden's retirement, and Ivanka Trump for Vice President

July 14, 2024 Condolences to the relatives and friends of the innocent victims.  Trump's assassination attempt of July 13, 2024, will make it even easier to force Biden into retirement. Will Biden also resign to make Kamala Harris the first woman President of the United States? Will Trump wake up and follow the advice to select Ivanka Trump as Vice President? It's too early to know. The future has not been created yet.  Creatix prediction: Congress will appoint a bipartisan, independent commission to investigate Trump's assassination attempt. The investigation will be addressing the following: 1) Did the gunman act alone or was Trump's assassination attempt part of a conspiracy? 2) Was the Secret Service and law enforcement in general negligent in preventing the political assassination attempt? 3) What can be done to prevent future political assassination attempts in our country?  --------------- A quick word about Creatix. Creatix -> sales matrix A matrix is a place

Another week, another all time record high at Wall Street? Bidenzheimer is making us super rich.

July 12, 2024 Another week, another record high at Wall Street. Money doesn't grow on trees; it grows on greed! The U.S. economy is booming. It's raining money on Wall Street. The AI boom, Biden's senility, the anticipation of lower interest rates, and the anticipation of low taxes under a second Trump administration are creating the perfect economic environment in the country. Productivity is increasing, unemployment is low, and inflation is coming down fast. The best is yet to come. Always. Yet, winter will also come as well. There will be ups and downs. We are currently on the way up. You can tell what will come next in the cycle. Buckle up and enjoy the ride with all the ups, downs, and loops around. We hope that you can finds ways of making lots of money before the party ends. Buy low, sell high. That is the universal rule for making money. Buy and let buy. Buy, add value, and let others buy. Repeat. There are unlimited ways to add value. You can create goods (products