ADBE

Bookkeeping: I added NVDA, MSFT, and Adobe to my Volatility Portfolio on March 24

Bookkeeping: I added NVDA, MSFT, and Adobe to my Volatility Portfolio on March 24

March 30, 2023 | ADBE, Daily JAM, Jubak Picks, MSFT, NVDA, Top 50 Stocks, Volatility | 4 comments

In Step #3 of my Special Report: 5 Moves for the Next 5 Months, on March 24 I added three Big Tech stocks–Microsoft (MSFT), Adobe (ADBE), and Nvidia (NVDA) to my Volatility Portfolio ahead of earnings season. My theory, explained in that post was that we were facing a tough earnings season for most stocks and that reliable earnings growth from Big Tech would make those stocks look like a safe haven in a period when the Standard & Poor’s 500 as a whole was projected to show a drop in earnings. (I also owned up to my mistake in selling Nvidia back on February 16. That was just wrong. More on why I was wrong and why I’ve changed my mind on that in a post tomorrow or so.)

Special Report: 7 AI Stocks to Own Now–with a couple of speculative picks to come on Thursday

Special Report: 7 AI Stocks to Own Now–with a couple of speculative picks to come on Thursday

February 20, 2023 | ADBE, Daily JAM, Jubak Picks, Long Term, MSFT, NVDA, Special Reports, Top 50 Stocks | 2 comments

You can understand the gold rush: One AI stock is up 105% (and 78% in the last month) in 2023 as of the February 17 close.

But are shares of that company, the software artificial company C3A (AI), the stock you want to own, or is this stock simply a beneficiary of hot money jumping on anything that sounds like artificial intelligence? As one market observer put it on Seeking Alpha recently, “The ticker is more valuable than the company.” This doesn’t mean that the current revolution in artificial intelligence isn’t real. And here I give you my 7 picks for investing in the latest AI revolution