July 8, 2026 | Daily JAM, Long Term, Morning Briefing, NVDA, Stock Alerts, Top 50 Stocks |
I sold Nvidia (NVDA) out go my long-term 50 Stocks Portfolio on March 18 at a closing price of $180.40 My thinking then was that after a huge run Nvidia’s share had moved to an excessively optomistic valuation and it was time to give the shares a rest with expectations that the shares would correct and offer a lower rick re-entry price.
Turns out I was a “bit” early. Nvidia continued to climb until it hit an all-time high of $235.47. The shares closed at $196.93 on July 7. Now, though, I see the rebuying opportunity I was expecting. After losing roughly $1 trillion in market value in less than two months, Nvidia Corp.’s stock is the cheapest it’s been since before the AI boom kicked off and sent the shares into the stratosphere.
June 1, 2026 | Daily JAM, DE, Long Term, Stock Alerts, Top 50 Stocks |
Last year, America’s crop farmers lost $34.6 billion, and farm bankruptcies surged to numbers not seen since 2020, according to the American Farm Bureau Federation. This year, 70% of farmers surveyed claim they cannot afford all the fertilizers they need. Fuel costs continue to rise as the Strait of Hormuz remains closed. Prices for some fertilizers are up 47% year over year. Meanwhile, farm exports to China, Canada, and other countries have taken a huge hit from U.S. tariff policy. Ninety-four percent of farmers reported that their financial situation has “worsened or remained the same” since last year. Fifteen thousand farms closed in 2025.
Bankruptcies were up 55% in 2024, 46% in 2025 and 70% for 2026 by May.
March 20, 2026 | Daily JAM, Jubak Picks, LNG, Stock Alerts, Top 50 Stocks, Volatility |
I already own shares of Cheniere Energy (LNG) in my Jubak Picks Portfolio and my Volatility Portfolio. I will add another position in my 50 Stocks Portfolio on on Monday, March 23.
March 17, 2026 | Daily JAM, NVDA, Top 50 Stocks |
When the CEO extends the company’s $500 billion revenue projection for 2026 by adding another $500 billion for 2027–we’re talking $1 trillion in revenue here, folks–and the stock barely budges, I think we’re looking at a stock in need of a valuation reset. That’s exactly what happened to shares of Nvidia (NVDA) yesterday and today, March 16 and 17.And it’s why I’m selling Nvida out of my 50 Stocks Portfolio tomorrow, March 18. I expect I’ll be back into Nvidia shares when the valuation is less stretched–either because of a pull back in the shares or because projected revenues have turned into booked earnings (or some of each.) I’ve done this rotation in and out of Nvidia once before, selling in late 2023 and then rebuying in December 2023 for a 290% gain as of the close on March 17, 2026. Nvidia shares predawn 1.75% for 2026 as of the close on March 16.
February 25, 2026 | Daily JAM, NVDA, Top 50 Stocks |
Nvidia (NVDA) shares rose 3% in after-hours trading on Wednesday after the company reported fiscal fourth-quarter results and guidance that topped Wall Street’s forecasts by a wide margin.
February 10, 2026 | Daily JAM, TSM |
Taiwan Semiconductor Manufacturing (TSM) reported that January sales grew at their fastest clip in months. The contract chipmaker for Nvidia, Apple, and virtually every AI company reported a 37% rise in January revenue to $12.7 billion, above the 30% revenue growth the company projects for the full year. Those results confirm the company’s decision to budget as much as $56 billion in capital spending this year, which would be up 25% from 2025. The ADRs rose 1.83% today, Tuesday, February 10, to close at $361.91. For investors, the question is what next. The Wall Street consensus target is $392–410, implying a low‑ to mid‑teens upside from the current price. Is that enough reason to hold onto the shares? Is there a reason to buy even more?
November 2, 2025 | AMZN, Daily JAM, GOOG, Jubak Picks, Mid Term, MSFT, Short Term, Top 50 Stocks |
No slowdown on plans for AI capital spending in earnings results this past week from Big Tech. Alphabet/Google (GOOG) said it was increasing what it planned to spend on A.I. data center projects this year by $6 billion, after spending nearly $64 billion over the past nine months. Microsoft (MSFT) said it had spent $35 billion in its latest quarter, $5 billion more than it had told investors to expect just a few months ago.
Amazon (AMZN) said it would be “very aggressive” in adding more data centers and would spend $125 billion this year-— and even more next year. Meta Platforms (META) raised its spending forecast to at least $70 billion by the end of the year, which would be nearly double what it spent last year. The stock market reaction wasn’t unalloyed joy. Investors seemed generally positive on spending plans from Alphabet, Microsoft, and Amazon. And skeptical of Meta’s strategy and spending.
October 21, 2025 | CCJ, Daily JAM, Jubak Picks, Top 50 Stocks |
Third, the intense competition to lock up sources of decently priced and reliable electricity: Pick #6: Cameco
August 27, 2025 | Daily JAM, Long Term, Morning Briefing, NVDA, Top 50 Stocks |
Nvidia’s basic problem is that investor expectations are so high that the company struggles to meet them. In the quarter ended on July 27, results released today after the close of trading, Nvidia said it earned an adjusted $1.05 per share on $46.74 billion in revenue. Which disappointed the market. The stock fell 3.03% in after-hours trading.
August 5, 2025 | Daily JAM, GOOG, Jubak Picks, MSFT, Top 50 Stocks |
For the coming fiscal year, big tech’s total capital expenditure on AI is slated to balloon, leaving the total for 2024 in the dust. In total, the four tech companies will spend more than $400 billion on capex in the coming year, according to the Wall Street Journal.
May 28, 2025 | Daily JAM, Morning Briefing, NVDA, Top 50 Stocks |
Shares of NVIDIA were up 4.51% in after-hpurs trading after the comply reported earnings .
May 25, 2025 | Daily JAM, Morning Briefing, Short Term, Top 50 Stocks |
The most important event of the short week ahead will be Nvidia’S (NVDA) report–after the market close on Wednesday, May 28, of earnings for the fiscal first quarter of 2026 that ended in April 2025.
Expect volatility. Both in Nvidia’s results and in the market where the numbers are likely to move stocks in the tech sector. Going into the report even analyst consensus estimates were volatIle with Zacks Investment Research putting the consensus estimate at 80 cents a share. Matching the higher consensus would mean year over year earnings growth of 44%. Revenue is projected at $43.4 billion. That would be 66% growth year over year.
