China complained that the H20 has back door and can use remote control to turn off the chip. NVDA said it does not has a back door. But Senate is now proposing a bill to pass that all chips should install a GPS system to ensure they are ship to right place so as to cut off when to wrong place. Basically, the installation technique is matured. So who is telling the truth? Actually, no one is telling lies.
TSM needs to use remote control to adjust the chips when in need as after sales service and they do not consider this is a back door. Even NVDA does not install, TSM can do a lot more than NVDA. That’s why I always said NVDA will grow together with TSM rather than AMD, for the market share of AMD is eaten by NVDA day by day.
Since Warren Buffet announced retirement in early May, BRK series continue to drop and ARK series continue to go up. Buffet is selling the stocks and thus can give more cash to his successor Greg Abel, or else when he takes up the post, and wish to change the component, he will have one more worry whether the new stock is surely stronger than the old. So if Buffet give him cash instead of stocks, Abel can trade freely without any worries. Another point is that people only believe in Buffet which is God of Stocks, after he stepped down Cathy Wood which is Goddess of stocks will be invincible. This scene will continue to last.
In the beginning of 2025, I said this year will have a buying period of 6 months from March to August, and the Golden Pit really occurred here. Now it is almost done. Originally, on maturity, I extended 3 more months for buying, but now change it to observation from Sep to Nov. It does not mean the market will fall but just too high. Use this period to change horse, that is take some profit and change them to NVDA, TSM, TEM and PLTR till Landing On Mars. Among them only TEM is at low, others are on record high and that’s why need to have observation period. Once PLTR occupied 70% in my total stocks, but after a period of 6 months of buying other stocks, it is lowered to 60% and can hold until 2030 or 2031 unchanged. Still can add on others during the observation or kept unchanged in the rest 40%. This is the meaning of observation, can buy or cannot buy, but would not sell for there will be a long bull market without crash according to Financial Astrology and will explicit later.