Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

NVIDIA (NASDAQ: NVDA)

Crazy Stocks

NAMPOF an Alternative to Fang Stocks

You can think the NAMPOF of as a FANG for value investors. Holdings in NAMPOF are more diversified than FANG and some of them generate dividend income.

It diversifies NAMPOF because NVIDIA and Apple are hardware makers and PayPal is in finance. FANG scares me because it is almost all software based. Something I dislike about FANG is the lack of a financial stock.

Containing six stocks further diversifies. Four NAMPOF stocks; Apple, NVIDIA, Oracle, and Microsoft, are proven moneymakers.

I consider PayPal and Facebook speculative because they base their businesses on growth. However, both companies have showed the capability to generate vast amounts of cash.

I designed the NAMPOF to offer a little more than safety and income than FANG at a comparable rate of growth.

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Opportunities

Daimler, Bosch and NVIDIA team up for Robot Taxi

Predictably, up to 25 companies signed onto NVIDIA’s robot taxi effort, a press release indicates. The organizations in NVIDIA’s driverless taxi effort range from startups like NuTonomy and Yandex to the world’s oldest automaker; Daimler, and Volkswagen (ETR: VOW3) one of the world’s largest automakers.

The market for driverless taxis will be huge if Bosch, Daimler, and NVIDIA can get them to work. Even if regulators refuse to allow robot taxis on the streets, the technology will have many other uses.

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Market InsanityOpportunities

Is Waymo Worth $175 billion?

Such valuations definitely justify Waymo’s business plan of providing the operating systems for other companies’ autonomous vehicles. That includes Peterbilt semi-tractors in Atlanta, Chrysler Pacific Minivans in Phoenix, and Jaguar IPaces in Arizona.
A huge advantage is to this plan is that the manufacturing is left to the companies that specialize in it. A great benefit is that Chrysler Fiat (NYSE: FCAU), Tata Motors (NYSE: TTM), and PACCAR (NASDAQ: PCAR) take many of the risks. Tata owns Jaguar and Peterbilt is a PACCAR subsidiary.
Waymo avoids the expense of building a factory and setting up dealerships, and all the trouble of dealing with the United Auto Workers (UAW). Companies with existing factories, supply chains, dealerships and union contracts take the risks.

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Cryptocurrency

Is NVIDIA the Perfect Value Investment for the 21st Century?

Gamers’ pain is NVIDIA stockholders’ gain; the manufacturer is making lots of money off the cryptocurrency bubble.

The company’s year-to-year net income grew by 54.61% to $838 million during 4th quarter 2017, Google Finance reported. During the same quarter, the year-to-year operating income grew by 40.60% to $814 million and year-to-year revenues grew by 31.54% to $2.64 billion.

NVIDIA stands to profit big time from robots, self-driving vehicles, industrial equipment, and other machines operated by blockchain-based solutions.

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Good StocksLong Ideas

Does Artificial Intelligence Make Money at NVIDIA?

All the companies and governments planning to harness AI will need something to develop it on, and NVIDIA is selling technology that creates the AI.

All of this points to a classic value investing strategy, do not buy the high-profile brand that puts the products before the public. Buy the company that makes the tools they use. In the AI revolution is that company because it makes the infrastructure AI needs to operate on.

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