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What to do with NVIDIA if you own it

May 25, 2023

Good morning! 👋

Not surprisingly, the pre-market is split between the fear associated with the debt ceiling and the optimism/FOMO associated with NVDA.

Here’s my playbook.

How to approach NVDA, the Fed and the debt ceiling debate

The fantastic Maria Bartiromo asked me about all three topics this morning, and I don’t think I could write anything better than our conversation. So, here it is. (Watch)

OBAers… please keep an eye on your email with special instructions related to NVDA!

And if you’re not a part of the One Bar Ahead® Family but would like to be, I’d be honoured. Investors who are OBAers regularly tell me that they’re enjoying newfound confidence, clarity, and perspective—many for the first time in their investing lives. Upgrade to Paid

Even free won’t cut it: PTON

Peloton now has five membership levels, including three new levels and all access. Now they’re gonna give away classes for free.

Ummm. 🤦‍♂️

Watch this and tell me AI isn’t going to change the world

As amazing as this story is, it’s still just the beginning. (Read)

AI will help us harness the brain in ways that were previously science fiction. AI will impact every area of our lives for decades to come.

Investors who do not get on board now will face the very uncomfortable prospect of knowing years from now that they could’ve when they had the chance.