<p>OT - Sold 5 calls of CIEN SEpt. 7th, stk $27 for .91 cents. IIRC, there have been times when the CC was good, the shares popped, but then backed down. So while the extra week doesn't bring me much more than the Aug. 31st calls, maybe that pattern will happen. (Or maybe it won't, there is no real logic to this.)</p> <p>Nvidia is down almost 5% on their lowered guidance, saying that the demand for high end videocards for mining is over. I'm still a believer in them. New cards will be announced Aug. 20th, and will have some of their AI features incorporated, which AMD cannot hope to match. One of which will be real-time ray tracing, good for gaming. From what I've read, it may be that video card prices will be permanently higher.  And there's an interesting article I read on Nvidia bringing the best AI chips to datacenters - much faster than INTC's chips, but that INTC is able to counter by software to speed up their chips in existing datacenter use. So there's a case to be made to stick with Intel for cost effectiveness, but the AI lead Nvidia has is a big one.</p> <p>I am mulling whether to shift some more funds into Nvidia and Intuitive Surgical. I bought the AI/Robotics fund some time ago, and it's pretty much been a money loser, even though it's portfolio includes NVDA and ISRG. I may just re-deploy that directly into those stocks.</p>