Jon,

Thanks for the note. I really should start following them. I may be wrong, but I used the 2 day selloff in chips to add an increment both to NVDA and ISRG. ISRG because I simply wanted to fund it more than I have, and I don't see where they have competition in their prostate surgery platform, and AI surgery is surely the secular wave of the future. NVDA because they've lost 20 points in 2 days, and while like ISRG and other forward-story stocks, they have rich PE's, they also have great prospects, IMO. Given their meteoric rise, of course, they're prime targets in a market turndown. But, for instance, NVDA's new graphics cards pull even further ahead of AMD's, and amazingly (to me) so far the pricing structure has held! (That is - last gen cards, like the 1080 ti's, are selling about the same before NVDA's 2080 line came out. NVDA's 2080 line, the 2080's are about $50 higher than the 1080 ti's with some nice performance gains, and the 2080 ti's are sparsely available, and selling for well above $1000, sometimes as much as $1,250+. Maybe those prices don't hold, but with NVDA in everything else - AI in cars, datacenter chips, on and on (the video cards are the first to use AI to achieve reall-time ray tracing), I think they'll be a tough competitor in a number of areas. Yes, the stock has priced in some future expectations, for sure. But the trend might be your friend.

In other news, as of today one can get a 2.50% just sitting in an FDIC insurance MM account, as the new rate leader posted this account. 9 month CD can yield 2.75%. And there was a 15 month @ 3.25% APY. These will only rise as the fed raises rates.