<p>OT - NOK</p> <p>Here is a rather  tepid review of NOK's nearest cellphone offering. I'd think that if this is marketed to 3rd world countries, the relatively low-res display is irrelevant. Not sure if China is so competitive that other phones at this price point provide real competition.</p> <p> <a href=" zdnet.com/pr...545499">zdnet.com/pr.../a> </p> <p>And - I really don't know what to make of this. I generally take such articles where someone is touting their 'expert knowledge' about a 'must-buy' stock. </p> <p> <a href=" marketwatch.com/st...-07-18">marketwatch.com/st.../a> </p> <p>So, I've still been mulling buying some NVDA even at these prices. My rationale is similar to that of NOK and its sector: The demands for and applications of AI related products going forward can do nothing but grow. I think we're at the beginning of a period where AI computers and such will be a bigger booming sector than people think. Some (like IBM) say they're close enough to AGI (Average General Intelligence) computers that we'll see them in 5-10 years. </p> <p>So, is he blowing smoke, or is Fujitsu something to consider seriously? Is it the real game-changer (like Intel/Micron's 'Optane' solid state memory?), or if you take into account all the other factors (competitive chips, how big a part of Fujitsu's business would be impacted, etc. etc.) he is exaggerating without knowing other crucial data? Are NVDA and AMD really going to be that challenged?</p> <p>Also, concerning Intuitive Surgical - I've watched them go from the 500's now around $960/sh. If one thinks about it, that 'booming demand' for AI leads to some pretty interesting products that never existed in much of any form before: I was surprised at first, and then it was clearly a no-brainer: One can use AI reality to train new surgeons to perform operations, rather than have them learn their craft on 'victims' of their early years in practice. Or - the obvious - long distance surgery (or letting the computer do the work - more accurately than human hands can do) will be a part of the future. IoT apparently is going to mean a lot more than just telling Alexa to turn up the thermostat. So where are the best opportunities. lt cap first mentioned Intuitive Surgical (ISRG) a fair while ago. I wish I had placed a bet on them then.</p>