OT - NVDA

Earnings results: Beat on Revs, Beat on Earnings, provided updated higher guidance and....my ticker says it's trading a bit under 2% from where it started the day. Just as INFN fell through the basement in today's trading, perhaps tomorrow it'll take off. If it doesn't, that may be the day I finally buy in. Regardless of the recent INTC/AMD joint initiative, this thing is a beast, and the applications and quality of its chips have great potential to push it further, IMO.

It's top-end graphics cards are still selling above MSRP, due to cryptocurrency mining. Haven't read anything that says that's going to stop.

I finally became decisive and decided that the security software sector may be ahead of itself, needs to get results more in line with expectations, and took the 'moment of clarity' to sell off my foray into PANW around $148-$149, for a mild gain of about $700. Today it crashed to below $140 on no visible news directly related, but some other sector stocks came in with results and/or guidance that was disappointing. I did not know they were reporting. Guess it proves you can make money (or lose it) by being relatively clueless. How strange.