GauchoChris’ Activity

Mon Oct 15

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 10:07 AM

Re: NVDA: GTC Europe is a must watch

This bounty of transistors for chip designers resulted in a similar rate of increase in performance of general purpose CPUs -- for a while. Part of the gains were due to architectural design improvements...and another part was due to clock speed [more]

Sat Oct 13

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GauchoChris replied to the Saul's Investing Discussions board. 8:18 PM

Re: ALERT! Cramer on Nvidia :<(

a possible miss and that’s the typhoon that hit Asia around the time that RTX 2080 Ti was getting ready to ship. This has caused a delay in the availability of the top shelf card. Preorder customers started shipping Oct 2 as opposed to Sep 20 [more]

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GauchoChris replied to the Saul's Investing Discussions board. 3:39 PM

Re: NVDA: GTC Europe is a must watch

Chris:Now there is Jensen's Law. Jensen joked about this because it doesn't yet have a name but it deserves a name. NVDA's GPUs together with the entire stack of SW, AI algorithms, etc, etc. is advancing accelerated computing by 1000x [more]

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GauchoChris posted to the Saul's Investing Discussions board. 11:48 AM

NVDA: GTC Washington DC Oct 22-24

Next GTC Conference will be in 9 days. What will Jensen announce next?

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GauchoChris posted to the Saul's Investing Discussions board. 10:34 AM

NVDA: GTC Europe is a must watch

https://www.ustream.tv/gpu-technology-conference

It happened this past week in Munich, Germany. NVDA held another GTC Conference. Jensen have a 2 hour keynote as he usually does. [more]

Tue Oct 9

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 12:26 AM

Re: Square Stock Is Plunging After a Steadfast B

So the 10% drop today was on no NEW news in my mind, was solely the lemmings following an analyst's opinion, so that's why I added.

One must be careful not to confuse causation and correlation.

Fact: Analyst offered a [more]

Fri Oct 5

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GauchoChris replied to the Saul's Investing Discussions board. 12:52 PM

Re: A quick note of where we are

ayx has traded in a range of 12-21 ev/s since we started following it. It is now sitting at 16.

ZS a range of 18-31, now sitting at 23

OKTA range of 18-24 now sitting at 21

MDB range of 13-21 now sitting at
[more]

Thu Oct 4

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GauchoChris posted to the Saul's Investing Discussions board. 10:27 AM

SQ: Square Installment

SQ announced today Square Installments which offers customers of square sellers the option to pay for purchases in installments at interest rates of 0-24%.

Wed Oct 3

NL

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GauchoChris posted to the Saul's Investing Discussions board. 2:39 PM

NKTR: IR's short rebuttal

I received this from a friend who asked me to post it to this board:

Thank you for your inquiry on the “report” issued by Plainview. Please find below the company’s response. The report was lengthy and filled with what was positioned to [more]

Tue Oct 2

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GauchoChris posted to the Saul's Investing Discussions board. 2:52 PM

SQ: another PT increase $75>$115

https://finance.yahoo.com/m/38738c3e-3788-3089-8833-c50a99b4...

Seems that every few days SQ is getting at PT [more]

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GauchoChris posted to the Saul's Investing Discussions board. 2:46 PM

NKTR: 10 abstract for SITC

https://finance.yahoo.com/news/nektar-therapeutics-announces...

NKTR will be giving an oral presentation and presenting 10 [more]

Mon Oct 1

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GauchoChris replied to the Saul's Investing Discussions board. 8:37 PM

Re: A Toast, To The Future

I wanted to tell the non-technical folk here that there are some posters pontificating here about tech companies that are spot on. Smorgasbord1, brittlerock, GauchoChris, and Tinker in particular are very on-point and on-fire lately with their [more]

Sun Sep 30

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GauchoChris posted to the Saul's Investing Discussions board. 1:56 PM

GauchoChris 9/30/18 portfolio update

Portfolio performance

We are now ¾ of the way through 2018. My portfolio results are in the table below:


YTD Mo ch S&P YTD Mo ch YTD diff Mo diff
1/31/18 25.6% 25.6% 4.9% 4.9% 20.7% 20.7%
2/28/18 [more]

Sat Sep 29

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 7:53 PM

Re: I Think NVDA Will Acquire TSLA

Looks like a settlement. Musk out as chairman of the board for 3 years. Stays on as CEO.

It's incredible when you think of it as a $40M tweet! Wow.

Chris

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GauchoChris posted to the Saul's Investing Discussions board. 2:12 AM

NVDA: GTC Europe is Oct 9-11

https://blogs.nvidia.com/blog/2018/09/26/autonomous-vehicles...

The next GTC event is coming in about 10 days. Will Jensen announce anything new as he has [more]

Fri Sep 28

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 3:22 PM

Re: Nvidia RTX Driver Update

Perhaps this is what is driving the bounce today and not so much the obscure price target raise?

The price target raise from $300 to $400 was discussed on CNBC today during the Halftime show. The analyst who raised today did so after [more]

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GauchoChris posted to the Saul's Investing Discussions board. 7:37 AM

NVDA: Another PT hike: $300>$400

Evercore maintains an Outperform rating on Nvidia (NASDAQ:NVDA) and raises its price target from $300 to $400, a 50% upside to yesterday’s close.

Analyst C.J. Muse cites the company’s platform-based approach for accelerated computing and
[more]

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GauchoChris replied to the Saul's Investing Discussions board. 6:43 AM

Re: Nutanix Deepish Dive -- Bought More Recently

I am not saying Nutanix would be in that position but it does make me want to learn more about Nutanix so I have a better idea of determining who may or may not be blowing smoke and whether or not that smoke indicates a raging fire. Some investors [more]

Thu Sep 27

NL

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GauchoChris posted to the Saul's Investing Discussions board. 10:07 AM

NVDA: PT increase $3

https://finance.yahoo.com/news/bank-america-raises-nvidia-pr...

Vivek Arya [Bank of America] reiterated a Buy rating on Nvidia and named it as [more]

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Boards Stats & Trivia

Big red star, 1000 posts Top Recommended Fools Old School Fool Global Fool
Board Posts 2132
Recs Received 14276
People who have rec'd these posts 1355
Recs to Posts Ratio (last 30 days) 36.20
Threads Started 703
Threads Started Percentage 32.97 %
Most Frequent Board Saul's Investing Discussions
Very First Post Heavy weighting of small caps. A problem or not? (2/24/2006)
Percentage of Posts Rec'd 77.02 %
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