Why is it so difficult to make money in the market? When passing the midpoint of the second month of this year, it is very important to address this question using two classic examples. I’m talking about the two best stocks of all time: Nvidia and Apple. Why these two? I tell you. Since the start of the year, these stocks have been hampered. Nvidia fell from its all-time high of closing at $149.43 per share on January 6th to $116.66 on February 3rd. Apple plummeted to $222.64 on January 21 from the end of its $259 record on December 26th. What causes these horrible declines? For Apple, it was a normal suspect: China’s slowdown and potential punitive actions against a company, one of China’s biggest employers, desperate for employment growth. For Nvidia, the Chinese startup Deepseek claimed it had defeated Nvidia in its own game and created a cheap process. – It begged the question of whether all the expensive hardware from the $3 trillion American company has become outdated. Both were real body blows. The first is because Apple reported a very great quarter, a good top line and bottom line beat, giving strong predictions. There were swirling with withered negatives, so no one bothered me. The second is because Nvidia has been seen as an accident that has been waiting to happen since it crossed the $500 billion market capitalization threshold three years ago. The accident had just happened. Many people make great profits from these two stocks. They have them because they were patient and ran them. They think “owned them and didn’t trade them” because there’s no better set of terms. That was my password for both Apple and Nvidia. I came up with so many of those terms for you, not for me, but for you, for the club. For years, there have been constant trading between these two companies. So I looked back at all these studies over the years, paying attention to downgrades and concluded that it is nearly impossible to return to the top and bottom. I spent hours and hours researching these two companies. I’m a generalist and there are always people who know these two better than I do. But I’ve noticed that it’s as good as these “talking heads” – and here I’m talking about analysts and managers on TV – they’ve experienced every time they downgraded these two stocks They are incorrect, and they have been repeatedly downgraded. So I came up with the “don’t, trade” rule that would make me stay longer. why? For so many reasons. AAPL 3M Mountain Apple 3 Months of Apple? The best products ever made, one of the most capable CEOs I’ve ever come across, the lack of really good competition, constant innovation – it’s yours with the new Gizmo and Bell of brand spanking Even if you didn’t beat your head – and while it may have been backed up in the beginning, there is a constant, growing service revenue stream that represents the best source of growth now. Currently, there are three powers against Apple. One is that when you’re not used to the north of 22, the revenue from stock prices is 33 times higher. Two is the lack of growth in flagship handset models. And the third is that even if the Chinese government is spitting its people, it has to argue that Apple will either make too many or artificially accusations, so China is constantly in the midst of arrests, as the Chinese government has to argue. It’s not a drum beat. Unlike most efforts, each of these negatives has a champion. They use a variety of tools to create cases. They use suspicious sources to tell you about the light or drop of parts, despite Apple doing everything they can to disguise the person who placed the order. They cite unknown Chinese workers and officials about the non-existent crackdown. They talk about the lack of innovation, have you seen many people with Android-based systems? They’re really ruining it, so you’re going to try and purge them from any group chat. I think they are nuts except on Wall Street. These are constants and you will most certainly be shaken up unless you are held as “owning and not trading.” They’re – the Bear Journalist Short Seller Annaly Community – they’ll kick you out. They want to make these stocks lower. It’s exciting. That’s an advantage. Investors make targeting easier. NVDA 3M Mountain nvidia 3 month nvidia? Before Deepseek, it should be dispatched with warnings about late products, a legacy of underestimating the difficulty of manufacturing new Blackwell chips. We were warned that hyperschools (a huge tech company that couldn’t even buy enough Nvidia chips) could not continue to spend like drunk sailors. They will live to regret it. We said these “damn fools” clients will one day find themselves spending a lot of money on AI. Then suddenly, we got a real silver bullet in our hearts. The Chinese company knew nothing. Nvidia products are over-fisted. The whole timing threw us. It was coming at a quiet time, and Nvidia founder and CEO Jensen Huang felt legally bound by his inability to put things in context. Also, things are so charged between China and the US that when the Soviets launched the satellite on October 4, 1957 it felt like a “Sputnik moment.” Behind the Russians. Of course we caught up, but even this little boy was afraid at the time, as the panic was so scary. Does it sound familiar? I know I was worried about the first week of Deepseek’s termoil. We had a Hyper Scholar revenue period, but we had to go to 4 people. That is, the club names were not reduced by Microsoft, Alphabet, Meta platforms or Amazon. They go by quarterly phone call. Each company must reconfirm its spending programme. Otherwise, I knew I was rattling with Deepseek. Nothing happened as each confirmed a robust spending plan. there is nothing. I didn’t dare buy an Nvidia until all four of us were heavy. Nvidia began the rally after Amazon checked off the monster’s capital expenditure number. It’s pretty much going back. Looking back, it all seems so ridiculous. How did we talk about ourselves, believing that the CEOs of all these great companies were already knowing, were scouring themselves in the small Chinese attire they had already known? Did you still spend your time on Nvidia like a fool? Why did we believe it? How did that happen? Why didn’t you believe that Nvidia would not be the end of the world? Why didn’t you think that part of the process would probably be cheaper and more companies would probably be interested in Nvidia’s products? Why didn’t you realize that Nvidia has software and hardware? And why didn’t you think the power of Blackwell, a new Nvidia platform, a platform rather than a chip, was from accelerated computing and the ability to consume videos that teach robots how to become humanoids? I don’t think all of these questions need to be answered because in the end, they have no knowledge from the company itself, no knowledge they were given, and we all felt helpless. In both cases I felt helpless. Well, here’s something I don’t want to admit, but in both cases I was doing one thing for me: Faith. I believe in Jensen Fan and Tim Cook, CEO of Apple. They know what they’re doing. They are not static statues. They are not quarterbacks who continue to be fired. They are the CEOs who have thought so many things – and yes, they can be blind, but the point is, thinking about what they should always do and doing it right That’s what it is. And that’s why I said, “Don’t trade these stocks yourself.” One day Tim and Jensen will not run these companies and my mantra will be disbanded with my resolve. But until they do, I don’t think my faith is stupid, crazy or naive. It is based on history that makes it right and proves that the suspicious person, in this case the seller, is wrong. In sports, people like these two great leaders benefit from doubt. In our business, they might have been great yesterday, but somehow I think they’ll be a fool tomorrow. That being said, I can always tell you that I don’t have myself, I don’t trade.” We won a small victory and missed a big victory. Always, I’ve been feeling like these sales barrage thick dopes. The man was stuck on an empty land on a battlefield of despair. every time. The power of things that are right many times is a bit of comfort when you can make the next mistake. But I think takeout is this: you shouldn’t rule out the advantage of doubt like it’s confetti, but why don’t you look at your old portfolio, yes, yes Go back, what would have happened if you just identified one or two stocks as “don’t own” names. This is what happens. You’ll have more money. Be faith in your judgment, not in others’ judgments. If you can’t do that with tech, do it with drug inventory. If you can’t do it with medicine, do it at retail or restaurant. Classic growth is anything. Then dig in and use dips to buy more. It’s worth it. Choose two. Two. And if they are worth doing so for your investment mindset, cherish them. I think you’ll be one of the few people who really grow a wealth of stocks. (Jim Kramer’s charitable trusts are the long NVDA, AAPL, Meta, MSFT, AMZN, Google. See here for a full list of stocks.) As a subscriber to the CNBC Investment Club with Jim Kramer, before Jimmy. You will receive a trade warning. I’ll do a transaction. Jim waits 45 minutes after sending a trade alert before purchasing or selling stocks in the Charitable Trust portfolio. If Jim talks about stocks on CNBC TV, he will wait 72 hours after issuing a trade alert before running the trade. 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Rob Kim | nbcuniversal
Why is it so difficult to make money in the market?
When passing the midpoint of the second month of this year, it is very important to address this question using two classic examples. I’m talking about two greatest stocks of all time: nvidia and apple.
Why these two?
