Confessions from the Desk: Nvidia is Up, I Am NotIt’s Friday, the sun is shining, and Nvidia is up. Unfortunately, I am not.
Nvidia sits smugly at $137.19, while my $140 call is officially DOA—dead on arrival, with no chance of resuscitation. I’d like to say I’m surprised, but at this point, it feels like the market is just personally messing with me.
To add insult to injury, my carefully curated basket of stocks has been bouncing around like a drunk day trader on margin. One minute, I think I’m up; the next, I’m refreshing my portfolio like a gambler waiting for a miracle. Spoiler alert: the miracle never comes.
Meanwhile, Nvidia has been making big boy moves—cutting its stake in Arm Holdings, taking a bite out of China’s WeRide, and ghosting Serve Robotics and SoundHound AI like a bad Tinder date. The result? Stocks are moving, headlines are flashing, and somewhere in a penthouse office, a hedge fund manager is smirking at my pain.
Let’s break it down:
Nvidia dumps 44% of Arm Holdings – Apparently, even they have commitment issues.
Exited Serve Robotics & SoundHound AI – Serve was rolling along nicely until, well... it wasn’t. SoundHound AI got the boot, too, and its shares fell 25%. Ouch.
Pumped 1.7 million shares into WeRide – WeRide stock shot up 76%. That’s cool, but guess who doesn’t own WeRide? This guy.
Also bet on AI cloud firm Nebius – Stock rose 8%. Lovely. Again, not in my portfolio.
Now, as Nvidia makes its AI master moves, I sit here staring at my screen, watching Serve Robotics—one of my few February winners—go completely sideways. That’s right, folks. Nvidia’s got a plan, but my portfolio? It’s just vibing.
But hey, it’s Friday, the sun is out, and at least I don’t own SoundHound AI. Small wins, right?
Happy Friday
