General News

Adam Kay

I do remember my Dad was the first person in the universe to get a VHS video player. Late 70s I recall. He still mentions how his pair of kippers cost 12p

2BToo

@Adam-Kay said in General News:

Highly impressive. Rapid progress is being made re robotic(humanoid) locomotion. https://x.com/BenjaminDEKR/status/1996435568004370809?s=20

Way, way, way back, when dinosaurs still used Psion Organisers, someone on here posted a similar video and it turned out to be AI-generated!

(Does the Ban Hammer ever get loaned by the PH mods to the IM mods? Or am I just destined for the naughty step? )

Adam Kay

Ive checked-at first look I thought it was definitely AI fakery, but no it is not. It's official, genuine footage.

2BToo

I can't remember who mentioned 'Santa Rally' but it seems more like a Ebenezer Scrooge Slide at the moment.

Odds of things looking up before the snow starts? I would be nice to have some good news before Christmas begins in earnest.

mikeiow

Mmmm…hard to see more of a rally ahead, tbh ‍️
No idea what the sage heads here might feel though.

exIM

Unless you're moving around your stock choices regularly based on knowledge no one else has, do nothing , its just normal market movements ?

2BToo

@exIM said in General News:

Unless you're moving around your stock choices regularly based on knowledge no one else has, do nothing , its just normal market movements ?

Absolutely true, but everyone is here because they want to see their investments grow, and it's always nice to see that happen, even if they aren't planning in changing what they are invested in.

Adam Kay

That's all it is, sell the news(excellent news) due to a very rapid appreciation over the past YTD. I couldn't be happier with the specific company performance. Patience is all that is needed. Lifestyle is as far as I can tell the Nr 1 best performing target dated product and Tech is Nr 1

2BToo

No complaints from this corner, and thanks to Adam and everyone else for such excellent results.

I strongly suspect that you'll say "No" (and rightly so), but would you care to put a finger in the air and let us know what you think 2026 will hold?

Adam Kay

All I see is giga names continuing to grow their earnings in the double digits, which would typically drive stock prices higher. We might see Nvidia report 100B revenue in 1 quarter and if it doesn't will be close. China will very soon start buying chips again. I see technology continuing to dominate. And on that there will be some new additions coming in the NY as having spent the last 6 months looking very closely at a couple of businesses and discussing same with my colleagues at length I think we are suitably comfortable about their prospects and compliment to our other holdings.

Rodders

Yes a great year notwithstanding the tarts-knickers DT effect.

Thanks and looking forward to hearing about the new additions.