General News
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A quick update.
Taking yesterday and real time today, net growth is down approx 1.25%.
Regardless we feel this is a temporary blip which has no bearing on the health of the companies we invest in nor will it. It's nothing more than the ones which have risen the fastest 'short-duration stocks', getting pulled back more than others, regardless of their quality (a few exceptions).
There is plenty of company specific positive news coming out (Micron for example) which shows clear evidence of their business getting strong whilst their stock gets cheaper.
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Realitime growth +2%. This is no indication it will remain same in 5 mins
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We have spoken about this for a while. It's one thing having ambitions to compete. In a constrained market, what matters is having the components(supply chain). Most do not.
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Nvidia & Texas Instruments collaborate to build physical AI (humanoid robots).
The collaboration combines Texas Instruments’ real-time motor control, precision sensing, radar and power-management technology with Nvidia’ advanced robotics compute platforms and simulation software to help developers design, test and deploy humanoid robots faster and more safely.
At the hardware level, TI’s mmWave radar sensors are being integrated with Nvidia’s Jetson Thor platform using Nvidia’s Holoscan Sensor Bridge. That matters because radar adds a layer of perception that cameras alone can’t provide. Cameras struggle in fog, glare, low light or when detecting transparent or reflective surfaces like glass. Radar works in those conditions and provides precise distance and velocity data in real time.
The broader goal is improved 3D perception, sensor fusion and low-latency decision-making. For humanoid robots, that means better balance, safer human interaction, more reliable obstacle avoidance and tighter motor control. It also addresses a core robotics bottleneck: synchronising high-performance AI inference with deterministic, real-time physical control systems. -
Headline CPI(US) holds at +2.4% Y/Y in February, as expected.
Solid gains today as a result
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Breaking- US/Iran in talks to end hostilities.
Futures swung 700 points to +500
Oil plunges to $90 -
I get your message requesting this to be apolitical, but it does feel rather like market manipulation from the US President. No views on that?
@mikeiow I don’t think it “feels like” that - it’s blatantly obviously the case and is so for every idiotic initiative he embarks upon.
Have you seen the charts floating about which detail billions in trades in the few short minutes preceding his announcements? Both ways, buying and selling, depending on what the announcement is.
It’s insider dealing on an industrial scale.
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'stuff' like that always happens-I would think dozens if not 100s of people knew and know about any impending comms. You can draw your own conclusions but if you think DT himself makes a few calls to tip off a trader or an institution, I think that is just fantasy-regardless, we have no influence over these or any other Tump events and it doesn't change the investment decisions.
It would appear for now things are derisking.
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Mines also not looking it's best at the moment,
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Yeah, if someone can let me know when it's safe to look again...
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It's never nice to see red but as has been said before quality comes back. We are negative YTD however doing far better than others-as has been the case for the past several years.
Cobens tech portfolio is -4.7% YTD
Nadaq circa -10%
Fundsmith -11.5%
Cathy Wood Innovation -15%
Biff Tanner Tech circa -20% to -23%Cobens Tech 1 Yr +45%
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It's never nice to see red but as has been said before quality comes back. We are negative YTD however doing far better than others-as has been the case for the past several years.
Cobens tech portfolio is -4.7% YTD
Nadaq circa -10%
Fundsmith -11.5%
Cathy Wood Innovation -15%
Biff Tanner Tech circa -20% to -23%Cobens Tech 1 Yr +45%
@Adam-Kay said in General News:
It's never nice to see red but as has been said before quality comes back. We are negative YTD however doing far better than others-as has been the case for the past several years.
Cobens tech portfolio is -4.7% YTD
Nadaq circa -10%
Fundsmith -11.5%
Cathy Wood Innovation -15%
Biff Tanner Tech circa -20% to -23%Cobens Tech 1 Yr +45%
PHE?
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Hi O,
PHE is -6.99% YTD
Nest Sharia -4% -
Thanks. Not as bad as I had thought.
For right or wrong, I see PHE as analogous to Fundsmith, but Fundsmith has done significantly badly in the last 18 months. The fact that it's down 11% on the start of the year compared to PHE down 6.99% shows that there are indeed differences.
I have a reasonable chunk in Fundsmith. As much as possible will be coming out as soon as the tax year rolls 'round.
Thanks again for your input Adam
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Futures up almost 900 points and oil plummets 20%
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Bodes well for 'Memory'
Samsung Q1 2026 Results Summary (preliminary)Record-breaking quarter: Operating profit of 57.2 trillion won (~$38 billion) — 8x higher than Q1 2025 (up 755%). This already exceeds Samsung’s full-year 2025 operating profit.
Memory is driving almost all of it
The memory business (mainly DRAM + NAND, including HBM for AI) accounted for the vast majority of profits — estimates put it at ~90-95% of total operating profit (around 54 trillion won). Traditional DRAM and NAND prices have surged sharply due to AI data centre demand outstripping supply. HBM is growing fast but still a smaller portion for now. Non-memory divisions (logic chips, mobile, etc.) contributed very little or were in the red.Outlook: Samsung Expects Continuation for Multiple Years — Samsung views this as the early-to-mid stage of a structural AI-driven memory supercycle, not a short-term spike.Executives have described it as an "unprecedented supercycle" and expect strong AI memory demand to continue throughout 2026 and beyond.
They are actively negotiating multi-year (3–5 year) supply contracts with major customers to lock in demand and manage the long-term shortage.Analysts (post-Q1 results) are raising forecasts significantly: e.g., full-year 2026 operating profit 327 trillion won, and even higher (417–488 trillion won) in 2027. Many see the cycle extending well into 2027–2028.
Bottom line: Samsung’s massive Q1 blowout is overwhelmingly memory/AI-driven, and both the company and analysts expect this momentum to persist for several years thanks to sustained AI infrastructure buildout.
