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NVDA ~203–205 looks poised for breakout — leadership momentum intact.

Confirm breakout on a close >205 with above‑average volume.

If confirmed, NVDA is a high‑probability continuation candidate (top momentum name).

Strong setup vs MAG7 — NVDA likely to lead the megacap cohort higher.

MAG7 overall remains a key engine for QQQ; NVDA strength lifts the group.

Broader Nasdaq‑100 (ex‑MAG7) lags, so rallies may remain narrow but powerful.

Key support: ~200; nearby stop area ~195, deeper support ~185.

Initial upside target: a measured move +10–20% from breakout, reassess at resistance.

No advice.

Think of CYN as 3 buckets:

🟢 1. Cash generators (WAF-type)

directly benefit from gold price

show real cashflow strength now

🟡 2. Leverage assets

earnings expand, but volatility high

cashflow lagging or inconsistent

🔵 3. Optionality / development

no real cashflow yet

value is future production + sentiment

👉 WAF sits firmly in bucket 1.

👉 The portfolio is not all bucket 1.

🧠 Bottom line

✔ WAF confirms the macro thesis: gold = cashflow machine at these prices

✔ That supports CYN’s NAV and sentiment

❌ But it does NOT guarantee uniform cashflow strength across all holdings

So the correct framing is:

“WAF strengthens confidence in the gold cycle, but portfolio cashflow is heterogeneous — it improves unevenly across holdings depending on stage, cost base, and jurisdiction.”

No Advice.

Bottom Line for NVDA and Broadcom Holdings

Bullish signal from equipment chain (ASML + ASMI): AI demand remains robust and supply-constrained.

Hyperscalers are pushing hard on advanced chip production → good for Nvidia's GPU dominance and Broadcom's accelerating AI/custom ASIC + networking revenue (Broadcom already showed $8.4B AI revenue in its Q1, +106% YoY).

Intel adds confirmation of data center strength without derailing the AI narrative.

Risks to watch: Geopolitical/export restrictions (impacted ASML reaction), any signs of capex digestion by Big Tech, or broader macro slowdown. But current results point to the AI infrastructure cycle staying strong into 2026. These are short-term read-throughs from Q1 reports. Markets can move on broader sentiment, upcoming NVDA earnings (expected soon), or macro factors

No Advice.

CYN portfolio shift (Feb → Mar 2026) — investing principles (bullish tilt)

Active capital rotation: profits taken in gold/mining and redeployed into areas with stronger near-term return potential

Positioning for the next leg: increased energy exposure reflects a view that oil markets are tightening and under-owned

Focus on cash-generative assets: shift toward tanker/shipping and core producers enhances immediate earnings leverage

Higher conviction portfolio: streamlined energy exposure removes dilution and concentrates on best ideas

Core strengths retained: continued backing of top mining and uranium names preserves long-term upside

Aligned with macro tailwinds: portfolio now geared to benefit from geopolitical tension, supply constraints, and commodity demand

Disciplined, not reactive: changes appear proactive and cycle-aware rather than defensive repositioning

Certainly working well as NAV storms to new high since the Iran troubles.

No advice.

A number of the non MAG7 holdings are on a tear here ATM increasing what was an ATH of £11.69 to another ATH over £12 yesterday.

A longish wait to get the mojo back here, but we seem to have some wind behind our sails at last - life is uncertain with the war ongoing, but US tech seems to back in favour which is a real help to our cause.

No Advice.

Agnico Eagle Mines’s bid for Rupert Resources reflects a broader pressure on majors to replace depleting reserves quickly via acquisitions rather than exploration.

This is part of an ongoing but selective M&A trend, not the start of a blanket buying spree across all juniors.

Large miners like Newmont Corporation and Barrick Gold are targeting high-quality, scalable assets in safe jurisdictions.

As a result, only certain juniors (advanced, Tier-1, near-production) attract takeover premiums—this is a stock-picker’s market.

CQS Natural Resources Growth and Income plc (CYN) holds a mix of developers, producers, and income assets.

Roughly 30–40% of CYN’s portfolio has exposure to takeover dynamics, via holdings like NexGen, Greatland, Talon, and Robex.

However, the rest of the portfolio (energy, shipping, larger producers) dilutes pure M&A upside and stabilises income.

Bottom line: CYN sits in a balanced position—benefiting from selective M&A upside while still relying primarily on commodity strength and income generation.

No Advice.

Microsoft sold every spare CPU it had to Anthropic and OpenAI. Amazon tripled its CPU buys year over year and still can't keep up. Two of AWS's biggest customers asked Andy Jassy if they could buy the entire 2026 production run of Graviton chips. He said no.

The ratio inside an AI datacenter used to be 100 megawatts of GPUs to 1 megawatt of CPUs. CPUs handled storage, checkpointing, pre-processing. Light work. GPUs did the actual training and inference.

Then OpenAI shipped o1-preview in September 2024. RL post-training went from "check the model output with a regex" to "run classifiers" to "compile the code and run the unit tests" to "spin up a sandbox, call three databases, run a physics simulation, verify the answer."

Every rollout now needs a CPU-backed environment to verify against.

Codex 5.4 runs agentically for 6-7 hours at a time. Each database call, each cron job, each scraped URL is CPU work. Coding agent revenue went from a couple billion to north of $10B in six months. That compute is sitting on CPUs.

The CPU to GPU ratio is now approaching 1:1. The entire global cloud was built for 1:8.

That's why GitHub has been unstable for weeks. Nvidia and Arm both announced they're entering the server CPU market in March. TSMC will only meet 80% of server CPU wafer demand this year. High-end server CPU prices are already up 50%.

When the GPU king and the IP licensor both pivot to CPUs in the same month, the boring chip isn't boring anymore.

No advice.

I am taking the view that the disount narrowing right down to 1-2% shows that the market is now less concerned over the managers departing.

One take below on why.

The portfolio of CQS Natural Resources Growth and Income plc is heavily weighted toward de-risked resource assets (producers + late-stage developers).

These holdings already sit in “value realisation” phases where commodity cycles do a lot of the work.

That makes the underlying investment case less dependent on any single manager’s ongoing decisions.

The initial discount widening after the manager announcement was likely an overreaction to “key person risk.”

The subsequent narrowing suggests the market has reassessed that risk as less structural than first feared.

The quality and stage of holdings supports the idea that most of the portfolio alpha is already embedded.

Remaining risks are more cyclical (commodity prices, execution) than managerial.

The trust therefore behaves more like a cycle-exposed, de-risked portfolio than a fragile “star manager” vehicle.

Overall thesis: broadly intact, with performance now driven more by macro + existing positioning than personnel changes.

No advice.

1 year 124% vs. 105% - CYN wins

3 years 121% vs. 170% - PCT wins

5 years 216% vs. 143% - CYN wins

Both have been superb peformers with different drawdowns and peaks/troughs. So you would not be disappointed to have owned either of them. You cannot really determine from this one overall winner as they have better outcomes depending on the timescales. I suspect it would be hard to find many other global funds to keep up their frenetic growth rates though - good luck for finding any other/better ones - noting you cannot extrapolate past performance into future returns as we all know.

No advice.

Has touched this level a number of times recently and as a40% holding hoping we can break through this resistance point.

No advice.

It appears c.23 holdings gained 10% or more over the past month - across all metal types in our diversified portfolio structure.

Things remain volatile, but we appear to have some very strong picks across the board which is very reassuring given possible change of managers over the next year.

No advice.

Can you summarise please at all for those of us who are not on ADVFN - thank you!

Meanwhile some of the GPM holdings that have been "sleeping" for the past few months have seriously come back to life recently - happy days. eg Polymetals up 34% last month - there are a number of others. With the market looking beyond the end of the Iran war, much more forgiveness being baked into the smaller high beta PM miners and with that trading volumes linked to improved risk appetite nicely returning. Super time finally to be holding here.

No advice.

Amazing day as we announced a new All Time High NAV USD Total Return.

We kept going through Saas-pocalypse and the Iran War.

Thank you for your PatienceAmazing day as we announced a new All Time High NAV USD Total Return.

We kept going through Saas-pocalypse and the Iran War.

Thank you for your Patience. Tech is a great Survivalist.

Check out our Dividend Yield too.

.

nice one - no advice etc

15 April 2026

Golden Prospect Precious Metals Limited

(the "Company")

Transaction in Own Shares

The Company announces that it has purchased the following number of its ordinary shares with a value of £0.001p in the capital of the Company (the "Shares"):

Date of purchase:

14 April 2026

Number of Shares purchased:

10,000 Shares

Highest price paid per Share:

97.60 pence

Lowest price paid per Share:

97.60 pence

Average price paid per Share:

97.60 pence

15 April 2026

Golden Prospect Precious Metals Limited

(the "Company")

Transaction in Own Shares

The Company announces that it has purchased the following number of its ordinary shares with a value of £0.001p in the capital of the Company (the "Shares"):

Date of purchase:

14 April 2026

Number of Shares purchased:

10,000 Shares

Highest price paid per Share:

97.60 pence

Lowest price paid per Share:

97.60 pence

Average price paid per Share:

97.60 pence

Total number of Shares in issue (excluding Shares held in Treasury) following the above purchase*

107,824,428

Total number of Shares in issue (excluding Shares held in Treasury) following the above purchase*

107,824,428

14 April 2026CQS Natural Resources Growth and Income PLC (the "Company")LEI: 549300ES8CNIK2CQR054

Third Interim Dividend 2026 Declaration

The Board of the Company has declared its third interim dividend of 8.34 pence per share in respect of the year ending 30 June 2026 (2025: 1.26 pence per share).

Such dividend will be paid on Friday, 29 May 2026 to shareholders on the register on Friday, 1 May 2026. The associated ex-dividend date is Thursday, 30 April 2026.

Point taken, I think they are eroxon in some way shape or form, so let's assume then for sakes of argument that the ladies gel may get called femiroxon so part of the same branding family. That is the hope based on the article a while back that they want to develop a wider range of products including something specific for ladies - this latter product may very well stamp all over some of durex type stuff so I think they will need to be quite careful how they land it - that is purely my opinion and two pennies worth

I am not asking anyone to try a product where they do not need to, I for one never ever would need to use such a product but did so in the interests of being an investor. Even at my great age and sparing the details it defintely does change the experience for the better - imvho there are more legs in this product than just ED...hence all the comments about R&D today and building a wider product platform. I am a population of one in terms of an experience feedback, so you can all take that with a pinch of salt. But I do like the idea of making something along these lines available for women.

Stated to an answer in line with expectations for 2024...dyor etc

Wait for the presentation at 9am :) only 30 minutes...

Hi, these R&D priority areas including female health product development points were all covered in an interview that was posted online a few months back. You will no doubt then ask where is it now - well it has been posted here at some point back and if no one can easily find it, I will see it I can find it later..