Member Info for JohnLewis79

MSi regained some of the losses from Wednesdays sell off on the 2nd day of high volumes. A total of c.48,000 shares were traded taking the weeks total to over 100,000 on c.142 bargains dealt. Shares ended at 825.

Has to go down as an anomaly

unless we hear to the contrary today and Friday is not noted for important news to be announced by the board.

The 500 climbed to a record intraday high of 5154 at lunch on the back of chip stocks extending their rally and investors remaining upbeat about the prospects for a June rate cut as inflation continued to decline. Non farm payroll data is out on Friday & will offer further clarity on the state of the labour mrkt. By the close all the major indexes were up the S&P to a closing record (5157) and 8% ahead this year.

Most megacap growth and techs recouped Tuesdays losses with Meta and Nvidia to the fore. Meta put on $18 to $514 while Nvidia continued its unstoppable run adding $20 to $947 at close, breaking records at every turn and has soared 277% this past year.

Others in the limelight inc Micron Tech ($99) and Super Micro ($1192) (it builds servers for Nvidia). Super Micro has skyrocketed at a breakneck pace this year on back of Ai and clients of Schwab pushing the stock.

From a standing start of $9 in 2007 Super M has gained 12,606% all of the gains coming since Jan 2022 and is now valued north of $64bn placing it at no 285 in the most valuable global companies list.

Away from tech mania, Victoria's Secret ($17) everyone's fave lingerie stock slipped 30% on weak forward guidance, a dip in sales & a downgrade from JPM to 'neutral.' Kroger ($55) the grocery giant reported strong F/Y growth and profits nos as it fought to acquire rival Albertsons ($21) which the Fed Trade Commission is trying to block on competition grounds.

Finally welcome Sweden which becomes the 32 member to join the NATO alliance after 200 years of

neutrality. It brings to NATO a very capable Armed Force and a first class defence industry.

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Nyse data

Issues 2910

Advances 2005

Declines 804

U/c 101

NH 298

NL 20

T/vol(bn) 4•1

------------

DJ +130 (38,791)

SP +53 (5157)

NS +280 (18,298)

R2 +10 (1312)

WTI $80

10ytb 4•084%

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MSCI(W) +34 (3391)

Gold Bugs +4 (229)

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Latest :- Vix 14. Brent $83.

Gold $2160. Copper 3•919.

Palm $1012. Silver $24•525.

$1•281. €1•170.

FF +8. DF -3.

Morning all.

A lot more interest today (42) bargains dealt by mid afternoon. Mostly on the buy side, which I will update at close of play. Wouldn't usually do this but the volume of business could indicate moves on the horizon?

I'm still trying to fathom the sudden upsurge of interest in a tiny backwaters stock with a hodgepodge of assets, albeit one with a jewel in its crown that has suddenly become flavour of the week? I know enough not to argue with the tape.

Will it pan out? The metrics say its well undervalued but I'm long past this "stock is a raging buy" and all the BS talked about 'story' stocks that lead one down blind alleys.

Decide, take a position and await developments is my advice (not that I usually give any) being a lousy tipster, but on this occasion ....my money is where my mouth is. I have over 80% of my assets in MSi (I know I'm nuts) so it's a home 'home' run while I collect those dividends.

Evening all.

It's all b'ye b'ye b'ye to sell, sell sell this morning in the first half hour of trading. Always good to start the day in a positive mood as yesterday's action looks like proving to be an anomaly.......... dare i say that?

At c.100p off early January's 900-940 high there's certainly room for investors to build up a decent holding even if the MMs are keeping a rein on the sp. The tight spread is proving a barrier to overcome as most of the trades are c.800-820.

We shall see as the day progresses whether a break out is likely. I think we need some more concrete news for that to occur as buy volume is having little effect on the sp.

Morning Tav. Did your move into jds work out for you? I remember you said you might switch from MSi to JDS....

I dunno what got into investors yesterday, 72 trades was way above previous knowns, so something odd occurred.

Whatever the 55p fall in the shares seemed well overdone on sells just outpacing buys on the session though total volumes at nearly 42,000 was a big increase on Tuesdays c.11,300, (11) trades.

I topped up but not enough to move my avc dial. Be interesting if today sees anything approaching yesterday's deals and vols or was it an out-of-the-blue one off event instigated by the MMs?

I find that difficult to believe but something happened! Perhaps today will reveal the cause of all the excitement?

DJ +76 (38,661)

SP +26 (5105)

NS +120 (18,018)

R2 +4 (1302)

WTI $79

10ytb 4•122%

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MSCI(W) +20 (3357)

Gold Bugs +4 (225)

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Latest :- Vix 14. Brent $83.

Gold $2155. Copper 3•880.

Palm $1012. Silver $24•265.

$1•273. €1•168.

FF +2. DF -26.

Morning all.

Even stranger things (geddit?) well maybe not. A total of 50 trades goodness me anyone would think the bod had a word to say....OK that's wishful thinking I know. Regardless we just go up and down within the spread great for the MMs but pointless for you and me. Have a good afternoon and wait for the closing price which will be 840-870 as it has been for many weeks, so all the "huff and puff" of today has been a waste of space. That's OK by me as it mostly is in these crazy mrkts. I keep my strong buy recommend on the nos so far as I have heard nothing to dissuade me.

I haven't collated today's trade deals or vols but a quick look methinks buy volume outpaces sell and that's a signal to sell if ever I saw one.

Afternoon all.

What a strange day, 30 trades before midday...

Wall St fell on weakness in big tech as investors turned sellers of the "Mag 7" which have been driving the 500 to record highs this last 12 months at the expense of the wider market.

Apple fell to a 4 month low and the 5th day in a row on news sales in China fell 24% in the first 6 weeks of this year due to increaed competition from Huawei up 64%. Chinese consumers are abandoning US tech in favour of homemade products like the MATE 60 featuring a Chinese made chip.

Tesla ($181) fell 5% on news its European gigafactory near Berlin halted production after a suspected arson attack. The stock has been a very poor performer this year down 27%.

The major indexes had a bad day the Dow off 405, the S&P down 52 and the Nsdq fell 329

as investors snatched profits. The economic news was a mixed bag showing slower services industry growth in Feb but offset by new orders growing to a 6 month high signalling continued strength in the sector confirmed by the latest PMI nos.

Issues 2912

Advances 1188

Declines 1638

U/c 86

NH 167

NL 37

T/vol(bn) 4•4

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DJ -405 (38,585)

SP -52 (5079)

NS -329 (17,898)

R2 -6 (1298)

WTI $78

10ytb 4•152%

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MSCI(W) -25 (3337).

Gold Bugs +1 (221)

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Latest :- Vix 14. Brent $82.

Gold $2126. Copper $3•850.

Palm $985. Silver $23•865.

$1•271. €1•170.

FF +9. DF +10.

Morning all.

Wall St briefly managed to turn positive in the final hour but failed to find support and ended slightly down on the day as investors paused for breath ahead of a week packed with key data.

Job (non farm) nos and Fed Chair Powells congressional testimony report coming on Wed and Thursday where traders price in a 70% chance for a June rate cut will be most watched for any signs of the economy cooling.

Investors were most active in the tech space as megacaps were sold off. Apple fell $5 to $175 after a $2bn EU antitrust fine for preventing Spotify and other music streamers from informing users of other payment options outside its App store.

Micron, Arm & Taiwan SC headed higher on back of Nvidia's mrkt cap closing above $2tn for the first time. The stock gaining $36 to $858 after $875 high. Super Micro ($1074) jumped 18% ahead of its inclusion in the S&P 500 index. SM stock has soared from c.$5bn in 2022 to over $60bn this week. MACY'S jumped 16% after Arkhouse management raised their all cash offer to $24, valuing the store at $6•6bn.

Nyse data

Issues 2921

Advances 1218

Decliners 1613

U/c 90

NH 289

NL 36

T/vol(bn) 4•8

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DJ -97 (38,990)

SP -6 (5131)

NS -76 (18,226)

R2 -7 (1304)

WTI $78

10ytb 4•213%

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MSCI(W) -2 (3362)

Gold Bugs +10 (220)

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Latest :- Vix 13. Brent $83.

Gold $2116. Copper $3•850.

Palm $972. Silver $23•960.

$1•268. €1•168.

FF -21. DF -84.

Morning all.

MSi-DS will be at the UAS Technology Conference in London on the 16-17th April. More info available on ADVFN board.

Japan's Nikkei burst through the 40,000 barrier at mid session gaining 324 points to an intra-day all-time high at 40,315. Stocks were boosted by a weaker yen v the USD, core inflation of 2% dropping to it's lowest level in 22 months and demand for tech & computer related stocks.

While equities cont to climb new highs the BOJ keeps pumping money into a struggling economy which slipped back into a technical recession late last year. In the face of deflationary worries the BOJ has been easing credit facilities to companies and the general public in an effort to boost spending.

Currently overseas investors are the bigest volume traders on the Nikkei which ended the day up 187 at 40.098. Unexpectedly Japan slippeddown the leaderboard in the global economic 'heft' stakes relegated to number 4 behind the US, China and Germany.

On other Pacifica exchanges Sydney closed down 12 at 7745 after touching 7769 an all-time high. Elsewhere Taiwan and S.Korea closed 2% and 1% better both near record highs, while Shanghai and Hong-Kong plod along little changed. Indonesian regions are mixed with small gains in KL while Singapore and Jakarta are slightly lower on local factors.

Latest :- Vix 13. Brent $84.

Gold $2081. Copper $3•848.

Palm $1015. Silver $23•245.

$1•266. €1•167. WTI $80.

10ytb 4•212. FF -13. DF -52.

Morning all.

DJ +91 (39,087)

SP +40 (5137)

NS +259 (18,303)

R2 +6 (1311)

WTI $80

10y/tb 4•185%

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MSCI(W) +27 (3364)

Gold Bugs +7 (211)

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Close :- Vix 13. Brent $83.

Gold $2082. Copper $3•859.

Palm $1015. Silver $23•345.

Yen 150. Yuan 7•20.

$1•265. €1•167.

Morning all.

MSI data

Wk 9

-------

840-870

L/yr 560

High 935

Low 443

-------

T/trds 70

T/vols 61,600

Buys 32,100

Sells 29,500

Buy% 52

Avtrd 885

Av£ 696

ADN 12,400

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Ytd

Msi -2%

Ftse -1%

All -1%

250 -3%

Aim -2%

Good morning all.

Well, I guess that's it I'm taking the 95 offer and moving on. Can't complain made a few quid. I wish the company well wherever they go. Would have liked to be part of the next stage but a bird in the hand......

More than happy to see sellers leaving MSi for whatever pastures new they see. I'm still a buyer at sub 800 so come on let's be having you non believers!

The Nsdq hit a record high yesterday of 18,044 for the first time in 2 years propelled by investor optimism about Ai and megacap tech counters.

Nvidia posted another record close at $797 up $21 on the day and 64% up this year.

Not to be outdone the Nikkei 225 also hit a fresh record putting on 760 points to close just short of 40,000 extending the 8% surge of the previous week. The 225 blue chip index has risen nearly 20% this year outpacing every other global stock market of note.

All 3 major US indexes are on track for their 4th monthly advances as a Dept of Commerce report showed the personal consumption index climbed 0•3% in Jan as forecast and at 2•4% annually.

Initial jobless claims for the wk ending Feb 24 stood at 215,000 slightly higher than expected.

The nos pleased investors as the Dow, S&P and Small Caps all gained if only marginally. Stocks in focus inc the oddly named Snowflake ($188) sliding 21% as the cloud data storage firm projected revs below estimates as the CEO quit the company.

WW ($3•12) also known as Weight Watchers International has struggled to turn a profit fell c.20% on news Oprah Winfrey will leave the firm. The stock is down 63% ytd. Oprah Winfrey first disclosed a holding of 9•88m shares in 2015. She will donate her 1•13m shares to the National Museum of African American History & Culture.

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Nyse data

Issues 2907

Advances 1987

Declines 851

U/c 69

NH 239

NL 23

T/Vol(bn) 5•2

------------

DJ +47 (38,996)

SP +27 (5096)

NS +169 (18,044)

R2 +8 (1305)

WTI $78

10ytb 4•250%

-----------

MSCI(W) +15 (3337)

Gold Bugs +5 (205)

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Latest :- Vix 13. Brent $82.

Gold $2045. Copper $3•848.

Palm $1015. Silver $22•955.

$1•264. €1•168.

FF +50. DF +80.

Morning all.

DJ -23 (38,949)

SP -8 (5070)

NS -97 (17,874)

R2 -9 (1297)

WTI $78

10ytb 4•280%

-----------

MSCI(W) -9 (3323)

Gold Bugs -3 (199)

---------------

Latest :- Vix 14. Brent $82.

Gold $2035. Copper $3•852.

Palm $1015. Silver $22•700.

$1•267. €1•169.

FF +10. DF -14.

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Nyse data

Issues 2911

Advances 1288

Decliners 1541

U/c 82

New high 164

New lows 35

T/vol(bn) 3•8

------------

Morning all.

The Dow led the Street lower yesterday as investors await a crucial inflation report and other economic data the highlight being the release of January's personal consumption expenditure index (The Fed's preferred inflation gauge). Currently investors price in a 60% chance the Fed will cut rates in June. Other nos expected are US GDP and new jobless claims.

The 3 major indexes ended mixed the Dow slipping 96 while the 500 and Nsdq eked out small gains, the small caps pushed up 10 to 1306.

Stock of the year Nvidia slipped to $785 as investors fear a reckoning as over exuberance blows up the 'bubble' to enormous proportions.

On a lighter note, Elon Musk was forced to eat humble pie after cancelling a 4000 mini pies order at the last minute. A San Jose bakery was left $2000 out of pocket when Musk walked. However Elon paid up when news broke across social media and offered to double his order. Tesla shares at $200 a pie were left on the shelf.

Nyse data

Issues 2917

Advances 1606

Decliners 1224

U/c 87

New highs 181

New lows 22

T/vol(bn) 3•9

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DJ -96 (38,972)

SP +9 (5078)

NS +18 (17,791)

R2 +10 (1306)

WTI $79

10 y/tb 4•297%

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MSCI(W) +6 (3332)

Gold Bugs -2 (202)

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Latest :- Vix 13. Brent $82.

Gold $2030. Copper $3•838.

Palm $1035. Silver $22•400.

$1•266. €1•169.

FF +4. DF -25.

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Morning all.