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Quentinvest gives you unique access to stock market news and analysis from one of London’s leading stock market experts. Quentin Lumsden shares over 50 years of experience as he reveals his strategy and tactics, predicts market ups and downs, and helps you appreciate the timings of pro fit taking and selling. You’ll learn about successful high performance growth-share investing – and how to apply

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All trading involves risk. Losses can exceed deposits. Quentinvest provides information only and subscribers should seek financial advice before acting on any recommendations. Past performance is not a guide to future performance.

Something I am becoming interested in is what I call keyword investing. When companies report their results, somewhere i...
21/08/2026

Something I am becoming interested in is what I call keyword investing. When companies report their results, somewhere in that text may be some keywords such as: inflexion point, accelerating, data centre, AI or massive opportunity. What I am particularly interested in is the first mention of these keywords.

Nvidia first publicly mentioned an inflexion point related to artificial intelligence during its Q4 fiscal 2023 earnings call (held on February 22, 2023). At that time, CEO Jensen Huang declared that “the AI inflexion point is here” due to the accelerated interest and broad adoption of generative AI and large language models.

ON 22 February 2023, Nvidia shares, adjusted for a subsequent 10:1 share split (10 June 2024), were around $20. Good time to buy a few!

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I have always thought of AMD as a poor relation to Nvidia, but something interesting is going on with them. It has an ex...
14/08/2026

I have always thought of AMD as a poor relation to Nvidia, but something interesting is going on with them.

It has an explosive long-term chart; it is growing at a fast and accelerating rate, and it has a fabulous story as suggested by CEO Lisa Su’s comment that the latest results mark a clear inflexion point in the company’s growth trajectory.

The only thing we don’t know is what the right price is for all this excitement. Fortunately, we don’t have to know, because we can stagger our buying, add to holdings in periods of weakness, and generally adapt our strategy to benefit from likely share price volatility.

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Investors, especially those sitting on large paper profits, behave like herds of herbivores. They can be spooked by almo...
07/08/2026

Investors, especially those sitting on large paper profits, behave like herds of herbivores. They can be spooked by almost anything, and panic rapidly spreads through the herd. They stampede until they are exhausted and then settle down again as though nothing had happened, and very often that is exactly what had happened – nothing.

It is useful to remember this when shares start falling, especially when the fundamentals are as strong as those driving the technology boom. There is no doubt that the surge in memory prices is putting huge pressure on the devices industry, with companies like Apple being forced to raise prices sharply. Clearly, we need solutions to the memory crisis, but they will be forthcoming and very likely in a way that does not adversely affect companies in the sector.

Remember one of Quentinvest’s favourite rules: shares need to crouch to spring.
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Memory and digital storage companies are on one of the greatest rolls in stock market history, with no end in sight. It ...
31/07/2026

Memory and digital storage companies are on one of the greatest rolls in stock market history, with no end in sight. It is the history of extreme cyclicality and a general feeling that what goes up must come down, which is making for so many doubters. A simple reading of the facts and a predisposition to believe what so many CEOs are saying points to a bullish future, a conclusion which I believe is also supported by common sense.

Their big market is not consumer products but critical infrastructure in the greatest investment boom in history. Talk about a game changer. It is like the transition of Netflix from supplying DVDs to streaming its own content, a total transformation of the business, which drove a share price rise of 2,371 times over 20-odd years.

Incredibly, I think there may still be a long way to go in this explosive bull run. What do you think?

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SpaceX is a unique investment, not just for now but in the history of the stock market. Nobody can value the shares. It ...
24/07/2026

SpaceX is a unique investment, not just for now but in the history of the stock market. Nobody can value the shares. It is like trying to value a dream of space exploration. The company was founded in 2002. What will the company achieve in the next quarter-century?

Listening to Elon Musk talk about his plans is breathtaking. He wants to perfect reusable rockets, send them into space at the rate of one per hour and put millions of tons of hardware into orbit. This will help him build gigantic data centres which harness solar energy for power and use giant radiators to diffuse heat into the freezing emptiness of space.

Unlike on planet Earth, there is an unlimited supply of energy in space. Presently, we harness just one trillionth of the sun’s energy output. Will he achieve his goals? Goodness knows, but he will certainly try.

My conclusion is that at around a $2 trillion valuation, the shares are absolutely worth buying.

Will you be investing?

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The AI and tech revolution is proceeding at such a pace that even the gigantic cash flows of companies like Google are n...
17/07/2026

The AI and tech revolution is proceeding at such a pace that even the gigantic cash flows of companies like Google are not enough to pay the bills, and they are mobilising fresh capital. Meanwhile, all of us, except for the many people from my generation who are still using Nokia phones and generally wishing that technology would go away, are learning how to use this stuff.

This is the brave new world that is just around the corner, and presently, America carries most of the load in taking us there. No wonder the US stock market is going crazy.

Who are the tech companies that are catching your eye?

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10/07/2026

Another clip from my podcast appearance with Aidan Savage at Elevation.

Here, we discuss how you can keep your trading simple with Exchange-Traded Funds (ETFs) and leveraged funds.
Is this something you use in your portfolio?

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I’m grateful for so many subscribers and followers, and I love hearing from you. I received a fantastic email recently t...
03/07/2026

I’m grateful for so many subscribers and followers, and I love hearing from you.

I received a fantastic email recently that said,
“Your Investment Alerts continue to be an inspiration. So much common sense crammed into a short e-mail. Doom and Gloom merchants beware.”

Thank you, GH, for your kind words!

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The Holy Grail for investors is to find a sector being transformed by a massive ‘something new’. I have never seen anyth...
26/06/2026

The Holy Grail for investors is to find a sector being transformed by a massive ‘something new’. I have never seen anything as incredible as what is happening to memory stocks. ‘On fire’ doesn’t do justice to what is happening. There are many people out there who are sure it will all end in tears, probably soon.

Anything is possible, but that seems incredibly unlikely, at least for the foreseeable future. The obvious explanation is that something huge is happening, which just may be one of the greatest opportunities in stock market history. It would be awesome if we caught this wave even sooner than we did, but if it is still early days, there could be fortunes to be made.

These shares will be volatile. Try to turn that to your advantage. Share price drops are springboards for the next rise.

Take a look at organisations like Seagate Technology. Will you be investing in these stocks?
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19/06/2026

I was recently on the Elevation podcast with Aidan. Take a look at this clip where we were talking about leveraging other people’s money to buy shares. Like Aiden says in the clip – he who dares, wins!

How do you invest?
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