Quentinvest

Directions Website

Quentinvest Access unique stock market news and insights based on fundamental and technical analysis by Quentin Sign up for our free growth-share investing newsletter.

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 it profitably for yourself. A Quentinvest subscription provides:

Investment alerts – receive 3-4 alerts per week to help you master the best strategies and tactics for successful growth-share investing

Stock analysis – learn from the best with in-depth guidance and selections for shares, indices, cryptocurrencies, investment trusts, and ETFs (exchange traded funds)

Indicator predictions – act early and watch your profit build using our proprietary indicator predictions on market shifts and vital buy signals. Subscribe to Quentinvest from as little as 68 pence a day: https://bit.ly/quentinvestsubscriptionfacebook

Download our free report: Leveraged ETFs – an unusual but highly profitable stock market niche, is out now! It will help you understand the vital role that Leveraged ETFs (exchange traded funds) play in high performance growth-share investing. Download today: https://bit.ly/quentinvestETFreportfacebook

Learn about how Leveraged ETFs have evolved over time, the different strategies you can employ, and how to use them for positive, long-term impact. It shines a spotlight on an area of the market that has great potential for successful investing. Whether that's a specific sector, a new strategy, or a rising trend, it's a must-read! Sign up for free now: https://bit.ly/quentinvestnewsletterfacebook

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.

The world is in the grip of the most astounding investment boom in history, and this is driving a phenomenon known to in...
09/10/2026

The world is in the grip of the most astounding investment boom in history, and this is driving a phenomenon known to investors as ‘the AI trade’.

While I always talk about Nvidia and Planatir, I am adding a new name to my favourites for the AI trade: Dell Technologies, which is growing explosively, has a spectacular story and a wonderful chart- classic 3G, in short (not entirely new; I have recommended them before).

Will you be investing?

www.quentinvest.com

Nvidia and Palantir have to be candidates for the two most exciting companies in the world right now. Their products sta...
02/10/2026

Nvidia and Palantir have to be candidates for the two most exciting companies in the world right now. Their products stand at the heart of the AI trade, which is a part of the greatest revolution in human technology since some long-distant ancestor learned to use and then control fire. They both have charismatic, opinionated, super-optimistic CEOs, and they are growing at incredible speed against a background of insatiable demand.

That’s why they are top in my portfolio.

Do you invest in these companies?

www.quentinvest.com

I love to hear from my subscribers, especially when they share results like this! Following my investment rules, RT’s so...
25/09/2026

I love to hear from my subscribers, especially when they share results like this!

Following my investment rules, RT’s son grew his monthly investment of £1,500 to £ 1.6 million in just nine years and has recently bought his first house outright.

Thank you for sharing your story, and I’m glad I could be part of your success!

Will you be using my investing strategies?

www.quentinvest.com

The massive AI infrastructure buildout is placing significant strain on the entire semiconductor supply chain, with one ...
18/09/2026

The massive AI infrastructure buildout is placing significant strain on the entire semiconductor supply chain, with one often-overlooked component being NAND-based storage. According to Phison Electronics CEO Pua Khein-Seng, the NAND flash shortage could last an entire decade. CEO Pua warned that an upcoming NAND flash shortage is estimated to begin in 2026 and could stretch across the next decade.

Nobody really knows what will be happening in 10 years, certainly not me, but I can easily imagine that the future will develop in a way favourable to the memory companies who supply such critical infrastructure for the AI revolution and will have unprecedented resources to develop their technology, expand capacity in a prudent fashion and reward shareholders.

Which one will you be investing in?

www.quentinvest.com

Have you tried my keyword investing approach yet? When companies report their results, somewhere in that text may be som...
11/09/2026

Have you tried my keyword investing approach yet?

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.

Just one example is Credo. Their shares were $13.93 on 30 November 2022. On 27 February 2024, when the company began talking about an inflexion point, the shares were $22.02. What a jump! Sounds like a pretty cool investment technique. And they are not the only example out there.

Are you going to give it go?

www.quentinvest.com

Two things characterise the current stock market. Great fundamentals and mostly falling share prices. My favourite bellw...
04/09/2026

Two things characterise the current stock market. Great fundamentals and mostly falling share prices. My favourite bellwether, the stock SanDisk, at one stage had more than halved from the peak. You might imagine the company was preparing to file for bankruptcy, but business is booming.

SanDisk is currently valued at around $186bn, with annualised sales already exceeding $40bn and incredible profitability.

I could go on about all the memory stocks and another favourite, Advanced Micro Devices, which reported great numbers and incredibly exciting prospects, so, naturally, the shares fell sharply. I think what is happening is a massive amount of pent-up profit taking which will eventually work through the system and allow all these shares to start climbing again.

What’s your take on their current share price?

www.quentinvest.com

There is a reason why I am focused almost exclusively on AI stocks. I am only interested in stocks delivering explosive ...
28/08/2026

There is a reason why I am focused almost exclusively on AI stocks. I am only interested in stocks delivering explosive growth. The faster the company grows, the faster and higher the shares rise. Buy defensive stocks if you like, but you won’t hear about them from me.
Much of the growth in this market is happening with stocks connected with AI and the data centre build-out, so that is where I am looking for action. These stocks are characterised by extreme volatility. Be bold, have faith in those great fundamentals and try to turn those wild share price ups and downs to your advantage.

www.quentinvest.com

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!

www.quentinvest.com

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.

www.quentinvest.com

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.
www.quentinvest.com

Address

London

Website

Alerts

Be the first to know and let us send you an email when Quentinvest posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Sponsored

Share

Category