$NVIDIA (NVDA.US)$ When defensive stocks like coca-cola and ...
When defensive stocks like coca-cola and P&G are rising, there is usually something bad happening.![]()
Is it because the anxiety of a worsening economy is too great?![]()
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☆さっきー☆ : Good evening![crescent_moon 🌙](https://static.moomoo.com/nnq/emoji/static/image/img-apple-64/1f319.png)
![smiley 😃](https://static.moomoo.com/nnq/emoji/static/image/img-apple-64/1f603.png)
I almost cut my losses at -4% on NVIDIA and rotated my sectors. It's obvious that technology is holding back the NASDAQ, the major index, so I think it's one option to have other stocks move if we're going to be stuck. Even though we've factored in a soft landing, it was a painful welcome on the first day after large-scale returns ( ;∀;)
182648065 OP ☆さっきー☆ : I think it's difficult for the stock to rise now. Based on the earnings reports, if we consider that Blackwell will have a significant presence in the market in Q4, we can't expect a great performance in Q3, so will it be a similar rise from the beginning of the year as last year?
I think so. However, if something like GPT-5 or Gemini2 comes out, the dynamics may change, right?![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)