$NVIDIA (NVDA.US)$ When defensive stocks like coca-cola and ...

☆さっきー☆ : Good evening 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?