$NVIDIA (NVDA.US)$ not sure if u guys have catch tom lee vid...

Junius Falcon : Agree on that election will bring volatility. If Harris get elected, her tax policy (on big corps and unrealized gains by ultra wealthy) would kill the market more.

If Trump, could be a small drawdown and a rebound without further fast growth, or it would seem like a new bubble (see my compound rate trend analysis). I anticipate a slower move after, similar to the period between 2003 and 2008 at 8% compound rate, until a recession or an event hit.

As for NVIDIA, he seems OK with it. 30+ analysts forecasted a flatter 2025 EPS trend, but a better trend in 2026 (Yahoo Finance).

pootpoot OP Junius Falcon : good insights. well... tom lee did say we are actually partially in a recession already and that we are on recovery rebound. well.. guess it's going to be an exciting  month ahead if us

Junius Falcon pootpoot OP : Lol the US has a different definition of recession ... They are in a slow down by Canadian definition, still not in a deflation or negative GDP territory.

Junius Falcon : Here is what Tom Lee says (on Facebook) more precisely about NVDA. My anticipation is about 110 then slow up.

pootpoot OP Junius Falcon : hmm possible. I do think that the pivot will continue to form higher . but what's interesting this coming week is that apart from huge puts (mostly dated a couple of months later). and 130 huge calls this week. expecting a lot of action this coming week.  

Junius Falcon pootpoot OP : Oh ok I see, appreciate your extra info . It is time also to invest some mid cap with good growthing potential and low PE or anything that is a rate cut beneficiary.

pootpoot OP Junius Falcon : true that. well, options normal transactions doesn't tell much usually. but when u have a whooping volume like this.   is not an act of massive retail investors. have to he hedge funds and institutions.

疯狂 : It's me again, it's easy to enter at 115, dealing back and forth between 125 and 115.