Nvidia will still be a safe haven.

$NVIDIA (NVDA.US)$ NVIDIA's view on the interim report: The just released performance actually meets the seller's expectations, but it just doesn't meet the expectations of some aggressive buyers.

Many people are worried that nvidia's growth is peaking and believe that the stock price is topping out, but that's not the case. Instead, I believe that dage is currently the safest margin of safety in the US stock market. The consecutive good performance for several quarters has not been lower than the mainstream institutional forecasts, with high and stable growth, which is terrifying and historically high returns! The timely pullback further increases certainty!

Looking back at the previous quarterly report periods, it was a paradise for speculators after the announcement. The biggest concern about stepping on the landmine is gone, and there will be a Blackwell briefing next week, with the inevitable tone of worry-free mass production, all of which are positive catalysts.

The overall stock market across the ocean is rushing to the top and has already overdrawn too many rate cut expectations. In the fairy tale world, microsoft, meta, tesla, and others trained by ai are the big spenders in capital expenditure, and as nvidia, the seller, in the phase of the importation period where explosive applications of the artificial intelligence industry have not yet appeared in large quantities, it is the biggest beneficiary. Instead of focusing on the rotating plate sector, it's better to focus on dazi. As for the micro-caps in the US stock market, it's even more untouchable. I can't even figure out the stocks, so I'll skip those other people's fluff.

To sum it up, after the mid-year disclosure of dazi, it entered a period of oscillation and consolidation, with significant fluctuations, suitable for short-term operations. As the world stock king in the AI wave, the risk of a major decline is almost zero, making it an extremely high certainty in the overall overvalued US stock market. It's like after the peak of dazhong transportation in early August, if we focus on it during the whole of August, wouldn't it be easy to outperform the miscellaneous sector and grab the main plate? That's the charm of the leader, and our nvidia will probably see an oscillating-slowly upward trend, especially considering Blackwell's progress and the rate cut stimulus, it's highly likely to carry through to next year.