NVIDIA will still be a safe haven.

$NVIDIA (NVDA.US)$ NVIDIA's mid-term view: The just-released performance actually meets the seller's expectations, but it just didn't meet the expectations of some aggressive buyers.

Many people are worried that Nvidia's growth rate has peaked and believe that the stock price has reached its peak. Actually, it's not the case. On the contrary, I believe that at this stage, the stock with the highest safety margin in the US stock market is Davin. The continuous performance of the past several quarters has not been lower than the mainstream institutional forecasts, and the high and stable growth is terrifying, with historical-level returns! The timely pullback further increases certainty!

Looking back at the previous quarterly report points, the period after the announcement has always been a paradise for day traders. The biggest worry of stepping on the landmine is gone, and there will be a Blackwell briefing next week. The tone is bound to be worry-free production, all of which are positive catalysts.

The stock market on the other side of the ocean is overall catching up with the top, and it has already overdrawn too much expectation of interest rate cuts. Among the seven fairies, Microsoft Meta Tesla, and others are the big spenders in AI training capital expenditures. As the Nvidia that sells shovels in the whole AI industry, the period of mass introduction of explosive applications has not yet been seen. It is the biggest beneficiary. Instead of spreading the cake and doing rotation, it's better to focus on Dazi. As for the small-cap stocks in the US stock market, don't even touch them. I can't even decipher the tickets for my own stocks, so I won't bother with other people's random stuff.

To make a simple summary: after Dazi's interim report is released, it will enter a period of oscillation and consolidation, with considerable volatility, suitable for short-term trading. As the world stock king in the wave of AI, the risk of a big drop is almost zero, making it a highly certain presence in the overvalued US stock market. It's like, after the peak of Dazhong Transportation in early August, if we focus on it and do short-term trading in August, can we easily outperform the random sectors? This is the charm of leading stocks, and our Nvidia will likely be in an oscillating-slowly rising trend, especially considering the progress of Blackwell and the BUFF of interest rate cuts and liquidity injection. It is highly likely to continue into next year.