The world holds its breath for Nvidia’s result and outlook, expected to move its shares 8%

https://www.youtube.com/watch?v=k4XrwmdYncM

From YouTube

November is traditionally the best month of the year for share market.

With the S&P500 going up between 2.2% to 3.8% on average, over last 10 and 20 years in the month. Australia’ market has generally only risen between 0.5% and 1.8% on average in November. But this month, markets have had a cracker, and are already up 4.3% in the US. And 1.5% in Australia. Markets are trading around record all time highs and are doing better than the averages, with market looking at Trumps appointment as being favourable for US stocks.

Some think markets could maybe be due for a pull back, before heading higher. Why?

Market may need to adjust for Trump’s incoming policies which will probably push up inflation and that means there’ll be less US interest rates cuts. But if markets pull back, like we saw in April or July, with falls of 9% and 4%, then you’d expect some of that US$7 trillion of money on the sidelines to come into market. Investors also might get FOMO, as December and January also traditionally strong months for the sharemarket.

But right now the world is holding its breath for Nvidia’s earnings out next week. It could be a game changer if Nvidia’s earnings and outlook are stronger than expected - not only are Nvida’s shares expected to move 8% on the day, but if we see an earning beat, the positive sentiment will likely boost other semiconductor stocks and ETFs and also support the broad market, especially as NVDA makes up 7.2% of the S&P500.

So what do you need to know. Well cloud service providers and hyperscale businesses, such as Amazon m $Amazon (AMZN.US)$, Google $Alphabet-C (GOOG.US)$ and Meta $Meta Platforms (META.US)$ and other Mag-7 companies said they’re spending US$200 billion on Ai Infra’ this year. So that probably means Nvidia will report stronger than expected earnings. And that’s that five research firm raise their price targets for Nvida this week. This are looking pretty bullish.

So what to expect when expecting a potential 8% NDA move?

Nvidia’s earnings are expected to grow 82% to US$33 billion. Revenue guidance for the next quarter is expected to be $32 billion. That’s a low bar. So numbers could be stronger than expected numbers and boost its shares. Which is why options pricing thinks we could see Nvidia shares rise 8% after release results.

If that happen watch NVDL $GraniteShares 2x Long NVDA Daily ETF (NVDL.US)$ the world’s biggest single stock ETF that’s gives two time Nvidia. It’s popular with moomoo investors as the ETF is up 460% this year. So watch NVDL.

If Nvidia goes up 4%, the NVDL ETF will move up 8%. Also watch semiconductor stocks and ETF, such as SMH $VanEck Semiconductor ETF (SMH.US)$ and SOX $iShares Semiconductor ETF (SOXX.US)$. However if we get a disappoint in Nvidia earning like we did last time they reported in August, we saw Nvidia shares fell 21% in two weeks. Then that Nvidia ETF x2 long ETF $GraniteShares 2x Long NVDA Daily ETF (NVDL.US)$ fell 42%. Use moomoo’s app to book its earnings into your diary and tune into the earnings call, via moomoo as well.

The world holds its breath for Nvidia’s result and outlook, expected to move its shares 8%

So what are some top Moomoo trades of the week?

Nvidia $NVIDIA (NVDA.US)$ - is the second most bought stock in anticipation of better than expected results.

Tesla $Tesla (TSLA.US)$ is at the top this week on the back Elon Musk gaining a position in the Whitehouse.

And crypto stocks are all the rage with traders. As Trump is expected to approval Bitcoin as a US government reserve asset. Like gold.

So bitcoin mining stocks, such as Mara Holdings $MARA Holdings (MARA.US)$ saw a lot of trades. As did Coinbase $Coinbase (COIN.US)$ as Elon Musk endorsed Dogecoin seeing it rise 100% in seven days. Also watch $GraniteShares 2x Long COIN Daily ETF (CONL.US)$