$NVIDIA (NVDA.US)$ After the rebounce from Fed’s inflation fear, we anticipate today to be a profit-taking session after 3 days of rally. It will help to set the pace for next week’s Santa Rally and rally towards the upcoming CES 2025.
Today is the rotation session for investors to switch up their positions after a big win from 3-day rallies
Today is the rotation session for investors to switch up their positions after a big win from 3-day rallies
2
1
$NVIDIA (NVDA.US)$ After PCE data, Wallstreet finally clear their thoughts that the reaction to Fed’s dot plots was overblown.
1
3
$NVIDIA (NVDA.US)$ A quick look at why Nvidia is the best stock to position in 2025 regardless of Govt Shutdown (non-essential)
Inflation fears and lower rate cuts: We have already seen in 2021, that AI and semiconductor industry has the strongest growth together with banking sector when rates are high. Investors had very unrealistic growth projections during a high rate environment should now better appreciate NVIDIA growth is still better than...
Inflation fears and lower rate cuts: We have already seen in 2021, that AI and semiconductor industry has the strongest growth together with banking sector when rates are high. Investors had very unrealistic growth projections during a high rate environment should now better appreciate NVIDIA growth is still better than...
6
$Nasdaq Composite Index (.IXIC.US)$
Market makers are overreacting to their own interpretation of The Feds decision and forecast.
The market is dipping not due to a weaker economy, an increased in inflation, or a recession fear. Feds lesser rate cuts is speculative as they are speculating a pessimistic rate cuts outlook. Nothing is definitive nor concrete.
However, Jerome Powell has iterated ma...
Market makers are overreacting to their own interpretation of The Feds decision and forecast.
The market is dipping not due to a weaker economy, an increased in inflation, or a recession fear. Feds lesser rate cuts is speculative as they are speculating a pessimistic rate cuts outlook. Nothing is definitive nor concrete.
However, Jerome Powell has iterated ma...
2
$NVIDIA (NVDA.US)$ Market makers are overreacting to their own interpretation of The Feds decision and forecast.
The market is dipping not due to a weaker economy or a recession fear. Feds lesser rate cuts is speculative as they are speculating a pessimistic rate cuts outlook.
However, Jerome Powell has iterated many times in his Q&A that they are not on a preset course, and will review data by data in 2025. Their perspective today is not decided but rather a forecast.
Market m...
The market is dipping not due to a weaker economy or a recession fear. Feds lesser rate cuts is speculative as they are speculating a pessimistic rate cuts outlook.
However, Jerome Powell has iterated many times in his Q&A that they are not on a preset course, and will review data by data in 2025. Their perspective today is not decided but rather a forecast.
Market m...
8
$NVIDIA (NVDA.US)$ Exactly this time of the year (18 Dec), last year Nvidia closed at $112 on 18 Dec 2023. It will not stay at $130 and will keep going up.
As much as it wants to dip, long investors know for a fact that Nvidia is definitely not staying at $130 in 2025. With prospects as big as Tesla, $130 is a steal. Everyone wishes NVIDIA can be cheaper for Christmas.
It has growth stories beyond Blackwell into the robotics industries.
As much as it wants to dip, long investors know for a fact that Nvidia is definitely not staying at $130 in 2025. With prospects as big as Tesla, $130 is a steal. Everyone wishes NVIDIA can be cheaper for Christmas.
It has growth stories beyond Blackwell into the robotics industries.
5
5
$NVIDIA (NVDA.US)$ Broadcom is the next AMD not the next NVIDIA.
With investors looking to create their own growth narrative, the market is in super delusional state when comparing the growth rate of NVDA and AVGO. This pump is full of speculations without real understanding of Broadcom's actual market as most investors do not even know the differences between Broadcom and Nvidia Chips
Let's us compare a few key metrics:
P/E (TTM)
- Broadcom: 203
- ...
With investors looking to create their own growth narrative, the market is in super delusional state when comparing the growth rate of NVDA and AVGO. This pump is full of speculations without real understanding of Broadcom's actual market as most investors do not even know the differences between Broadcom and Nvidia Chips
Let's us compare a few key metrics:
P/E (TTM)
- Broadcom: 203
- ...
12
4
2
$NVIDIA (NVDA.US)$ Broadcom’s differentiation is what allows it to grow by not competing directly with NVIDIA. Would Broadcom’s success inspire Nvidia to broaden its customization services?
Market Dynamics and Realities:
More specifically, Tesla won’t be buying Google TPUs (produced by Broadcom) to train their models. Enterprise clients typically operate within a locked-in ecosystem tailored to their specific needs. For exam...
Market Dynamics and Realities:
More specifically, Tesla won’t be buying Google TPUs (produced by Broadcom) to train their models. Enterprise clients typically operate within a locked-in ecosystem tailored to their specific needs. For exam...
6
$NVIDIA (NVDA.US)$ FTSE 100 down as UK economy slows amid recession fears triggering wide selloff
But alot of traders mistaken the selloff was related to NVDA vs AVGO hence causing a bigger dip for NVDA. The dip affected all the stocks on Nasdaq.
But alot of traders mistaken the selloff was related to NVDA vs AVGO hence causing a bigger dip for NVDA. The dip affected all the stocks on Nasdaq.
2
1