I will start with my positions in$NVIDIA (NVDA.US)$. Other than$NVIDIA (NVDA.US)$I have the leveraged ETF$GraniteShares 2x Long NVDA Daily ETF (NVDL.US)$which is currently losing. I also have the short puts options which I wish to close by this week. So how do I feel about Nvidia? I would say that it has been more volatile than I anticipated despite of its good earnings, the stock has not been performing as well. With the upcoming Nvidia GTC ...
$Arista Networks (ANET.US)$This is still too expensive with forward P/E of 32. I’d like this near or below 70. Of course, SPX is also overvalued by about 10%.
$Arista Networks (ANET.US)$The market sentiment looks a little bit like a bull trap today. However there might be a possibilty of a rebound if the US PMI meets forecasts.
exFan of MMoo : no. run