kibkibkib
08-27
$NVIDIA Corp(NVDA)$  Market Overreacting. At this point the market is being too dramatic like NVDA is going bankrupt tomorrow. META confirms additional operational spending on AI, we got Blackwell coming up in next quarter to generate more sales. All the earning from AMD, AMAT, TCM and SMCI are healthy and good.


Mark my words. NVDA will be fine and market is just overreacting. People are triggering fear so that they can buy your stocks for cheap, don't get scammed.

Remember this: semiconductor has been growing since start of inflation without the need for rate cuts. This is such a high cost industry and yet they are growing. 

Imagine them growing after rates cut. Your consumer sectors will take time to grow back. But your corporations can now borrow money to up their AI game. Don't thank me later [Miser]  [Miser]  [Miser]  [Cool]  [Cool]  

Facts from DowJones: The company has beaten revenue expectations every quarter going back at least five years, according to FactSet data. It beat by about $1.5 billion in the April quarter.

From a profit standpoint, Nvidia has only missed expectations on adjusted earnings per share in one of the past 20 quarters, and it posted a roughly 9% beat in its last report.

Modified in.08-27
50 bps! Ready to Embrace Rally or Sell the News?
On September 18, 2024, the Fed cut rates by 50 basis points to 4.75%-5%. This is the first cut since March 2022. The Fed forecasts a total of 100 basis points in cuts for 2024 and another 100 basis points in 2025. The Dow Jones and S&P 500 both hit record highs during the trading session but soon gave back some gains. All three major indices turned negative, with the Dow down 0.25%, the Nasdaq down 0.31%, and the S&P 500 down 0.29%. ---------------- Will 50bps continue to boost market higher or time to sell the fact?
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