$NVIDIA(NVDA)$ Recapping on wh-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$NVIDIA(NVDA)$ Recapping on what we have been right so far before the Christmas Holidays.

We have correctly anticipated:

- the slide of BTC due to weak volume support

- the crash of Micron stocks due to price manipulation before earnings

- Price correction of AVGO

- Improved prospects of QCOM

- Challenges of Chinese stocks revival

Current outlook: Even with the rebound, the fear has not dissipated especially with a narrow market breadth, it still lacks a strong broader rally.

This shows investors are holding back and treating the same 20-30 stocks as safe growth haven rather than having real confidence. We expect a dip coming as investors continue to test the market volatility and strength.

Our outlook on NVDA: A quick look at why Nvidia is the best stock to position in 2025.

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 your bond yield.

Definitely don’t anticipate a negative market outlook in 2025 as Trump and Putin has shown prospect to ending the war. Ending the war will be a bigger boost to the global economy and US economy than the Feds rates cuts.

With the Feds considering the potential of Trump policies boosting the economy, it clearly shows that they are certain that Trump policies might have a bigger impact than their rate cuts. That explains why they want the option to cut less.

We expect the market to be volatile during Trump's first year and that scoring a end to Ukraine war will have great impact on the global markets, while Chinese sanctions concerns are overblown, we expect a more cooperative environment between US, Russia and China that will help to stabilize the economy. Trump has already put a pause on TikTok ban.

Treasury Yields Weigh on Market: Will it Break 5%?

Rising U.S. Treasury Yields Hit Risk Assets? The 30-year U.S. Treasury yield rose by 3.8 basis points to 4.855%, briefly reaching a high of 4.861%, the highest since November 2023. ISM data hit a two-year high, leading to a decrease in the probability of rate cuts. Goldman Sachs believes there may be no rate cuts this year. Friday's non-farm payroll data will be crucial for the broader market. ------------ Is the market overreacting to the ISM data? Is now a good time to buy U.S. Treasuries? Will U.S. Treasuries fill the gap at $85?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Yunicorn
2024-12-24
Yunicorn
What do u guys think of today’s outlook? another % gain for nasdaq?
- kibkibkib:
  Market breadth is very narrow. Mostly just semiconductors and Tesla rallied yesterday. Market is still fearful
NotWizard
2024-12-24
NotWizard
Volatility ahead, but opportunities abound. Thoughts? 🤔
- kibkibkib:
  That’s up to one’s interpretation and maneuvers

Leave a comment

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Friday's non-farm payroll data will be crucial for the broader market.\n------------\nIs the market overreacting to the ISM data?\nIs now a good time to buy U.S. Treasuries?\nWill U.S. Treasuries fill the gap at $85?","image":"https://community-static.tradeup.com/news/74308cb1beed99a5eb22162f62b673c0"}],"images":[],"coverImages":[],"html":"<html><head></head><body><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Recapping on what we have been right so far before the Christmas Holidays.\n<p><br></p>\n<p><b>We have correctly anticipated:</b></p>\n<p>- the slide of BTC due to weak volume support</p>\n<p>- the crash of Micron stocks due to price manipulation before earnings</p>\n<p>- Price correction of AVGO</p>\n<p>- Improved prospects of QCOM</p>\n<p>- Challenges of Chinese stocks revival</p>\n<p><b>Current outlook: Even with the rebound, the fear has not dissipated especially with a narrow market breadth, it still lacks a strong&nbsp;</b>broader rally.&nbsp;</p>\n<p>This shows investors are holding back and treating the same 20-30 stocks as safe growth haven rather than having real confidence. We <b>expect a dip coming as investors continue to test the market volatility and strength.</b></p>\n<p><b>Our outlook on NVDA:</b> A quick look at why Nvidia is the best stock to position in 2025.</p>\n<p><b>Inflation fears and lower rate cuts: </b>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 your bond yield.</p>\n<p>Definitely don’t anticipate a negative market outlook in 2025 as Trump and Putin has shown prospect to ending the war. <b>Ending the war will be a bigger boost to the global economy and US economy than the Feds rates cuts.</b></p>\n<p>With the Feds considering the potential of Trump policies boosting the economy, it clearly shows that they are certain that Trump policies might have a &nbsp;bigger impact than their rate cuts. That explains why they want the option to cut less.</p>\n<p>We <b>expect the market to be volatile during Trump's first year and that scoring a end to Ukraine war will have great impact on the global markets</b>, while Chinese sanctions concerns are overblown, we <b>expect a more cooperative environment between US, Russia and China that will help to stabilize the economy. Trump has already put a pause on TikTok ban.</b></p></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Recapping on what we have been right so far before the Christmas Holidays.\n<p><br></p>\n<p><b>We have correctly anticipated:</b></p>\n<p>- the slide of BTC due to weak volume support</p>\n<p>- the crash of Micron stocks due to price manipulation before earnings</p>\n<p>- Price correction of AVGO</p>\n<p>- Improved prospects of QCOM</p>\n<p>- Challenges of Chinese stocks revival</p>\n<p><b>Current outlook: Even with the rebound, the fear has not dissipated especially with a narrow market breadth, it still lacks a strong&nbsp;</b>broader rally.&nbsp;</p>\n<p>This shows investors are holding back and treating the same 20-30 stocks as safe growth haven rather than having real confidence. We <b>expect a dip coming as investors continue to test the market volatility and strength.</b></p>\n<p><b>Our outlook on NVDA:</b> A quick look at why Nvidia is the best stock to position in 2025.</p>\n<p><b>Inflation fears and lower rate cuts: </b>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 your bond yield.</p>\n<p>Definitely don’t anticipate a negative market outlook in 2025 as Trump and Putin has shown prospect to ending the war. <b>Ending the war will be a bigger boost to the global economy and US economy than the Feds rates cuts.</b></p>\n<p>With the Feds considering the potential of Trump policies boosting the economy, it clearly shows that they are certain that Trump policies might have a &nbsp;bigger impact than their rate cuts. That explains why they want the option to cut less.</p>\n<p>We <b>expect the market to be volatile during Trump's first year and that scoring a end to Ukraine war will have great impact on the global markets</b>, while Chinese sanctions concerns are overblown, we <b>expect a more cooperative environment between US, Russia and China that will help to stabilize the economy. Trump has already put a pause on TikTok ban.</b></p></body></html>","text":"$NVIDIA(NVDA)$ Recapping on what we have been right so far before the Christmas Holidays. We have correctly anticipated: - the slide of BTC due to weak volume support - the crash of Micron stocks due to price manipulation before earnings - Price correction of AVGO - Improved prospects of QCOM - Challenges of Chinese stocks revival Current outlook: Even with the rebound, the fear has not dissipated especially with a narrow market breadth, it still lacks a strong broader rally. This shows investors are holding back and treating the same 20-30 stocks as safe growth haven rather than having real confidence. We expect a dip coming as investors continue to test the market volatility and strength. Our outlook on NVDA: A quick look at why Nvidia is the best stock to position in 2025. 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 your bond yield. Definitely don’t anticipate a negative market outlook in 2025 as Trump and Putin has shown prospect to ending the war. Ending the war will be a bigger boost to the global economy and US economy than the Feds rates cuts. 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Mostly just semiconductors and Tesla rallied yesterday. Market is still fearful","text":"Market breadth is very narrow. Mostly just semiconductors and Tesla rallied yesterday. Market is still fearful","html":"Market breadth is very narrow. Mostly just semiconductors and Tesla rallied yesterday. Market is still fearful"}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0},{"id":385100908470840,"commentId":"385100908470840","gmtCreate":1735028353599,"gmtModify":1735028358600,"authorId":10000000000010960,"author":{"id":10000000000010960,"idStr":"10000000000010960","authorId":10000000000010960,"name":"NotWizard","avatar":"https://community-static.tradeup.com/news/24d64f683d985298e214cbae96e14999","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.10","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":385085073494080,"objectIdStr":"385085073494080","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Volatility ahead, but opportunities abound. Thoughts? 🤔","text":"Volatility ahead, but opportunities abound. Thoughts? 🤔","html":"Volatility ahead, but opportunities abound. Thoughts? 🤔","likeSize":0,"commentSize":1,"subComments":[{"id":385097729118616,"commentId":"385097729118616","gmtCreate":1735029153367,"gmtModify":1735029158324,"authorId":4097035389999120,"author":{"id":4097035389999120,"idStr":"4097035389999120","authorId":4097035389999120,"name":"kibkibkib","avatar":"https://static.tigerbbs.com/d8a7aa26d3fe477a8cce6bc245028fff","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.16","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.10","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":385085073494080,"objectIdStr":"385085073494080","type":1,"supId":385100908470840,"supIdStr":"385100908470840","prevId":0,"prevIdStr":"0","content":"That’s up to one’s interpretation and maneuvers ","text":"That’s up to one’s interpretation and maneuvers ","html":"That’s up to one’s interpretation and maneuvers "}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/385085073494080"}