Will Nvidia Save the Market This Time? Yes or No?

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11-19
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$NVIDIA(NVDA)$ has been heavily sold off ahead of its earnings report.

  1. In the latest 13F filings, both Bridgewater and Citi significantly reduced their Nvidia holdings in Q3.

  2. SoftBank has also completely exited its Nvidia position.

  3. Peter Thiel has now sold his entire stake in Nvidia and 76% of his Tesla shares.

  4. Michael Burry’s entire portfolio is now short positions in Nvidia and Palantir.

And right before earnings, Nvidia has fallen back to around the US$180 level—the same range where it consolidated in Q3.

Because of Nvidia’s sell-off and broader concerns about an AI bubble, the market and other stocks have been hit even harder. Everyone is waiting for Nvidia to “save the market.”

But it won’t be easy. As shown in the chart, here are Nvidia’s past earnings beats vs. its price reaction on the day:

Even when it beats by 20%, the stock still sells off after hours.

However, this time might be different. With such a deep drop before earnings, could the probability of a post-earnings rebound be slightly higher?

Feel free to comment below—do you think Nvidia will rise after earnings or not?

Comment “yes” or “no”, or join the vote to win tiger coins!

Each comment can win 5 tiger coins~~

Can nvidia rise after this earnings report?(Maximum1 votes)
  • yes(144 votes)
  • fall(25 votes)
  • no(18 votes)
Challenge NVIDIA: Buy Dip of NVDA or AMZN?
Amazon announced a new in-house AI chip, which the company claims is more “cost-effective” than Nvidia’s. Marvell has acquired Celestial AI, betting on “next-generation optical interconnect technology.” Combined with previous developments such as Google’s TPU and Broadcom’s ASIC, multiple companies are now competing to challenge Nvidia’s chip supremacy. How do you view the growing competition against Nvidia? Are you optimistic about Amazon’s AI chip? Would you chase high of Google? Or buy the dip of Nvidia or Amazon? Amazon still lags behind among Mag 7.
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Comments

  • 天天是周末
    11-19
    天天是周末
    Win 5 Tiger-coins
    英伟达的要救市感觉不容易。S&P 和Nasdaq已经开始回调5-6%,英伟达也回调了15% 。
  • Cadi Poon
    11-19
    Cadi Poon
    Win 5 Tiger-coins
    $英偉達(NVDA)$在財報發佈前遭到大量拋售。

    在最新的13F文件中,橋水和花旗都在第三季度大幅減持了英偉達的持股。

    軟銀也完全退出了英偉達的位置。

    彼得·泰爾現在已經出售了他在英偉達的全部股份和76%的特斯拉股份。

    Michael Burry的整個投資組合現在都是Nvidia和Palantir的空頭頭寸。

  • Star in the Sky
    11-19
    Star in the Sky
    Win 5 Tiger-coins
    fall after results
  • TimothyX
    11-19
    TimothyX
    Win 5 Tiger-coins
    就在財報公佈之前,Nvidia已回落至180美元左右的水平——與第三季度整合的範圍相同。

    由於英偉達的拋售以及對人工智能泡沫的更廣泛擔憂,市場和其他股票受到的打擊更大。大家都在等英偉達“救市”。

  • MHh
    11-19
    MHh
    Win 20 Tiger-coins
    The sell-off has been significant and I don’t think it will take much for it to rebound especially if the earnings beat analysts’ expectations. I do expect it to beat expectations given the strong demand. The main wet blanket would be if Nvidia gives a poor forecast because of the geopolitical tensions and rising competition from other chipmakers. Of course, there is always the possibility of profit takers once the Nvidia rise on its earnings report, and this will lead to the dip closer to market closing or after market hours. As long as analyst continue to be upbeat about AI and do not stoke fears of an AI bubble, Nvidia should rise easily. @SR050321 @Success88 @Wayneqq @LuckyPiggie @Fenger1188 @SR050321 @HelenJanet @SPOT_ON @Universe宇宙 @Kaixiang @DiAngel come join
  • 1PC
    11-19
    1PC
    Win 10 Tiger-coins
    Nice Sharing 😊. Bankers Sell before earnings. Retailers scoop 🪏 then Bankers Buyback again after Earnings released [Chuckle]. @JC888 @Barcode @Aqa @DiAngel @Shernice軒嬣 2000 @Shyon @koolgal
    • Shyon
      [Cool] [Cool] [Cool]
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