L.Lim
04-29
I think any period before the AI bubble pops will be conducive for further growth, specifically for the companies that are directly involved with AI. So Meta, Google/Alphabet, Amazon, maybe Microsoft. So bofa will have to acknowledge that, because that is an obvious and "safe" answer.
On the flipside, if bofa is worth their salt, they know that the bubble will eventually pop and that there's some elements of gambling on making good money before the house of cards come crashing down.
NVIDIA Pulls Back Ahead of Earnings: Can It Break “Earnings Curse”?
Market attention is fully focused on the AI giant this week, as the company is set to report FY2027 Q1 earnings after the U.S. market closes on Wednesday, May 20. As a core bellwether influencing not only the tech sector but also broader market direction, NVIDIA’s earnings have long gone beyond the scope of a single stock, shaping overall investor sentiment across the market. Yet just before earnings are released, NVIDIA shares have pulled back sharply, leaving bulls stuck in a difficult battle against the trend.
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