NVDA earnings, Should we be fearful or greedy?

PawsAndProfits
08-26

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.

$NVIDIA(NVDA)$

Finally the highly anticipated earnings announcement is coming later after market close. With the humongous market cap of NVDA, it could swing the whole market one way or another. Looking at the past few post earnings reaction, it seemed to be bearish most of the time. So let’s see if it can prove us wrong and turn the tide. An emotional rollercoaster is coming for sure, strap in yeah?

@PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666] 

@koolgal @過路人 @Option Witch @Kenny_Loh @PeterDiCarlo @TigerEvents @FIRE1314 @Pilates @ARKK Investment Tracker @Tiger V 

Modified in.08-27
Nvidia Slides Two Days While Chips Rally — Did Money Rotate to the Second Tier?
The split in semis held: Marvell +4.26%, AMD +3.04%, SOXL +2.11%, Intel +1.69%, while Nvidia fell 0.91% and Broadcom 1.13% — a second session of both heavyweights lagging, no named catalyst either day. Marvell has raised growth guidance three times since December, still 28% below its peak; Intel and ASML are pushing High-NA EUV toward volume production. Rotation out of the priciest name into second-tier design and fabs — but broadening like this is valuation-driven, not order-driven, and late gainers sell hardest when it turns. Keep adding Marvell, or buy Nvidia into a two-day slide?
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Comments

  • Meet0
    08-26
    Meet0
    Greedy, but only if the data center growth still carries the print. The real tell for me is whether guidance keeps the AI demand curve intact 👀
  • koolgal
    08-27
    koolgal
    Great insights 😍😍🤩
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