Q1: Nvidia’s guidance makes me-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Q1: Nvidia’s guidance makes me more constructive on AI hardware into September. Q3 revenue guidance of $108bn and Data Centre growth of 117% YoY show the capex cycle remains powerful. But I would wait for Jackson Hole before adding aggressively because a hawkish Warsh could compress valuations even if earnings remain strong.

Q2: I think META/SNAP is the start of a broader regulatory theme, not a one-off. Meta’s settlement comes amid thousands of lawsuits involving Meta, Snap, TikTok and Google, while parts of Meta’s settlement specifically encourage competitors to adopt similar protections. Smaller platforms may feel the compliance burden more heavily.

Q3: AI capex drives the earnings, but Fed policy determines the multiple investors are willing to pay for those earnings.

So I remain bullish on AI fundamentals, but Jackson Hole determines how much I am willing to pay for them.

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