Replying to @Meet0:Hi, thanks for reading my post and sharing your views. It's been written that Warsh intended to emulate former Fed chair Alan Greenspan when it comes to public engagement. Either he is ignorant or didn't realize that times have changed. Not very forward looking if you know what I mean. To not engage the public is a mistake nowadays, in the age of tight social media.//@Meet0:Less guidance can calm headlines, but it usually widens uncertainty first. The quiet revolution part sounds cleaner on paper than in actual volatility
On Monday, US market fell - thanks to tension arising from the Middle East again. As we look forward into Tuesday pre-market futures indexes - sentiments seemed to be positive-muted. Will this persists until 4pm ? It's anybody's guess. For me, I will take a breather and just observe instead of jumping in and catch falling knives in the process. The Middle East tension may flare (again) as US mid-term election draws closer... Agree ?
Replying to @fuzzyx:Hi, thanks for reading my post and sharing your views. For myself, I think AI is here to stay - like it or not. However, buildout for AI needs to taper off for adoption and implementation to be the "next" phase of the whole AI eco-system. If and should that happen, will NVDA also tapers off marginally ? Logically it should for the software part of AI to be the more dominant catalyst, before focus returns to AI-infrastruce with "better" performance AI chips from NVDA or its competitors... That's how I see the immediate..//@fuzzyx:Data center at 89B and up 117% is the loudest part. Hard to call AI demand cooling with numbers like that
Replying to @VivianChua:Hi, thanks for reading my post. Hope you find it informative. I have a new Pick post out for today on the Fed's annual Jackson Hole symposium and its implications on the US stock market. Hope you will like it too. If so, please help to Repost so that it reaches out to more people ok. Thanks in advance.//@VivianChua:Nice đđđ
For upcoming Tuesday, the 3 US composite futures indexes are showing marginal gains after Monday's marginal losses. Nvidia on the other hand continues to power higher. Its future index is showing a further +0.01% gain from Monday's +1.48% - thanks to its stellar Q2 2027 earnings. Let's hope the tension at the Middle East eases but it will be tough because Trump needs to score a victory in the Middle East. Better still - resolve the mess that he has created. With less than 3 months to go before the mid-term election, he's a cat on a hot tin roof.
Fed Chair - Kevin Warsh. On Fri, 28 Aug 2026 at the US central bankâs annual economic policy symposium at Jackson Hole, Wyoming, new Fed chair Kevin Warsh spoke on his 100th day as Chairman. This was a much-awaited speech as the new Fed chair has unilaterally decided to adopt a less interactive, significantly scaled-back approach to how the central bank communicates with the public and financial markets. Rather than maintaining the highly talkative, guiding role of his predecessors, Warsh has initiated a "quiet revolution" aimed at restoring mystery and removing the market's over-reliance on the central bank. He has even suggested scaling back the number of FOMC meetings to six from eight. This is still a discussion-in-progress. Jackson Hole, Wyoming Speech. At Jackson Hole, Kevin Warsh us
On Monday when US market was marginally lower than last Friday's closing, across the board - NVDA managed to buck the trend and rose higher by +1.36%, revealing it's real prowess as a blue chip stock. Agree
Hi @TigerStars please confirm whether the Top Monthly Contributors award for June 2026 and July 2026 will be announced soon? I ha e been waiting for your reply for a while now.. Hope you could reply as soon. Thank you...
With 20mins to go before US market opens for Monday trading, there is no guessing where market will be heading (see attached). Similarly NVDA is poised to open "lower" on Monday morning. Here's hoping that the halt to its earnings rally is short-lived, once the US-Iran tension eases, NVDA can find back its momentum.
Replying to @Jaydos96D:Hi, thank you for reading my post. Hope you liked it enough to want to consider "Follow me" and get first hand read of my daily new post/s. Thanks again !//@Jaydos96D:Yes
Replying to @Hamidjafary:Hi, tks for reading my post. Glad you liked it. I have a new Pick post out today on NVDA, it's earnings and potential value trap. Hope u will like it too... Tks//@Hamidjafary:Great article, would you like to share it?
With US & Iran fighting again, will this hampered INTC recovery in process, especially now that there's talk of a collaboration with SK Hynix.. Dear oh dear!
With a fresh round of attack & counter attack taking place between US-Iran, as I write - will this halt NVDA rally after a short-lived run on Thu & Fri?
After a nerve-wrecking wait, $NVIDIA(NVDA)$âs Q2 2027 earnings were finally released. They did not disappoint. Interestingly, NVDA has: Recorded a 7-day losing streak thru Monday. Rebound marginally on Tuesday. Fell again, on Wednesday by -1.59%, prior to earnings released after US market close. (see below) NVDA reported better-than-expected (a) fiscal second-quarter results and (b) issued estimatesâ topping revenue guidance. As a result, the stock jumped +4% on the companyâs forecast for next fiscal year. Q2 2027 Earnings. Below are companyâs actuals versus analystsâ consensus, according to LSEG. Earnings per share (adjusted): was $2.22 vs Wall Streetâs forecast of $2.10 vs Q2 2026âs $1.05; thatâs +111.43% YoY gain. (see below) Revenue: was $96.2
On Friday, US market fell after Fed chair Kevin Warsh spoke of US persistant inflation and the central bank's role & duty with regards to inflation. BE fell too but analysts believed its more of a correction than a reaction to US market negative sentiments. What do you believe ?
On Friday, US market fell across the board with Nasdaq being the worst hit at -0.52% and the Dow least impacted with a -0.02%. (see attached) INTC was not spared and fell in tandem too. By the time 4pm came around, INTC ended the week lower by -2.85% at $89.47 per share.