$NVIDIA(NVDA)$  

$NIO Inc.(NIO)$ On Thursday morning in Beijing, WTI crude had fallen 8.82 per cent and Brent had declined 9.13 per cent. After the Democratic sweep, markets increased the probability of de-escalation between the US and Iran and reconsidered the prospect of commercial traffic returning to the Strait of Hormuz. Lower oil can ease inflation and rate pressure, supporting valuations for large technology shares. The Strait had not returned to normal commercial traffic, however, and no final agreement had been announced. Oil reflected a rapid reduction in the war premium rather than the removal of supply risk. A breakdown in negotiations could lift crude prices and inflation expectations again. The durability of the large-cap rally therefore depends part

SPX dropped from 7758 to 7527 last week.SPX had a sharp sell off after FOMC and almost retested the lows from Sept 16th. iF SPX can pop back above 7620 and hold this level we can see a push back to 7700. SPX under 7500 we can see another flush towards 7400. Mid term elections are coming up on Nov 3rd. Let’s see how the market reacts to this next. As long as 7500 holds we can see SPX start

$NIO Inc.(NIO)$   The midterm elections delivered a sweeping victory for Democrats, who secured control of both chambers of Congress. Yet rather than triggering a broad selloff, the result helped fuel a relief rally on Wednesday morning. Investors appear to be betting that divided government could limit the scope of major policy changes. Democrats may be able to obstruct President Trump’s legislative agenda, but advancing their own priorities could prove equally difficult. JPMorgan strategists described the outcome as a potential “clearing event,” giving markets an opportunity to look beyond the political uncertainty that had been building ahead of the vote. The initial reaction was dramatic: stock futures reversed overnight losses and moved s

I see the recent tech selloff as an opportunity to start screening quality companies, but I do not think we can call it a confirmed bottom yet. I remain positive on the long-term AI story, especially companies with strong competitive advantages and sustainable earnings.

$NVIDIA(NVDA)$  

min 20 word min 20 word min 20 word min 20 word min 20 word min 20 min word min 20 word

$NVIDIA(NVDA)$  

$NVIDIA(NVDA)$  

$NVIDIA(NVDA)$  

$NVIDIA(NVDA)$  

$NVIDIA(NVDA)$  

$NVIDIA(NVDA)$  

$NVIDIA(NVDA)$  

$NVIDIA(NVDA)$  

$NVIDIA(NVDA)$  

$NVIDIA(NVDA)$  

$NVIDIA(NVDA)$  

$NVIDIA(NVDA)$  

$NVIDIA(NVDA)$