Mixed and volatile data from US labour market and consumer expenditures and confidence make the call on when rates will be cut quite challenging, but the sentiment continues to be that those rates cuts will happen before end of the year, with one rate cut very probable and two cuts less probable now than before, but still more possible than not. The important question is: did the market price that already and the bull is just slowing down before stopping on the news and transform to a bear? I still see growth potential and bullish push until Sept at least, but then a sudden change as soon as rates are cut, with many taking profits and move into more conservative grounds, and the more confident with more risk appetite still keep on investing in speculative, short term, case-by-cas

Nvidia is a top tier, robust company. My view is that volatility can only bring opportunity in the medium and long term, when exposure is managed properly (i.e. no need to sell at lows). Buying the temporary drops, looking at the medium long term can give great results. I would leave speculative, short term buy&sell to trend stock. one last comment: the market is currently pricing Fed lowering interests rates (same old buy the news, sell the fact), so I am expecting some drops end of the year, after the first round of rebates triggers sells to take profits. The only real danger for Nvidia would be Chinese low-cost competition in AI, reducing the current monopoly. Nvidia will still lead the cutting edge tech for the foreseeable future, so the adjustment can affect revenues from quantiti

MSFT will be considerably up, in line with predictions. AAPL will be slightly up, but below predictions.

This year is quite different. As usual, we must consider the context, which for US is (still) strongly bullish on the expectation of Fed lowering interests rates. That expectation is weakening because of mixed results from inflation data, but is still strong nonetheless. The big anomality is the track so far, with some notable gains in the semiconductor and AI; the new Bitcoin ETFs from January and possible effects of the recent halving still to realize (or priced in already in some cases) with some ETFs grace period for free management fees expiring as late late of June; the (big) bumps of some magnificent seven (Tesla approx. -40% YTD and recent Meta fall) with some probable opportunities of rebound; the strong USD appreciation that can fuel some foreign sells. In thi