$NVIDIA(NVDA)$ With Nvidia's blockbuster $89 billion data center quarter and strong forward guidance pointing to a multi-trillion-dollar infrastructure pipeline, I'd expect some initial intraday swings in mega-cap tech as the market works through the capex implications for the hyperscalers. If MSFT, GOOGL, or AMZN come under pressure, I'll be adding more. Watching SPY as well.
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