$NVDA
just completely flipped its earnings reaction.
Immediately after earnings:
Stock ↓ / roughly flat
During Jensen Huang’s earnings call:
NVDA +4.2%
What changed?
NVIDIA now expects roughly:
+70% revenue growth in fiscal 2028
And AWS plans to deploy:
2 MILLION additional NVIDIA GPUs ⚡️⚡️⚡️⚡️⚡️⚡️⚡️⚡️⚡️⚡️⚡️⚡️
Buckle TF UP! 📉⚡️
Tomorrow is one of the most consequential market sessions of the quarter because two market-moving catalysts arrive before most traders finish their first cup of coffee! ☕️
Consumer Price Index (CPI) is released. At the same time, five of the largest U.S. report quarterly earnings before the opening bell. This unusual overlap
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"Last I checked, Egypt is in Africa. ... I'm going to sound like Martin Luther King: 'I'm tired of having people deny the intellect of Africans in Egypt 5,000 years ago.' ... Denial of dark skin people having that ability." - @neiltyson
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