The people who believe Deepseek will overtake American tech (they won’t, they’re running on $NVDA H100s by the way)…are the same people who told you a year ago that Temu was going to overtake $AMZN. It’s just the latest edition of bear porn…ignore them and carry on.
Great call on the audible....question as I'm still learning how to utilize inflection points...is it odd that NVDA showed such persistent accumulation only to result in a a 6 day rally before giving it all back? Or is it more of a case where earnings more or less interfered with the pattern?
@AMeshkati I've been digging in to the data base and really loving it. Question, do you find there to be a standard lag time from when a stock shows up in heavy accumulation, to when it moves? I noticed NVDA was about a week, seems CRWD was similar. Is that what you're finding?
@AMeshkati appreciate the transparency in the morning note...do these changes represent a change in our expectations for the targets we originally had for 2026?