@elvermo Enig idee waarom? Tax loss harvest of opbouwen van dividenden voor STRC? Of proberen er boekhoudkundig beter voor te staan om in de S&P500 binnen te raken.
We’re doing the LARGEST BITCOIN MINING GIVEAWAY OF ALL TIME
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It’s Uptober. 📈
Bitcoin has a habit of going wild this month… so let’s make it interesting.
Guess the Bitfinex BTC/USD closing price on Oct 31.
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1️⃣ Follow us
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All you need to know about Nvidia's earnings:
If you are bullish on US-China relations improving OR ANY level of chip sales to China resuming, the stock is cheap.
If not, the base-case assumption still includes ZERO H20 chip sales to Nvidia next quarter.
To put this into perspective, Nvidia did $5.5 billion of revenue to China in Q1 2025, even amid the trade war.
The China business has been priced-out of Nvidia, $NVDA, and the stock is still trading near record highs.
We expect Jensen Huang to work overtime on a deal with Trump/China.
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