Even so, I remain bullish going into $NVIDIA(NVDA)$ earnings tonight. I still see NVIDIA benefiting from a strong AI infrastructure cycle, with demand, backlog, and data center spend likely outweighing short-term macro pressure. The structural growth story hasn’t broken even if rates are moving against risk sentiment.
That said, I’m aware of the “good news gets sold” risk in this environment. But I still lean toward a beat-and-support outcome rather than a breakdown, as long as guidance confirms AI demand remains strong. Overall, I’m staying bullish, but watching closely whether earnings can overpower the macro noise.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- MariaEvelina·05-21TOPI’m still holding NVIDIA too, but that “good news gets sold” setup is spooky lol. You think guidance alone can overpower rates here?1Report