🌟 $NVIDIA(NVDA)$ earnings vs

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🌟 $NVIDIA(NVDA)$ earnings vs Jackson Hole Summit : Ambush or Altar? There are 2 camps: Camp 1 - The Raging Bull targeting an unstoppable Tech breakout. The Bulls believe that this week will provide the validation to blast Nasdaq to all time highs. Hyperscalers are still spending billions of dollars on AI hardware. If Jensen Huang takes the stage with his black leather jacket & guides forward revenue into stratosphere, the entire semiconductor sector will be ignited.

The bulls are buying call options in advance, betting that stellar AI earnings & a neutral Fed tone will trigger a violent short squeeze, leaving the bears in the dust.

Camp 2: The Bears are bracing for a macro liquidity ambush. Bears are not looking at GPUs. They are staring at the bond market. With US 30 year Treasury yield at its historic high & oil prices spiking, they believe that Fed Chair Kevin Warsh means interest will stay higher for longer.

I expect fireworks this week.

@Tiger_comments @TigerStars

# The boss asked me to issue coins

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BernardGilbert
·15:22
I care more about the 30Y yield than the jacket hype. NVDA can beat, but higher for longer still caps how far multiples can run
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MoiraHorace
·15:22
CoWoS capacity is still the gating factor here. Demand looks obvious, but next quarter delivery pace matters more than the jacket theatrics
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There are 2 camps: Camp 1 - The Raging Bull targeting an unstoppable Tech breakout.&nbsp; The Bulls believe that this week will provide the validation to blast Nasdaq to all time highs.&nbsp; Hyperscalers are still spending billions of dollars on AI hardware.&nbsp; If Jensen Huang takes the stage with his black leather jacket &amp; guides forward revenue into stratosphere, the entire semiconductor sector will be ignited.\n\nThe bulls are buying call options in advance, betting that stellar AI earnings &amp; a neutral Fed tone will trigger a violent short squeeze, leaving the bears in the dust.\nCamp 2: The Bears are bracing for a macro liquidity ambush.&nbsp; Bears are not looking at GPUs.&nbsp; They are staring at the bond market.&nbsp; With US 30 year Treasury yield at its historic high &amp; oil prices spiking, they believe that Fed Chair Kevin Warsh means interest will stay higher for longer.\nI expect fireworks this week.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars</a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/14a6b9b665dbd7d80f8b0f86a6c9e6df\"></t-t></body></html>","htmlText":"<html><head></head><body>🌟<a href=\"https://ttm.financial/S/NVDA\"> $NVIDIA(NVDA)$ </a>earnings vs Jackson Hole Summit : Ambush or Altar? There are 2 camps: Camp 1 - The Raging Bull targeting an unstoppable Tech breakout.&nbsp; The Bulls believe that this week will provide the validation to blast Nasdaq to all time highs.&nbsp; Hyperscalers are still spending billions of dollars on AI hardware.&nbsp; If Jensen Huang takes the stage with his black leather jacket &amp; guides forward revenue into stratosphere, the entire semiconductor sector will be ignited.\n\nThe bulls are buying call options in advance, betting that stellar AI earnings &amp; a neutral Fed tone will trigger a violent short squeeze, leaving the bears in the dust.\nCamp 2: The Bears are bracing for a macro liquidity ambush.&nbsp; Bears are not looking at GPUs.&nbsp; They are staring at the bond market.&nbsp; With US 30 year Treasury yield at its historic high &amp; oil prices spiking, they believe that Fed Chair Kevin Warsh means interest will stay higher for longer.\nI expect fireworks this week.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars</a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/14a6b9b665dbd7d80f8b0f86a6c9e6df\"></t-t></body></html>","text":"🌟 $NVIDIA(NVDA)$ earnings vs Jackson Hole Summit : Ambush or Altar? There are 2 camps: Camp 1 - The Raging Bull targeting an unstoppable Tech breakout. The Bulls believe that this week will provide the validation to blast Nasdaq to all time highs. Hyperscalers are still spending billions of dollars on AI hardware. If Jensen Huang takes the stage with his black leather jacket & guides forward revenue into stratosphere, the entire semiconductor sector will be ignited. The bulls are buying call options in advance, betting that stellar AI earnings & a neutral Fed tone will trigger a violent short squeeze, leaving the bears in the dust. Camp 2: The Bears are bracing for a macro liquidity ambush. Bears are not looking at GPUs. They are staring at the bond market. With US 30 year Treasury yield at its historic high & oil prices spiking, they believe that Fed Chair Kevin Warsh means interest will stay higher for longer. 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NVDA can beat, but higher for longer still caps how far multiples can run","text":"I care more about the 30Y yield than the jacket hype. NVDA can beat, but higher for longer still caps how far multiples can run","html":"I care more about the 30Y yield than the jacket hype. NVDA can beat, but higher for longer still caps how far multiples can run","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":600123081662560,"commentId":"600123081662560","gmtCreate":1787556169204,"gmtModify":1787560858397,"authorId":9000000000000475,"author":{"id":9000000000000475,"idStr":"9000000000000475","authorId":9000000000000475,"name":"MoiraHorace","avatar":"https://static.tigerbbs.com/8bf4dddd6d4678cc04a35cf677e4fd21","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":600113972696656,"objectIdStr":"600113972696656","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"CoWoS capacity is still the gating factor here. Demand looks obvious, but next quarter delivery pace matters more than the jacket theatrics","text":"CoWoS capacity is still the gating factor here. Demand looks obvious, but next quarter delivery pace matters more than the jacket theatrics","html":"CoWoS capacity is still the gating factor here. Demand looks obvious, but next quarter delivery pace matters more than the jacket theatrics","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}