Stock Market

NVDA Q1 results are due out on 5/22. I understand January ‘25 calls over $1000 were hot sells last month. their peers and vendors all reported strong results BUT shares were punished for forecasting some headwinds (China trade policy) META was punished for spending too much on AI. There may be an opportunity for a NVDA share pop because I know they’re results are going to be good. I’m once bitten twice shy on this short term headwind thing however. Y’all decide for yourselves but I’m going to be looking to gobble up some dip with them chips! Happy Hunting!

AMD seems to be a laggard, maybe cuz their chips are for EVs, which are slowing.
NVDA, LAM research, I think, are more "universal" Taiwan semi ?
Perhaps just look for a more Beta stock .jmo.
ANET seems to follow NVDA, I've done well on both.
Good hunting .