๐ ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐ช๐ผ๐ฏ๐ฏ๐น๐ฒ๐ & ๐ข๐๐ฒ๐ฟ๐ฟ๐ฒ๐ฎ๐ฐ๐๐ถ๐ผ๐ป๐โฆ ๐ฎ๐ฌ ๐ก๐ผ๐ ๐ฎ๐ฌ๐ฎ๐ฑ
โฆ and then $NVDA (NVIDIA Corporation) Drops a Monster Quarter.
Hey everyone โ quick check-in from my side.
Markets Are Getting a Bit Silly Again
Weโve seen a bit of volatility the last few days, especially across big tech, and right on cueโฆ the usual continuous news cycle โcrash is coming!โ from YouTube "experts" to actual so-called market buffs on major news outlets.
But hereโs the thing:
Even at the bottom of the recent pullback, it takes us back to where the market was barely two months ago.
Year-to-date? Markets โ especially tech โ returns are still very positive.
This is what happens when short-term, price-obsessed thinking dominates the conversation.
Zoom out, and the picture looks very different.
Weโre not in crisis territory โ weโre in a normal cooling phase after a strong run.
๐ก๐ฉ๐๐๐๐โ๐ ๐๐ฎ๐๐ฒ๐๐ ๐ฅ๐ฒ๐๐๐น๐๐ โ ๐๐ฏ๐๐ผ๐น๐๐๐ฒ ๐๐ฎ๐บ๐บ๐ฒ๐ฟ ๐๐น๐ผ๐
While the market panics over a 2โ3% dipโฆ NVIDIA quietly reported another absurdly strong quarter:
$57B revenue (+62% YoY, +22% QoQ)
$51B of that from Data Center alone
Demand for GPUs is still described as โoff the chartsโ by Jensen Huang
The AI build-out continues, and NVIDIA is still the centre of gravity for the entire space.
And on that front, NVIDIA just reminded everyone why itโs been the backbone of this entire AI cycle.
๐ ๐ ๐๐ถ๐ฒ๐
A little volatility doesnโt break the story.
If anything, dips like this are a reminder of how emotional the market can get when zoomed in too tightly.
Keep a long-term view.
Stay rational.
Best Reinhardt.... Show More
Very sensible strategy, zoom out and stay calm... Show More
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