Thomas Parry Jones @thomaspj: "Subject: Market summary Dear investors, Yesterday we..."

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Subject: Market summary Dear investors, Yesterday we had Nvidia earnings, coming off the back of a week where markets pulled back — even with a small recovery on Friday. At a top level, $NVDA (NVIDIA Corporation) beat earnings, beat revenue, and issued guidance above expectations. There were no H20 sales to China in this period, and guidelines had assumed none will be sold in the next quarter either. To me, the bigger concern isn’t the slight miss on data centre revenue, but rather that the China licence has not yet been issued, alongside Nvidia’s threat to pursue litigation if the administration tries to collect 15% revenue. Any fallout with Trump would present significant headwinds. Even so, the macro backdrop continues to support the AI trade. While the stock pulled back after hours, we’re not seeing a major slowdown from tariffs, and demand remains strong. I’d expect some form of recovery over the next week, where we may look to rotate capital back into banking stocks in anticipation of potential rate cuts. Longer note today, but I felt it was needed. Thanks, TJ Copy Trading is not investment advice | Capital at risk | Past performance does not guarantee future results.

NVDA

NVIDIA Corporation

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NVDA

NVIDIA Corporation

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