Nathalie Johe
$NSDQ100 fell by a whopping 700 points in just over an hour! (at the time of writing). It seems that the market has finally read between the lines. $NVDA (NVIDIA Corporation) 's report was not as good as one might think, because the figures tell a completely different story. Despite allegedly explosive demand, Nvidia expects operating cash flow to decline in 2026, and its inventories have doubled compared to the previous year. These are the first signs of a potentially longer-term slowdown, market saturation, and stagnant growth. AI stocks therefore remain under massive pressure. It is no longer enough to exceed expectations; small signs of a slowdown are enough to trigger a sell-off, which shows how fragile the entire AI bubble already is. Btw, my target for SPX500 is still >7000 eoy! (nfa) $PLTR (Palantir Technologies Inc.) $CRWV (CoreWeave Inc) $AI (C3.ai Inc.) The following image was created using AI (🤡)
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