Think today’s price action will be quite telling...

NVDA + AI CapEx trade vs bond market remains durable theme...

"the stock had a good run recently, positioning stretched, long weekend ahead, numbers will be solid and stock will fade as it has on 4 of 5 prints T+1…. NVDA hasn’t really…

Think today’s price action will be quite telling...

Hedge funds are panic-buying semis, Korea flows have gone vertical, NVDA is humiliating Bitcoin, and the rest of the stock market has officially been demoted to NPC status.