Compare $NVDA vs $AMD from the last reported quarter:
- R&D: $2.3B vs $1.5B
- Net profit: $9.2B vs 0.6B
$NVDA market cap is 5x of $AMD, but net profit was 15x, while r&d cost was only 1.5x higher. Nvidia is insane.
If we wait until the next earnings the difference may even be
This afternoon, we closed out some of our mega cap longs and a few others that were highly profitable. They're acting very strong, but we have big gains and I like to get out on the way up. Sold $NVDA, $META, $GWRE, $CAMT. Trimmed $NFLX, $GOOGL, $RMBS, $VMC. Still holding a good
I'm sure today's $NVDA breakout was one of the most visible and anticipated in years. We bought it anyway; right on the open at 9:34AM to be exact. Of course, with a stop-loss, as always. Classic signature VCP - Volatility Contraction Pattern.
Yesterday, markets rallied strongly across the board following the lower than expected CPI data. Headline CPI inflation moderateed, led by falling gasoline prices. Core inflation also slowed, but underlying pressures are still elevated and above the Fed’s target. The report makes
I hear people saying they missed the rally. The $SPY has yet to even break out of its base. A new bull market has barely begun yet alone ended. Stick to the stock setups. The best buy points have yet to arrive. We added some select names. Breakouts are working on balance, but