Already, cash-rich Google, Microsoft, Meta and Amazon talked about spend spend spend, which NVDA which get a piece of. They will crush earnings again on Nov. 20 and will break out into earnings, after basing at $130. At least a few more good quarters lie ahead.
It's killing the short-sellers this week. There's probably too much euphoria here. The robotaxi is further there, not ready yet. Sell calls here, because the stock is toppy.
Just bought it. Will benefit from SMCI's woes. Also, in AI, hardware cannot keep up with demand. She bought last week at $130 and sold January $145 calls and got over $7 in call premiums. It's a good trade for the next few months.
Up 5.5% this week. The assets that private equity companies like this bought when rates were 0% are pretty amazing. As rates settle lower, expects even more activity.
Disney reports next week. It ranks 4 out of 4 in streamers in terms of making, but still feels that CEO Iger is doing a good job in taking out capacity.
Already, cash-rich Google, Microsoft, Meta and Amazon talked about spend spend spend, which NVDA which get a piece of. They will crush earnings again on Nov. 20 and will break out into earnings, after basing at $130. At least a few more good quarters lie ahead.