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NVDA more important than all else 🎧 #331 (Nov 19)
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NVDA more important than all else 🎧 #331 (Nov 19)

Only 8 stocks in the Semiconductor index are above their 50 day ma

Premium Content today starts at: 7 min marker (total episode is only 12 min)

Nothing seems able to stand in the way of the NVDA narrative. War, recession, nothing. We shall see if the guaranteed rally post NVDA earnings is sold into or sticks?

To prevent this topping pattern on Semiconductor index SOX

NVIDIA will need to deliver this in green…

  • Re-acceleration up on earnings and revenue surprise

  • no more Blackwell delays

Or you get another type of green. The Grinch and Max


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