Video: Macro Minute: Will NVDA weak reaction post-EPS trigger rotation or risk-off? Given AI-related spend intact, case stronger for rotation into cyclicals and small-caps, not risk-off

Video: Macro Minute: Will NVDA weak reaction post-EPS trigger rotation or risk-off? Given AI-related spend intact, case stronger for rotation into cyclicals and small-caps, not risk-off

VIDEO: Many will expect the broader market to sell-off post NVDA 1.70%  EPS reaction (down) but we discuss the rationale for why this likely triggers a rotation

Please click below to view our Macro Minute (duration: 4:25)

Video: Macro Minute: Will NVDA weak reaction post-EPS trigger rotation or risk-off? Given AI-related spend intact, case stronger for rotation into cyclicals and small-caps, not risk-off

_____________________________

42 SMID Granny Shot Ideas: We performed our quarterly rebalance on 7/16. Full stock list here -> Click here

______________________________

PS: if you are enjoying our service and its evidence-based approach, please leave us a positive 5-star review on Google reviews —> Click here.

___________________________

More from the author

Disclosures (show)

Get invaluable analysis of the market and stocks. Cancel at any time. Start Free Trial

Articles Read 2/2

🎁 Unlock 1 extra article by joining our Community!

You are reading the last free article for this month.

By continuing, you agree to the Terms of Service and Privacy Policy.

Already have an account? Sign In

Events

Trending tickers in our research

Get invaluable analysis of the market and stocks. Cancel at any time. Start Free Trial

Articles Read 2/2

🎁 Unlock 1 extra article by joining our Community!

You are reading the last free article for this month.

By continuing, you agree to the Terms of Service and Privacy Policy.

Already have an account? Sign In