Emotional Investor
11-19

A perplexing question, will $NVIDIA(NVDA)$ "save" the market?

One major assumption here... so I will answer this question with a question. Is the market rational?

The odds would suggest that NVDA will beat market expectations as it normally does. They have a track record of beats. Plenty of examples of companies like $IREN Ltd(IREN)$ Buying their chips going forward. Demand for Ai compute going forward is unprecedented, and supply is seriously constrained. 

But the matrix aka the stock market, is full of people taking the red pill rather than the blue pill, or is it the other way round. Doesn't really matter, let me complicate things.

Plato in his book, the republic wrote of the cave. This is where most people are chained down in a cave looking at a wall, with a reflection of reality that is predetermined. Kind of like propaganda. So reality for most is not reality. Merely a perception of it based on what the few want the majority to believe. To understand reality you must break the chains of the cave, walk outside the cave, and see reality with your own eyes. Rather than looking at a reality conceived by someone else. 

After NVDA earnings tomorrow, well its too late. It has already been decided. The market will not decide if NVDA goes up or down. The bigs have already decided. They will drive the market up or down based on making money. There will be plenty of commentary on why the stock jumped or dived, but all that commentary is nonsense. 

The reality is simple, once you step out of the cave. Wait let me adjust my tin hat. My fellow tigers, individually, we cannot control the price of a stock. None of us have billions to invest daily, last time I checked. so here's some free advice. Yes I'm offering advice, sue me if you like, but I'm not crapping on about if NVDA is going to the moon or the sea bed. I hope on the contrary I'm just sharing some simple concepts that have worked for me....

#1: ignore click bait articles that are opinions not backed up with fact. Focus on depth and considered fact over today's reactive nonsense.

#2: never jump into something for a short term "potential" gain. Learn the stock, understand everything you can about it. Once you have conviction... buy a bit. Then buy more bits as your conviction grows. think long term, tomorrow is fools gold, next year, five years from now, that's the mentality. FOMO is your worse enemy. That's why I'm the emotional investor, to master investor emotions gives me an edge. I will not listen to short term thinking. It's not intelligent.

#3: hindsight is your worst enemy. If only I'd invested more. Or if only had not invested so much. It's a rabbit hole. Look at it this way instead. Why did I invest at the time, what were my assumptions. Why was I right or wrong. How can I be better Going forward. 

Time to cook chicken fajitas, that's probably rule 4, balance. live, love, fail, succeed. But most of all enjoy and celebrate Small things As you journey to big things. Finding happiness in small things will help to focus you. November in the stock market sucks for a lot of us so far, but find a happy place elsewhere and your perspective gains clarity @SPACE ROCKET @MojoStellar @TigerWire @TigerTrade @Tiger_SG @MillionaireTiger 

BofA Goes Bullish, H20 Sales May Lift — Is $180 a Buy?
According to Reuters, China’s demand for H200 chips has already exceeded NVIDIA’s current production capacity, and the company is evaluating an increase in H200 output. However, NVDA still traded lower during Friday’s session. Nvidia’s path to selling in China has been turbulent—can the resumption of China sales help boost its revenue? And can this mark the end of Nvidia’s recent decline?
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Comments

  • Merle Ted
    11-19
    Merle Ted
    The shorts/bears seem to be trying too hard tonight. That tells me we are going up after ER... I see 210-215 if earnings are strong enough.

  • Venus Reade
    11-19
    Venus Reade
    If Nvidia goes down after earnings, do markets crash?

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