I recognize the sharp shift in-To The Moon - Tiger Brokers Online Investing Community - To The Moon

I recognize the sharp shift in rates expectations, $US30Y(US30Y.BOND)$ pushing to 20-year highs and hike odds repricing aggressively. That’s clearly tightening financial conditions fast, and I understand why metals and other rate-sensitive assets have already reacted while equities are only starting to adjust.

Even so, I remain bullish going into $NVIDIA(NVDA)$ earnings tonight. I still see NVIDIA benefiting from a strong AI infrastructure cycle, with demand, backlog, and data center spend likely outweighing short-term macro pressure. The structural growth story hasn’t broken even if rates are moving against risk sentiment.

That said, I’m aware of the “good news gets sold” risk in this environment. But I still lean toward a beat-and-support outcome rather than a breakdown, as long as guidance confirms AI demand remains strong. Overall, I’m staying bullish, but watching closely whether earnings can overpower the macro noise.

@TigerStars @Tiger_comments @Tiger_SG @TigerClub

Nvidia Beats Estimates, 75% Margin! Is $220 Just the Starting Point?

Nvidia Q1 revenue surged 85% YoY, beating estimates, with gross margin holding steady at 75%. The company added $80B in buybacks, raised its dividend, and CEO Jensen Huang identified a new $200B market opportunity. Despite a tepid reaction to guidance, AI demand signals spilled over broadly — AMD gained 8%, ARM surged 15% to an all-time high, and MU rose nearly 5%. Is Nvidia a warning of fully-priced valuation, or is the AI bull run rotating into a wider beneficiary universe — and is $220 really just the starting point?

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Comments

MariaEvelina
05-21
MariaEvelina
I’m still holding NVIDIA too, but that “good news gets sold” setup is spooky lol. You think guidance alone can overpower rates here?
- Shyon:
  Guidance is more important I believe

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","winRationPercentage":67.164179,"tradeVolumeEst":0},"themes":[{"themeId":"eb52dd9276c642828fb2416c9ddbc897","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Nvidia Beats Estimates, 75% Margin! Is $220 Just the Starting Point?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":eb52dd9276c642828fb2416c9ddbc897}&rnconfig={\"headerBarHidden\": true}","description":"Nvidia Q1 revenue surged 85% YoY, beating estimates, with gross margin holding steady at 75%. The company added $80B in buybacks, raised its dividend, and CEO Jensen Huang identified a new $200B market opportunity. Despite a tepid reaction to guidance, AI demand signals spilled over broadly — AMD gained 8%, ARM surged 15% to an all-time high, and MU rose nearly 5%. 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I still see NVIDIA benefiting from a strong AI infrastructure cycle, with demand, backlog, and data center spend likely outweighing short-term macro pressure. The structural growth story hasn’t broken even if rates are moving against risk sentiment.</p>\n<p>That said, I’m aware of the “good news gets sold” risk in this environment. But I still lean toward a beat-and-support outcome rather than a breakdown, as long as guidance confirms AI demand remains strong. Overall, I’m staying bullish, but watching closely whether earnings can overpower the macro noise.</p>\n<p><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/98c87b7f1ebea57b95fc4cd27e95ec03\"></t-t></p></body></html>","htmlText":"<html><head></head><body>I recognize the sharp shift in rates expectations,<a href=\"https://ttm.financial/S/US30Y.BOND\"> $US30Y(US30Y.BOND)$ </a>pushing to 20-year highs and hike odds repricing aggressively. That’s clearly tightening financial conditions fast, and I understand why metals and other rate-sensitive assets have already reacted while equities are only starting to adjust.\n<p></p>\n<p>Even so, I remain bullish going into<a href=\"https://ttm.financial/S/NVDA\"> $NVIDIA(NVDA)$ </a>earnings tonight. I still see NVIDIA benefiting from a strong AI infrastructure cycle, with demand, backlog, and data center spend likely outweighing short-term macro pressure. The structural growth story hasn’t broken even if rates are moving against risk sentiment.</p>\n<p>That said, I’m aware of the “good news gets sold” risk in this environment. But I still lean toward a beat-and-support outcome rather than a breakdown, as long as guidance confirms AI demand remains strong. Overall, I’m staying bullish, but watching closely whether earnings can overpower the macro noise.</p>\n<p><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/98c87b7f1ebea57b95fc4cd27e95ec03\"></t-t></p></body></html>","text":"I recognize the sharp shift in rates expectations, $US30Y(US30Y.BOND)$ pushing to 20-year highs and hike odds repricing aggressively. That’s clearly tightening financial conditions fast, and I understand why metals and other rate-sensitive assets have already reacted while equities are only starting to adjust. Even so, I remain bullish going into $NVIDIA(NVDA)$ earnings tonight. 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