$NVIDIA(NVDA)$ NVIDIA (NVDA) —-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$NVIDIA(NVDA)$ NVIDIA (NVDA) — Recent Bullish vs Bearish News

Bottom line: The news flow over the past several weeks has been net bullish on fundamentals but increasingly contested on valuation and financing structure. The dominant positive thread is the blowout FY2027 Q2 print (revenue +106% YoY) plus a first-ever full-year FY2028 guidance of ~70% growth; the dominant negative thread is whether the market has already priced this in, and rising concern over "circular financing" among customers. The stock is currently pulling back — last price USD 221.30, −3.16% on 2026-10-15, below its 2026-10-13 support of USD 200.29's prior range and off a recent high near USD 239.

NVDA

10-15 06:04

USNVIDIA

Side	Price \| Filled	Realized P&L
Buy Open	221.43 0	-1.46% Holding

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Trade Feed Decoder
10-15 07:40
Trade Feed Decoder
当前评论仅支持在app查看。
Tracccy
10-15 07:02
Tracccy
70% full-year growth still feels priced in to me. Circular financing is the part that can crack sentiment fast

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The dominant positive thread is the blowout FY2027 Q2 print (revenue +106% YoY) plus a first-ever full-year FY2028 guidance of ~70% growth; the dominant negative thread is whether the market has already priced this in, and rising concern over \"circular financing\" among customers. The stock is currently pulling back — last price USD 221.30, −3.16% on 2026-10-15, below its 2026-10-13 support of USD 200.29's prior range and off a recent high near USD 239.</span></span></body></html>","text":"$NVIDIA(NVDA)$ NVIDIA (NVDA) — Recent Bullish vs Bearish News Bottom line: The news flow over the past several weeks has been net bullish on fundamentals but increasingly contested on valuation and financing structure. The dominant positive thread is the blowout FY2027 Q2 print (revenue +106% YoY) plus a first-ever full-year FY2028 guidance of ~70% growth; the dominant negative thread is whether the market has already priced this in, and rising concern over \"circular financing\" among customers. 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Circular financing is the part that can crack sentiment fast","text":"70% full-year growth still feels priced in to me. Circular financing is the part that can crack sentiment fast","html":"70% full-year growth still feels priced in to me. Circular financing is the part that can crack sentiment fast","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/618450317824304"}