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I would wait for both Nvidia and Jackson Hole to clear rather than add before the print. The issue is no longer whether Nvidia can beat consensus. Current estimates vary by source, roughly around $92bn revenue and $2.09 EPS, and options imply about a 6% post-earnings move. More importantly, Nvidia has fallen after each of its past four earnings reports despite consistently beating expectations.  The long-term case remains compelling. The analyst consensus is still Strong Buy, with the $304.73 mean target implying about 46% upside from Monday's close. But this week combines two separate risks: Nvidia determining whether AI spending expectations remain credible, then Warsh potentially moving long-term yields at Jackson Hole.  I would therefore keep Nvidia rather than sell, but hold

Did you know that $NVIDIA(NVDA)$ has been on a losing streak for the past 6 sessions. Its stock price has been pushed down to around $214 per share, marking its longest consecutive dip in 4 years ? (see below) However, Finbold’s leveraged ChatGPT's AI forecasting model forecast NVDA rebounding after the six-session slide, with a weighted 30‑day target near $236 and a base stock price range of $235–$245 by late September - provided quarterly earnings and guidance meet elevated expectations. Finbold has leveraged on ChatGPT's AI forecasting model to project the stock’s short-term trajectory for week beginning 24 Aug 2026. The model maintains a moderately bullish overall forecast, deriving a 30-day weighted average price target of approx. $236 per sh

$SOXL 20260821 186.0 CALL$ sell call on a green day, sell put on a red day

Good

NVIDIA (NVDA) Q1 FY2027 revenue hit $81.6B (+85% YoY), with Data Center ~$75B (+92%). Q2 guidance is ~$91B (±2%) at ~75% gross margins (China data-center compute excluded). Demand visibility remains strong (multi-year customer commitments; hyperscaler capex forecasts continue rising). Partnerships and platform expansions (including software/models) reinforce the ecosystem. Shares trade around $215 (market cap ~$5.2T), consolidating after strong gains. Consensus is Strong Buy with average targets near $300–$310 (substantial upside). Valuation has compressed to more reasonable levels relative to growth. Future potential: Highest conviction in pure AI compute. Leadership in GPUs, full-stack offerings, and infrastructure financing platforms position it well for sustained multi-year growth. Key

Bullish on NVDA - One of the Catalyst NVIDIA’s $500B AI Financing Plan —  What It Actually Means?$NVIDIA(NVDA)$   NVIDIA’s newly announced >$500 billion AI infrastructure financing initiative sounds like NVIDIA is spending $500B itself. It isn’t. The $500B refers to a target amount of third-party capital that could be mobilized over time through financing partners such as Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR. The objective is simple: Make it easier for companies to finance AI infrastructure instead of paying the entire cost upfront. 1. Where does the $500B come from? Capital can ultimately come from: * Pension funds * Insurance companies * Sovereign wealth funds * Private cred

nvda

Semis have started their journey downhill and I expect 15-20% decline before next rally.

The semiconductor selloff is a wake up call for investors.  Option B: Higher yields require further valuation adjustment is the absolute core driver.  You cannot look at the tech stocks valuation in a vacuum. With the US 30 year Treasury Bond yield blasting to a 19 year high of 5.33%, paying extreme premium for future unproven tech earnings does not make sense.  Higher yields from the US bonds is like a vacuum cleaner, sucking the speculative liquidity out of high beta tech stocks. The selloff isn't happening because AI demand died.  It is happening because macro physics are forcing a standard valuation reset across the entire sector. While Option B tells you why the market is dropping, Option E is the ultimate strategy for turning that red ink into long term wealth. B

I view it as A&E (Accident & Emergency 🦺) [LOL] [LOL] [LOL].... Wait for the set-up to Buy the Deep [Evil] @Aqa @DiAngel @JC888 @Barcode @Shyon @koolgal @Shernice軒嬣 2000

NVIDIA Drops 2.3% Before Earnings — I’m Still Bullish 🚀 NVIDIA just gave investors a better entry point. Shares fell 2.3% Tuesday, as the entire semiconductor complex sold off, with NVDA now sitting around the $225 area ahead of its Aug. 26 earnings. The market is suddenly questioning whether AI spending has gone too far, whether NVIDIA is financing its own demand, and whether challengers like Cerebras and Groq can finally take share. My take? The market is focusing on the wrong risk. I’m bullish into earnings. 1. The fundamental numbers are still extremely hard to ignore NVIDIA’s last quarter was not a company showing signs of slowing down. Q1 FY27 revenue hit $81.6B, +85% YoY, while Data Center revenue reached $75.2B, +92% YoY. Even more important: NVIDIA guided Q2 revenue to approximate

I’m leaning toward A — normal profit-taking, with the AI hardware trend still intact. Tuesday’s semiconductor selloff looks more like a valuation reset than a fundamental breakdown. The Philadelphia Semiconductor Index fell about 5%, while memory and optical names such as SNDK, MU and CRDO were hit much harder than Nvidia. The key issue is macro: the 30-year Treasury yield recently reached its highest level since 2007, while Brent crude moved above $90. That combination naturally pressures high-multiple growth stocks. But AI infrastructure demand has not suddenly disappeared. Memory, storage, networking and GPU demand remain tied to massive data-center investment. So I wouldn’t call this an AI-cycle reversal yet. Instead, I’d watch whether SNDK and MU stabilize and reclaim key moving aver

I see Tuesday’s semiconductor selloff as normal profit-taking and valuation compression rather than a fundamental breakdown. Higher Treasury yields, oil above $90 and crowded AI trades created the perfect setup for a sharp pullback, especially after the strong recent rally in memory and optical stocks. For me, the key point is that AI demand, memory pricing and data-center CapEx remain intact. I’ll be watching the 50-day moving averages, particularly for $Micron Technology(MU)$ and $SanDisk Corp.(SNDK)$ , to see whether the sector can stabilize and reclaim key levels. Personally, I’m leaning toward A + E: normal profit-taking and an opportunity to accumulate in stages. I wouldn’t rush in after one red day

The Philadelphia Semiconductor Index fell 5% on Tuesday, with memory, storage and optical-networking stocks leading the decline. There was no clear deterioration in industry fundamentals. Rising Treasury yields, higher oil prices and profit-taking in crowded AI trades combined to trigger a sharp valuation reset. 1. Semiconductor Sentiment Reversed in One Session On Monday, AI storage was one of the strongest areas of the market: SanDisk gained 8.9% Micron rose 4.1% Western Digital, Seagate and optical-networking stocks also advanced One day later, the trade reversed sharply. Stock Tuesday Segment SNDK −9.0% NAND and enterprise SSDs WDC −7.4% Data-center HDDs MU −7.0% DRAM and HBM AMD −4.3% AI processors AVGO −3.2% Custom chips and networking NVDA −2.3% AI GPUs COHR −12.8% Optical networkin

Hello. Three companies reported on Tuesday. Put the three side by side and no order makes sense. $Fabrinet(FN)$ beat on revenue by about 3.1 per cent and on earnings per share by about 7.5 per cent, both records — and closed down 19.38 per cent at US$482.59. $Home Depot(HD)$ beat on both lines, posted net sales of about US$47.9 billion and its best comparable sales since 2022, and reaffirmed full-year guidance — and closed down 0.12 per cent. $BIDU-SW(09888)$ missed on both revenue and profit, with earnings per share about 22.7 per cent short — and closed down 12.73 per cent. Full marks fell 19 per cent, a pass fell 0.