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05-19

Im not sure but it seems that the kings horses shoes fell off or didn't have a professional but a back yard metal smith with very low IQ should always get ones with a heart that aim true....

05-20

Great article, would you like to share it?

Nvidia Poised for Another Beat as BofA Flags Five Key Investor Debates

05-20

All gold to be you...

Nvidia Poised for Another Beat as BofA Flags Five Key Investor Debates

05-20

IAMGOD & white aliens...

05-20

Fkkn too much lol... Ello!!!

05-20

Bad-ass!!!

Stock Track | Applied Optoelectronics Plummets 9.65% Intraday on Q1 Earnings Miss and Sector Weakness

05-20

Kewl!!!

The Options Market Is Flashing an Ominous Sign About Nvidia's Looming Earnings

05-21

Kgxots6or7pgiysitdo62 d hcmid6f

05-21

Igdkysyhxkskyd ogigook hzyxl kvicudl

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kvicudl","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566356344652160","isVote":1,"tweetType":1,"viewCount":1299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":566217803194392,"gmtCreate":1779273628734,"gmtModify":1779273889505,"author":{"id":"4242147835141332","authorId":"4242147835141332","name":"WRATHKILLER112","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242147835141332","idStr":"4242147835141332"},"themes":[],"title":"","htmlText":"All gold to be you...","listText":"All gold to be you...","text":"All gold to be 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Nvidia shares trade at less than 20 times the bank&#39;s 2027 earnings estimate, with a PEG ratio of 0.4 times against a projected 2025 to 2028 earnings per share CAGR of more than 46%.</p><p style=\"text-align: start;\">Enhanced returns are more likely in the second half, but the bank said earnings call signaling could itself move the needle.</p><p style=\"text-align: start;\">On competition, Bank of America said concerns over Google TPUs and agentic CPU architectures are misplaced. The bank argued Nvidia&#39;s product breadth, software ecosystem, and multi-cloud availability create infrastructure that rivals would find difficult to displace, and forecast the company will sustain approximately 70% revenue share in an AI total addressable market projected to exceed $1.7 trillion by 2030.</p><p style=\"text-align: start;\">The bank added that CPU-to-GPU ratios in deployed Blackwell and TPU clusters already sit at one to two with no link to agentic demand, and that Nvidia&#39;s forthcoming Vera CPU is expected to be competitive as a standalone offering, with related announcements anticipated at Computex.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDS":"1.5倍做空NVDA ETF-Tradr","NVDU":"2倍做多NVDA ETF-Direxion","NVDW":"NVDA周配息ETF-Roundhill","NVDX":"2倍做多NVDA ETF-T-Rex","NVDY":"NVDA期权收益策略ETF-YieldMax","NVD":"2倍做空NVDA ETF-GraniteShares","07388":"南方两倍做空英伟达","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDD":"1倍做空NVDA ETF-Direxion","07788":"南方两倍做多英伟达","NVDG":"2倍做多NVDA ETF- Leverage Shares","ANV":"GraniteShares Autocallable NVDA ETF","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119342524","content_text":"WIth NVIDIA set to report first-quarter results after the close on Wednesday, Bank of America analysts have identified five areas likely to drive investor focus.Analysts have zeroed in on enhanced cash returns, the timing of the Vera Rubin architecture ramp in the second half of 2026, gross margin durability around 75% amid continued cost inflation, an update to Nvidia's $1 trillion revenue forecast for 2025 through 2027, and the competitive landscape against Google TPUs and agentic CPU architectures.Bank of America said it expects Nvidia's historical pattern of $2 to $4 billion in sales outperformance relative to sell-side expectations.On cash returns, the bank said Nvidia has allocated only 47% of free cash flow from 2022 through 2025 to dividends and buybacks, against roughly 80% for large-cap technology peers, with capital instead directed toward ecosystem investments including stakes in OpenAI and Anthropic.The bank called concerns about circular or vendor financing unfair, and said boosting shareholder returns could expand Nvidia's investor base and close a valuation gap. 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The bank argued Nvidia&#39;s product breadth, software ecosystem, and multi-cloud availability create infrastructure that rivals would find difficult to displace, and forecast the company will sustain approximately 70% revenue share in an AI total addressable market projected to exceed $1.7 trillion by 2030.</p><p style=\"text-align: start;\">The bank added that CPU-to-GPU ratios in deployed Blackwell and TPU clusters already sit at one to two with no link to agentic demand, and that Nvidia&#39;s forthcoming Vera CPU is expected to be competitive as a standalone offering, with related announcements anticipated at Computex.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Poised for Another Beat as BofA Flags Five Key Investor Debates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Poised for Another Beat as BofA Flags Five Key Investor Debates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-05-20 11:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WIth <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> set to report first-quarter results after the close on Wednesday, Bank of America analysts have identified five areas likely to drive investor focus.</p><p style=\"text-align: start;\">Analysts have zeroed in on enhanced cash returns, the timing of the Vera Rubin architecture ramp in the second half of 2026, gross margin durability around 75% amid continued cost inflation, an update to Nvidia&#39;s $1 trillion revenue forecast for 2025 through 2027, and the competitive landscape against Google TPUs and agentic CPU architectures.</p><p>Bank of America said it expects Nvidia&#39;s historical pattern of $2 to $4 billion in sales outperformance relative to sell-side expectations.</p><p style=\"text-align: start;\">On cash returns, the bank said Nvidia has allocated only 47% of free cash flow from 2022 through 2025 to dividends and buybacks, against roughly 80% for large-cap technology peers, with capital instead directed toward ecosystem investments including stakes in OpenAI and Anthropic.</p><p style=\"text-align: start;\">The bank called concerns about circular or vendor financing unfair, and said boosting shareholder returns could expand Nvidia&#39;s investor base and close a valuation gap. Nvidia shares trade at less than 20 times the bank&#39;s 2027 earnings estimate, with a PEG ratio of 0.4 times against a projected 2025 to 2028 earnings per share CAGR of more than 46%.</p><p style=\"text-align: start;\">Enhanced returns are more likely in the second half, but the bank said earnings call signaling could itself move the needle.</p><p style=\"text-align: start;\">On competition, Bank of America said concerns over Google TPUs and agentic CPU architectures are misplaced. The bank argued Nvidia&#39;s product breadth, software ecosystem, and multi-cloud availability create infrastructure that rivals would find difficult to displace, and forecast the company will sustain approximately 70% revenue share in an AI total addressable market projected to exceed $1.7 trillion by 2030.</p><p style=\"text-align: start;\">The bank added that CPU-to-GPU ratios in deployed Blackwell and TPU clusters already sit at one to two with no link to agentic demand, and that Nvidia&#39;s forthcoming Vera CPU is expected to be competitive as a standalone offering, with related announcements anticipated at Computex.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDS":"1.5倍做空NVDA ETF-Tradr","NVDU":"2倍做多NVDA ETF-Direxion","NVDW":"NVDA周配息ETF-Roundhill","NVDX":"2倍做多NVDA ETF-T-Rex","NVDY":"NVDA期权收益策略ETF-YieldMax","NVD":"2倍做空NVDA ETF-GraniteShares","07388":"南方两倍做空英伟达","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDD":"1倍做空NVDA ETF-Direxion","07788":"南方两倍做多英伟达","NVDG":"2倍做多NVDA ETF- Leverage Shares","ANV":"GraniteShares Autocallable NVDA ETF","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119342524","content_text":"WIth NVIDIA set to report first-quarter results after the close on Wednesday, Bank of America analysts have identified five areas likely to drive investor focus.Analysts have zeroed in on enhanced cash returns, the timing of the Vera Rubin architecture ramp in the second half of 2026, gross margin durability around 75% amid continued cost inflation, an update to Nvidia's $1 trillion revenue forecast for 2025 through 2027, and the competitive landscape against Google TPUs and agentic CPU architectures.Bank of America said it expects Nvidia's historical pattern of $2 to $4 billion in sales outperformance relative to sell-side expectations.On cash returns, the bank said Nvidia has allocated only 47% of free cash flow from 2022 through 2025 to dividends and buybacks, against roughly 80% for large-cap technology peers, with capital instead directed toward ecosystem investments including stakes in OpenAI and Anthropic.The bank called concerns about circular or vendor financing unfair, and said boosting shareholder returns could expand Nvidia's investor base and close a valuation gap. Nvidia shares trade at less than 20 times the bank's 2027 earnings estimate, with a PEG ratio of 0.4 times against a projected 2025 to 2028 earnings per share CAGR of more than 46%.Enhanced returns are more likely in the second half, but the bank said earnings call signaling could itself move the needle.On competition, Bank of America said concerns over Google TPUs and agentic CPU architectures are misplaced. The bank argued Nvidia's product breadth, software ecosystem, and multi-cloud availability create infrastructure that rivals would find difficult to displace, and forecast the company will sustain approximately 70% revenue share in an AI total addressable market projected to exceed $1.7 trillion by 2030.The bank added that CPU-to-GPU ratios in deployed Blackwell and TPU clusters already sit at one to two with no link to agentic demand, and that Nvidia's forthcoming Vera CPU is expected to be competitive as a standalone offering, with related announcements anticipated at Computex.","news_type":1,"symbols_score_info":{"NVDQ":0.6,"NVDU":0.6,"NVDX":0.6,"ANV":0.6,"NVDG":0.6,"NVDB":0.6,"NVDW":0.6,"07788":0.6,"DIPS":0.6,"NVYY":0.6,"NVDS":0.6,"NVDA":2,"07388":0.6,"NVDL":0.6,"NVD":0.6,"NVDY":0.6,"NVDD":0.6,"NVDO":0.6,"NVII":0.6}},"isVote":1,"tweetType":1,"viewCount":1414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":566033960256664,"gmtCreate":1779225123313,"gmtModify":1779225127113,"author":{"id":"4242147835141332","authorId":"4242147835141332","name":"WRATHKILLER112","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242147835141332","idStr":"4242147835141332"},"themes":[],"title":"","htmlText":"IAMGOD &amp; white aliens...","listText":"IAMGOD &amp; white aliens...","text":"IAMGOD & white aliens...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566033960256664","isVote":1,"tweetType":1,"viewCount":1938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":566033699410856,"gmtCreate":1779225039100,"gmtModify":1779227982276,"author":{"id":"4242147835141332","authorId":"4242147835141332","name":"WRATHKILLER112","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242147835141332","idStr":"4242147835141332"},"themes":[],"title":"","htmlText":"Fkkn too much lol... Ello!!!","listText":"Fkkn too much lol... Ello!!!","text":"Fkkn too much lol... Ello!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566033699410856","isVote":1,"tweetType":1,"viewCount":1276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":566033593471144,"gmtCreate":1779224980713,"gmtModify":1779227996154,"author":{"id":"4242147835141332","authorId":"4242147835141332","name":"WRATHKILLER112","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242147835141332","idStr":"4242147835141332"},"themes":[],"title":"","htmlText":"Bad-ass!!!","listText":"Bad-ass!!!","text":"Bad-ass!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566033593471144","repostId":"1143432427","repostType":2,"repost":{"id":"1143432427","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1779112783,"share":"https://ttm.financial/m/news/1143432427?lang=en_US&edition=fundamental","pubTime":"2026-05-18 21:59","market":"us","language":"en","title":"Stock Track | Applied Optoelectronics Plummets 9.65% Intraday on Q1 Earnings Miss and Sector Weakness","url":"https://stock-news.laohu8.com/highlight/detail?id=1143432427","media":"Stock Track","summary":"Applied Optoelectronics (AAOI) stock plummeted 9.65% during intraday trading on Monday, as the optical communication equipment provider faced significant selling pressure.The sharp decline follows...","content":"<p>Applied Optoelectronics (AAOI) stock plummeted 9.65% during intraday trading on Monday, as the optical communication equipment provider faced significant selling pressure.</p><p>The sharp decline follows the company's first-quarter earnings report, which missed consensus expectations for both revenue and earnings per share. This disappointing financial performance has weighed on investor sentiment, contributing to the stock's downward movement.</p><p>Furthermore, the broader optical communication sector experienced sustained selling pressure during the session, with peer companies such as Lumentum and Ciena also registering notable declines. This sector-wide weakness amplified the negative momentum for Applied Optoelectronics.</p>","source":"ai_movement_en","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | Applied Optoelectronics Plummets 9.65% Intraday on Q1 Earnings Miss and Sector Weakness</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | Applied Optoelectronics Plummets 9.65% Intraday on Q1 Earnings Miss and Sector Weakness\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-05-18 21:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Applied Optoelectronics (AAOI) stock plummeted 9.65% during intraday trading on Monday, as the optical communication equipment provider faced significant selling pressure.</p><p>The sharp decline follows the company's first-quarter earnings report, which missed consensus expectations for both revenue and earnings per share. This disappointing financial performance has weighed on investor sentiment, contributing to the stock's downward movement.</p><p>Furthermore, the broader optical communication sector experienced sustained selling pressure during the session, with peer companies such as Lumentum and Ciena also registering notable declines. This sector-wide weakness amplified the negative momentum for Applied Optoelectronics.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAOI":"Applied Optoelectronics Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143432427","content_text":"Applied Optoelectronics (AAOI) stock plummeted 9.65% during intraday trading on Monday, as the optical communication equipment provider faced significant selling pressure.The sharp decline follows the company's first-quarter earnings report, which missed consensus expectations for both revenue and earnings per share. This disappointing financial performance has weighed on investor sentiment, contributing to the stock's downward movement.Furthermore, the broader optical communication sector experienced sustained selling pressure during the session, with peer companies such as Lumentum and Ciena also registering notable declines. This sector-wide weakness amplified the negative momentum for Applied Optoelectronics.","news_type":1,"symbols_score_info":{"AAOI":1}},"isVote":1,"tweetType":1,"viewCount":1111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":566033352724984,"gmtCreate":1779224943061,"gmtModify":1779227996055,"author":{"id":"4242147835141332","authorId":"4242147835141332","name":"WRATHKILLER112","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242147835141332","idStr":"4242147835141332"},"themes":[],"title":"","htmlText":"Kewl!!!","listText":"Kewl!!!","text":"Kewl!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566033352724984","repostId":"2636900900","repostType":2,"isVote":1,"tweetType":1,"viewCount":1228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":565849547546856,"gmtCreate":1779179968638,"gmtModify":1779180038633,"author":{"id":"4242147835141332","authorId":"4242147835141332","name":"WRATHKILLER112","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242147835141332","idStr":"4242147835141332"},"themes":[],"title":"","htmlText":"Im not sure but it seems that the kings horses shoes fell off or didn't have a professional but a back yard metal smith with very low IQ should always get ones with a heart that aim true....&nbsp;","listText":"Im not sure but it seems that the kings horses shoes fell off or didn't have a professional but a back yard metal smith with very low IQ should always get ones with a heart that aim true....&nbsp;","text":"Im not sure but it seems that the kings horses shoes fell off or didn't have a professional but a back yard metal smith with very low IQ should always get ones with a heart that aim true....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/565849547546856","isVote":1,"tweetType":1,"viewCount":2105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":565849547546856,"gmtCreate":1779179968638,"gmtModify":1779180038633,"author":{"id":"4242147835141332","authorId":"4242147835141332","name":"WRATHKILLER112","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4242147835141332","authorIdStr":"4242147835141332"},"themes":[],"title":"","htmlText":"Im not sure but it seems that the kings horses shoes fell off or didn't have a professional but a back yard metal smith with very low IQ should always get ones with a heart that aim true....&nbsp;","listText":"Im not sure but it seems that the kings horses shoes fell off or didn't have a professional but a back yard metal smith with very low IQ should always get ones with a heart that aim true....&nbsp;","text":"Im not sure but it seems that the kings horses shoes fell off or didn't have a professional but a back yard metal smith with very low IQ should always get ones with a heart that aim true....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/565849547546856","isVote":1,"tweetType":1,"viewCount":2105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":566232902169176,"gmtCreate":1779273563637,"gmtModify":1779273567491,"author":{"id":"4242147835141332","authorId":"4242147835141332","name":"WRATHKILLER112","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4242147835141332","authorIdStr":"4242147835141332"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566232902169176","repostId":"1119342524","repostType":2,"repost":{"id":"1119342524","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1779248745,"share":"https://ttm.financial/m/news/1119342524?lang=en_US&edition=fundamental","pubTime":"2026-05-20 11:45","market":"us","language":"en","title":"Nvidia Poised for Another Beat as BofA Flags Five Key Investor Debates","url":"https://stock-news.laohu8.com/highlight/detail?id=1119342524","media":"Tiger Newspress","summary":"WIth $NVIDIA(NVDA)$ set to report first-quarter results after the close on Wednesday, Bank of America analysts have identified five areas likely to drive investor focus.Analysts have zeroed in on...","content":"<html><head></head><body><p>WIth <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> set to report first-quarter results after the close on Wednesday, Bank of America analysts have identified five areas likely to drive investor focus.</p><p style=\"text-align: start;\">Analysts have zeroed in on enhanced cash returns, the timing of the Vera Rubin architecture ramp in the second half of 2026, gross margin durability around 75% amid continued cost inflation, an update to Nvidia&#39;s $1 trillion revenue forecast for 2025 through 2027, and the competitive landscape against Google TPUs and agentic CPU architectures.</p><p>Bank of America said it expects Nvidia&#39;s historical pattern of $2 to $4 billion in sales outperformance relative to sell-side expectations.</p><p style=\"text-align: start;\">On cash returns, the bank said Nvidia has allocated only 47% of free cash flow from 2022 through 2025 to dividends and buybacks, against roughly 80% for large-cap technology peers, with capital instead directed toward ecosystem investments including stakes in OpenAI and Anthropic.</p><p style=\"text-align: start;\">The bank called concerns about circular or vendor financing unfair, and said boosting shareholder returns could expand Nvidia&#39;s investor base and close a valuation gap. Nvidia shares trade at less than 20 times the bank&#39;s 2027 earnings estimate, with a PEG ratio of 0.4 times against a projected 2025 to 2028 earnings per share CAGR of more than 46%.</p><p style=\"text-align: start;\">Enhanced returns are more likely in the second half, but the bank said earnings call signaling could itself move the needle.</p><p style=\"text-align: start;\">On competition, Bank of America said concerns over Google TPUs and agentic CPU architectures are misplaced. The bank argued Nvidia&#39;s product breadth, software ecosystem, and multi-cloud availability create infrastructure that rivals would find difficult to displace, and forecast the company will sustain approximately 70% revenue share in an AI total addressable market projected to exceed $1.7 trillion by 2030.</p><p style=\"text-align: start;\">The bank added that CPU-to-GPU ratios in deployed Blackwell and TPU clusters already sit at one to two with no link to agentic demand, and that Nvidia&#39;s forthcoming Vera CPU is expected to be competitive as a standalone offering, with related announcements anticipated at Computex.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Poised for Another Beat as BofA Flags Five Key Investor Debates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Poised for Another Beat as BofA Flags Five Key Investor Debates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-05-20 11:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WIth <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> set to report first-quarter results after the close on Wednesday, Bank of America analysts have identified five areas likely to drive investor focus.</p><p style=\"text-align: start;\">Analysts have zeroed in on enhanced cash returns, the timing of the Vera Rubin architecture ramp in the second half of 2026, gross margin durability around 75% amid continued cost inflation, an update to Nvidia&#39;s $1 trillion revenue forecast for 2025 through 2027, and the competitive landscape against Google TPUs and agentic CPU architectures.</p><p>Bank of America said it expects Nvidia&#39;s historical pattern of $2 to $4 billion in sales outperformance relative to sell-side expectations.</p><p style=\"text-align: start;\">On cash returns, the bank said Nvidia has allocated only 47% of free cash flow from 2022 through 2025 to dividends and buybacks, against roughly 80% for large-cap technology peers, with capital instead directed toward ecosystem investments including stakes in OpenAI and Anthropic.</p><p style=\"text-align: start;\">The bank called concerns about circular or vendor financing unfair, and said boosting shareholder returns could expand Nvidia&#39;s investor base and close a valuation gap. Nvidia shares trade at less than 20 times the bank&#39;s 2027 earnings estimate, with a PEG ratio of 0.4 times against a projected 2025 to 2028 earnings per share CAGR of more than 46%.</p><p style=\"text-align: start;\">Enhanced returns are more likely in the second half, but the bank said earnings call signaling could itself move the needle.</p><p style=\"text-align: start;\">On competition, Bank of America said concerns over Google TPUs and agentic CPU architectures are misplaced. The bank argued Nvidia&#39;s product breadth, software ecosystem, and multi-cloud availability create infrastructure that rivals would find difficult to displace, and forecast the company will sustain approximately 70% revenue share in an AI total addressable market projected to exceed $1.7 trillion by 2030.</p><p style=\"text-align: start;\">The bank added that CPU-to-GPU ratios in deployed Blackwell and TPU clusters already sit at one to two with no link to agentic demand, and that Nvidia&#39;s forthcoming Vera CPU is expected to be competitive as a standalone offering, with related announcements anticipated at Computex.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDS":"1.5倍做空NVDA ETF-Tradr","NVDU":"2倍做多NVDA ETF-Direxion","NVDW":"NVDA周配息ETF-Roundhill","NVDX":"2倍做多NVDA ETF-T-Rex","NVDY":"NVDA期权收益策略ETF-YieldMax","NVD":"2倍做空NVDA ETF-GraniteShares","07388":"南方两倍做空英伟达","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDD":"1倍做空NVDA ETF-Direxion","07788":"南方两倍做多英伟达","NVDG":"2倍做多NVDA ETF- Leverage Shares","ANV":"GraniteShares Autocallable NVDA ETF","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119342524","content_text":"WIth NVIDIA set to report first-quarter results after the close on Wednesday, Bank of America analysts have identified five areas likely to drive investor focus.Analysts have zeroed in on enhanced cash returns, the timing of the Vera Rubin architecture ramp in the second half of 2026, gross margin durability around 75% amid continued cost inflation, an update to Nvidia's $1 trillion revenue forecast for 2025 through 2027, and the competitive landscape against Google TPUs and agentic CPU architectures.Bank of America said it expects Nvidia's historical pattern of $2 to $4 billion in sales outperformance relative to sell-side expectations.On cash returns, the bank said Nvidia has allocated only 47% of free cash flow from 2022 through 2025 to dividends and buybacks, against roughly 80% for large-cap technology peers, with capital instead directed toward ecosystem investments including stakes in OpenAI and Anthropic.The bank called concerns about circular or vendor financing unfair, and said boosting shareholder returns could expand Nvidia's investor base and close a valuation gap. Nvidia shares trade at less than 20 times the bank's 2027 earnings estimate, with a PEG ratio of 0.4 times against a projected 2025 to 2028 earnings per share CAGR of more than 46%.Enhanced returns are more likely in the second half, but the bank said earnings call signaling could itself move the needle.On competition, Bank of America said concerns over Google TPUs and agentic CPU architectures are misplaced. The bank argued Nvidia's product breadth, software ecosystem, and multi-cloud availability create infrastructure that rivals would find difficult to displace, and forecast the company will sustain approximately 70% revenue share in an AI total addressable market projected to exceed $1.7 trillion by 2030.The bank added that CPU-to-GPU ratios in deployed Blackwell and TPU clusters already sit at one to two with no link to agentic demand, and that Nvidia's forthcoming Vera CPU is expected to be competitive as a standalone offering, with related announcements anticipated at Computex.","news_type":1,"symbols_score_info":{"NVDQ":0.6,"NVDU":0.6,"NVDX":0.6,"ANV":0.6,"NVDG":0.6,"NVDB":0.6,"NVDW":0.6,"07788":0.6,"DIPS":0.6,"NVYY":0.6,"NVDS":0.6,"NVDA":2,"07388":0.6,"NVDL":0.6,"NVD":0.6,"NVDY":0.6,"NVDD":0.6,"NVDO":0.6,"NVII":0.6}},"isVote":1,"tweetType":1,"viewCount":1414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":566217803194392,"gmtCreate":1779273628734,"gmtModify":1779273889505,"author":{"id":"4242147835141332","authorId":"4242147835141332","name":"WRATHKILLER112","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4242147835141332","authorIdStr":"4242147835141332"},"themes":[],"title":"","htmlText":"All gold to be you...","listText":"All gold to be you...","text":"All gold to be you...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566217803194392","repostId":"1119342524","repostType":2,"repost":{"id":"1119342524","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1779248745,"share":"https://ttm.financial/m/news/1119342524?lang=en_US&edition=fundamental","pubTime":"2026-05-20 11:45","market":"us","language":"en","title":"Nvidia Poised for Another Beat as BofA Flags Five Key Investor Debates","url":"https://stock-news.laohu8.com/highlight/detail?id=1119342524","media":"Tiger Newspress","summary":"WIth $NVIDIA(NVDA)$ set to report first-quarter results after the close on Wednesday, Bank of America analysts have identified five areas likely to drive investor focus.Analysts have zeroed in on...","content":"<html><head></head><body><p>WIth <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> set to report first-quarter results after the close on Wednesday, Bank of America analysts have identified five areas likely to drive investor focus.</p><p style=\"text-align: start;\">Analysts have zeroed in on enhanced cash returns, the timing of the Vera Rubin architecture ramp in the second half of 2026, gross margin durability around 75% amid continued cost inflation, an update to Nvidia&#39;s $1 trillion revenue forecast for 2025 through 2027, and the competitive landscape against Google TPUs and agentic CPU architectures.</p><p>Bank of America said it expects Nvidia&#39;s historical pattern of $2 to $4 billion in sales outperformance relative to sell-side expectations.</p><p style=\"text-align: start;\">On cash returns, the bank said Nvidia has allocated only 47% of free cash flow from 2022 through 2025 to dividends and buybacks, against roughly 80% for large-cap technology peers, with capital instead directed toward ecosystem investments including stakes in OpenAI and Anthropic.</p><p style=\"text-align: start;\">The bank called concerns about circular or vendor financing unfair, and said boosting shareholder returns could expand Nvidia&#39;s investor base and close a valuation gap. Nvidia shares trade at less than 20 times the bank&#39;s 2027 earnings estimate, with a PEG ratio of 0.4 times against a projected 2025 to 2028 earnings per share CAGR of more than 46%.</p><p style=\"text-align: start;\">Enhanced returns are more likely in the second half, but the bank said earnings call signaling could itself move the needle.</p><p style=\"text-align: start;\">On competition, Bank of America said concerns over Google TPUs and agentic CPU architectures are misplaced. The bank argued Nvidia&#39;s product breadth, software ecosystem, and multi-cloud availability create infrastructure that rivals would find difficult to displace, and forecast the company will sustain approximately 70% revenue share in an AI total addressable market projected to exceed $1.7 trillion by 2030.</p><p style=\"text-align: start;\">The bank added that CPU-to-GPU ratios in deployed Blackwell and TPU clusters already sit at one to two with no link to agentic demand, and that Nvidia&#39;s forthcoming Vera CPU is expected to be competitive as a standalone offering, with related announcements anticipated at Computex.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Poised for Another Beat as BofA Flags Five Key Investor Debates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Poised for Another Beat as BofA Flags Five Key Investor Debates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-05-20 11:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WIth <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> set to report first-quarter results after the close on Wednesday, Bank of America analysts have identified five areas likely to drive investor focus.</p><p style=\"text-align: start;\">Analysts have zeroed in on enhanced cash returns, the timing of the Vera Rubin architecture ramp in the second half of 2026, gross margin durability around 75% amid continued cost inflation, an update to Nvidia&#39;s $1 trillion revenue forecast for 2025 through 2027, and the competitive landscape against Google TPUs and agentic CPU architectures.</p><p>Bank of America said it expects Nvidia&#39;s historical pattern of $2 to $4 billion in sales outperformance relative to sell-side expectations.</p><p style=\"text-align: start;\">On cash returns, the bank said Nvidia has allocated only 47% of free cash flow from 2022 through 2025 to dividends and buybacks, against roughly 80% for large-cap technology peers, with capital instead directed toward ecosystem investments including stakes in OpenAI and Anthropic.</p><p style=\"text-align: start;\">The bank called concerns about circular or vendor financing unfair, and said boosting shareholder returns could expand Nvidia&#39;s investor base and close a valuation gap. Nvidia shares trade at less than 20 times the bank&#39;s 2027 earnings estimate, with a PEG ratio of 0.4 times against a projected 2025 to 2028 earnings per share CAGR of more than 46%.</p><p style=\"text-align: start;\">Enhanced returns are more likely in the second half, but the bank said earnings call signaling could itself move the needle.</p><p style=\"text-align: start;\">On competition, Bank of America said concerns over Google TPUs and agentic CPU architectures are misplaced. The bank argued Nvidia&#39;s product breadth, software ecosystem, and multi-cloud availability create infrastructure that rivals would find difficult to displace, and forecast the company will sustain approximately 70% revenue share in an AI total addressable market projected to exceed $1.7 trillion by 2030.</p><p style=\"text-align: start;\">The bank added that CPU-to-GPU ratios in deployed Blackwell and TPU clusters already sit at one to two with no link to agentic demand, and that Nvidia&#39;s forthcoming Vera CPU is expected to be competitive as a standalone offering, with related announcements anticipated at Computex.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDS":"1.5倍做空NVDA ETF-Tradr","NVDU":"2倍做多NVDA ETF-Direxion","NVDW":"NVDA周配息ETF-Roundhill","NVDX":"2倍做多NVDA ETF-T-Rex","NVDY":"NVDA期权收益策略ETF-YieldMax","NVD":"2倍做空NVDA ETF-GraniteShares","07388":"南方两倍做空英伟达","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDD":"1倍做空NVDA ETF-Direxion","07788":"南方两倍做多英伟达","NVDG":"2倍做多NVDA ETF- Leverage Shares","ANV":"GraniteShares Autocallable NVDA ETF","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119342524","content_text":"WIth NVIDIA set to report first-quarter results after the close on Wednesday, Bank of America analysts have identified five areas likely to drive investor focus.Analysts have zeroed in on enhanced cash returns, the timing of the Vera Rubin architecture ramp in the second half of 2026, gross margin durability around 75% amid continued cost inflation, an update to Nvidia's $1 trillion revenue forecast for 2025 through 2027, and the competitive landscape against Google TPUs and agentic CPU architectures.Bank of America said it expects Nvidia's historical pattern of $2 to $4 billion in sales outperformance relative to sell-side expectations.On cash returns, the bank said Nvidia has allocated only 47% of free cash flow from 2022 through 2025 to dividends and buybacks, against roughly 80% for large-cap technology peers, with capital instead directed toward ecosystem investments including stakes in OpenAI and Anthropic.The bank called concerns about circular or vendor financing unfair, and said boosting shareholder returns could expand Nvidia's investor base and close a valuation gap. Nvidia shares trade at less than 20 times the bank's 2027 earnings estimate, with a PEG ratio of 0.4 times against a projected 2025 to 2028 earnings per share CAGR of more than 46%.Enhanced returns are more likely in the second half, but the bank said earnings call signaling could itself move the needle.On competition, Bank of America said concerns over Google TPUs and agentic CPU architectures are misplaced. The bank argued Nvidia's product breadth, software ecosystem, and multi-cloud availability create infrastructure that rivals would find difficult to displace, and forecast the company will sustain approximately 70% revenue share in an AI total addressable market projected to exceed $1.7 trillion by 2030.The bank added that CPU-to-GPU ratios in deployed Blackwell and TPU clusters already sit at one to two with no link to agentic demand, and that Nvidia's forthcoming Vera CPU is expected to be competitive as a standalone offering, with related announcements anticipated at Computex.","news_type":1,"symbols_score_info":{"NVDQ":0.6,"NVDU":0.6,"NVDX":0.6,"ANV":0.6,"NVDG":0.6,"NVDB":0.6,"NVDW":0.6,"07788":0.6,"DIPS":0.6,"NVYY":0.6,"NVDS":0.6,"NVDA":2,"07388":0.6,"NVDL":0.6,"NVD":0.6,"NVDY":0.6,"NVDD":0.6,"NVDO":0.6,"NVII":0.6}},"isVote":1,"tweetType":1,"viewCount":1504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":566033960256664,"gmtCreate":1779225123313,"gmtModify":1779225127113,"author":{"id":"4242147835141332","authorId":"4242147835141332","name":"WRATHKILLER112","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4242147835141332","authorIdStr":"4242147835141332"},"themes":[],"title":"","htmlText":"IAMGOD &amp; white aliens...","listText":"IAMGOD &amp; white aliens...","text":"IAMGOD & white aliens...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566033960256664","isVote":1,"tweetType":1,"viewCount":1938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":566033699410856,"gmtCreate":1779225039100,"gmtModify":1779227982276,"author":{"id":"4242147835141332","authorId":"4242147835141332","name":"WRATHKILLER112","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4242147835141332","authorIdStr":"4242147835141332"},"themes":[],"title":"","htmlText":"Fkkn too much lol... Ello!!!","listText":"Fkkn too much lol... Ello!!!","text":"Fkkn too much lol... Ello!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566033699410856","isVote":1,"tweetType":1,"viewCount":1276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":566033593471144,"gmtCreate":1779224980713,"gmtModify":1779227996154,"author":{"id":"4242147835141332","authorId":"4242147835141332","name":"WRATHKILLER112","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4242147835141332","authorIdStr":"4242147835141332"},"themes":[],"title":"","htmlText":"Bad-ass!!!","listText":"Bad-ass!!!","text":"Bad-ass!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566033593471144","repostId":"1143432427","repostType":2,"repost":{"id":"1143432427","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1779112783,"share":"https://ttm.financial/m/news/1143432427?lang=en_US&edition=fundamental","pubTime":"2026-05-18 21:59","market":"us","language":"en","title":"Stock Track | Applied Optoelectronics Plummets 9.65% Intraday on Q1 Earnings Miss and Sector Weakness","url":"https://stock-news.laohu8.com/highlight/detail?id=1143432427","media":"Stock Track","summary":"Applied Optoelectronics (AAOI) stock plummeted 9.65% during intraday trading on Monday, as the optical communication equipment provider faced significant selling pressure.The sharp decline follows...","content":"<p>Applied Optoelectronics (AAOI) stock plummeted 9.65% during intraday trading on Monday, as the optical communication equipment provider faced significant selling pressure.</p><p>The sharp decline follows the company's first-quarter earnings report, which missed consensus expectations for both revenue and earnings per share. This disappointing financial performance has weighed on investor sentiment, contributing to the stock's downward movement.</p><p>Furthermore, the broader optical communication sector experienced sustained selling pressure during the session, with peer companies such as Lumentum and Ciena also registering notable declines. This sector-wide weakness amplified the negative momentum for Applied Optoelectronics.</p>","source":"ai_movement_en","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | Applied Optoelectronics Plummets 9.65% Intraday on Q1 Earnings Miss and Sector Weakness</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | Applied Optoelectronics Plummets 9.65% Intraday on Q1 Earnings Miss and Sector Weakness\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-05-18 21:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Applied Optoelectronics (AAOI) stock plummeted 9.65% during intraday trading on Monday, as the optical communication equipment provider faced significant selling pressure.</p><p>The sharp decline follows the company's first-quarter earnings report, which missed consensus expectations for both revenue and earnings per share. This disappointing financial performance has weighed on investor sentiment, contributing to the stock's downward movement.</p><p>Furthermore, the broader optical communication sector experienced sustained selling pressure during the session, with peer companies such as Lumentum and Ciena also registering notable declines. This sector-wide weakness amplified the negative momentum for Applied Optoelectronics.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAOI":"Applied Optoelectronics Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143432427","content_text":"Applied Optoelectronics (AAOI) stock plummeted 9.65% during intraday trading on Monday, as the optical communication equipment provider faced significant selling pressure.The sharp decline follows the company's first-quarter earnings report, which missed consensus expectations for both revenue and earnings per share. This disappointing financial performance has weighed on investor sentiment, contributing to the stock's downward movement.Furthermore, the broader optical communication sector experienced sustained selling pressure during the session, with peer companies such as Lumentum and Ciena also registering notable declines. This sector-wide weakness amplified the negative momentum for Applied Optoelectronics.","news_type":1,"symbols_score_info":{"AAOI":1}},"isVote":1,"tweetType":1,"viewCount":1111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":566033352724984,"gmtCreate":1779224943061,"gmtModify":1779227996055,"author":{"id":"4242147835141332","authorId":"4242147835141332","name":"WRATHKILLER112","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4242147835141332","authorIdStr":"4242147835141332"},"themes":[],"title":"","htmlText":"Kewl!!!","listText":"Kewl!!!","text":"Kewl!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566033352724984","repostId":"2636900900","repostType":2,"repost":{"id":"2636900900","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1779163916,"share":"https://ttm.financial/m/news/2636900900?lang=en_US&edition=fundamental","pubTime":"2026-05-19 12:11","market":"sg","language":"en","title":"The Options Market Is Flashing an Ominous Sign About Nvidia's Looming Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2636900900","media":"Dow Jones","summary":"Investors are loading up on protection, while continuing to pile into bullish call options - a sign that many are bracing for an abrupt pullback. The options market is sending investors a warning ahead of Nvidia's earnings: Things are about to get bumpy.The Nasdaq Composite Index COMP tallied its first two-day pullback since March on Monday, capping off an epic comeback rally. High-flying semiconductor stocks have taken a hit, while beaten-down software stocks were enjoying a moment in the sun.Brent Kochuba, founder of SpotGamma, believes a deeper pullback could be in the cards as investors await Nvidia's earnings after the bell on Wednesday - an event that's been known to move markets.Furthermore, Kochuba thinks Nvidia's  earnings could be a turning point for a jittery market if investors piled into bullish Nvidia call options take profits at scale, according to his latest commentary shared with subscribers and MarketWatch.Company or ETF name                  Stock or ETF ticker symbo","content":"<html><head></head><body><p>Investors are loading up on protection, while continuing to pile into bullish call options - a sign that many are bracing for an abrupt pullback.</p><p>The options market is sending investors a warning ahead of Nvidia&#39;s earnings: Things are about to get bumpy.</p><p>The Nasdaq Composite Index COMP tallied its first two-day pullback since March on Monday, capping off an epic comeback rally. High-flying semiconductor stocks have taken a hit, while beaten-down software stocks were enjoying a moment in the sun.</p><p>Brent Kochuba, founder of SpotGamma, believes a deeper pullback could be in the cards as investors await Nvidia&#39;s earnings after the bell on Wednesday - an event that&#39;s been known to move markets.</p><p>Furthermore, Kochuba thinks Nvidia&#39;s (NVDA) earnings could be a turning point for a jittery market if investors piled into bullish Nvidia call options take profits at scale, according to his latest commentary shared with subscribers and MarketWatch.</p><p>Kochuba and others have noted the Cboe Volatility Index VIX, better known as the &#34;VIX,&#34; or Wall Street&#39;s &#34;fear gauge,&#34; has been trending higher over the past couple of weeks - even as the S&amp;P 500 SPX has charged to fresh record highs. That isn&#39;t always the case.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a4d4bed6d98bd8a2e245591c6a8075a7\" tg-width=\"512\" tg-height=\"362\"/></p><p>The relationship could be evidence that investors are bracing for a pullback, Kochuba told MarketWatch. The dynamic also has been showing up outside of the S&amp;P 500: The below three major ETFs and a number of high-flying stocks have exhibited the same pattern.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c63208c6ed599cc1428721bef2a5bec4\" tg-width=\"511\" tg-height=\"840\"/></p><p>The table above shows at-the-money implied volatility - typically represented as a positive number - as well as the implied volatility rank. This latter figure helps put the first one in context, showing exactly how large it is relative to a given lookback period.</p><p>Typically, implied volatility and spot price are inversely correlated for a given instrument, according to Kochuba. &#34;When both rise together, traders may be paying up for protection even as they chase upside - a sign the market is bracing for expanded volatility,&#34; he wrote.</p><p>There may be reason to be nervious about Nvidia&#39;s earnings beyond the options-market activity. It is one of the final numbers from what has been a blockbuster earnings season. Many on Wall Street, including analysts at Bespoke Investment Group, have said that Walmart&#39;s earnings on Thursday will mark the unofficial end of what is shaping up to be a strong run of quarterly results.</p><p>After that, investors might struggle to find more good news to capitalize on - particularly if the situation in the Strait of Hormuz remains unresolved, and global bond yields continue to trend higher. In other words, Wednesday&#39;s Nvidia earnings report could be another &#34;sell the news&#34;-driven selloff, similar to what investors witnessed last time around, according to Art Hogan, chief market strategist at B. Riley Wealth.</p><p>&#34;During earnings season, investors tend to shift their focus from the macro to the micro, with the micro being company by company reports. And ignoring a lot of the macro inputs that had been driving markets before the earnings season started,&#34; Hogan told MarketWatch during a Monday interview.</p><p>&#34;Investors have been whistling by the inflation graveyard and ignoring signals from the Treasury curve, as we&#39;ve broken above 4.5% and on a trajectory to go even higher,&#34; he added.</p><p>Rising bond yields look poised to provoke more of the volatility that investors saw on Friday and Monday.</p><p>&#34;This is exactly what happened on Friday, the harsh reality of the real world where inflation remains stubbornly hot is starting to sink in,&#34; Hogan added.</p><p>The S&amp;P 500 and Nasdaq composite both fell for a second consecutive day on Monday, according to FactSet data. For the Nasdaq, it was the first two-day pullback since March.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Options Market Is Flashing an Ominous Sign About Nvidia's Looming Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Options Market Is Flashing an Ominous Sign About Nvidia's Looming Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-19 12:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Investors are loading up on protection, while continuing to pile into bullish call options - a sign that many are bracing for an abrupt pullback.</p><p>The options market is sending investors a warning ahead of Nvidia&#39;s earnings: Things are about to get bumpy.</p><p>The Nasdaq Composite Index COMP tallied its first two-day pullback since March on Monday, capping off an epic comeback rally. High-flying semiconductor stocks have taken a hit, while beaten-down software stocks were enjoying a moment in the sun.</p><p>Brent Kochuba, founder of SpotGamma, believes a deeper pullback could be in the cards as investors await Nvidia&#39;s earnings after the bell on Wednesday - an event that&#39;s been known to move markets.</p><p>Furthermore, Kochuba thinks Nvidia&#39;s (NVDA) earnings could be a turning point for a jittery market if investors piled into bullish Nvidia call options take profits at scale, according to his latest commentary shared with subscribers and MarketWatch.</p><p>Kochuba and others have noted the Cboe Volatility Index VIX, better known as the &#34;VIX,&#34; or Wall Street&#39;s &#34;fear gauge,&#34; has been trending higher over the past couple of weeks - even as the S&amp;P 500 SPX has charged to fresh record highs. That isn&#39;t always the case.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a4d4bed6d98bd8a2e245591c6a8075a7\" tg-width=\"512\" tg-height=\"362\"/></p><p>The relationship could be evidence that investors are bracing for a pullback, Kochuba told MarketWatch. The dynamic also has been showing up outside of the S&amp;P 500: The below three major ETFs and a number of high-flying stocks have exhibited the same pattern.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c63208c6ed599cc1428721bef2a5bec4\" tg-width=\"511\" tg-height=\"840\"/></p><p>The table above shows at-the-money implied volatility - typically represented as a positive number - as well as the implied volatility rank. This latter figure helps put the first one in context, showing exactly how large it is relative to a given lookback period.</p><p>Typically, implied volatility and spot price are inversely correlated for a given instrument, according to Kochuba. &#34;When both rise together, traders may be paying up for protection even as they chase upside - a sign the market is bracing for expanded volatility,&#34; he wrote.</p><p>There may be reason to be nervious about Nvidia&#39;s earnings beyond the options-market activity. It is one of the final numbers from what has been a blockbuster earnings season. Many on Wall Street, including analysts at Bespoke Investment Group, have said that Walmart&#39;s earnings on Thursday will mark the unofficial end of what is shaping up to be a strong run of quarterly results.</p><p>After that, investors might struggle to find more good news to capitalize on - particularly if the situation in the Strait of Hormuz remains unresolved, and global bond yields continue to trend higher. In other words, Wednesday&#39;s Nvidia earnings report could be another &#34;sell the news&#34;-driven selloff, similar to what investors witnessed last time around, according to Art Hogan, chief market strategist at B. Riley Wealth.</p><p>&#34;During earnings season, investors tend to shift their focus from the macro to the micro, with the micro being company by company reports. And ignoring a lot of the macro inputs that had been driving markets before the earnings season started,&#34; Hogan told MarketWatch during a Monday interview.</p><p>&#34;Investors have been whistling by the inflation graveyard and ignoring signals from the Treasury curve, as we&#39;ve broken above 4.5% and on a trajectory to go even higher,&#34; he added.</p><p>Rising bond yields look poised to provoke more of the volatility that investors saw on Friday and Monday.</p><p>&#34;This is exactly what happened on Friday, the harsh reality of the real world where inflation remains stubbornly hot is starting to sink in,&#34; Hogan added.</p><p>The S&amp;P 500 and Nasdaq composite both fell for a second consecutive day on Monday, according to FactSet data. For the Nasdaq, it was the first two-day pullback since March.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0094547139.USD":"abrdn SICAV I - 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High-flying semiconductor stocks have taken a hit, while beaten-down software stocks were enjoying a moment in the sun.Brent Kochuba, founder of SpotGamma, believes a deeper pullback could be in the cards as investors await Nvidia's earnings after the bell on Wednesday - an event that's been known to move markets.Furthermore, Kochuba thinks Nvidia's (NVDA) earnings could be a turning point for a jittery market if investors piled into bullish Nvidia call options take profits at scale, according to his latest commentary shared with subscribers and MarketWatch.Kochuba and others have noted the Cboe Volatility Index VIX, better known as the \"VIX,\" or Wall Street's \"fear gauge,\" has been trending higher over the past couple of weeks - even as the S&P 500 SPX has charged to fresh record highs. That isn't always the case.The relationship could be evidence that investors are bracing for a pullback, Kochuba told MarketWatch. The dynamic also has been showing up outside of the S&P 500: The below three major ETFs and a number of high-flying stocks have exhibited the same pattern.The table above shows at-the-money implied volatility - typically represented as a positive number - as well as the implied volatility rank. This latter figure helps put the first one in context, showing exactly how large it is relative to a given lookback period.Typically, implied volatility and spot price are inversely correlated for a given instrument, according to Kochuba. \"When both rise together, traders may be paying up for protection even as they chase upside - a sign the market is bracing for expanded volatility,\" he wrote.There may be reason to be nervious about Nvidia's earnings beyond the options-market activity. It is one of the final numbers from what has been a blockbuster earnings season. Many on Wall Street, including analysts at Bespoke Investment Group, have said that Walmart's earnings on Thursday will mark the unofficial end of what is shaping up to be a strong run of quarterly results.After that, investors might struggle to find more good news to capitalize on - particularly if the situation in the Strait of Hormuz remains unresolved, and global bond yields continue to trend higher. In other words, Wednesday's Nvidia earnings report could be another \"sell the news\"-driven selloff, similar to what investors witnessed last time around, according to Art Hogan, chief market strategist at B. Riley Wealth.\"During earnings season, investors tend to shift their focus from the macro to the micro, with the micro being company by company reports. And ignoring a lot of the macro inputs that had been driving markets before the earnings season started,\" Hogan told MarketWatch during a Monday interview.\"Investors have been whistling by the inflation graveyard and ignoring signals from the Treasury curve, as we've broken above 4.5% and on a trajectory to go even higher,\" he added.Rising bond yields look poised to provoke more of the volatility that investors saw on Friday and Monday.\"This is exactly what happened on Friday, the harsh reality of the real world where inflation remains stubbornly hot is starting to sink in,\" Hogan added.The S&P 500 and Nasdaq composite both fell for a second consecutive day on Monday, according to FactSet data. 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