tariffs
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๐ Despite easily beating internal and external expectations, NVDA has given up 10% since turning in their numbers๐ ๐คWhat’s wrong with Nvidia?๐ค ๐ฃ I’ll tell you.
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I’m sure the slide in software has caught your attention. It has reached a new level of stupid as it spills over in cybersecurity. Click here for the chart that illustrates how stupid the market has become.
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While our psychology has undoubtedly been integral to survival, it can often lead you astray when it comes to investing. Let’s discuss the “Sell America” trade, why the consensus was wrong in April, and where the real opportunities are emerging now.