---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000867530.md"
description: "This week positions around 2 variable : NVDA’s earnings numerator and Warsh’s macro denominator. Tech is doubly sensitive to both. NVDA moves the earnings multiple for the entire AI stack. Warsh sets the discount rate."
datetime: "2026-08-25T04:08:26.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000867530.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000867530.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000867530.md)
author: "[Vt3](https://longbridge.com/en/profiles/25295943.md)"
generator: "portal-rs"
---

# This week positions around 2 variable : NVDA’s ear…


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

## Comments (2)

- **Ethan1 · 2026-08-25T05:46:55.000Z**: core pce lands the same morning, about eight hours before nvda prints. macro gets read first that day.
  - **Vt3** (2026-08-26T12:21:05.000Z): Am ahead of time as always but not on the dot kinda⏳😜


---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**