megumi.amd

1B 2B 3B, My plan is to gradually accumulate high-quality S-REITs and bank stocks since the 25bp hike is already 90% priced in. However, if Warsh frames inflation as broad-based pressure rather than an oil supply shock, signaling a higher terminal rate, I will hold off buying and keep capital in USD cash yields instead.

Nvidia Earnings Take:

Nvidia is facing a critical moment heading into its Q2 FY2027 earnings report after the US close on August 26. With the stock sliding for seven straight sessions—its longest losing streak since 2022—expectations are heavy. Despite a massive US5.07 trillion market cap, consensus revenue sits at US92.18B (+97% YoY) with an EPS of US$2.06. If guidance beats expectations, this oversold streak could trigger a sharp rebound, but any minor slip will shock the entire AI stack.

Gold and silver are showing great intraday momentum, and using DLCs makes it efficient to capture these moves without tying up excessive capital. Strict risk management is definitely the key here!