YS123 — Investing Ideas, Posts & Market Views

YS123Aug 30 at 07:22 AM

NVDA’s 8.74% surge shows how quickly sentiment can shift when expectations and positioning align. The key takeaway for me is that strong earnings alone aren’t enough—the guidance, margins, and AI demand outlook matter just as much. 🚀📈

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Captain's Watch

Community Spotlight | NVIDIA Earnings Special Edition

No print in this market carries more than $NVIDIA(NVDA.US): a US$5.07 trillion company reporting into its longest losing streak since 2022, with the whole AI stack repriced behind it. In three days th...

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YS123Aug 28 at 10:34 AM

Interesting market outlook. The Fed’s next move could have a major impact on investor sentiment, liquidity, and valuations across global equities in the coming months.

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Captain's Watch

Jackson Hole: 10 AM ET – Warsh's Words Could Move Markets.

PCE at 3.7% beat expectations unexpectedly, pushing the probability of no rate hike in September from 35% to 66%. Since Walsh took office, forward guidance has been scrapped and the dot plot abolished...

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YS123Aug 28 at 10:32 AM

Jackson Hole could bring significant market volatility, especially for tech and semiconductors. I’ll be watching Warsh’s guidance closely for clues on future rate moves.

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Captain's Watch

Jackson Hole: 10 AM ET – Warsh's Words Could Move Markets.

PCE at 3.7% beat expectations unexpectedly, pushing the probability of no rate hike in September from 35% to 66%. Since Walsh took office, forward guidance has been scrapped and the dot plot abolished...