NVIDIA

Nvidia has confirmed it will release its FY2027 Q2 earnings report after the market closes on August 26th. The biggest question in the market regarding AI has now moved beyond simply stating "AI demand" to the next step: how fast can such massive capital expenditures continue to grow? Therefore, the key point this time is the absence of data center revenue, gross margin, guidance for the next quarter, and demand related to Blackwell/Rubin.

If Nvidia continues to provide stringent guidance, AI, optical communications, warehousing, and servers may all see further valuation increases. If the earnings are strong and guidance is initiated, then caution is warranted regarding the realization of gains after earnings season.

Nvidia's performance tonight could very well determine the final leg of the tech stock rally at the end of August.

apart from the US Canada fall out, it was relatively quiet over the weekends, and it felt like the lack of substantial news affected the markets today. like to see what sanctions will be imposed on Iran, and how they will be perceived by the markets.

The tariff escalation increases the risk of a broader US-Canada trade conflict, raising costs for businesses and potentially adding inflationary pressure. Canada’s planned retaliation could further disrupt cross-border supply chains and weaken business confidence. The immediate market reaction reflects higher uncertainty, particularly as rising Treasury yields already pressure equity valuations. While the affected goods represent a relatively small share of total bilateral trade, prolonged tensions could weigh on growth, corporate margins and investor sentiment if negotiations remain stalled.

Gold and BTC rallying. Rotating out of stocks? Minor slowdown and correction? If it is, then maybe it is time to buy any small dip. haha

Bitcoin broke through $75,000 on Friday, marking its best weekly performance in about 2.5 years.

Bitcoin and related derivative financial products have experienced a prolonged slump, with hopes for relief in the near term.

Diversified investment structures represent a relatively healthy strategy.

Shein’s Hong Kong IPO on September 1 could be the market’s biggest show this year. I’m expecting a strong debut—the hype, brand recognition and retail appetite are hard to ignore. But after the initial pop, valuation and regulation could make this a bumpy ride.

This market is like a yoyo. Up down up down. Just watch where the yoyo wants to go. So far trending up. So let’s hope it stays that way. 😊

I have stopped following narratives. If it’s not trade, it’s middle east shenanigan. Non stop wall of worries. Hey wait a minute. Bull markets thrive on that? Is this one? 🤷‍♂️😂

We must watch out for news and move accordingly. Market is very volatile and sensitive. Trump news is always causing some positive and negative impacts.

This week would be volatile as we wait and act on how both interest rate and tariff impose will act directly on the market in the short term. If you bullish overall slowly dca into the stock and have a system like adding a certain amount of money as the stock drops 10-20% to prevent emotion not panic.

Bitcoin has been gaining 30% just over the past month as the cryptocurrency strives to recover. Friday's US & Canada feud continues over the failed talks on tariffs as Trump slaps new 50% tariffs on roughly 20 billion worth of Canadian goods. Ofc Ottawa was not going to sit around and take that as he vowed to match dollar for dollar. This definitely adds to the ongoing inflation concerns, but at this point in time, I think most investors have already gotten used to these antics. Swing trades might want to pay close attention to the updates while long term investors can just chill and dca.

Question is will investor still care about the tariff negotiations.. After all this whole issue has been around for so long and markets have been able to climb a wall of worries to near all time highs.

This is classic headline selling. Futures drop, then dip buyers step in. Bitcoin breaking 2.5-year highs shows liquidity is still here. If talks resume Tuesday, risk assets snap back fast.

with the new tariffs take effect, only the common people will suffer as cost of living will go up not only in US and Canada. it is a global chain effects as alot of food still comes from Canada

This week looks set to be a very important one for global markets, with several major catalysts that could create significant volatility across equities, currencies, commodities, and interest rates. The immediate focus is on the US announcement of new economic measures related to Iran, which could affect oil prices, inflation expectations, and overall risk sentiment. Investors will also be watching Nvidia and other major companies as earnings season continues, with Nvidia’s results likely to have an especially strong impact on technology and AI-related stocks. Later in the week, the Jackson Hole Symposium becomes the main event, particularly with Fed Chair Kevin Warsh delivering his keynote speech. His comments could provide important clues about the future direction of US monetary policy and interest rates. Overall, I expect a volatile week where both geopolitical developments and central-bank signals could drive major market moves.

Tariff so high, war is a norm in US as the country debit is top rank no 1. Will be watching a few quality stock such as NVDA. After a while we must be seasoned for US political scene. But the big power houses are there to hold things Up!

US and Canada tariffs war again. The US can't accept Canada's proposal, increasing its tariffs to 50%. On the Canadian side, tic for tat to the US.

Inflation is so going to go up. Fed is reluctant to raise rates… Trump is really creating plenty of buy/sell “opportunities”

Another exciting daily market talk!

Rumor: TSMC will spend NT$30 billion (US$940B) to buy two display panel plants from AUO and transform them into large-size advanced packaging plants (CoPoS and FOPLP), media report, adding the purchases are part of TSMC’s transformation of the Central Taiwan Science Park into a comprehensive ecosystem for Co-Packaged Optics (CPO), from 1.4nm (A14) fabs already under construction to these packaging plants. TSMC teams are doing on-site plant audits now, and if a deal can be reached soon, could have them cleared by end-1Q27. $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) #semiconductors #CPO #optics

Source: Dan Nystedt