Traded Value
OptionsIs this really the script? $NVIDIA(NVDA.US)$Tesla(TSLA.US)
$NVIDIA(NVDA.US)
Just an idea, might be wrong:
During the past interest rate hike cycle, U.S. stocks survived for two years on the AI narrative, maintaining high levels until just before rate cuts.
With rate cuts in September and Jensen Huang's earnings report at the end of August, is it time for the AI bubble to burst? Has AI fulfilled its historical mission?
I don't bet on earnings reports, I only wait for certainty.
Current plan: observe in September, mainly short after October.
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