---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/31128618.md"
description: "$NVIDIA(NVDA.US) looks more and more like a trap and bait. The big bill is about to pass, the 90-day tariff buffer period is ending, the verbal ceasefire could break anytime, risks are everywhere, yet it's still pushing for a new high... Seems a bit detached from fundamentals and the macro environment. Betting on a July rate cut? Neither long nor short, staying away."
datetime: "2025-06-25T14:24:11.000Z"
locales:
  - [en](https://longbridge.com/en/topics/31128618.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/31128618.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/31128618.md)
author: "[岩山之上](https://longbridge.com/en/profiles/8270414.md)"
---

# $NVIDIA(NVDA.US) looks more and more like a trap a…


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

## Comments (26)

- **哇咔咔_E8hzVw · 2025-07-03T15:49:31.000Z**: Nvidia hits a new high again
- **我也不知道买啥 · 2025-06-26T11:46:35.000Z**: I really don't know what's going on, but they're promoting this like crazy. Are they calling people to take over?
- **Chris Wu · 2025-06-26T11:33:49.000Z**: If you put it that way, I think this round of the Myanmar market's rise is even more inexplicable. The domestic economic environment is evident to everyone, and the trade war could further hit exports, while geopolitical risks may further increase, creating more internal and external challenges.The 
  - **岩山之上** (2025-07-02T12:30:08.000Z): Yes, to add a bit more, the overall environment in both China and the US is quite good, but the top echelon is doing better and better, while the middle and lower classes are getting worse.
  - **复利、耐心、机会** (2025-07-05T14:52:14.000Z): Bro, what do you think about the big bill? The US stock market seems to be immune and hasn't dropped significantly.
  - **岩山之上** (2025-07-08T19:36:42.000Z): Is this result within expectations? Preheat the pan before stir-frying, don't rush.
- **dawei · 2025-06-26T06:08:45.000Z**: The second round between Israel and Iran is about to start
- **Owhathappen · 2025-06-25T15:59:41.000Z**: Don't quite understand, just day trading then. Keep the music playing and keep dancing.
- **复利、耐心、机会 · 2025-06-25T15:38:40.000Z · 👍 2**: I think the US stock giants will have a wave of market movement, just reaching 718, and then pull back.
  - **nick呼叫judy** (2025-06-26T06:14:37.000Z): Why is it 718
- **财到我家 · 2025-06-25T14:53:16.000Z**: Big shot, I didn't listen to you last time and lost a lot. This time I'm following your advice and going all in on sgov.
  - **岩山之上** (2025-06-25T21:52:22.000Z): I didn't short... I'm holding a short position
- **地球往事 · 2025-06-25T14:53:13.000Z · 👍 1**: Couldn't agree more +1
- **打工人不想上班 · 2025-06-25T14:43:51.000Z**: Indeed considering reducing positions to take profits
- **爱哈气的狗 · 2025-06-25T14:36:12.000Z**: Microsoft hits new high, other giants follow
- **椰丝不卷 · 2025-06-25T14:30:36.000Z · 👍 1**: I originally planned to liquidate my holdings if they rose today, but several positions opened high and closed low.
- **1000万 · 2025-06-25T14:29:50.000Z**: I read the news that the chip export restrictions are suppressing China. I thought domestic chips would rise and the US would fall, but it turned out to be the opposite. Lost 7 points on the short interest.
- **周树人的交易员 · 2025-06-25T14:27:40.000Z · 👍 2**: Forgetting pain may only take four months😇
  - **岩山之上** (2025-06-25T14:28:45.000Z): Bro, the tariff grace period is about to end. The 90-day buffer in various regions will be over in July... How could anyone forget this looming crisis...
  - **周树人的交易员** (2025-06-25T14:35:22.000Z): So this refers to those who have forgotten the pain (not me😅)
- **Roger_LV · 2025-06-25T14:26:55.000Z · 👍 3**: It rose inexplicably, but the rebound wasn't that fast. Many mid-cap tech stocks hit new highs early.
- **齊天弼馬溫 · 2025-06-25T14:26:22.000Z · 👍 2**: It is estimated that by mid-July, the 90-day tariff suspension period will end, and the market will repeat the trend of April 2nd. Currently, it's a V-shape, and the whole year will end with a W-shape trend.
  - **nick呼叫judy** (2025-06-26T00:22:10.000Z): I'm also waiting for this opportunity
- **期权卖方持续收租 · 2025-06-25T14:25:15.000Z · 👍 10**: I even feel this big rebound is quite inexplicable 😓 It's like all the previous risks have been forgotten.
  - **齊天弼馬溫** (2025-06-25T14:34:15.000Z): All the favorable policies such as interest rate cuts and tax reductions have been implemented. 😂
- **信仰\邪教的力量 · 2025-06-25T14:24:58.000Z · 👍 1**: Okay