LULU ROCKET
07-01

NVDA is no doubt the darling of wall streer but would I chase the high of NVDA? Probably not. I'd wait for a 20% retracement before buying my first dip. Not forgetting Trump's crazy tariffs which may further bring uncertainty and possibly discounts across all stocks again lol.

Nvidia's Customers Too Concentrated? Could the Slide Hit $170?
Nvidia’s latest earnings shows that its revenue is highly concentrated among a few customers. Just two clients accounted for 39% of Nvidia’s total revenue in the July quarter. This disclosure has once again sparked market debate over whether Nvidia is overly reliant on a handful of major clients, particularly cloud computing giants such as Microsoft, Amazon, Google, and Oracle. In recent quarters, Nvidia’s stock has tended to fall after earnings, and rebound later. Buying opportunity may present at what price? Is post-earnings dip an overreaction or simply a healthy correction?
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