📈 S\&P Hits New High | Is Thi-To The Moon - Tiger Brokers Online Investing Community - To The Moon

📈 S\&P Hits New High | Is This Just the Beginning for Nvidia?

As someone that has seen the market evolve over the years, I've seen many rallies, but what's unfolding now is something worth deeper reflection.

This week, the S&P 500 broke to a fresh record, while $NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$ jumped over 2%*on renewed optimism. The driver? A convergence of policy and capital:

🧠 Trump's “America AI Action Plan”

Signaling a regulatory tailwind and acceleration of AI-focused data center infrastructure.

🏗️ Alphabet's $10B Capex

Widely interpreted as bullish for NVDA, which continues to dominate the AI compute stack.

Now, with Big Tech earnings just around the corner, one key question dominates the minds of every serious investor:

Will Capex Keep Rising… and Will Nvidia Keep Climbing?

Let's consider the facts:

🔹 NVDA just broke the $4 trillion market cap

🔹 Analysts and institutions are revising upward, not just on revenue but on multi-year Capex pipelines across hyperscalers

🔹 Technically, $170 is a key consolidation zone, but if earnings and Capex narratives align, the path to new highs remains open

My View:

📊 The rally is not just hype. It is Capex-driven, infrastructure-backed, and fundamentally supported.

But...

⚠️ The market has priced in perfection. Any miss in earnings, guidance, or macro sentiment could trigger short-term consolidation.

---

Wise Strategy?

In my portfolio, I've adopted a Core-Satellite Approach:

-Core: Hold long-term NVDA positions accumulated at low base (around $17 per share)

-Satellite: Tactical trades on ecosystem plays like AMD, and high-beta AI infrastructure names

---

💡 Lesson for All Investors:

In AI, we're not investing in a trend, we're investing in the next utility. Stay informed. Stay nimble. Don't chase position.

Waiting Game: Nvidia at Highs, Add at $170 or Wait $150?

Nvidia’s Q2 revenue rose over 55%, but revenue in China dropped sharply by 24%, wiping out $93B in market value. After the last earnings report, Nvidia pulled back and consolidated before breaking to new highs, eventually climbing to $180. This time, the earnings aren’t actually bad — the recent surge just front-loaded the gains. 1. Is $170 the start of Nvidia’s new bull market, or should we wait for a pullback to the $150 support level? 2. What’s your choice — is it ever too late to buy Nvidia? 3. How will AVGO affect Nvidia stock price?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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After the last earnings report, Nvidia pulled back and consolidated before breaking to new highs, eventually climbing to $180.\n\nThis time, the earnings aren’t actually bad — the recent surge just front-loaded the gains.\n1. Is $170 the start of Nvidia’s new bull market, or should we wait for a pullback to the $150 support level? \n2. What’s your choice — is it ever too late to buy Nvidia?\n3. How will AVGO affect Nvidia stock price?","image":"https://community-static.tradeup.com/news/f25e2d9f09c0db67168713ec61de517e"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>📈 S\\&amp;P Hits New High | Is This Just the Beginning for Nvidia?</p>\n<p>As someone that has seen the market evolve over the years, I've seen many rallies, but what's unfolding now is something worth deeper reflection.</p>\n<p><br></p>\n<p>This week, the S&amp;P 500 broke to a fresh record, while&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> and&nbsp;<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>&nbsp; jumped over 2%*on renewed optimism. The driver? A convergence of policy and capital:</p>\n<p><br></p>\n<p>🧠 Trump's “America AI Action Plan”</p>\n<p>Signaling a regulatory tailwind and acceleration of AI-focused data center infrastructure.</p>\n<p>🏗️ Alphabet's $10B Capex</p>\n<p>Widely interpreted as bullish for NVDA, which continues to dominate the AI compute stack.</p>\n<p><br></p>\n<p>Now, with Big Tech earnings just around the corner, one key question dominates the minds of every serious investor:</p>\n<p>Will Capex Keep Rising… and Will Nvidia Keep Climbing?</p>\n<p>Let's consider the facts:</p>\n<p>🔹 NVDA just broke the $4 trillion market cap</p>\n<p>🔹 Analysts and institutions are revising upward, not just on revenue but on multi-year Capex pipelines across hyperscalers</p>\n<p>🔹 Technically, $170 is a key consolidation zone, but if earnings and Capex narratives align, the path to new highs remains open</p>\n<p><br></p>\n<p>My View:</p>\n<p>📊 The rally is not just hype. It is&nbsp;Capex-driven, infrastructure-backed, and fundamentally supported.</p>\n<p>But...</p>\n<p>⚠️ The market has priced in perfection. Any miss in earnings, guidance, or macro sentiment could trigger short-term consolidation.</p>\n<p>---</p>\n<p>Wise Strategy?</p>\n<p>In my portfolio, I've adopted a Core-Satellite Approach:</p>\n<p>-Core: Hold long-term NVDA positions accumulated at low base (around $17 per share)</p>\n<p>-Satellite: Tactical trades on ecosystem plays like AMD, and high-beta AI infrastructure names</p>\n<p>---</p>\n<p>💡 Lesson for All Investors:</p>\n<p>In AI, we're not investing in a trend,&nbsp;we're investing in the next utility. Stay informed. Stay nimble. Don't chase position.</p></body></html>","htmlText":"<html><head></head><body><p>📈 S\\&amp;P Hits New High | Is This Just the Beginning for Nvidia?</p>\n<p>As someone that has seen the market evolve over the years, I've seen many rallies, but what's unfolding now is something worth deeper reflection.</p>\n<p><br></p>\n<p>This week, the S&amp;P 500 broke to a fresh record, while&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> and&nbsp;<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>&nbsp; jumped over 2%*on renewed optimism. The driver? A convergence of policy and capital:</p>\n<p><br></p>\n<p>🧠 Trump's “America AI Action Plan”</p>\n<p>Signaling a regulatory tailwind and acceleration of AI-focused data center infrastructure.</p>\n<p>🏗️ Alphabet's $10B Capex</p>\n<p>Widely interpreted as bullish for NVDA, which continues to dominate the AI compute stack.</p>\n<p><br></p>\n<p>Now, with Big Tech earnings just around the corner, one key question dominates the minds of every serious investor:</p>\n<p>Will Capex Keep Rising… and Will Nvidia Keep Climbing?</p>\n<p>Let's consider the facts:</p>\n<p>🔹 NVDA just broke the $4 trillion market cap</p>\n<p>🔹 Analysts and institutions are revising upward, not just on revenue but on multi-year Capex pipelines across hyperscalers</p>\n<p>🔹 Technically, $170 is a key consolidation zone, but if earnings and Capex narratives align, the path to new highs remains open</p>\n<p><br></p>\n<p>My View:</p>\n<p>📊 The rally is not just hype. It is&nbsp;Capex-driven, infrastructure-backed, and fundamentally supported.</p>\n<p>But...</p>\n<p>⚠️ The market has priced in perfection. Any miss in earnings, guidance, or macro sentiment could trigger short-term consolidation.</p>\n<p>---</p>\n<p>Wise Strategy?</p>\n<p>In my portfolio, I've adopted a Core-Satellite Approach:</p>\n<p>-Core: Hold long-term NVDA positions accumulated at low base (around $17 per share)</p>\n<p>-Satellite: Tactical trades on ecosystem plays like AMD, and high-beta AI infrastructure names</p>\n<p>---</p>\n<p>💡 Lesson for All Investors:</p>\n<p>In AI, we're not investing in a trend,&nbsp;we're investing in the next utility. Stay informed. Stay nimble. Don't chase position.</p></body></html>","text":"📈 S\\&P Hits New High | Is This Just the Beginning for Nvidia? As someone that has seen the market evolve over the years, I've seen many rallies, but what's unfolding now is something worth deeper reflection. This week, the S&P 500 broke to a fresh record, while $NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$ jumped over 2%*on renewed optimism. The driver? A convergence of policy and capital: 🧠 Trump's “America AI Action Plan” Signaling a regulatory tailwind and acceleration of AI-focused data center infrastructure. 🏗️ Alphabet's $10B Capex Widely interpreted as bullish for NVDA, which continues to dominate the AI compute stack. Now, with Big Tech earnings just around the corner, one key question dominates the minds of every serious investor: Will Capex Keep Rising… and Will Nvidia Keep Climbing? Let's consider the facts: 🔹 NVDA just broke the $4 trillion market cap 🔹 Analysts and institutions are revising upward, not just on revenue but on multi-year Capex pipelines across hyperscalers 🔹 Technically, $170 is a key consolidation zone, but if earnings and Capex narratives align, the path to new highs remains open My View: 📊 The rally is not just hype. It is Capex-driven, infrastructure-backed, and fundamentally supported. But... ⚠️ The market has priced in perfection. Any miss in earnings, guidance, or macro sentiment could trigger short-term consolidation. --- Wise Strategy? In my portfolio, I've adopted a Core-Satellite Approach: -Core: Hold long-term NVDA positions accumulated at low base (around $17 per share) -Satellite: Tactical trades on ecosystem plays like AMD, and high-beta AI infrastructure names --- 💡 Lesson for All Investors: In AI, we're not investing in a trend, we're investing in the next utility. Stay informed. Stay nimble. Don't chase position.","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":12,"favoriteSize":0,"link":"https://ttm.financial/post/460783777931728","repostId":0,"isVote":1,"tweetType":1,"viewCount":627,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1518,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/460783777931728"}