DY1719 personal page - To The Moon

DY1719

DY1719

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09-18

$Celsius Holdings, Inc.(CELH)$

09-22

$Celsius Holdings, Inc.(CELH)$

09-10

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@OptionsBB:9/10 Pre-Market Thoughts: Rate-Hike Clouds

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10-02 06:42

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$150B Buyback: Bold or Risky ?","htmlText":"The $150 Billion Buyback. On Mon, 28 Sep 2026, <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>’s CEO Jensen Huang’s announced a record $150 billion share-buyback, the single largest authorization increases in US corporate history. Honestly, it was a direct response to market doubts about NVDA’s valuation and the durability of AI boom - more than a capital-allocation update. Actually, I have touched on the #1 chipmaker’s valuation concerns in my last Thursday post. (click <a href=\"https://ttm.financial/post/611179345428824\" target=\"_blank\">here !</a><a href=\"https://ttm.financial/post/611179345428824\" target=\"_blank\"> </a>to read) By lifting the company’s remaining repurchase capacity to $235 billion thru’ FY 2028, NVDA effectively told investors that, in management’s view, the be","listText":"The $150 Billion Buyback. On Mon, 28 Sep 2026, <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>’s CEO Jensen Huang’s announced a record $150 billion share-buyback, the single largest authorization increases in US corporate history. Honestly, it was a direct response to market doubts about NVDA’s valuation and the durability of AI boom - more than a capital-allocation update. Actually, I have touched on the #1 chipmaker’s valuation concerns in my last Thursday post. (click <a href=\"https://ttm.financial/post/611179345428824\" target=\"_blank\">here !</a><a href=\"https://ttm.financial/post/611179345428824\" target=\"_blank\"> </a>to read) By lifting the company’s remaining repurchase capacity to $235 billion thru’ FY 2028, NVDA effectively told investors that, in management’s view, the be","text":"The $150 Billion Buyback. On Mon, 28 Sep 2026, $NVIDIA(NVDA)$’s CEO Jensen Huang’s announced a record $150 billion share-buyback, the single largest authorization increases in US corporate history. Honestly, it was a direct response to market doubts about NVDA’s valuation and the durability of AI boom - more than a capital-allocation update. Actually, I have touched on the #1 chipmaker’s valuation concerns in my last Thursday post. (click here ! to read) By lifting the company’s remaining repurchase capacity to $235 billion thru’ FY 2028, NVDA effectively told investors that, in management’s view, the 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Tomorrow (Friday) brings the CPI release — focus on whether core inflation MoM exceeds 0.2%. A beat would further strengthen rate-hike bets. Brent Crude Surges Pre-Market, Breaks Above $100 Trump said during Wednesday's session that the Iran conflict will end immediately after the midterm elections, and oil prices will plunge (midterms are on November 3). The rhythm: short-term geopolitical push higher, but a pullback catalyst has already been pre-announced — beware of a pullback after an overshoot. TSMC (TSM): August Revenue +10.1% MoM, +53.3% YoY Fundamentals are strong, but rate-hike expectations carry more wei","text":"I. Key Events ECB Hikes Rates by 25 Basis Points, U.S. Stocks Fall Pre-Market The ECB rate hike has raised expectations for a U.S. rate hike, pressuring U.S. equities pre-market. Tomorrow (Friday) brings the CPI release — focus on whether core inflation MoM exceeds 0.2%. A beat would further strengthen rate-hike bets. 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