To The Moon

WARSH SENT A VERY CLEAR MESSAGE Kevin Warsh didn't come to Jackson Hole to reassure markets. He came to remind them that inflation is still the problem. His message was blunt: 65 months of elevated inflation. And despite two years of progress, the improvement has been… modest. Even worse for equity bulls, Warsh said the latest CPI and PCE numbers haven't convinced him that underlying inflation has meaningfully improved. That was enough. RATE-HIKE ODDS JUST EXPLODED Before Warsh's speech: September hike probability: 35% After the speech: 58% Rate That's a massive repricing in a single day. Treasury yields moved higher. Rate-sensitive technology stocks got hit. And $NVIDIA(NVDA)$, after exploding +8.7% following earnings, gave back much of the move,

NVIDIA DELIVERED. BIG TIME. $NVIDIA(NVDA)$ just reminded the market why it remains the most important stock in the world. +8.7% in one session. $NASDAQ(.IXIC)$ +1.57% and $S&P 500(.SPX)$ +0.72%. NVDA The company beat earnings and revenue expectations, but the real bombshell was the outlook. Nvidia expects revenue growth of roughly 70% in fiscal 2028, versus analyst expectations of around 45%. That changes the conversation. The AI trade wasn't dead. It was waiting for proof. AI IS BACK, BUT THIS TIME IT'S SPREADING The most interesting part wasn't even Nvidia. It was software. 

Yesterday's rally wasn't really a market-wide rally. It was a semiconductor rally. And that distinction matters. The numbers looked constructive: Dow +0.30%. $S&P 500(.SPX)$ +0.32%. $NASDAQ(.IXIC)$ +0.66% But underneath the surface, something more interesting happened. Semiconductors did the heavy lifting. The iShares Semiconductor ETF gained +1.6%, while technology was the best-performing major sector. $Philadelphia Semiconductor Index(SOX)$ After seven consecutive sessions of tech weakness, investors suddenly stepped back into the AI trade.And now we know why. NVIDIA REPORTS TODAY. Nvidia THIS ISN'T JUST AN NVIDIA EARNINGS REPORT

The market is no longer watching the data. It’s watching what the Fed does with it. After several weeks of relatively quiet gains, the market is finally showing signs of fatigue. Monday told the story: Dow: +0.26%. $S&P 500(.SPX)$ : -0.28%. $NASDAQ(.IXIC)$ -0.76% And the bigger warning? Technology has now fallen for 7 consecutive sessions. $Technology Select Sector SPDR Fund(XLK)$ So what is really happening? THE REAL PROBLEM ISN’T THE ECONOMY For weeks, bad economic news was actually good news for stocks. Weak jobs, less pressure on the Fed. Softer CPI, less inflation pressure. Softer PPI, even less pressure. Stocks, higher. But that relationship is startin

The Debate We Want to Have – 3 Questions for the TTM Community @TigerStars [Doubt] 1. Who moves markets more next week – $NVIDIA(NVDA)$ or the Fed? - Is it all about AI momentum and earnings? - Or does Warsh’s tone on inflation carry more weight? [Doubt] 2. Can Nvidia still surprise, or is the bar too high? - If they beat but guide soft, does the stock drop 5%? - Or is that a "buy the dip" opportunity? [Doubt] 3. Are we due for a deeper pullback after the summer rally? - Or is this just a healthy pause before the next leg up? Sound off in the comments. [Salute]

Markets caught their breath on low volume – $S&P 500(.SPX)$ +0.4%, but still down -1.4% for the week, snapping a 3‑week win streak. The $NASDAQ(.IXIC)$ gave back -2.1%. But don't let the calm fool you. Next week is absolutely stacked: Treasury $NVIDIA(NVDA)$ earnings – Wednesday after the close. Fed Chair Kevin Warsh’s first Jackson Hole speech – Friday. GDP, PCE inflation, consumer sentiment, and a slew of tech earnings ( $Salesforce.com(CRM)$ , CrowdStrike, Marvell). This is the week that could set the tone for September. Nvidia: From $6.7B to $92B – But Can It Still Move the Needle? Nvidia Four years ago (pre‑Chat

The Market Is Stuck. Nvidia Holds the Key. But Watch Out. This week, bonds called the shots. Next week, all eyes turn to **Jensen Huang** and his AI empire. Since the last earnings report, $NVIDIA(NVDA)$ stock has gone nowhere. Yet options markets are pricing in a ±5.3% swing by Friday’s close. That’s a $562 billion market cap move, up or down. NVDA The Bull Case: Everything Looks Perfect Nvidia carries a 7.6% weight in the S&P 500. Its forward P/E has cooled to ~20, way below the 5-year average of 63. The stock hasn’t rallied into earnings, less risk of a "buy the rumor, sell the news" flush. On paper, Nvidia has everything it needs to reignite the broader market. But Here’s the Catch, According to Bespoke Nvidia is a "triple-play king": Beat

[Silence] Here's the question I really want to hear from investors: If the 10-year Treasury stays near 5%, which part of the market breaks first? AI / Big Tech $NVIDIA Corp(NVDA)$   $Microsoft(MSFT)$ $Apple(AAPL)$ Infrastructure Housing Consumer High-growth stocks Or… nothing? 👇 Drop your answer below.

The last update is great 👍. Thanks 👍 

the last update is great 👍