erm... earnings recession just turned into earnings equillibrium

24 gen 2023

so... we basically changed nothing. the only reason im neutral and not long is because the rest of the market still isnt participating in the breakout. provided that happens im calling it breakout confirmed. yes, that could possibly mean all time highs. nvda is a megacorporation.

24 gen 2023

Nota

so lets talk about nvda borrowing money

its only conjecture, and this is a what if scenario, but im interested in seeing these uptick if im going to gain a lot of confidence in the idea that this company has the faith in the business that its investors do.
debt can do a lot for supply chain and operating cost as well as other things to help ratios to equity.

24 gen 2023

Nota

one other conjecture that if confirmed is a small but powerful indication that things are running smoothly.

if this process continues it makes me remain comfortable that nvda is a guaranteed buy long term. if that process ever stops, i would become much more wary of that idea. i dont think this proccess is going to stop.

25 gen 2023

Nota

heres the exciting thing about semis

lets say we come off this level like we always have since 2018 (difficult time for our partnerships abroad), we could be up big in semis by december no problem.