/biz/ - Business & Finance

>Price of crude oil going up slowly
>Companies that makes bandages are going up slowly
>China's Evergrande just filed for bankruptcy
>U.S., South Korea, and Japan Summit
>NVDA Rallying 300% in 9 months, despite sanctions on China, preventing them to buy any of the advanced AI chips earlier this year.
>Semiconductor companies have a 27.4% exposure to China's economic decline, NVDA having 45%.
>Top institutional shareholders for NVDA have suffered losses from Evergrande's collapse.
>Same top institutional shareholders for NVDA have losses in the past Quarter YTD that they need to make up for the rest of the year.
>MAJORITY of the news, articles, and publications are still BULLISH on NVDA, even increasing the rating for the company and its price target.
>Same top institutional shareholders for NVDA OWNS these journalists who published these information.
My conclusion is:
>NVDA Institutional bagholders who bought at the top and are at a loss are desperately trying to do everything they can to shill NVDA as a buy so they can dump their bags on some dumb fuck willing to buy the top. With China and EU in recession, who will keep on buying this stock?
>China has all their reason to wage war because of the sanctions stunning their economic growth. Price of bandages and oil to mobilize a huge fleet of military vehicles are slowly creeping up again, same thing happened when Russia invaded Ukraine.
>Whether or not NVDA pumps or dumps after the earnings, the institutional bagholders are still suffering significant losses later this year, and they wont be making up for their margins to cover their debt and opex, which they will either have to refinance at the same, or higher interest rates if NVDA earnings makes the stock pump any higher. I believe this is the top boys, and we're in for a long ride to the bottom. Keep in mind that Bear market rally lasted for 10 months last year. Did I miss anything?

>>53675678
IT'S DUMB BUT I CAN'T COMPLETELY WRITE HIM OFF SINCE I WAS PROFITING FROM SOXS ALL WEEK LAST WEEK FROM THE DUMP LMAO

>>51570056
Auuuuuuummmmm manifest $2000 peebros

>>51548800
Baaaaaased

>>51533333
Based. Kek blesses us.

>they will miss out and they don’t even know


Only the most premium brains understand

>>51528500
It’s inevitable.

Stake internet computer in an 8 year neuron for 19% APY

>>51510971
Just manifest piss bros, manifest $2000

>>51474713
Piss bros it’s manifestation time

CCL bros report in

we will finish green

Meme shitcoin? Nice

I’m fucking in

NAS.OL going up >12% tomorrow.

>>26219243
Gonna make it.