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TMT Breakout
Feb 25, 2024
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Happy Sunday! Hope everyone is having a good weekend.

Bigger Picture Thoughts: Jensen takes the reign from Powell as Market King

What else to say about NVDA and the market reaction post the print? Not only a sigh of relief but risk on in the broader markets, particularly in anything AI related. While results just hit buyside bogeys, another big headline print coupled with another bullish conference call by Jensen and co. gave the market the jolt it needed.

I think it’s time to throw away the typical “set up bogey” buyside game/framework we typically use with other stocks when dealing with NVDA and its reactions to events. This is a stock with both massive specialist/retail/institutional/generalist support unlike anything I’ve seen (the closest other example that comes to mind is AAPL post-iphone in late 2000s early 2010s…TSLA’s fervent retail base has also showed us the magnitude of moves that might occur). NVDA is not only the market leader in what is increasingly solidifying itse…

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