Afternoon Note
All quiet on all fronts as we wait for Nvidia (NVDA) results (more below). Midcap quality is catching a bid as investors seek more comfort and value.
After the close Nvidia (NVDA) will release its numbers. The stock is in a great uptrend, but the rate of change and money flows are unconvincing.
Then there's what happened last time when the company posted what I thought was a solid release, only to have the share price collapse.
The good news was the stock came back quickly.
This is an early story with huge long-term potential; however, it’s so crowded that emotions can move the needle day to day.
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6/17/2025 9:50 AM | THE BIG TECH TEN & CO |
6/16/2025 1:34 PM | Fears Subside |
6/16/2025 9:44 AM | DRUMBEATS OF PEACE |
6/13/2025 1:30 PM | Showing Resilience |
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6/12/2025 9:35 AM | ENTER GEOPOLITICAL RISK |
6/11/2025 1:38 PM | Fed in Tough Spot |
6/11/2025 9:50 AM | LOW-KEY PARTY |
6/10/2025 1:23 PM | Tuesday Reversal |
6/10/2025 9:45 AM | TWISTS & TURNS |
6/9/2025 1:20 PM | Small Caps Continue to Outperform |
6/9/2025 9:50 AM | TRUST THE FRIDAY RALLY IN THE AGE OF FEAR & LOATHING |
6/6/2025 1:17 PM | Small Caps Jump |
6/6/2025 9:49 AM | Sideshow |
6/5/2025 1:26 PM | Five Below Gets a High-Five |
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