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Category: Nvidia (NVDA)

SP 500 Earnings: Nvidia Earnings Overshadow the July GDP and PCE Data

August 27, 2024 Brian Gilmartin Leave a comment

With Jay Powell’s Jackson Hole Speech last Friday morning, and the FOMC’s new (apparent) commitment to lowering the fed funds…

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Posted in: 10-year Treasury yield, GDP, Nvidia (NVDA), PCE / PCE Core, PCE data, Weekly Earnings Update

Semiconductor Chart and Nvidia’s EPS and Revenue Estimate Revisions

May 28, 2024 Brian Gilmartin Leave a comment

Chris Kimble is an excellent technician, running Kimble Charting Solutions. Note the breakout on the SMH chart above. The next…

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Posted in: Nvidia (NVDA), SMH (semiconductor ETF)

SP 500 Earnings and StyleBox Update: Can Nvidia Earnings Re-Ignite a Rather Subdued Tech Sector ?

May 18, 2024 Brian Gilmartin Leave a comment

With Walmart (WMT) reporting this past week, it’s thought the Q1 ’24 earnings season has officially ended, but with Nvidia…

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Posted in: Nvidia (NVDA), Style analysis, Weekly Earnings Update

SP 500: “Everything” is Overbought, not Just Semi’s and Nvidia

March 10, 2024 Brian Gilmartin Leave a comment

The big reversal in Nvidia got a lot of attention on Friday, as the market darling closed down 5% on…

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Posted in: 60/40 portfolio, Nvidia (NVDA), SMH (semiconductor ETF)

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Fundamentalis

  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought
  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

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