Skip to content
Fundamentalis
Fundamentalis
Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

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…

Continue Reading →

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…

Continue Reading →

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…

Continue Reading →

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…

Continue Reading →

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

Post navigation

Page 2 of 2
← Previous 1 2

Fundamentalis

  • Nike Earnings Preview: Expect a Better Quarter, But Elliott’s Still Running a Marathon with a Piano on His Back
  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change
  • Probability Grows for Below-Average Returns in 2026
  • SP 500 Earnings: Forward SP 500 Estimates Still Rising – Oracle Reports This Week
  • International Equity Annual Returns: Non-Correlated to the US Returns and Don’t Forget Japan

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis