I’ll be Live - Right Here at 8:30Today’s slides:
Yesterday’s NVDA earnings preview… and VWAP instructions. Good morning: After an hour of NVIDIA earnings coverage… I feel like I could probably do a pretty solid internship for the company on all their financial engineering… In the grand scheme of markets - the majority wants a reason to be bullish… and the company gave buyers a reason to be optimistic. The company flagged about 70% revenue growth for Fiscal 2028. The rally came AFTER that statement on the conference call. Now, remember what I flagged during our live call yesterday. They beat by billions… but they also increased their receivables time line by 14 days (to 60 days) and their accounts receivable on their balance sheet increased to $63 billion. That is money that is owed to them… and they extended customer payout timelines… Stocks trade on the destination and the promise… while credit trades on this starting point and the shift on the balance sheet. We’ll be watching the credit default swaps today to get a sense of how things are running on the credit side. If credit doesn’t confirm this strong premarket move, the split between the stock and the credit becomes the story… and the dominate headline of the AI build into the fall. You can join us this morning… for this story and more… right here. Everything else is for paid subscribers below… Continue reading this post for free in the Substack app
|
|||||||||||||||||||||||
0 Response to "A Light Reset and Some 101 Today (Live in 15)"
Post a Comment