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Did Nvidia And Operation Epic Fury Mark The S&P 500 Peak? The Global Rotation Continues [Seeking Alpha]
Last nvidia corporation earnings: 2/13 04:20 pm
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US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
Operation Epic Fury and macro headwinds—including yen carry trade unwind, weakening dollar, and high CAPE ratio—raise the probability of a significant market correction. I see compelling rotation opportunities into commodities, gold miners, energy, industrials, and undervalued foreign and emerging markets as the S&P 500 appears overvalued. A new allocation model favoring commodities and international equities over traditional U.S. equity-heavy portfolios is recommended to capture upside in an inflationary cycle. DNY59/iStock via Getty Images Nvidia Corporation ( NVDA reported strong earnings on Thursday and then declined 4% on Friday. When stocks no longer positively respond to good news, seasoned investors believe that all the good news is priced in, and downside risks This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of BLAGF either through stock ownership, options, or other derivatives. I wrote this article myself, and
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- Nvidia's Blackwell and Rubin Chips Will Have $1 Trillion in Lifetime Sales. What Does That Mean for Nvidia's Stock? [Globe and Mail, The (Toronto, Canada)][Globe and Mail, The]
- Bank of America resets Marvell stock price target after Nvidia deal [Yahoo! Finance][Yahoo! Finance]
- Nvidia's Blackwell and Rubin Chips Will Have $1 Trillion in Lifetime Sales. What Does That Mean for Nvidia's Stock? [Yahoo! Finance][Yahoo! Finance]
- Super Micro May Have Just 7 Months to Prove SMCI Stock Is Investable [Yahoo! Finance][Yahoo! Finance]
- KLA Corporation: A 7.1 Rating in the Semiconductor Equipment Arena [Globe and Mail, The (Toronto, Canada)][Globe and Mail, The]
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- 3/26/26 - Form SCHEDULE
- 3/24/26 - Form 4
- 3/20/26 - Form 4
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