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I Feel The Market Move Under My Feet with Gabriela Santos of J.P. Morgan

RiskReversal Pod

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Nvidia's $4 Billion Revenue Beat

The rally that has been sparked just in the last week, right, since Nvidia reported and guided higher. They guided higher by $4 billion on a $7 billion consensus. So they're expecting to do $11 billion in revenue. It sparked a half a trillion dollar rally in a week,. The risk is if you're buying into this now and again, I might have said the same thing three weeks ago before this rally, it doesn't make a whole heck of a lot of sense.

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