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NVDA’s Mini-Crash, Dan Ives on AI, Josh’s New Book

The Compound and Friends

NOTE

Chill Out and Analyze the Market

Current market reactions demand a calm approach, especially following the recent 2% sell-off amidst a generally bullish atmosphere. Notably, IMAX has performed exceptionally well, with a 20% increase since May 4, significantly outperforming the S&P's 6% rise. This success is attributed to shifting audience preferences post-COVID, favoring premium cinematic experiences. IMAX is poised for further growth as it captures a larger share of high-demand films despite occupying less than 1% of total screens, indicating a robust recovery and promising projections for 2023 and beyond.

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