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Will investors reward stellar results from NVIDIA $NVDA?
Episode 291
Published 7 months, 1 week ago
Description
Today we break down why NVIDIA’s strong earnings weren’t enough to lift the stock — and what that tells us about sector rotation beneath the surface of this bull market. We also connect AI-driven margin expansion, global capital flows, and dollar weakness to the broader regime shift shaping equities, liquidity, and long-term market risk.