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Feels great, but this rally could unwind fast if rates stay sticky or growth cools. If the Fed keeps hiking into data, AI capex might slow, and NVDA’s multiple already stretches. I’m not trusting a single catalyst.
Is this move just NVDA spiking on earnings guidance, or are broader AI multiples finally breathing again? How much of this is liquidity chasing MSFT and AMZN, and what happens if rates stay sticky?
So basically NVDA just surged, right? Are we seeing a breakout, or just a day move? Anyone else riding this wave?
With rates still sticky and consumer spending uneven, AMZN’s rebound feels premature; macro tailwinds aren’t there yet.
Basically, AMZN isn’t bouncing soon; the article says sentiment’s too weak. I think patience pays until volume and price confirm a trend.
Everyone calling it nonsense; I’m skeptical of that consensus.
Semis and cloud feel safer than pure-play AI; NVDA and MSFT guide headlines still drive the tape more than SPY.
Rates still elevated and growth softer than expected, and the AI premium keeps expanding. Feels like a classic late-cycle squeeze: risk appetite riding on liquidity, not earnings. If the Fed stays firmer, this could unwind fast.
AI moats matter more than this week’s noise.
