Marie-Anne Allier 2.9 1 idea

Head of Fixed Income, Carmignac
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NVDA 1 ideas
Nvidia earnings are due this week. The stock has been range-bound/flatlining for months. The entire US growth narrative (and by extension, the 10-year Treasury yield) depends on Nvidia proving that AI capex is sustainable. A miss or weak guidance could trigger a massive correction in the Nasdaq and a rally in bonds. WATCH NVDA (Binary Event). N/A (Event driven).
NVDA Bloomberg Markets Feb 23, 10:17
Head of Fixed Income, Carmignac
Marie-Anne Allier (Head of Fixed Income, Carmignac) | 1 trade ideas tracked | NVDA | YouTube | Buzzberg