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NVIDIA Company (NVDA) was supposed to save lots of the market final week.
And after reporting near-perfect results – with robust gross sales, earnings and upbeat steering – it seemed poised to do exactly that.
Nevertheless, the AI Revolution’s chief additionally reported an 89% leap in receivables. That triggered fears that prospects shopping for NVIDIA chips may not be capable of afford them.
Add on cussed “AI bubble”… and this led to NVIDIA promoting off rapidly.
I believe the receivables argument is bogus as a result of NVIDIA isn’t going to promote chips to folks in the event that they don’t receives a commission.
It’s an instance of markets reacting however not considering.
So, in Sunday’s Navellier Market Buzz – my weekly YouTube video podcast – I did a deep dive with particular visitor Adam Johnson about what occurred with NVIDIA and what’s actually happening.
We additionally talked in regards to the scrapped merger of personal credit score funds by Blue Owl Capital Inc. (OWL), issues round AI information heart energy shortages and the Federal Reserve’s tone forward of its December 10 assembly.
Click on the picture beneath to look at now.
To see extra of my movies, click here to subscribe to my YouTube channel. And should you’d wish to study Adam, take a look at his web site, Bullseye Temporary, here.
Plus, the grades in Stock Grader (subscription required) have been up to date this week! Click here to plug in your own stocks and see how they’re rated.
The Hidden Sign Behind the Noise
The whole lot Adam and I mentioned on this week’s episode is proof of a sign hiding behind all the noise.
We’re reaching the purpose the place AI demand and capital funding are accelerating sooner than the standard monetary system can totally digest.
It’s why NVIDIA’s “good” earnings can nonetheless spark panic, why information heart buildouts are overwhelming the grid, why personal lenders are hitting structural limits and why the Fed immediately sounds prefer it’s racing to maintain up.
This sign is one thing that I’m calling the Economic Singularity.
That is the second the place AI, automation and exponential computing start driving financial outcomes sooner than people can mannequin or handle.
It’s behind all of the volatility, confusion and alternative we’re seeing at the moment.
And as historical past reveals, traders who perceive a shift like this early stand to profit probably the most.
If you wish to know which sectors profit, which of them get disrupted and what to purchase now, you’ll wish to watch my Economic Singularity special briefing now.
I additionally share the way you how one can entry my unique report that includes seven shares set to profit from this shift.
It’s completely free to look at, so I encourage you to click here to learn more.
Sincerely,
Louis Navellier
Editor, Market 360
The Editor hereby discloses that as of the date of this e-mail, the Editor, instantly or not directly, owns the next securities which are the topic of the commentary, evaluation, opinions, recommendation, or suggestions in, or that are in any other case talked about in, the essay set forth beneath:
NVIDIA Company (NVDA)
