
UNICORN⚡️🦄|Aug 26, 2025 07:06
This week's short-term financial report from Nvidia is more crucial than interest rate cuts
Last week, Powell Jackson Hole hinted at a rate cut in September
The Dow Jones Industrial Average hit a new high, small cap stocks exploded, and the S&P rose three times in a row
But on Monday, the market began to calm down:
Why cut interest rates?
Cooling employment and rising tariffs push up inflation, with risks hidden behind the benefits
US Treasury 2/10-year spread rises to 2021 high
Market expects interest rate cuts, but fears stagflation
The real short-term focus this week is on NVIDIA
AI chip market share of 80%, market value of 4.3 trillion yuan, accounting for 8% of S&P
40% of revenue comes from Microsoft/Amazon/Meta/Google
Technology giant CapEx invests 60% in AI
NVIDIA is the verification point for AI trading
The six major technology stocks together account for 34% of the S&P
NVIDIA is moving towards expectations of interest rate cuts.
After hours this Wednesday
If there are signs of an increase
Buy it first and talk about it in the car
NVIDIA has sufficient momentum
There are signs of an upward trend, which often leads to a rebound
Don't waste this towering wave
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