TraderS | 缺德道人
TraderS | 缺德道人|Jun 24, 2026 13:35
"The NVIDIA shareholder meeting is basically just noise. The voting results are a foregone conclusion: electing ten directors, the advisory vote on compensation, reappointing the auditor, plus four shareholder proposals that the board recommended voting against—all procedural stuff, with the outcome decided before the ballots are even cast. Cook’s speech is the weakest signal among the four events. The opening remarks at a small business seminar are purely ceremonial, not a platform for monetary policy. As a board member, her influence on interest rates in the new framework led by Waller is quite limited. The stress test sounds intense but is really just going through the motions. A 10% unemployment rate and a commercial real estate crash might sound apocalyptic, but these are standard scenarios—10% is practically the fixed peak every year. Micron is the only truly critical event. This content is sponsored by @BITstocks_CN. Trade U.S. stocks on BIT—over 16,000 U.S. stocks and ETFs, real holdings, and enjoy dividend payouts.
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