Blackwell Guidance Is The Key To Nvidia And Stock Market, Whales Sell Bitcoin – Russia To Compete
Portfolio Pulse from The Arora Report
The article discusses the potential impact of Nvidia's upcoming earnings on its stock and the broader market, highlighting the importance of Nvidia's guidance on Blackwell shipments. It also notes the current money flows in major tech stocks and ETFs, and the recent sell-off in Bitcoin due to various factors.
August 28, 2024 | 4:35 pm
News sentiment analysis
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NEGATIVE IMPACT
Bitcoin is facing a sell-off as whales offload holdings, compounded by geopolitical developments and competition from Russia.
Bitcoin is experiencing a sell-off due to whale activity and geopolitical factors, including Russia's plans for crypto exchanges, which could impact its price negatively.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 50
NEGATIVE IMPACT
Invesco QQQ Trust Series 1 is experiencing negative money flows in early trade, indicating potential downward pressure ahead of Nvidia's earnings.
QQQ is mentioned in the context of negative money flows, suggesting potential short-term pressure. The focus remains on Nvidia's earnings.
CONFIDENCE 80
IMPORTANCE 30
RELEVANCE 20
NEGATIVE IMPACT
SPDR S&P 500 ETF Trust is experiencing negative money flows in early trade, indicating potential downward pressure ahead of Nvidia's earnings.
SPY is mentioned in the context of negative money flows, suggesting potential short-term pressure. The focus remains on Nvidia's earnings.
CONFIDENCE 80
IMPORTANCE 30
RELEVANCE 20
NEGATIVE IMPACT
Tesla's stock is experiencing negative money flows in early trade, indicating potential downward pressure ahead of Nvidia's earnings.
Tesla is mentioned in the context of negative money flows, suggesting potential short-term pressure. The focus remains on Nvidia's earnings.
CONFIDENCE 80
IMPORTANCE 30
RELEVANCE 20
NEUTRAL IMPACT
Apple's stock is experiencing neutral money flows in early trade, indicating a lack of strong directional movement ahead of Nvidia's earnings.
Apple is mentioned in the context of neutral money flows, suggesting no immediate impact from the news. The focus remains on Nvidia's earnings.
CONFIDENCE 80
IMPORTANCE 30
RELEVANCE 20
NEUTRAL IMPACT
Amazon's stock is experiencing neutral money flows in early trade, indicating a lack of strong directional movement ahead of Nvidia's earnings.
Amazon is mentioned in the context of neutral money flows, suggesting no immediate impact from the news. The focus remains on Nvidia's earnings.
CONFIDENCE 80
IMPORTANCE 30
RELEVANCE 20
NEUTRAL IMPACT
Alphabet's stock is experiencing neutral money flows in early trade, indicating a lack of strong directional movement ahead of Nvidia's earnings.
Alphabet is mentioned in the context of neutral money flows, suggesting no immediate impact from the news. The focus remains on Nvidia's earnings.
CONFIDENCE 80
IMPORTANCE 30
RELEVANCE 20
NEUTRAL IMPACT
Meta Platforms' stock is experiencing neutral money flows in early trade, indicating a lack of strong directional movement ahead of Nvidia's earnings.
Meta Platforms is mentioned in the context of neutral money flows, suggesting no immediate impact from the news. The focus remains on Nvidia's earnings.
CONFIDENCE 80
IMPORTANCE 30
RELEVANCE 20
NEUTRAL IMPACT
Microsoft's stock is experiencing neutral money flows in early trade, indicating a lack of strong directional movement ahead of Nvidia's earnings.
Microsoft is mentioned in the context of neutral money flows, suggesting no immediate impact from the news. The focus remains on Nvidia's earnings.
CONFIDENCE 80
IMPORTANCE 30
RELEVANCE 20
NEUTRAL IMPACT
Nvidia's upcoming earnings and guidance on Blackwell shipments are crucial, with potential for a 10% stock move. Institutions are trimming positions ahead of this risk event, while the momo crowd is buying.
Nvidia's earnings and guidance on Blackwell shipments are seen as pivotal, with the options market implying a significant move. Institutions are reducing exposure due to risk, while retail investors are optimistic.
CONFIDENCE 90
IMPORTANCE 90
RELEVANCE 100