$NVIDIA(NVDA.US)
I’ve been holding NVDA and tracking how it reacts to macro variables like yields and energy prices. Today was a pretty clean example. Oil surged earlier which likely fed into higher inflation expectations, and the stock drifted lower.
After the news about easing tensions, oil dropped and NVDA bounced almost immediately. It lines up with what I have been observing about sensitivity to rate expectations.
@Bridge Buzz SG
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