NVIDIA : Des chiffres de MALADE, mais le marché dit NON !

from Metamorphose 47 · host Metamorphose 47

Le marché des actions est en plein délire complet, les amis ! Cette semaine du 20 mai 2026 restera dans les annales.Nvidia a sorti des résultats stratosphériques pour son T1 : 81,6 milliards de dollars de chiffre d'affaires, une marge brute insolente de 75 % (le fameux pricing power absolu), et un dividende multiplié par 25.Le professeur Blackwell est au bord de sa piscine avec le champagne... et pourtant, l'action termine dans le rouge ! Pourquoi Wall Street fait la fine bouche alors que les chiffres sont délirants ?On décortique l'équation impossible des CAPEX et des géants de la Tech.Pendant ce temps-clef, les indices (S&P 500, Dodo Jones) retournent taper leurs ATH comme si de rien n'était.Et pourtant, en coulisses, le marché obligataire crie au feu : les taux explosent (le 30 ans à plus de 5 %), l'inflation menace, la guerre en Iran bloque le détroit d'Ormuz, et Kevin Warsh prend les rênes de la FED.Bourse irrationnelle ou "soldes Trump" historiques avec des rebonds de 30 % sur le Nasdaq en un mois et demi ? On fait le point sur l'oseille, les 7 Fantastiques (Microsoft, Apple, Meta, Google, Amazon, Tesla), et mes petites miettes magiques comme Nokia !Date d'enregistrement: 22 mai 2026#Bourse #Nvidia #investir

Episode metadata supplied by the publisher feed · Published May 23, 2026

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NVIDIA : Des chiffres de MALADE, mais le marché dit NON !

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