Podcast EP 35 "A New Hope" (Aug 23)

Podcast Available onSpotify | Apple Podcast | Amazon MusicFollow on Substack NotesReferral Program for existing Subscribers* When you use the “Refer a friend” link below or the “Share” button on any post, you’ll get credit for any new subscribers. Here is the link you can copy and paste into any email, text or social media platform:“https://nyugrad.substack.com?r=1ec55c”* Once I launch a paywall, your referral credits earned will be retroactive immediatelyShow NotesBreadth* 96 New highs* 228 New lows* 72% ADV  23% Dec* 67% under 50 dayI noted on the Tue session that there was a battle between yields and risk assets where both were rising at the same time, and that this had to resolve. Thursday, everyone will be talking nvda or jackson hole. No one will be talking how yields fell today. That gave more tailwinds intraday than any anticipation of $NVDA.Up big after hours. As high as 520.. Settled in at 500Beat expectations and raisedNoted that $1T TAM in data centers are going through a new cycle of upgrades* Upgrading to regenerative ai capabilities* Upgrading tech in general to keep upWorking with VMWare. Name dropped Meta, Google and othersHow much of it is priced in?Jensen Huang, Founder And CEO Of Nvidia Says "A New Computing Era Has Begun. Companies Worldwide Are Transitioning From General-Purpose To Accelerated Computing And Generative AI"08/23/23 4:21 PMNvidia, NVDA approves $25 billion in share buyback.  Let's see how the earnings call goes and tmrw. Will news be bought or sold? How will price react to overhead ma?    10 Yr fell today finally, giving some reprieveCup and handle measured move could be 4538StrongWeak$FL , $NKE , $PTON What to watch* Yields* Fed speakers at Jackson Hole* Jerome Powell Friday 10:05am* $NVDA keep its gains or sell the news?Thanks for reading NYUGrad Stocks and Finance! Subscribe for free to receive new posts and support my work. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.notyouradvisor.com/subscribe