NVIDIA
Enduring value guardianWhen only 3 mega caps work and the Nasdaq still ends July negative, that’s not strength, that’s exhaustion. The market basically said: spend billions on AI and show profits immediately or get sold. META and AAPL punished proves even giants aren’t safe. With payrolls Friday and SpaceX’s first call, we’re one weak print or bad guidance away from that narrow leadership cracking.
☕️ [Task Coins Giveaway] Daily Market Talk — A Hawkish Fed, a Split Big Tech, and Now the Jobs Test
July went out with a bang and a warning. Big Tech split the tape clean down the middle: $Microsoft(MSFT.US), $Amazon(AMZN.US) and $Alphabet(GOOGL.US) were rewarded for showing returns on AI spend, whi...
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