2Yr·

Economy on 25.05.2023...

Nvidia drives the NASDAQ and FED gives information for the possible future of interest rates this year ⤵️


The trading day was yesterday yes again very exciting. If you look at it on a weekly basis, most of the gains were siphoned off first. There are currently also some political points that provide again and again for upwind and downwind. Debt ceiling in the U.S. and interest rates, interest rates and again interest rates. Even an ECB member of the Governing Council says that he thinks an interest rate break is possible and hours later the Deutsche Bank boss comes around the corner and calls for further increases. Also in the FED one is further uncertain. One holds a lowering meanwhile for impossible. Rather a break but then further increase. One is not satisfied on the part of the FED with the high inflation and the measures do not take effect as they should, or too slowly. So one assumes after a summer break of further increases. So it remains exciting and in constant change.


$NVDA (+0.68%)
Nvidia... what to say about it. The figures yesterday looked like this:


Nvidia's first quarter earnings per share of $1.09 beat analyst estimates of $0.92. Revenue of $7.19 billion beat expectations of $6.52 billion.


The stock rose more than 25% after-hours, hitting a new ATH and driving the NASDAQ pre-market up nicely. What's going on. If you read through the news then you can hardly get past the news in the chip sector. China and the U.S. want to protect each other's markets and exclude each other. At Nvidia, China makes up about 1/3. If there are any harbingers or anything else, this could hit Nvidia hard. Congratulations to all shareholders who have been on this ride. For me, the air is getting a little very thin up there. Do you have an exit scenario at Nvidia or do you want to keep holding the stock and assume continued growth? I would be interested to know what the Nvidia investors among you think! I will also look at the numbers today again something in depth.


What happens today still so beautiful:


Economic data


07:30

  • DE: ifo Export Expectations May

08:00

  • DE: GDP (2nd release) 1Q calendar- and seasonally-adjusted yoy PROGNOSIS: 0.0% yoy 1st release: 0.0% yoy Q4: -0.5% yoy calendar-adjusted yoy PROGNOSIS: -0.1% yoy 1st release: -0.1% yoy Q4: +0.8% yoy
  • DE: GfK Consumer Climate Indicator June PROGNOSIS: -24.8 points previously: -25.7 points
  • DE: Construction industry, new orders and sales March

08:45

  • FR: Business Climate Index May PROGNOSIS: 102 previously: 101

14:30

  • US: GDP (2nd release) 1Q annualized PROGNOSE: +1.1% yoy 1st release: +1.1% yoy 4th quarter: +2.6% yoy GDP deflator PROGNOSE: +4.0% yoy 1st release: +4.0% yoy 4th quarter: +3.9% yoy
  • US: Initial jobless claims (week) PROGNOSED: 245,000 Previous: 242,000
  • US: Chicago Fed National Activity Index (CFNAI) April

16:30

  • US: Fed Boston President Collins (2023 non-voting FOMC member), speech at Community College of Rhode Island.

18:00

  • DE: ECB, reception on the occasion of the 25th anniversary


ex-dividend of individual stocks

Lanxess 1.05 EUR

Puma 0.82 EUR

Takkt 1.00 EUR

Vossloh 1.00 EUR

New Work 6.72 EUR


Quarterly figures / Company dates USA / Asia

16:00 McDonald's AGM

22:15 Costco Wholesale quarterly figures

No time stated: Best Buy Quarterly figures


Quarterly figures / Company dates Europe

07:00 Südzucker | Adler Group | Gigaset quarterly figures

07:35 Assicurazioni Generali Quarterly Figures

10:00 Bechtle | Deutsche Pfandbriefbank | Patrizia AGM

11:00 Salzgitter AGM

11:30 Fresenius SE Capital Markets Day of the Operating Company Kabi

14:00 Biontech AGM

Without time information: Deutsche Pfandbriefbank AGM | Medtronic Quarterly Figures


#quartalszahlen
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#community
#communityfeedback
#nachrichten
#täglich
#investieren
#wirtschaft
#politik
#inflation
#fed
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#mitverstandzumkapital
#fed
#krypto
#kryptowährung
#bitcoin
#ethereum
#solana
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#ezb
#dax
#inflation
#dividende
#dividenden
#nvidia
#puma
#mdonalds
#bechtle
#costco

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20 Comments

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Dankeschön 👍🏾💯
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@Cro as always very happy. So I sweeten the morning and I manage to look at least once something about the market. During the day that does not always work at the moment.
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@MitVerstandzumKapital and as always, my morning read when I see one of your amounts. Better than much else 💯👍🏾
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I see NVIDIA on completely different levels in the long term. Whether it was gaming or blockchain in the Corona hype, now the topic of AI, in a few years there will be other topics and all need massive computing power. Of course, the stock can also go backwards again from time to time. But doing market timing now has never worked for me 😂 that's why I keep the stock in my portfolio and don't pay taxes unnecessarily.
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@Mister_ultra In the long term, I'm completely with you! There are also no 2 opinions. In the short term it is just thin (thought at least until tonight 😂😂😂) Thanks for your insight.
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@MitVerstandzumKapital That's right, probably no one had expected 😂 For me, the question is always, is it worth selling after tax? I'm currently about 5,000€ in plus with a stock of 25 shares. A sale would mean about 1,300€ in tax, so capital outflow. That is, the share would have to fall at least 15%, that I would be from the same level as before the sale. But then I still haven't gained anything. At 20%, the effort is not worth it in my eyes. So it would have to run down at least 30%. I would not like to speculate then 😂.
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@Mister_ultra I suspect that we could reach this 30% in the medium term, but you're right, the bet on it is risky and if you want to stay in the long term, "back and forth" is once again just "empty pocket". Then rather, if it really goes down 30%, re-buy and then in the next rise times to take a few profits from the table!
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I think it is unrealistic that China wants to exclude NVidia from their market. Who would also voluntarily force his own country to put on inferior hardware (except maybe communists^^).
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@Siytta so you already answer your question yourself :) It does not have to come... but I would have sworn yesterday that the chance up is lower than the risk down. So it looks at least fundamentally. What's happening technically, is just crazy, but for the market of course super!
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I will simply hold my Nvidia shares. Definitely, it will soon go down, but in the long run, I see Nvidia significantly higher.
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@SharkAce I'm right there with you. I'm not worried about the long term either. But in the short term, it could get exciting here and also in the tech sector.
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@MitVerstandzumKapital I'm rather surprised that there was no reset today :D Maybe still comes from 15:30
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@SharkAce exactly wait and see! Euphoria is still there!
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Thanks for your contribution, kiss ❤️
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Nvidia I compare so slowly with Apple pull their thing fully through cooperation with Mercedes, etc. Clearly, the share will also get a damper again will also stock up in case of setback
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@INOT In the long run, I see them coming out ahead as well and I would definitely use a dip to get started too!
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Deleted User
2Yr
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@Hackon115 ever thought about a trailing stop, or does your broker not offer that? But of course that's what I would do if I were dancing at this party. Of course, you must not set too tight.
Deleted User
2Yr
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@Hackon115 sounds like a good plan. Good luck 🍀👍
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