SPY today's mood, the market is spooked, I hate that word, so I will elaborate, the uncertainty is an excuse to drum her down a little more, glad I bought that NVDA calendar put spread to hedge my stock -- this time next month ... all time highs, I am not a brokebone this is just my opinion. Let's buy Gaza, Greenland and the Panama Canal.
NVDA FY25 AI capex will be accelerating based on META, Google, MSFT - pretty sure Amazon will tell the same. With this in mind, betting against NVDA is dangerous at this point.