This is going to be pretty quick, but I will be back later this afternoon to write more about Nvidia once some of the dust has settled.
After waiting and waiting for their report to come out (for some reason, they missed their traditional 4:20 announcement), the data finally hit, and it looks like the bulls love what they see.

I’m not at all surprised. Those of you who watched me on tastylive heard how I figured it would go up (considering how SMH had broken out), so this move will clearly be celebrated by bulls far and near.
I had already cleared out of ALL my semi positions prior to this, with the exception of AVGO, which doesn’t seem to be caring too much about this blowout from NVDA. I need to scoot, but I’ll be interested to see where things are after the conference call.

