The Long Investor
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TWEET - THOUGHTS
🕑 Added 2025-01-28 12:36:39 +0000 UTCMy personal thought is that it will likely take until the next earnings season before we see any potential impact on Capex spending towards $NVDA
We know how crucial $NVDA is to the bull market, it has almost held the entire market up by itself
But this week has identified how fragile the market is
If Capex spending dries up, this will damage the market, make no mistake about this
I suspect the Mega Caps reporting this week and next week have already set forward their Capex spending guidance, so it will unlikely change....but the drawing board will be pulled out for next quarter.
Comments
G4Golf
The timing of this as a potential catalyst seems logical. Notwithstanding cannot time the market!
Daniel
as they say, the market will go as the Mag 7 goes, especially as NVDA goes. I suspect we'll see some revisions to the capex spend like you are indicating above for Q2 earnings report which IMO will trigger a 5-10% sell off of the broader market out of fear if they take a more conservative approach with a revision. This could very well be the correction you are talking about, right?
