▲ 370 r/wallstreetbetsGER
¥2.000.000.000.000 wurde heute aus dem chinesischen Aktienmarkt rausgeflossenen!
Man fragt sich: warum?
NVIDIA Zahlen waren ja besser als erwartet 🤷♂️
u/Win11141 — 17 hours ago
u/Win11141
NVIDIA delivers strong numbers… and the market barely reacts. That’s actually very interesting.
If good earnings are no longer enough to push mega caps significantly higher, the probability of a capital rotation increases dramatically.
Money could start flowing out of crowded AI / mega-cap positions and into:
• Russell 2000 / Small Caps
• Cannabis stocks
• Crypto & Bitcoin miners
• High-beta growth plays
• Speculative tech
This is exactly how major “risk-on” rotations often begin.
u/Win11141 — 1 day ago
NVIDIA: GM ON
If NVIDIA fails to deliver a clear beat and a higher forward guidance tonight, I expect a significant capital rotation out of mega-cap tech. In that scenario, the Russell 2000, small caps, and higher-risk assets like cannabis stocks and cryptocurrencies could rally aggressively — similar to the rotation we saw in 2021.
That’s exactly the setup I’m hoping for 😎😁
The real question then becomes: which stocks could benefit the most from that move?
u/Win11141 — 1 day ago