u/villareale52

Image 1 — Rochester, NY calls this “hot sauce.” It’s probably not what you’re expecting.
Image 2 — Rochester, NY calls this “hot sauce.” It’s probably not what you’re expecting.
Image 3 — Rochester, NY calls this “hot sauce.” It’s probably not what you’re expecting.

Rochester, NY calls this “hot sauce.” It’s probably not what you’re expecting.

Rochester, NY has a condiment that confuses pretty much everyone outside Western NY.

We call it meat hot sauce. It’s a seasoned ground-beef topping for hot dogs, burgers, fries, and garbage plates.

I make Meat Rocket, a seasoning mix that lets you make it at home. Just add ground beef.

Definitely not your typical “hot sauce,” but very Rochester.

Anybody here ever had Rochester-style meat hot sauce?

u/villareale52 — 4 days ago
▲ 3 r/stocks

NVIDIA has fallen after 7 of its last 12 earnings reports. Here's the data.

NVIDIA has moved lower after 7 of its last 12 earnings reports even though it usually beats expectations

I was looking at NVDA’s recent earnings history and found something interesting:

• NVDA traded lower immediately after 7 of its last 12 reports

• Its average first-trading-day return was only about +0.1%

• The options market priced an average earnings move of roughly ±8%

• The actual move came in below the options-implied move about 75% of the time

The takeaway isn’t that NVIDIA earnings are bearish. It’s that beating earnings estimates doesn’t automatically produce a positive stock reaction.

At this valuation, the market is reacting to more than the headline EPS number:

• Revenue and data-center growth

• Forward guidance

• Gross margins

• AI infrastructure spending

• China-related restrictions

• Whether expectations were already priced in

So the more useful question before earnings may not be, “Will NVIDIA beat?”

It may be:

“How much of the beat is the market already expecting, and is the options market overpricing the likely move?”

Not financial advice just historical event data. How do you evaluate NVDA going into earnings?

reddit.com
u/villareale52 — 1 month ago