Nvidia earnings in the crosshairs: I recount this "high-tension" day with Wall Street in the red, long-term rates at a peak (30-year yield close to 5.19%), and a market holding its breath before 10 PM. I look back at the Nasdaq, this monthly support hit in the middle of the night, and the idea of avoiding last-minute bets. To explain the risks on Nvidia's side, I use the analogy of a restaurant: the demand is there, but the "tables" are missing, just like DRAM and production constraints. A concrete trading episode, without the drama. Subscribe if this helps.

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Benoist Rousseau
Independent Trader • CME & CBOT Member

About the author
Benoist Rousseau is a trader, member of the Chicago Mercantile Exchange (CME) and the Chicago Board of Trade (CBOT), an economic history specialist educated at the Sorbonne and an experienced educator.
In the GOOD MORNING TRADING series, with over 30 years of experience, he shares his independent analysis of global financial news every morning.

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