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Today we will be covering...
Today, we will examine NVDA, which was leading the Semiconductor Index, which, in turn, was leading the market since the April low.
META and Microsoft delivered stellar earnings after the close yesterday.
*META 2Q REV. $47.52B, EST. $44.83B
*MICROSOFT 4Q REV. $76.44B, EST. $73.89B
This weekend, we will examine Magnificent 7.
What is new on the tariffs front?
President Trump threatened Brazil and India with tariffs, effective August 1.
Brazil: Trump announced a 50% tariff on Brazilian goods, escalating from a 10% tariff imposed on April 2, 2025, citing the prosecution of former President Jair Bolsonaro and alleged attacks on U.S. tech companies.
India: Trump threatened a 25% tariff on Indian goods starting August 1, 2025, plus an unspecified "penalty" for India’s trade with Russia for oil and military equipment. This follows a paused 26–27% tariff announced on April 2, 2025.
Nvidia and Magnificent 7 Valuations
We are witnessing a one-in-a-lifetime Stock Market Bubble led by AI and the Magnificent 7.
Nvidia (NVDA) has a market cap larger than:
GDPs of Germany, the United Kingdom, or France
13.4% of the US GDP
3.6% of the world’s GDP
4 Musketeers of Mag 7, NVDA, Alphabet (GOOG), META, and Microsoft (MSFT) have a market capitalization larger than:
38.8% of the US GDP
10.4% of the world’s GDP
Nvidia’s 40W Cycle Target
Nvidia reached the highest cycle target, for the 40-week cycle, but has more room within the target, even to above 200.
More Nvidia details in the Pro newsletter.
SPX Technical Analysis
SPX (S&P 500) Update: Can we say a Hammer after a Bearish Engulfing? Ridiculous alternations of bullish and bearish candlesticks continue.
The Hammer was followed in the AH session with a nice pop-up in the futures market.
The McClellan Summation Index (top) is bearish, and so is the McClellan Oscillator (bottom), but the latter is getting oversold.
BraVoCycles on X
Consider following me on X (former Twitter) in addition to the newsletter, as I often post valuable information there in real time between the newsletters.
An interesting chart that is self-explanatory.
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