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#FedMeetsNVIDIAMay20 NVIDIA earnings after close β Wall Street consensus at $78.8B, above their own guidance. Everyone expects a beat. The question is whether a "smaller beat" gets read as peak growth or just high base effects. The market's tolerance for NVIDIA missing the vibe is basically zero at this point π
Same day, the Fed drops April FOMC minutes β Powell's last meeting before Warsh took over. Markets are going to comb through every word on inflation language like it's a final exam π
Two massive signals landing on the same day. And they could completely cancel each other out β NVIDIA beats but minutes sound hawkish, which way does the market actually close? π«
This is the kind of day where everyone's right about the individual pieces and nobody predicted the outcome π
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