저자: LarryJones · 외국인
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11/20 장 시작 전 브리핑. 엔비디아 실적(11/21 예정)이 시장의 핵심 변수이며, 실적 자체는 좋을 것으로 보지만 기대치가 높아 주가는 실망 매물에 흔들릴 수 있다는 분석가 의견을 소개. 나스닥은 상승 흐름을 이어가며 강세 신호(21일선이 50일선 위로 올라서는 파워 트렌드 근접) 언급. 진행자 본인은 QQQ 콜 매수 선호를 밝혔으나 구체적 가격 전망은 명시하지 않음. 채널 스폰서(증권사 쿠폰) 홍보 포함.
다듬은 글
hey what's up Good People how you doing welcome back to stock up with Larry Jones this one is going to be a morning short this is going to be a morning short we're going to get right into it hey you guys know that listen uh this is sponsored to you of course by stock up you but I have some great news for you guys today today we are going to start uh what I'm calling the Black Friday sale Black Friday sale now now listen this is a coupon code write this down stock up BF stock up Black Friday okay listen no spaces all caps and you will get a Black Friday discount all right so make sure you click the top link below and get a Black Friday discount right so this is a Black Friday sale it's just going to go for a few days so make sure you get that taken care of all right and then lastly we know that this is mooo Monday hey already we already know about all of the free stuff you're going to get but you got to make a deposit good people a lot of people are opening up accounts you're not making deposits but this is the best uh promo ever that they've got 5.1 APR let's get right into what's going on today all right so the pre-market were a little flat um um this morning uh so I don't know uh uh where it is at the time that you're seeing this I'm going to post this quite early uh I'll be traveling today to another state so I'll be traveling for hours I got about five hours of driving time uh actually probably about six hours of driving time uh there and back uh we'll be driving to Wisconsin let's look at what I want you guys to keep your eyes out for today right so here's some of the things here's one of the things I want you guys to look at let me blow this up Dow futures Nvidia earnings open AI key for these uh you guys can see that right let's read right here uh the Dow futures were a little changed Saturday night right uh with the S&P futures and a Nasdaq futures fail slightly Nvidia earnings looming so Nvidia earnings is on on the 21st right and so let's read here uh those include Microsoft Google apparent Google okay meta platforms meta paler Technologies and super micro computers okay uh so that's some of the stuff that is going on so we're giv we're going to keep our eyes on inidia Nvidia is the big dog uh for this week now we know Nvidia is a popular stock we know that Nvidia let me pull it up is um up greatly all right n vda uh it is up greatly all right so now the chart that you're going to see me with yours is going to be a little different by the time you see it but let's look at year-to date and viia is absolutely killing it year to date look at that good people up 200 144% and what happens with it in the last week you can kind of see we had a runup uh from the last week we we we had about a 3% runup but from there we are down about 1% so it's kind of tracking let's look at the month as you could see here even the last month it has been running up about 19% so Nvidia has been running up and there are some analysts that thinks that uh Nvidia will have uh good earnings all right let's listen so you think it's bottom um Nvidia that's your top name top large cap name for and you know obviously you all eyes are going to be on next week when they come what do you think happens I mean you know I don't know if you heard Joe tanova up here earlier suggesting that the you know the next move of the market so to speak on Nvidia and those earnings next week we've come a long way there's really no other Catalyst the FED speak is whatever what do you think about that I think it's important it's a gorilla in the tech in the Mac 7 for sure uh does it hang on it I mean the market can continue to do well just like we've sort of muddled through the tech earnings so far you know just because uh you know one of the names has a has a disappointing name you know suddenly it rebounds a few days later but I think I think Nvidia will have a good report I think it's only expensive if you think when they they raised cons you know their guidance by7 billion over consensus like they did in May if you think that was a oneof then it's expensive if you think that was a sign of a secular shift and a lot of Enterprises are getting into Ai and building applications and models and that are going to use their chips and it's going to continue beyond just one quarter then the then the stock is cheap and it can't work so you know um I like to give opposing sides uh I don't like to look at stock through Rosy glasses I like Nvidia I like Nvidia long-term regardless of what the earnings uh will show us about Nvidia but what I want you guys to do is to check out uh one analysist concern all right so let's listen and how it's setting up here the stock is up what about 240% year to date everybody views it as sort of the uncontested leader and AI here what are we looking for specifically from the company in this report so I don't think there's any question that they'll upside the consensus estimates and if you're keeping score at home as $310 in non-gaap EPs and 14.9 billion in sales but I am worried about this I am worried that we have a repeat this quarter of what we had last quarter where they also crushed the numbers and gave pretty good guidance after the call folks raised their numbers all over the street yet the stock took quite a bit and so I think the expectations are so high for NVIDIA and we do have some potentially scary things not in the near term not in the intermediate term but in the long term with uh slowdown of purchases to China can we ever resolve that export mess and also what happens when the cloud hyperscalers get their fill of these Invidia gpus for AI and actually go into a pause mode where they digest their purch because right now they are buying everyone they can get and these are very high average selling prices and Incredibly High margins for NVIDIA so I just worry about the reaction not the fundamentals that we'll see reported next Tuesday afternoon so we the earnings is Tuesday of course tomorrow and he brings out a good point that they could knock the ball out of the park and the stocks still fail fall because of expectation but you know Nvidia still after it fell back started to fight back fight its way back after it fell off of a good earnings actually and good forward uh uh guidance and so I I agree with this gentleman so it's one of these ones that we want to keep our eye on all right and there's something so I want you guys to keep your eye on that but I also want you guys to keep your eye on uh the NASDAQ for those of you that are playing the q's okay I want you to keep your eye on the NASDAQ today I'll be travel you guys know I like to play QQQ I like to do calls inputs on the QQQ but listen to this for one second as you make your decisions uh for Monday's trading so looking at the NASDAQ here after that Gap up on Tuesday not willing to back down no it's you know we're pausing but not a pulling back I mean that's for sure we're uh four straight up days so you can't really call it a pullback uh we're holding and we've come up right up to the September early September highs on the NASDAQ and the S&P they just have to get above then that and then there's the July Peak and then there's an ultimate Peak but that's really this July one is really what I've been looking for it's moved very steadily it's been very strong uh there was a big gap up on Tuesday on the on the Tam inflation report uh but you know there are some negative earnings reports during the week Market pretty much Shrugged them off you know mean just just didn't didn't really bother it uh treasury Ys fell there's just a lot of good action I mean while small caps you say had a really strong day today you know it wasn't you like it was still the strongest index of the week it was still a really big move it hit resistance at a key level so that's important so it needs to get above that but still there was strength that we're seeing uh in in you know in the small caps as well so a lot to like about this market and in fact on the NASDAQ we are on the verge of getting to a power Trend uh we need one more day like most of the criteria there we need one more day of the 21-day being above the 50-day line and barring a huge drop we're going to do that on Monday and then the only thing else we need is an update either so if it's either Monday or if it's not Monday then Tuesday Wednesday or so on next yeah and that's just a signal so he's expecting uh it to be another a good day on today Monday as you can hear he talked about the yields bond yields cooling off uh all of the good data that we had from the fed well should I say not the FED but uh CPI and PPI and so we'll see how the day go all right good people so I just wanted to hit you with this morning brief and have you look at looking at Nvidia and looking at the cues looking at the NASDAQ and see uh what the day will will bring about now just remember the it does doesn't matter where the market is first thing in the morning as you guys know there there are huge turnarounds let's just wait and see what it does all right all right good people make sure you check out those two links make sure that you uh take I'm sorry there we go that's the code stock up BF stock up Black Friday right for those of you that don't have the stock up view this will be the last special of this year all right and the price will be going up next year so make sure you uh get the class and then secondly make sure you get MooMoo and uh take advantage of 5.1% apy right all right good people we'll see you later pray for me as I travel hopefully you guys make some money today live love laugh and learn
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