An uneventful NVDA earning could lead to further market broadening out
08282025
An uneventful NVDA earning could lead to further market broadening out. NVDA beat the whisper number if China sales is backed out from analyst expectations. Small cap and cyclicals outperformance are confirmed as market narrative shifts to reacceleration. Crypto pullback may be done. We reach further down the market cap in our exposure.
SPX resumes uptrend
NAS100 resumes uptrend
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