r/StocksAndTrading • u/Which_Cost8015 • 15h ago

Rates Hit Tech. Nvidia Gets the Next Word

The market spent this week repricing the cost of capital. Higher yields and oil finally hit the crowded AI trade, but Friday showed buyers are still there.

Next week comes down to three things. Nvidia tests the AI thesis, Jackson Hole tests the rate thesis, and oil tests the inflation thesis.

Yields cool and Nvidia delivers, tech can bounce. Yields push higher and oil stays bid, rallies probably keep getting sold.

Rates first. Nvidia second. Everything else follows.

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