... occurred over a short period, and investors have begun to fear overheating. The stock's valuation reached extremely high levels (P/E >> 50), making the shares vulnerable to even the slightest disappointment. Additionally, geopolitical risks (chip export restrictions to China) and limited production capacity add uncertainty. Hedge funds likely locked in profits after the grand rally of 2023, resulting in record low net longs on NVDA. Nevertheless, Nvidia remains fundamentally strong: it is practically ...

... alleviate price pressure. Overall, gas data have a pinpoint effect, primarily impacting the energy sector and the currencies of LNG exporters. Geopolitics: UN Security Council Meeting on Ukraine On Thursday, the UN Security Council will hold a meeting in New ... ....25 billion, nearly double last year’s level, driven by a mass return of tourists to Macau following the lifting of COVID-19 restrictions. Melco’s profit may turn positive: consensus for EPS is around $0.05-0.10 (versus losses last year). Investors ...