NVDA Down Almost 10% In 2 Weeks Despite Record Revenue: What Is Going On? - Benzinga
Semis
NVDA has shed ~10% over two weeks despite posting record revenue and 85% YoY growth, as the market digests a 'buy the rumor, sell the news' reaction post-earnings. The setup creates a tactical mean-reversion opportunity, but heavy SB consensus means the easy-money crowd is already long and the stock needs a fresh catalyst to sustain a bounce.
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Angle
↑ LONG+7% target-5% stop2-3 weeks tactical
Tactical long NVDA into the $210-215 support zone — sell-the-news flush looks overdone given 85% revenue growth, but size small until macro overhang clears.