The short term......and probably the medium term markets.....are IRRETRIEVABLY broken. The cause.......the MEDIA. AND....I fear this is a PERMANENT change.....that like all change...will get more extreme over time. Nvidia stock sinks after better-than-expected results. Here’s the latest https://www.cnbc.com/2026/02/26/nvidia-nvda-stock-price-q4-earnings.html "Key Points Nvidia shares fell Thursday despite posting strong results. The chip giant’s better-than-expected earnings on Wednesday came amid investor concerns around the AI infrastructure boom. The debate has “shifted away from near-term results and toward the sustainability of AI capex spending,” said one analyst."
For context....here are the fours past NVDA results....ALL....HUGE BEATS. ALL....basically IGNORED AND DISRESPECTED. NVIDIA Announces Financial Results for First Quarter Fiscal 2026 Revenue of $44.1 billion, up 12% from Q4 and up 69% from a year ago Data Center revenue of $39.1 billion, up 10% from Q4 and up 73% from a year ago NVIDIA Announces Financial Results for Second Quarter Fiscal 2026 Revenue of $46.7 billion, up 6% from Q1 and up 56% from a year ago Data Center revenue of $41.1 billion, up 5% from Q1 and up 56% from a year ago Blackwell Data Center revenue grew 17% sequentially NVIDIA Announces Financial Results for Third Quarter Fiscal 2026 Record revenue of $57.0 billion, up 22% from Q2 and up 62% from a year ago Record Data Center revenue of $51.2 billion, up 25% from Q2 and up 66% from a year ago NVIDIA Announces Financial Results for Fourth Quarter and Fiscal 2026 Record quarterly revenue of $68.1 billion, up 20% from Q3 and up 73% from a year ago Record quarterly Data Center revenue of $62.3 billion, up 22% from Q3 and up 75% from a year ago Record full-year revenue of $215.9 billion, up 65% MY COMMENT ALL the above is from the NVDA Investor Relations page. ALL were HUGE BEATS......and contrary to the massive negative media coverage of the past year. Yes the stock was up by 44% over that year. BUT.....this clearly represents a disconnect from fundamentals in the market.
AND....one last post on NVDA.....since it is a waste of time. Nvidia’s Upbeat Sales Forecast Gets Lackluster Investor Response https://finance.yahoo.com/news/nvidia-investors-lukewarm-reaction-upbeat-111413416.html
As I have said many times.....if this sort of market behavior continues and grows....in about 10-20 years.....the markets as wwe know them now will NO LONGER exist. Fundamentals wiill be meaningless. AND.......the markets will probably ALL be based on nothing but GAMBLING.
HERE is the market today. I have scanned every one of my daily read sites.....NOTHING. Absolutely NOTHING going on today or of any interest to post. I guess i can take the day off......a TOTAL waste of time. S&P 500 slides as Nvidia and Salesforce earnings fail to lift market https://www.cnbc.com/2026/02/25/stock-market-today-live-updates.html
I will state.....NO....I am not discouraged....dont misinterpret my comments above. My investing style has not and will not change. I KNOW that there is nothing I can do about the short to medium term markets........and......ALL THAT MATTERS...is the long term and continuing to hit my +10% per year GOAL. I do FEAR for future generations and the markets.....but that is beyond my life span......and should not really be my concern. I KNOW that in the end NVDA and the other AMAZING BIG CAP stocks that hold will do very well for me as will the SP500. SO......I will just LAUGH IN THE FACE of the current short term IDIOCY.......and wait for the INEVITABLE long term GAINS. It is a BEAUTIFUL day outside and temps will be in the high 80's today here in Central Texas. I am still healthy and active at age 76. My life is GOOD and AMAZING when I look back....and as I look forward. My kids are doing GREAT in their lives as are my grandchildren. So for the markets.......WHATEVER.
LOL....just to RUB IT IN. HERE is how the markets USED to work. HERE is what the markets did with MSFT during their early GLORY YEARS....which were comparable to the current NVDA era. Although the results and dominance that NVDA is currently showing is way beyond anything that MSFT did. MSFT Total Splits: 9 splits occurred between 1987 and 2003. 2003.........2 for 1 1999.........2 for 1 1998.........2 for 1 1996.........2 for 1 1994.........2 for 1 1992.........3 for 2 1991...........3 for 2 1990.........2 for 1 1987.........2 for 1 of course back in those days the markets were under the control of old time....brutally, fundamental focused,.... old time investor professionals. SORRY....I just could not resist twisting your broken arm.
Hanging in there....LORI? You are young.....long term for you is an ETERNITY. A GOLDEN ETERNITY of compounding. I see that there is a little Special Election happening today in England.
SORRY.....I am in a DEVILISH mood today. AI tells me: As of the Q4 fiscal 2026 earnings report (released February 25, 2026), NVIDIA has delivered 13 to 14 consecutive quarters of revenue and EPS beats. SELL....SELL....SELL. I bet if you look back many of them have been....DISRESPECTED....in the markets. Welcome to BIZARRO WORLD......up is down......good is bad......hot is cold.......everything is backwards. Bizarro World (SUPERMAN COMICS) https://en.wikipedia.org/wiki/Bizarro_World
