Interesting wrap! The summer rally has been impressive, but I agree September often brings a reality check. Nvidia’s results really highlight how stretched expectations have become: Even a strong beat isn’t enough if guidance softens. The BMY, UNP, and KDP breakdowns are useful too. Some good reminders that valuation and dividends can create opportunities even when sentiment is weak. Staying patient through seasonal volatility seems like the right move here.
Interesting wrap! The summer rally has been impressive, but I agree September often brings a reality check. Nvidia’s results really highlight how stretched expectations have become: Even a strong beat isn’t enough if guidance softens. The BMY, UNP, and KDP breakdowns are useful too. Some good reminders that valuation and dividends can create opportunities even when sentiment is weak. Staying patient through seasonal volatility seems like the right move here.
Your content is gold, keep it coming!