If Nvidia’s beat and raise can’t rally the market is it time to buy a few cheap puts?? NVDA +10.4% (precisely what the options market predicted) did its part and European shares tried to rally along most of the day led by Technology (semi’s heavy) and Industrials (sort of like a stand-in as Europe’s “other tech” when Luxury names are out of favour), with Growth outperforming Value by a wide ~1% margin. The UK was the distinct laggard hit in large part by the soggy Utils sector after Rishi Suna…
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