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Apr 2023
23m 29s

On prépare la semaine sur les marchés : ...

Xavier FENAUX
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Today
Nvidia : le narratif qui bat les chiffres, et le signal que le crédit envoie
Nvidia publie un trimestre record. CA à 96,2 Mds, guidance à 108 Mds pour le T3, largement au-dessus du consensus. Et pourtant le titre plonge à l'annonce.Ce soir-là, ce n'est pas la donnée financière qui a sauvé l'action. C'est Jensen Huang, en direct sur le call, qui balaie les ... Show More
17m 55s
Yesterday
NVIDIA : Focus du jour (la soirée qui peut tout faire basculer)
Ce mercredi soir, Nvidia publie ses résultats dans un climat sous tension maximale. Les options anticipent un mouvement de 280 milliards de dollars, sur une valeur qui pèse à elle seule 7,8% du S&P 500. On décortique ce qui est vraiment attendu, la guidance Blackwell, les 725 mil ... Show More
25m 36s
Aug 25
L'abandon, le vrai piège de l'investisseur
Il y a des jours où le marché ne te doit rien. Où le setup ne vient pas, où le trade part contre toi, où tu regardes ton écran en te demandant si t'as vraiment ta place ici. Ce matin, je parle de ça sans filtre : pourquoi la vraie différence entre ceux qui durent et ceux qui disp ... Show More
18m 26s
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