Let's see if the US cash session (and the action into Friday's options expiry) tells us otherwise, but the market's very restrained reaction to Nvidia's very strong report might suggest a concern linked to the long term sustainability of Nvidia's prospects even amidst the incredible near term numbers. Elsewhere, we break down the results of other key software-as-a-service names reporting as well as some thoughts on Iran, a top geopolitical concern the market is ignoring, FX and more. Today's pod features Saxo Equity Strategist Ruben Dalfovo and is hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Links discussed on today's podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to four hours from the time of the podcast release).
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