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Weekend private letter “refutes” the “big short” point by point, and a Tuesday post “proves” itself ahead of Google—Is Nvidia getting nervous?

Weekend private letter “refutes” the “big short” point by point, and a Tuesday post “proves” itself ahead of Google—Is Nvidia getting nervous?

Nvidia is responding to dual pressures from market competition and short-selling rhetoric with a series of rare public and private actions. However, these defensive measures have not quelled investors’ concerns and have instead exposed the giant’s insecurity. On Tuesday Eastern Time, after the stock plunged more than 7% intraday,
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Why did Alibaba’s stock “open high and fall” after its earnings report? Goldman Sachs: AI and cloud business exceeded expectations, but comments about “short-term volatility” during the conference call increased concerns about e-commerce.

Why did Alibaba’s stock “open high and fall” after its earnings report? Goldman Sachs: AI and cloud business exceeded expectations, but comments about “short-term volatility” during the conference call increased concerns about e-commerce.

November 25th, Alibaba released its latest financial report, delivering better-than-expected results in cloud business growth and AI capital expenditure, which once pushed its stock price up 4% in U.S. pre-market trading. However, market optimism did not last. After the earnings call, the stock price reversed and ultimately closed down
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