About: davin
Recent Posts by davin
Nvidia posts strong fiscal Q4 results, beating revenue forecasts, expanding margins, and projecting solid performance ahead
Nvidia crushed estimates: $68.1B Q4 revenue, 75% margin, and $78B Q1 guidance. Hyperscalers drove half sales; enterprise AI expands. China uncertainty, muted stock reaction, pricey options, rising AMD competition. – vtmarketsmy.com
Written on February 26, 2026 at 6:11 am
Categories: Live Updates
AUD/JPY rises above 111.00 as Australia’s CPI boosts expectations of further Reserve Bank of Australia rate hikes
AUD/JPY surged 1.2% after hot Australian CPI boosted RBA hike bets, breaking 111.00. Bulls eye 112–113, but BOJ normalization could spark yen reversal; consider option hedges. – vtmarketsmy.com
Written on February 26, 2026 at 5:11 am
Categories: Live Updates
TD Securities expects Premier Li to set 2026 growth targets and deficits, prioritising consumer stimulus driven by demand
China may target 4.5–5% GDP growth in 2026, funded by a near-9% deficit. Expect demand-boosting policies, consumer trade-ins, and potential rallies in commodities, AUD, and consumer-linked stocks. – vtmarketsmy.com
Written on February 26, 2026 at 5:11 am
Categories: Live Updates
After markets closed, Nvidia beat Q4 forecasts and raised guidance, sending shares up over 3% in after-hours trading
Nvidia crushed earnings and guided higher as AI demand surges—yet shares only gained 3%. That “priced-in” reaction plus volatility crush favors option spreads, while weaker peers signal tech’s unforgiving split. – vtmarketsmy.com
Written on February 26, 2026 at 5:11 am
Categories: Live Updates
BNY’s Geoff Yu warns that crowded carry trades have left Brazilian assets overexposed after strong inflows in February 2026, increasing rebalancing risks
Brazil’s BRL and IBOVESPA surged in February 2026 as high Selic yields pulled in heavy inflows—but positioning is crowded. Rebalancing could spark selloffs; consider hedges like IBOV puts or USD/BRL calls. – vtmarketsmy.com
Written on February 26, 2026 at 5:10 am
Categories: Live Updates
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