Slope initially began as a blog, so this is where most of the website’s content resides. Here we have tens of thousands of posts dating back over a decade. These are listed in reverse chronological order. Click on any category icon below to see posts tagged with that particular subject, or click on a word in the category cloud on the right side of the screen for more specific choices.
If a premium member on Slope types in the easy-to-remember symbol FR:ANXAVS they will see some data from the U.S. Government called Manufacturer’s Value of Shipments, described here in great detail. As you can see, over the span of decades, it is a gorgeously cyclic creature.
Nvidia reports after the close tomorrow, and it’s basically perceived as The Most Important Earnings in the History of the World. At the moment, it seems to have achieved equilibrium. Not only do I have no position, but I have no semiconductor positions at ALL. I will say, however, it would be delighted if this thing dive-bombed after the report.
