Clean gap-and-go off the open. Holding above VWAP at $141, trailing stops under the 10:00 low. Capex news gives this legs into earnings.
NVDA Trade Talk
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NVDA holding VWAP at $141 after the gap. If it holds through the 2:00 minutes, I’m watching for a push at the $145 high. NQ confirming so far.
Shared chart · NVDA · 5mOpen chart
Why does TSM reporting before NVDA matter for the whole group? First earnings season I’m trading through.
Relative volume is 1.8x but most of it came in the first 30 minutes. Fading into $145 resistance with a tight stop; not fighting it if it closes above.
Breadth is narrow: 31 of 48 names are up, but the top six account for most of the move. Equipment names are not confirming yet.
When NVDA moves 4%, the index barely needs anything else.
Earnings in 12 days and IV is already lifting. Waiting for a pullback to $139 to add.
Rotation inside the group: NVDA volume flat while ARM and SMCI run at 2–3.5x. Second-day rotations tend to fade; watching for NVDA to retake leadership.
Shared chart · ARM · 15mOpen chart