SMC Update 4-28-26

Tue, 04/28/2026 Tuesday, 04/28/2026 5:25 PM PDT


Comments (3)
We welcome all comments related to market timing. We do not welcome political and insulting comments, however, and comments of a political nature belong elsewhere and could lead to removal and blocking the originator of such political comments.

You cannot post comments.
Sign up for the Video or Bundle membership now and get access to exclusive content!
Login for Members

daniel039209
daniel039209

NVDA? You laughed and scoffed and were never positive when it approached 1.75-2.0 trillion market cap. I posted the eps increase over last 3 years about 10 days ago. Your view on NVDA should come with a warning label. From 4/21 update: "Your NVDA comments since 2023 when it was $1.25 Trill mkt cap and you called it 'bubble/top/the end." You know how it got to be worth $4.7 Trill? its earnings over 3 years went from: $4.3 Bil to $29 Bil, to $120 Bil. And you sit on some high horse, that YOU are the only one who knows"

Last updated

rafe.thrasher5229
rafe.thrasher5229

daniel039209 said:

NVDA? You laughed and scoffed and were never positive when it approached 1.75-2.0 trillion market cap. I posted the eps increase over last 3 years about 10 days ago. Your view on NVDA should come with a warning label. From 4/21 update: "Your NVDA comments since 2023 when it was $1.25 Trill mkt cap and you called it 'bubble/top/the end." You know how it got to be worth $4.7 Trill? its earnings over 3 years went from: $4.3 Bil to $29 Bil, to $120 Bil. And you sit on some high horse, that YOU are the only one who knows"

Its earnings are total fugazi circular financing. It's a joke and the smart money knows. This bubble is about to burst Daniel...and with it your snarky comments.

daniel039209
daniel039209

"Its earnings are total fugazi circular financing. It's a joke and the smart money knows. This bubble is about to burst Daniel...and with it your snarky comments."

Not being snarky. The " smart money " just made $3 trillion dollars in last 2 years The argument of " fugazi circular" was made when it was $2 Trillion mkt cap. At some point, yes, there will be a slowing of spending, some cheaper, less power- needed chips. The demand and numbers are what they are. The point is, being negative and snarky at $2Trill valuation, as Peter was and has been , has been one of the most ill informed opinions made on here. Listen to some data scientists on some podcasts and you will get understanding of how big the demand has been. I just think Peter never takes responsibility or shows intellectual honesty on his "end of world " calls. Its funny how he just laughs at the bull moves, and always inserts a " ...even tho upside exists, still we are making an all time top". Its called "ego". If he actually managed $100 , it would be zero or less than zero. I hope you have done well with his prognostications, VIX buy -short the market calls over the years. I see his ego and " smarter than though" attitude as Achilles Heel. And know when to trade appropriately. You'll get your selloff but not till April/May 2027 ! remind me

Last updated

1-3 of 3