WHAT A WEEK 🤩
4 for 4 on Alerts
$NVDA 225c 1.50 to 5.90 (400%)
$MSFT 515c .95 to 3.55 (275%)
$DELL 600c 1.44 to 3.30 (130%)
$GGLL shares longed at 95.50 (6%)
US JOBS BLOW PAST EXPECTATIONS
🔸August Nonfarm Payrolls: +162K vs +55K expected — a major upside surprise.
🔸Unemployment: 4.1%, unchanged
🔸Wages: +0.3% MoM / +3.1% YoY
🔸Participation rate: 61.6%
🔸Biggest gains: Food services +59K, local government education +42K.
🔸Information sector lost 23K jobs.
🔸June and July payrolls were revised +55K higher combined.
WHAT A WEEK 🤩
4 for 4 on Alerts
$NVDA 225c 1.50 to 5.90 (400%)
$MSFT 515c .95 to 3.55 (275%)
$DELL 600c 1.44 to 3.30 (130%)
$GGLL shares longed at 95.50 (6%)
Raymond James Raises $NVDA PT to $515 from $352 - Strong Buy
NVIDIA’s FY28 outlook calls for 70% growth, which we expect investors to applaud. Believes $1T in sales by FY29 seems possible.
Architectural evolutions, including NVL racks at 1:1 and agentic CPU Vera racks, should help accelerate growth. Also expects non-hyperscale revenue to outgrow hyperscaler revenue.
Analyst: Simon Leopold