The local market has rallied strongly this morning post the Nvidia result which came out after the US market closed this morning. The world’s largest stock has punched up 4-5% after beating on all the major metrics plus Jensen Huang has said he sees no signs of an AI bubble.
We will be looking at ASX tech names if the markets can hold onto gains in the next 24-48 hours.
- We remain long WDS which has shrugged off weakness in the oil price overnight but it’s not in focus today which is all about the renewed optimism towards AI.
MM remains bullish towards WDS into 2026
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