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jgoold18

NVIDIA the big daddy of semis

NVDA, a $2.2 trillion behemoth, reports earnings in 2 weeks and they will have a big impact on the outlook for semis and possibly the entire market. In my trading activity I don't hold positions through earnings (some scars here) but I'm building a portfolio of longer term holds in my ISA account and will need to hold through announcements if I'm to get the longer term performance I'm seeking. However, even in my ISA account I don't want to be exposed to excessive risk through earnings so I might take some profit in NVDA over the next week and reduce my position.

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