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NVDA is down roughly 33 percent from its high, Michael Kao notes

NVDA is down roughly 33 percent from its high, Michael Kao notes
NVDA drops 33 percent as growth rises

NVDA has fallen approximately 33% from its peak, with implied growth rates continuing to rise as equity markets have not yet responded to what Michael Kao describes as a fading 'bond floor.'

Michael Kao, CIO at Akadia Capital, offered this assessment while referencing commentary from his previous analysis.

Kao previously noted that the AI trade broke down while bonds rallied into a strong CPI, citing concerns about growth and debt in financial markets in his recent commentary. He has also warned that calls for lower interest rates could come with the risk of both an economic and market downturn, particularly as yields move toward pre-GFC levels, according to an earlier analysis. These assessments provide context for his current view on fading support in equities.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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