- Fucked Finance
- Posts
- Monday Market Open
Monday Market Open
NVDA, NBIS, Rate Cuts
Monday Market Open
Monday Market Close today, you know the drill boys. We’re heading into weak September seasonality with the market hot as a pistol. Nobody knows what’s going to happen next, except for the fact that it’s gonna be entertaining as fuck.
So crack a cold one, put your feet up, and enjoy this special edition of Monday Market Open (Close).

AI
NVDA EARNINGS: THE MAIN EVENT
Nvidia steps into the earnings ring on Wednesday, and the whole market’s watching. They’re the scoreboard for the AI bubble, every whisper about datacenter demand, H200/Blackwell rollouts, or margins is going to set the tone.
Another monster quarter and the AI trade gets fresh rocket fuel; a stumble and you’ll feel it ripple across every chip and infra name. Don’t just watch the stock, watch the sympathy plays like $CRWV and $AMD too.

Federal Reserve
DOVISH POWELL SURPRISES THE MARKET
Friday ripped because J-Pow basically dropped the “we care more about jobs than inflation” line. That’s Wall Street catnip, as it pretty much guarantees Rate Cuts are on the way.
The market went vertical: Dow, Nasdaq, small caps, everything caught a bid. Sure, longer term it sets us up for runaway inflation and stagflation headaches, but who cares when the printer’s humming today?
The playbook is clear: risk on, size smart, scalp those 0DTEs while the liquidity’s flowing.

Joker Picks
NBIS: SNEAKY PUMP COMING
Nebius has slipped into the shadows while everyone else chased the hot AI tickers, but it’s been quietly holding its breakout levels like a pro.
That’s classic bull flag action. It’s not if; it’s when this thing pushes. $100 is pre-programmed for this name.
NBIS is that quiet dude at the party who says nothing all night and then out of nowhere takes five tequila shots and steals your girlfriend.

Bag-City
$OPEN: BAGGIES STAY BAGGED
Today was a bloodbath for anyone who believed the “next GME” fairy tale. $OPEN trapped a ton of bag-chasers and flushed them hard. And that’s exactly why we keep it raw here: no hopium, no fairy tales.
You’ve got to manage your risk, not just chase whatever Reddit says is the next rocket ship. We’ll hand you the alpha, you sharpen the blade. That’s the deal, we’re building killers, not bagholders.

What did you think of today's newsletter?Your feedback helps us to keep sending alpha to your inbox... |