NVDA in China, Netflix Dominates, and Trump Wants Powell Out – What It All Means for You
Last night, as I battled with NEPA to keep the light on and boiled water for my evening tea (PHED 1 – Me 0), I flipped open my market dashboard… and wow, the drama on Wall Street was more intense than a Nollywood plot twist.
From Nvidia trying to save its chip empire in China to Netflix throwing billions at Korean drama, and Trump eyeing the Fed like someone inspecting jollof rice with no maggi a LOT happened. And as always, I’m here to break it down in plain English, Nigerian-style.
Let’s go:
1. Nvidia is Begging in Beijing
Nvidia’s CEO Jensen Huang quietly flew to China no noise, no convoy. He met with Chinese bigwigs to plead on behalf of his $3.5 trillion chip business, now threatened by U.S. export bans. He’s hoping to keep selling to China despite pressure from Uncle Sam.
What this means:
Tech is war now. And the U.S.-China drama affects even Nigerian tech investors. If you’re holding $NVDA or planning to, expect some turbulence ahead. But remember, this is still the company designing the backbone of AI. For long-term investors, it’s more “hold your peace” than “panic sell.”
2. Trump vs Powell – The Remix
Former President Trump wants to sack Jerome Powell, the current Fed Chair. Why? Powell isn’t cutting interest rates fast enough. Trump believes lower rates = cheaper money = booming economy (especially before elections). But Powell is holding firm due to inflation fears.
For Nigerian investors?
U.S. rate decisions influence global markets. If the U.S. cuts rates, expect more money to flow into emerging markets like Nigeria. So, keep one eye on the Federal Reserve and the other on your own portfolio.
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3. Netflix is That Guy
While other companies are whining about “economic headwinds,” $NFLX posted mad numbers:
• $10.54B revenue
• $6.61 EPS
• 9% of all UK TV time in Q1
Netflix is spending $3.5B on new content in Korea and Mexico (your K-drama addiction is safe), and they’ve even launched their own ad platform.
Lesson?
In tough times, companies that entertain us still thrive. You may not buy new shoes, but you’ll pay for one more month of Netflix. That’s pricing power. Look out for Nigerian equivalents like MTN, even local content providers.
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4. Tesla Got a Downgrade (Again)
Barclays cut $TSLA’s price target from $325 to $275, citing weak fundamentals and production issues. Elon might be tweeting, but Wall Street isn’t smiling.
Reality check:
Even tech giants get hit when results don’t match hype. In Nigeria, don’t get carried away by ‘hype stocks’ those trending stocks everyone is buying without looking at numbers. Always check the fundamentals.
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5. Google is in Hot Soup
A judge ruled that $GOOGL holds illegal monopolies in the online ad space. The government might force it to break up some of its business.
Think of it like this:
Imagine NEPA being told to split into 3 separate companies because they’re controlling too much of the light. It’s that serious. Regulators are coming for Big Tech, and it might affect their long-term profitability.
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6. Stargate AI Might Enter London
OpenAI and SoftBank’s $500B AI infrastructure project may expand to the UK after kicking off in Texas and 16 U.S. states.
Translation:
The AI revolution isn’t slowing down. Start learning it. Start investing in it. Start positioning. If you don’t understand how to, let’s help with your portfolio setup.
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7. Eli Lilly’s Magic Pill
$LLY’s oral diabetes drug did wonders in trials. No injections, no food/water restrictions, just weight loss and reduced blood sugar.
Wetin concern Nigeria?
Pharmaceutical innovation is big money. If you’re looking for global exposure, don’t sleep on healthcare stocks.
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8. UnitedHealth Fell Flat
$UNH dropped 18% which is its worst day in 4 years, after cutting guidance due to rising costs in Medicare and internal issues.
Lesson:
Even strong sectors like healthcare aren’t immune to poor management. Diversify. And again, always check earnings before jumping in.
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9. U.S. Housing Is Slowing
Homes are now spending 47 days on the market, with only 27% selling above list price. Buyers are finally gaining power.
In Nigeria?
This reflects a global housing cool-down. Be cautious if you’re investing in REITs or property funds overseas. Locally, it’s a reminder: real estate is great, but it’s not always liquid.
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10. Schwab Stays Winning
Charles Schwab saw a 24% jump in daily trading, and new assets crossed $138B. Investors are looking for stability in chaos.
What to take away:
People are investing more, even in tough times. And you should too. But do it with sense. Let us help you create a custom portfolio that fits your income and risk level.
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11. SoFi Bags Big Bucks
$SOFI secured $3.2B in new funding for its lending business. They’re focusing less on loans, more on fee-based services.
That’s like a Nigerian bank moving from POS charges to fintech innovation.
Adapt or die.
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12. Ackman Buys Into Hertz
Billionaire Bill Ackman bought a 19.8% stake in Hertz, betting on a turnaround and hinting at a future self-driving car collab with Uber.
Your takeaway:
Smart money buys when things are down. If you only invest when a stock is trending on X, you’ve already missed the ride.
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Now, What Should You Do?
• Don’t let the drama distract you. Learn to read the signals behind the stories.
• Use this information to diversify your Nigerian + U.S. portfolio.
• If you’re confused about where to start, check out our Portfolio Setup & Management Service.
• Want to understand the Nigerian Stock Market in plain English?
Grab our Books: Nigerian Stocks 101 and Stocks Made Easy.
This is what we do at Astra Fidelis Ltd—we help Nigerians at home and abroad make smarter investment decisions.
Because… WALL STREET NEVER SLEEPS.
And neither do we.
Feji Iyeke
Your Money Guy
Astra Fidelis Ltd
Helping Nigerians build wealth, one stock at a time.