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☕️ All eyes on Nvidia

Aug 27, 2025

Good morning! 👋

Keith and his bride surfaced in Auburn, Alabama last night for a fabulous martini and a roof top dinner at the Graduate. Probably cookies, too!

Markets are waking up strong today — with all three major indices green in premarket trading.

But let’s be clear.

Today isn’t just another trading day.

All eyes are on Nvidia, or as Keith would say, “Unka Jensen.”

Earnings drop after the close, and we expect Nvidia to post blockbuster numbers. Keith, in fact, recently told Varney he sees Nvidia’s stock tripling in the next 3-5 years. (Watch)

Wall Street will hang on every word of management’s guidance and that’s what you’ll want to focus on.

That’s where sentiment will turn.

A “beat” doesn’t always equal a run in the stock price. Big traders love to set up head fakes — meaning quick moves one way, then sharp reversals to shake out weak hands.

In fact, a rise into earnings could be the perfect setup.

So, what should you do?

Keith would undoubtedly remind you to focus on what you can control: buy the best, ignore the rest.

No matter how Wall Street traders move the stock after earnings – up or down – longer term there is no question Nvidia leads.

Nvidia has returned ~40.55% over the past 12 months and a staggering ~1,330.35% over the past 5 years versus ~14.75% and ~87.77% respectively from the S&P 500 over the same time frames

The best part?

You haven’t missed a thing if you’re not on board yet, a common worry.

AI is still in the very early innings.

More importantly, to paraphrase Keith, AI remains the single largest investing theme in recorded human history. Every business on the planet will adapt, adopt, or die (because they don’t embrace it).

That means investing accordingly isn’t optional.

Fall behind here and you may miss the greatest opportunity of our lifetimes.

Too many investors think they need to “time” earnings announcements. That is a fool’s errand. The smarter, more profitable path is always to use disciplined tactics that maximise upside while managing risk.

Focus on the bigger picture…