☕ It’s Nvidia day – the biggest day of the season!
May 20, 2026Good morning! 👋
It’s Hayley here while Keith is in an important meeting.
Today, of course, is ‘Nvidia day’ – all eyes turn to one of the most anticipated earnings reports of the year. You can follow along here.
Earnings drop after the close, and Unka Jensen will once again take the stage to tell the world where AI is headed next.
Many investors feel late to the party, but actually AI is still in early innings; heck, it’s still writing the rulebook.
As mentioned yesterday, Keith thinks that team Jensen crushes numbers, but he wants you to be aware of algos that may take over... let the machines overreact. You don’t have to. Or need to.
Now, Keith sat down with his good friend and colleague, Scott “the Cow Guy” Shellady yesterday. (Watch)
They discussed a very interesting question ‘Is China losing its place in the global economy?’
Keith has a very different take on this compared to most of the Western headlines.
With that said, I’ll leave you with this today.

You got this – I promise!
Now and as always, let's MAKE it a great day.
Hayley 😀
