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☕️ Nvidia, Palantir, and not giving 'em the satisfaction

Sep 18, 2026

Good morning! 👋

Keith is on the road this morning but asked me to pass this along to you:

"The markets are continuing their game of ping pong in the early going, but that's not something smart investors should fear. In fact...

History is very clear.

Steady investors beat anxious investors.

My grandfather used to say that the markets are a lot like playing a country dance song backwards… the dog comes home one day before leaving the next, the truck works only to have the wheels fall off, and the harvest comes in on its own but the tractor is missing.

I won't hold it against you if your head is spinning lately from all the up and down.

Mine too.

The smartest move you can make is also deceptively simple.

Stay focused.

Wall Street wants you making decisions by the seat of your pants because it makes you easier to separate from your money. That's nothing personal… it's their job.

I say don't give 'em the satisfaction.

Short term volatility makes long term opportunity cheaper.”

History shows very clearly that being invested in world class companies, making must-have products and services makes all kinds of sense.

Case in point.

Nvidia's CEO Jensen Huang said that Nvidia plans to sell twice as many chips next year as it did this year — part of a forecast that has the company growing revenue 70% through fiscal 2028, to roughly $673 billion.

Palantir's CEO Alex Karp said in an interview with CNBC that Palantir is "systemically undervalued" — backing it up with a projection of $15 to $18 billion in free cash flow within two years, against just $2.27 billion last year.