☕ Nvidia’s monster earnings, yet no real move for the stock 🤔

Good morning! 👋 

It’s Hayley here today as Keith’s on the road.  

Nvidia delivered outstanding earnings yesterday. (Read) 

• Record quarterly revenue of $68.1 billion, a 73% year-over-year increase 
• Record quarterly data center revenue of $62.3 billion, 75% year-over-year increase  
• 75% gross margins, up 2pts year-over-year 
• Guiding for $78B (+/– 2%), even excluding China

Keith flagged on his X account ahead of the report to stay frosty – calling it a textbook perfect setup for a rug pull and a stop-run after earnings. 

And like clockwork, that’s exactly what we saw: a quick push higher to pull in FOMO… then a sharp snapback that shook out skittish stops as fast-money traders played the post-earnings tape. 

Keith is keen to remind you to remember how the game is played.  

Traders don’t trade companies. They trade other traders. 

It’s not personal. That’s their job. 

But our job is to build wealth. 

How? 

Buy the best, ignore the rest!® 

So I’ll leave you with a Keithism that fits this moment perfectly: 

Now and as always, let’s MAKE it a great day. 

You got this – I promise! 

Hayley 😀