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☕️ Powell may have finally seen the light

Aug 22, 2025

Howdy! 👋

Forgive me for being a bit later than usual this morning.

I wanted to make sure I properly digested Unka Powell’s remarks so that I could help you chart a course forward – and dare I say it, profitably.

I’ll take a rally, and I am sure you will too.

But…

Remember that what Powell said is a lot like a financial weather report… dovish backpedaling with a chance of hawkish behaviour. He’s hedged his commentary 6 ways to Sunday.

Not a problem.

Rally or not, you can’t control the Fed so start focusing on what you can… like buying great companies making “must have” products and services the world can’t live without and the tactics you use to do that.

Your portfolio will thank you.

Powell, not so much.

Here’s my playbook.

1 – Unka JPow sees the light… maybe

The markets have rallied big on hints that Unka Powell may be lowering rates.

Better late than never, as the old expression goes.

Here’s my take with the super-savvy David Asman moments ago. (Watch)

I’ve repeatedly encouraged you to put any fears you have aside and to buy into the latest downturn. Bluntly, I hope you have – particularly if it sticks like I think it might.

Imagine what’ll happen if he actually does cut rates!!!

Keith’s Investing Tip: People obsess over the Fed… will it hike or cut? What does the dot plot look like? Is Powell gonna be sent packing? NONE of that matters. What you should be obsessed with is how you line up your money with companies that are going to succeed no matter what the Fed says or does next. It’s a pretty short list (and I’ll be here if you’d like some help).

2 – Nvidia’s China problem isn’t a problem

Nvidia’s China dilemma isn’t the weakness the headlines make it out to be.

I see it as proof positive just how indispensable Nvidia’s chips have become. (Read)

Here’s why.

Beijing’s latest move to block sales of H20s forced Nvidia to pause production at suppliers like Samsung, Amkor, and Foxconn.

Why?

Because China a) still can’t get enough of Nvidia’s chips and b) they want some breathing room to produce homegrown versions using tech they’ve “developed” instead of getting run over.

My guess is Nvidia’s sales accelerate dramatically.

3 – NASA to Palantir: you’re the one that I want

NASA handed the company a sole-source contract for Foundry, which is bureaucrat-speak for: “we didn’t even bother to look elsewhere because nobody can do what you do but you.” (Read)

Imagine that.

Keith’s Investing Tip: Government contracts like the one from NASA create durable revenue streams and a moat wide enough to drive a rocket through. And the kicker? Every government win gives Palantir more credibility to expand its commercial AI business, where the real upside lies.

4 – AI is so valuable that enemies are teaming up

Google just scored a $10B cloud contract from Meta — yes, the same Meta it battles for ad dollars. (Read)

Think about that for a second.

AI is so valuable that bitter rivals in one corner of the internet are forced to become partners in another because the demand is simply too big to ignore.

Investors don’t need to be gung-ho on either stock to see the bigger picture — AI’s build-out is still in the early innings, and the checks being written are only getting larger.

At the risk of sounding like a broken record, the train is leaving the station.

Every business on the planet will adapt, adopt or die.

Keith’s Investing Tip: Another generation of millionaires is being created right now — and I hope you’re among ‘em. If you’ve got this covered, fantastic. If not — and you’d like a roadmap for what’s next — that’s exactly what I share with One Bar Ahead® members.