☕️ Talking Nvidia ahead of earnings

Good morning! 👋 

Keith is currently running out of the door as I type for a family event this week in Florida where his daughter in law is “winging” this week as a USN aviator. 

So, I’ll be holding down the ranch. 

The question on the minds of many today is, “can the rally continue?” 

I think you’re going to find Keith’s answer very interesting, particularly as the markets come into September “OpEX” – a quadruple witching options expiration day – something he mentioned in last night’s Sunday Short. (Watch) 

The super-savvy Stuart Varney was interested in the same thing ahead of today’s opening bell but also Nvidia and Palantir, two stocks that Keith believes are radically undervalued. Stuart also wanted Keith’s take on whether or not the AI boom is fading like some believe. (Watch) 

Keith believes that at least 50%-60% of all AI spend runs through Nvidia sooner or later, btw. 

Bottom Line  

In closing, I want you to keep one of Keith’s maxims top of mind this week. 

No matter what happens, history is very, very clear. 

Chaos creates opportunity which means the more of the former there is, the more of the latter you have. 

To which I add based on my own experience as an investor, it can be uncomfortable to really lean into that, but your profits will thank you if you do. 

You got this – we promise! 

As always, let’s MAKE it a great day and start the week strong. 

Hayley E 😀