☕ Team Jensen, GPU depreciation, and why I don't buy everything
Aug 26, 2026Howdy! 👋
I’m just getting rolling in San Francisco where I'll be speaking several times today... I’m looking forward to seeing many of you who I know are coming! 😃
I’m scanning the headlines and there’s really nothing new that we haven’t already been discussing. It’s pretty simple today... all eyes are on Team Jensen and until the market has some red meat to chew on, it’s in wait-and-see mode.
Meanwhile, here’s a wide-ranging conversation I had with the super smart Neena Mishra on the ETF Spotlight Podcast recently. (Listen)
We covered a lot of ground including discussing Nvidia ahead of earnings and what I think many are getting wrong about GPU depreciation and circular financing.
We also spent time on many of my other fave names in the market and discussed why I've never been a fan of "buy everything and hope" investing – and why I'd much rather own a concentrated group of high-quality companies with the horsepower to drive long-term wealth creation.
Alongside much more!
I hope you enjoy. 😃
Bottom Line
Most investors and traders worry incessantly about what might happen. The most successful focus on what’s likely to happen.
You got this — I promise.
As always, let’s MAKE it a great day!
Keith 😀
