☕️ What to think about ahead of Nvidia's earnings
Aug 25, 2026Good morning! 👋
It's Hayley here as Keith and Noriko are somewhere on the open road in the high desert – the last photo I received had them near the Extraterrestrial Highway. No sign of little green men, but plenty of green markets this morning.
Traders are positioning ahead of a big week – the PCE inflation report lands, and the Fed's Jackson Hole symposium wraps things up on Friday.
But the main event, and what we’re more focused on, is Nvidia's earnings after the close on Wednesday.
Keith is expecting extraordinary results across the board. Yesterday he shared his estimates: 100% growth on both the top and bottom line, with margins as high as 75% – and he called those numbers conservative.
He wanted me to remind you that the valuation gang will probably go bananas as usual.
As he put it: "The playbook lately has been to drop prices hard after great numbers, but the investing public is beginning to figure out that game. So I won't be surprised if the merry marauders take prices down ahead of time on this report just to switch the game up… and buy bigger profit potential."
Unka Jensen will once again take the stage to tell the world where AI is headed next and we cannot wait!
You got this — I promise!
As always, let’s MAKE it a great day.
Hayley 😀
