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☕️ Why Nvidia is the earnings report to watch

May 27, 2025

Howdy 👋

The markets are green in early going on news that steep EU tariffs are apparently getting a reprieve until July. (Read)

Makes sense.

Anything that even hints at certainty will be a boost in the scheme of things.

Have no illusions, though.

The smart money is buying no matter which way the markets are moving.

And I submit, you ought to think very seriously about taking a page from their playbook if you’re not already… using the right tactics to control risk AND maximize opportunity, of course.

Meanwhile…

Here’s my playbook.

1 – Why you’ll want to watch Nvidia’s earnings like I do

Nvidia reports tomorrow after the bell and I’m expecting 55-60% or more top line growth with about 20% or so on the bottom. (Read)

Interestingly, the numbers almost won’t matter if Team Jensen does what I think they will.

Here’s my take with the fabulous Stuart Varney. (Watch)

Stuart and I were also going to talk about Costco as well, but got pinched by breaking news from the President who was posting about Europe appearing to have accelerated tariff meetings. (Read)

I’ll have more on that in this morning’s OBA update and later this week. 😀

2 – If Tesla European sales figures bother you

If recent reports about falling European vehicle sales bother you…

Calling Tesla a car company at this point is like believing that Apple is still just a computer company. (Read)

Just sayin’

And if you can’t get on board with Musk, that’s a-okay. Just get comfortable with the fact that Tesla has returned 2,063.93% over the past decade and could easily do so again, IMHO.

The S&P 500 has turned in 180.03% by comparison.

Keith’s Investing Tip: Aspiring investors spend an inordinate about of time trying to be right. The world’s most successful investors spend all their energy on being profitable, even when they’re “wrong.”

3 – Buy this, not that

Costco, Macy’s and Dick’s Sporting Goods all report this week. (Read)

I think we’re going to see very quickly who’s swimming in the shallow end of the pool.

Not all retailers are built the same.

I submit…

Those that have pricing power, supply chain agility, and loyal customers who spend practically no matter what are the ones to buy.

Those that are constantly fighting margin pressure, inventory bloat, and shrinking foot traffic are the ones you don’t.

Watch for clues on tariff exposure, consumer resilience, and whether the value equation still holds.

In this environment, execution is everything.

I know which ONE I’ll own (and do)… you?

It’s returned 140.33% since bringing it to the OBA Family’s attention versus 30.80% from the S&P 500 over the same time frame.

Keith’s Investing Tip: Buy the best, ignore the rest.

4 – Salesforce made a genius move, here’s why

Salesforce is acquiring cloud data management firm Informatica for $25/share in an $8 billion cash deal to strengthen its AI platform, Agentforce. (Read)

The move brings Informatica’s data catalog, integration, and governance capabilities directly into Salesforce’s AI stack, aiming to create more autonomous and trustworthy enterprise AI agents.

This isn’t just another software acquisition but a strategic land grab for the invisible infrastructure that will determine who wins the AI arms race.

I don’t like Salesforce as an investment and never have because I prefer another stock with what I believe to be far stronger potential, but I have always admired the way management thinks.

This is a genius move.

You can’t scale autonomous AI without a bulletproof understanding of where your data comes from, what it means, and how it behaves. Informatica gives them that capability across the enterprise stack — from Data Cloud to Tableau to MuleSoft and beyond.

To a point we’ve talked about quite a bit.

MyPOV: The biggest winners over the next decade will be companies rewriting the foundational elements of our future, not simply repainting the room it lives in.

Presumably, you’ve got this covered with your own investing but if not, I urge you to rethink that premise and to read Peter Thiel’s Zero to One… because “n+1” won’t get the job done if you’re interested in seriously building your wealth.

5 – Please Be Aware ⚠️

The scammers are apparently at it again.

This time around they’re using text, DM and even voice messages using AI to clone me claiming to offer crypto trading, “trade cycle optimization,” and 1-on-1 coaching and more — supposedly from me.

Please block and report 'em immediately — Facebook, Meta, Instagram, X, YouTube, wherever these digital cockroaches are crawling. Loop in local law enforcement if you need.

Let me be crystal clear (again):

🚫 These messages are 100% fake
🚫 They are scams designed to separate you from your hard-earned money

I do not  offer 1-on-1 coaching.

I do not  run crypto schemes, copy trading, or any of the other horse poop these jokers are peddling.

I will never DM you asking for money, private access, or secret group invites — ever.

Scammers prey on trust so do not give 'em yours.

Perhaps I am in firm command of the obvious, but it seems to me that if these individuals spent half as much time building something real as they do running scams, the world would be a better place.

Thanks for watching my six — and keep your radar up! 💯