Jobs report day delivered a hot number, with August payrolls coming in at 162,000 against a 53,000 estimate and unemployment steady at 4.1%. It does not change my view that the Fed holds in September, and I revisit the debate between Fed Governor Christopher Waller's more dovish lean this week and former senior trader Joseph Wang's conviction that a hike is coming.

Away from the data, I spend time on a Substack post about why smart people stay broke, written by @thebigshort, which lines up with a core Rigatoni idea: most people earn money for decades without ever studying what money is. I walk through how inflation quietly erodes cash and why the goal is owning scarce assets that appreciate faster than money is created, from stocks and real estate to Bitcoin.

On the tech front, OpenAI's launch of GPT-6 Astra caught my eye as a milestone, the first of its models to lean on recursive self-improvement in training. I also cover my own moves: I sold my Meta swing trade for a quick gain, held onto Broadcom, and I am looking to raise a little cash ahead of what I expect to be a shaky fourth quarter into the midterms.

Rigatoni Capital is a daily morning podcast for long term, buy and hold investors, and can be found on all major platforms like YouTube, Spotify, Apple, etc. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.

Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com

Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.

Timestamps:0:00 Intro, jobs report day setup1:21 CPI (Sept 11) and FOMC (Sept 16) dates1:50 Waller's dovish comments and market reaction3:14 Joseph Wang hawkish debate4:53 Nvidia at $231, portfolio preview5:40 Broadcom (AVGO) discussion7:17 Jobs report volatility expectations9:25 Housing, insurance, inflation costs12:35 Zscaler earnings breakdown15:00 "Why Smart People Stay Broke" Substack post17:27 Money, inflation & devaluation discussion20:25 GPT-6 Astra recursive self-improvement24:07 August jobs report numbers revealed26:20 Meta narrative shift, settlement news

#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #jobsreport #FederalReserve #Fed #ratehike #Waller #inflation #OpenAI #GPT6 #AGI #Meta #Broadcom #RigatoniCapital

$BTC $QQQ $SMH $BDRY $NVDA $AVGO $META $ZS $LULU $GOOGL $AXP

Broadcom reported an incredible quarter, with revenue up 86% year over year to $29.6 billion, but the stock is selling off on its fourth quarter guidance. I break down the AI chip growth trajectory, the $115 billion and $230 billion outlooks, why gross margins are expected to dilute, and whether this is actually a buy the dip opportunity. I also get into Snowflake's strong earnings, the software sell-off, Five Below, and the latest comments from Fed Governor Chris Waller on September rates.

Rigatoni Capital is a daily morning podcast for long term, buy and hold investors, and can be found on all major platforms like YouTube, Spotify, Apple, etc. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.

Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com

Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.

Timestamps:
0:00 Intro, market overview
2:08 Broadcom revenue & guidance breakdown
4:12 Broadcom's AI chip growth trajectory
6:44 Broadcom gross margin dilution explained
8:24 Broadcom buy-the-dip take & portfolio thoughts
10:56 Snowflake earnings discussion
14:00 Software sector sell-off, IGV, Salesforce, Palantir
16:11 Five Below earnings
17:31 Fed rate outlook, Waller, inflation data
23:55 Closing thoughts & sign-off

#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #Broadcom #AI #Snowflake #Palantir #Salesforce #FiveBelow #FederalReserve #RigatoniCapital

$SMH $QQQ $IGV $EWZ $AVGO $NVDA $SNOW $CRM $PLTR $APP $MSFT $FIVE

Yields down a touch this morning, but yes, a ten-year pushing toward 5% tends to rattle folks, though history says buyers have often stepped in there like in 2023. September odds of a rate hike are now at 65%, and I explain why this shaky, headline-heavy month is textbook seasonality.

On earnings, Dell steals the show last night with a very impressive quarter, booking a record $60.9 billion in AI server orders, a record $95 billion backlog, and raising full-year revenue to $192 billion. This is when the stock, I would argue, was trading at reasonable multiples. Software got a rougher reception, with MongoDB down 10% despite 30% revenue growth. Palo Alto is also now sliding after a decent quarter, although I still think this and CrowdStrike are expensive.

Rigatoni Capital is a daily morning podcast for long term, buy and hold investors, and can be found on all major platforms like YouTube, Spotify, Apple, etc. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.

Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com

Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.

Timestamps:0:00 Market open, pre-market news roundup1:05 Fed rate hike odds & jobs data ahead2:20 Treasury yields & the 10-year debate5:02 Bitcoin, Amazon, Nvidia frustration9:11 Palantir & Pentagon AI headlines10:02 Apple's new CEO and services growth12:45 Dell earnings breakdown15:50 MongoDB & Palo Alto Networks earnings21:46 Anthropic's Claude 5.1 launch25:16 Caterpillar & AI infrastructure trade

#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #Dell #earnings #MongoDB #PaloAltoNetworks #Apple #Anthropic #AI #Caterpillar #bonds #FederalReserve #ratehike #RigatoniCapital

$BTC $QQQ $XLF $DELL $MDB $PANW $GTLB $CRDO $AAPL $NVDA $META $AMZN $PLTR $CAT $CRWD

A global bond sell-off is the story this morning, with the US ten-year near 4.79%, its highest since January 2025, and Japan's ten-year hitting 3% for the first time since the 1990s. Rate-hike bets keep climbing, now around two thirds for September, but I hold my contrarian line that the Fed stays put and that this yield spike, tied to oil above $92 and Middle East tensions, looks more temporary than structural. I also make the case that this is not a buy-the-dip setup, with seasonality and a quiet pre-holiday tape working against it.

Silver is the theme I keep returning to with Kevin Bagholder, and it gets real airtime here. Drone warfare is scaling fast, from Ukraine to the Strait of Hormuz, and silver sits inside all of it, from circuitry to reflective coatings, which points to real demand against a metal already running a supply deficit. That feeds the bigger rare-earths and refining story, where China holds the edge, and why the reshoring push matters for anyone watching this space.

I Asked Four AIs to Critique My Portfolio, where Gemini, Claude, ChatGPT and Grok all tried to turn my concentrated book into an index fund. I push back on the over-concentration label, since Nvidia and the Nasdaq 100 sitting near 40% is the payoff from a decade of buying and holding winners. Anthropic's reported $35 billion cloud deal with Nvidia-backed Lambda rounds things out, along with why the circular-funding critique, fair as it is, does not bother me while the trade keeps working.

Rigatoni Capital is a daily morning podcast for long term, buy and hold investors, and can be found on all major platforms like YouTube, Spotify, Apple, etc. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.

Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com

Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.

Timestamps:0:00 Intro, market overview, global bond sell-off1:20 Economic calendar: ISM, jobs report, CPI2:31 Global bond yields surging on inflation fears4:54 Market indices check (Nasdaq, S&P 500, Bitcoin, gold/oil)7:13 "I Asked Four AIs to Critique My Portfolio" post12:04 Top holdings breakdown (Caterpillar, Apple, Lam Research)13:30 China rare earths / Carney's Ring of Fire15:52 Silver's role in drone technology20:38 Amazon FTC lawsuit, Anthropic-Nvidia cloud deal23:01 Goldman's humanoid robot forecast & China's lead

#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #silver #gold #rareearths #drones #China #bonds #FederalReserve #Fed #ratehike #Anthropic #Nvidia #RigatoniCapital

$BTC $GLD $SLV $SILJ $QQQ $SPY $SMH $VTI $NVDA $AMZN $AAPL $META $CAT $LRCX $PLTR $HUT

Markets started the morning pulling back, with oil spiking after US strikes on Iran's Larak Island in the Strait of Hormuz, drawing a retaliation of course by Iran. 10YR pushing toward a YTD high as well. On the Fed, I stick with my view that Warsh holds in September and was mostly posturing to walk back his dovish July tone, while acknowledging that prediction markets and people I respect, like Joseph Wang, lean toward a hike. Kevin Bagholder's contrarian call for a surprise cut also gets a fair hearing, since this is Trump's handpicked chair heading into midterm elections.

It's a heavy earnings week to close out the season, headlined by Broadcom on Wednesday, my one holding in the group, alongside a stacked software slate in Palo Alto, MongoDB, Snowflake, Zscaler and more. I also work through the AI bubble debate after Ed Zitron's bearish turn on The Compound and Friends, using a bull-versus-bear cheat sheet to pressure-test his claims, including the argument that real compute demand outside OpenAI and Anthropic is tiny.

On single names, I get into Bernstein's call that Meta could overtake Google Search in ad revenue by year end. A Wall Street Journal piece on high-end credit card holders questioning their rewards gets a look, and I explain why Palantir stays one of my largest positions as a rare business-to-government play in a consumer ad-driven economy.

Rigatoni Capital is a daily morning podcast for long term, buy and hold investors, and can be found on all major platforms like YouTube, Spotify, Apple, etc. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.

Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com

Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.

Timestamps:0:00 Intro: pre-market overview, oil spike on US-Iran tensions1:03 Fed outlook: jobs report, CPI, and whether Warsh hikes or holds7:06 Market check: VIX, gold/silver/Bitcoin, Nasdaq pullback8:40 Charleston AI viral video and interview interest12:31 Broadcom earnings and big software earnings week ahead14:58 Case against a September rate hike (Lacalle article)23:23 AI bubble debate: Ed Zitron bear case vs. bull rebuttal29:14 Where Zitron is right: OpenAI's financials and lab concentration risk31:35 Premium credit card rewards backlash and American Express take34:21 Meta vs. Google ad revenue and digital ad dominance

#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #oil #Iran #FederalReserve #Fed #ratehike #Broadcom #earnings #AIbubble #Meta #Palantir #RigatoniCapital

$BTC $GLD $SLV $QQQ $TLT $AVGO $META $GOOGL $PLTR $AXP $NVDA $PANW $DELL $SNOW $ZS $MDB

Kevin Bagholder is back on the show to talk about what he sees at the intersection of scarcity and networks. We start with the metals, where copper is leading gold and silver higher and the miners are confirming the move. From there we get into why he thinks silver has the cleanest setup left in the complex. His inside-the-system versus outside-the-system framework carries the rest of the conversation, from a debasement case against the bond market and the Fed to the products-versus-networks lens that explains why he won't touch Nvidia even after a monster quarter. It all points back to Bitcoin as the one asset he sees at that crossing. We close on his contrarian call that the next Fed meeting could bring a rate cut.

Read Kevin's work at Mytwocent$: https://bagholder.substack.com/

You can find the full written recap on my Substack.

Rigatoni Capital is a daily morning podcast for long term, buy and hold investors, and can be found on all major platforms like YouTube, Spotify, Apple, etc. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.

Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com

Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.

Timestamps:0:00 Intro & guest welcome0:50 Copper leading the metals rally7:23 Metals scarcity discussion10:23 Rate cuts, Bessent, and bond market posturing11:20 Supply story behind silver22:19 Nvidia vs. Bitcoin as an investment30:26 Networks vs. products (JPMorgan, Amazon, Standard Oil)34:53 Nvidia valuation and margin compression risk43:20 Trump's Venezuela oil deal & Fed rate outlook49:42 Where to find Kevin (Bagholder)

#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #silver #gold #copper #preciousmetals #miners #debasement #Nvidia #FederalReserve #Bagholder #RigatoniCapital

$BTC $GLD $SLV $GDX $SILJ $CPER $SPY $NVDA

Not sure about you, but I got a Jackson Hole hangover this morning. I was also up late watching the Phillies making another dramatic comeback in Anaheim. Anyway, September rate-hike odds jumped from around 35% to nearly 57%, and short-term yields and the dollar strengthened. My own view is that he still isn't in a position to hike in September, but it does not change my investing strategy or portfolio construction. I also make the case that raising rates by .25% doesn't do shit for supply-driven inflation (as of today at least).

We also touch on Trump's announced deal giving the US majority control of more than 65 billion barrels of Venezuelan oil reserves, what is indeed the biggest oil deal in history, and whether this brings relief at the gas pumps and on inflation.

Rigatoni Capital is a daily morning podcast for long term, buy and hold investors, and can be found on all major platforms like YouTube, Spotify, Apple, etc. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.

Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com

Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.

Timestamps:0:00 Intro & Kevin Warsh's Jackson Hole speech reaction2:54 Economic indicators Warsh is watching (inflation, PCE, jobs)11:35 Market reaction: rate hike odds & Treasury yields11:35 Portfolio update: trims and new positions12:50 Warren Pies & Anthony Pompliano takes on the Fed16:00 Why I don't think rates should rise17:45 AI bubble debate (Ed Zitron vs. bulls)20:45 Trump's Venezuela oil deal25:44 US M2 money supply record27:25 Google/Gemini & Alphabet valuation28:30 Wrap-up & tomorrow's guest preview

#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #JacksonHole #Warsh #FederalReserve #Fed #inflation #ratehike #oil #Venezuela #M2 #RigatoniCapital

$BTC $GLD $QQQ $NVDA $META $GOOGL $LRCX $PLTR

It's Jackson Hole day, and Fed Chair Kevin Warsh delivers his first symposium keynote as chair at 10 a.m. Eastern. What I'm watching is whether he leans hawkish or dovish, his stated preference for saying less and letting markets do the talking, and the chance that the Fed anchors its 2% goal to PCE rather than CPI. My take is that any real clarity from him lands as hawkish.

Nvidia had a day for the record books, adding around $442 billion in market value, the second-largest one-day gain for any stock ever, with the shares up nearly 9%. I dig into why the move might have more room: that roughly 70% fiscal 2028 revenue guide implies something near $670 billion in sales next year, which would make Nvidia the third-largest company in the world by revenue behind only Walmart and Amazon, and at a far higher margin.

Rigatoni Capital is a daily morning podcast for long term, buy and hold investors, and can be found on all major platforms like YouTube, Spotify, Apple, etc. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.

Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com

Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.

Timestamps:0:00 Market overview: Nvidia's record cap gain & software strength5:14 Jackson Hole preview: what to expect from Kevin Warsh13:00 Nvidia's growth outlook & Meta's AI compute leverage19:16 Stock stories: GTA 6/Take-Two, Build-A-Bear, Marvell25:01 Live stream plans & outro

#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #JacksonHole #Warsh #FederalReserve #Fed #NVIDIA #Meta #Marvell #semiconductors #AI #GTA6 #RigatoniCapital

$BTC $GLD $IGV $QQQ $NVDA $META $MRVL $AVGO $PLTR $CRWD $CRM $WDAY $OKTA $TTWO $BBW

Last night's Nvidia earnings were the main event, and I live streamed the call and wrote up my full recap on Substack. The quarter beat, but the bigger surprise was CFO Colette Kress guiding fiscal 2028 revenue growth of around 70%, well above the 44% Wall Street was modeling. On top of that, AWS committed to another 2 million GPUs and the company guided Q3 revenue to $108 billion. The stock fumbled in the after-hours session before that guidance turned it, and it's up over 7% this morning.

I bought Meta yesterday and walk through the swing-trade thinking: a beaten-up valuation, the proposed $17 billion child safety settlement clearing a major overhang, and my ongoing doubt about whether the AI capex spend ever earns its return. Software had a strong morning too, with CrowdStrike and Okta posting big numbers and Salesforce's new Claude Force integration fueling the idea that the SaaS apocalypse is over. BWXT and the US Army's plan for nuclear microreactors at five bases close out the show, tying into a reshoring and nuclear theme I follow closely.

Rigatoni Capital is a daily morning podcast for long term, buy and hold investors, and can be found on all major platforms like YouTube, Spotify, Apple, etc. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.

Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com

Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.

Timestamps:0:00 Intro & pre-market recap0:59 Substack live stream recap & new post1:22 Nvidia's unexpected 2028 guide & margins3:30 Hugging Face acquisition rumor & headlines4:25 Salesforce/Anthropic partnership & software rally5:55 BWX Technologies & nuclear microreactor news17:22 Jobless claims & moving past Nvidia21:37 Meta buy, portfolio holdings & closing thoughts

#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #NVIDIA #earnings #semiconductors #AI #AWS #Meta #SaaS #CrowdStrike #Okta #Salesforce #nuclear #BWXT #RigatoniCapital

$BTC $QQQ $SMH $IGV $NVDA $META $AMZN $CRWD $OKTA $CRM $VEEV $PANW $PLTR $APP $MSFT $BWXT

Nvidia reports tonight and I'm planning to live stream the call so we can go through it together. What I want to hear is a catalyst for 2027 and 2028, some sense of where the next super cycle comes from once the hyperscalers own all the chips they need for this one.

Zoom and Intuit both got hit last night after average quarters, which pulls us into the AI disruption debate. Intuit's record $2.2 billion buyback is impressive, and Zoom's Anthropic stake is worth noting. Of course I also walk through PCE this morning, where a large chunk of the number represents a jump in portfolio management fees and insurance coming from the financial sector. AppLovin's consolidation range, the Department of War's $750 million rare earths deal in Brazil, and the SemiAnalysis report on OpenAI's Jalapeño chip round out the show.

Rigatoni Capital is a daily morning podcast for long term, buy and hold investors, and can be found on all major platforms like YouTube, Spotify, Apple, etc. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.

Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com

Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.

Timestamps:
0:00 Intro and NVIDIA earnings day preview
1:11 Profits taken in 2024, this morning's PCE
1:32 Zoom and Intuit earnings reaction
3:23 AppLovin consolidation update
5:29 Dept. of War rare earths deal, reshoring theme
7:20 Intuit deep dive: buybacks and AI disruption debate
10:02 Zoom deep dive: Anthropic stake, Virtual Agent growth
11:55 NVIDIA vs. OpenAI chip debate and earnings preview

#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #NVIDIA #earnings #semiconductors #AI #Broadcom #OpenAI #rareearths #PCE #inflation #JacksonHole #AppLovin #RigatoniCapital

$BTC $GLD $QQQ $SPY $NVDA $AVGO $APP $ZM $INTU $NFLX $MP