NVDANVIDIANeutralNVIDIAPLTRPalantirBullishPalantirCSCOCiscoNeutralCisco

9/10/2026 on

$PLTR dropped four announcements this morning, but the one that interests me most is the tie up with @JensenHuang. Here's the deal. $NVDA is running its own supply chain – the one tracking over a million parts per server rack across thousands of suppliers – through Palantir's software, paired with Nvidia’s own Nemotron AI models. This is important for two reasons. First, Palantir’s ontology organizes the mess while Nemotron does the reasoning. Second, Nvidia is testing this on itself first to prove it works on the hardest supply chain in the industry before rolling it out to customers in manufacturing, energy, healthcare, and aerospace. Super smart! I can’t wait to see what happens next. All of this, mind you, landed the same morning Palantir kicked off AIPCon 11, its customer conference – Cisco, L3Harris, Novartis, and the FAA all took the stage. Oh, and Palantir also rolled out a free cyber-defense program for municipalities and utilities, and deepened its Japan partnership with Fujitsu. Talk about a “Buy the best, Ignore the Rest®” choice. $PLTR Hooyah! 😀👏

NeutralNVDANVIDIANVIDIAAMDJPMJPMorgan ChaseJPMorgan ChasePLTRPalantirPalantirTSLATeslaTesla

8/28/2026 on

When I first began my career, the rule was don't fight the Fed, but these days it's more like don’t even pay attention to the Fed. Meetings like today are increasingly like watching the grass grow or paint dry. If you want fireworks, it's far more entertaining and valuable to watch people like @JensenHuang , @LisaSu Alex Karp, @elonmusk, and Jamie Dimon – leaders of companies with profit potential no matter what the Fed does next. 🤦‍♂️ $NVDA $AMD $PLTR $TSLA $JPM Keith's Investing Tip: Stop trying to trade the Fed's next move. You can't, and honestly, neither can they. If there’s ever a reminder to stay focused, this is it. The world’s best CEOs are focused on making money, no matter what. And, I submit, that’s what WE as investors want to be thinking about too.

NVDANVIDIANeutralNVIDIA

8/26/2026 on

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. I cannot wait for $NVDA to report later! 🕺

NVDANVIDIANeutralNVIDIAMETABearish

8/24/2026 on

I sat down with the fabulous @AshWebsterFBN ahead of today’s opening bell Ashley wanted to know if I really sold outta $META. Yep. I think there’s an increasingly high probability of an adverse ruling in California – one that could result in as much as $1.4 trillion in fines at a time when the company is valued at $1.4 trillion as I type. Not a lot of room, imho. Call me crazy but I think that could result in a 20-50% hit in two stages. One immediately and one over time, particularly if the ruling forces a change in operations – which I also think is increasingly likely. We also covered my take on $NVDA ahead of Wednesday's report.

BullishNVDANVIDIANVIDIASPCXSpaceXSpaceX

8/4/2026 on

$NVDA and $SPCX One builds the chips, one puts them in orbit — reengineering compute at the next frontier.🚀💯 Buy the best, ignore the rest!® https://t.co/AtbUNwlE8P