Tom Nash

Alex Karp is built different, that’s all I can say 🤷‍♂️

Tom Lee issues a warning, with a twist...

Palantir's SP500 Inclusion - The First Minute in The 1st Quarter of a Basketball Game

Palantir’s addition to the S&P 500 today was a long time coming, so let's analyze it from every possible angle.

It wasn’t too long ago that Palantir was a bit of an outsider in the tech world, back in May Alex Karp was talking about what it means to be a leader vs. the current tech world culture, and a few months later this concept has been fully embraced by the tech community as...

DAN IVES: "THIS IS A ONCE IN A LIFETIME INVESTING OPPORTUNITY"

Dan Ives just said he never seen anything like this...

ACADEMY - DCF VALUATION INTRODUCTION

Members Zoom Recording

Members zoom recording from this morning.

https://drive.google.com/file/d/1f08AiTIuW6Er_dchKfpn2yuTGdNadZyx/view?usp=sharing

This Tom Lee Interview Literally Just Crashed The Market...

Members Zoom Tomorrow

Our zoom meeting is tomorrow, Wednesday, September 4, 2024 EST: 8:30 AM UK Time: 1:30 PM Singapore Time: 8:30 PM Here are the details to join the Zoom meetings: https://us02web.zoom.us/j/5432345555?pwd=22a7WMRxABO4lTYeqO0WPHz3FyyJaM.1 

Meeting ID: 543 234 5555

Pass...

ROIC ACADEMY EXCLUSIVE - Are Recession Indicators REALLY Flashing Red?

Over the past few weeks I have heard multiple experts claim we are either in a recession or at the very least heading there in hyperdrive speed. This claim is based on 5 main arguments I saw in the media recently:

• Earnings Growth is Overstated: the recent stock market gains have been driven by multiple expansions rather than earnings growth. While past earnings r...

  2024-09-01 14:23:49 +0000 UTC View Post

The September Outlook: What’s Next for the Markets?

Let’s get one thing straight: August was a month that could give even the most seasoned investors a serious case of whiplash. Just when you thought you had the market figured out, it threw another curveball, leaving you scrambling to adjust your strategy. If August were a person, it would be that unpredictable friend who cancels plans at the last minute only to show up unannounced with a bott...

TOM LEE: "BUY PALANTIR IN 2024 AND NEVER WORK AGAIN"

@everyone Tom Lee just put Palantir as #1 on his stock shortlist on Fundstrat.

What's Going on With NVDA...

Despite Nvidia crushing its earnings—beating top and bottom line expectations, growing revenue by more than 120%, giving solid guidance, and announcing a $50 billion stock buyback—the stock is actually down. Expectations were so high that anything short of completely obliterating even the most optimistic forecasts is being seen as a mild disappointment. Let me break it down...

ROIC Academy Lesson August 29: DCA system guide and tutorial A to Z.

https://drive.google.com/file/d/1-Cs6_di9kIsCBs-n03ebHP52e5bBt4F-/view?usp=sharing

lesson recap:

• In this lesson, I walk through the Dollar-Cost Averaging (DCA) strategy, offering a comprehensive guide for both new and experienced investors on how to ef...

  2024-08-29 12:17:46 +0000 UTC View Post

The weekly ROIC Academy lesson in starting in 5 minutes.

The weekly ROIC Academy lesson in starting in 5 minutes.

Recording will be posted after the lesson.

Agenda: DCA SYSTEM COMPLETE GUIDE A TO Z

Join Zoom Meeting Here

https://us02web.zoom.us/j/86154635070?pwd=iKWl2gV9iKHrBUuKWuJ9jBWqQk1QJs.1

Meeting ID:...

ROIC Academy Lessons Schedule -September 2024

Dear students,

I hope you're doing well!

In addition to the lesson tomorrow, below is the detailed schedule for our live lessons throughout September 2024.

These sessions are scheduled every Thursday at 7:00 AM EST. Please find the exact dates, times, and corresponding time zones listed below.

Thursday, September 5, 2024

EST: 7:00 AM

UK Time: 12:...

ROIC Academy Lesson - Thursday August 29, 2024

The next Academy lesson is tomorrow (Thursday August 29) at 7AM EST / noon UK time. The lesson will be FULLY recorded and posted for you to watch if you can't take part in the live session.

Join Here:

https://us02web.zoom.us/j/86154635070?pwd=iKWl2gV9iKHrBUuKWuJ9jBWqQk1QJ...

MEMBERS ZOOM SCHEDULE - SEPTEMBER 2024

Dear everyone,

I hope this email finds you well! Below is the detailed schedule for our live Zoom calls throughout September 2024.

Each week, we will have one session.

Please find the exact dates, times, and corresponding time zones listed below.

Here are the details to join the Zoom meetings:

2024-08-28 14:52:48 +0000 UTC View Post

ZOOM STARTS NOW

@everyone we are doing a zoom meeting to get ahead of NVDA earnings and the crazy day ahead. Starting at 9 AM EST (in 3 minutes)

https://us02web.zoom.us/j/6132116969?pwd=xg8jb6F1gGEOb6AoehTa2mBkwDWIy8.1

Meeting ID: 613 211 6969

Passcode: elon69

Nvidia Stock - URGENT WARNING

In this video, I discuss a warning issued by Gene Munster, one of the biggest Tesla and Nvidia bulls, regarding Nvidia's upcoming earnings report. Munster suggests that Nvidia's stock might trade down after earnings due to potential delays in their new Blackwell chip, which could cause some investors to panic sell. However, he emphasizes that the long-term outlook for Nvidia remains extremely p...

A Word of Warning About NVIDIA Before Earnings

One of the most anticipated events this week is Nvidia's earnings.

Nvidia has been at the forefront of the artificial intelligence revolution, providing the key processing chips that power many of today’s AI applications. This has driven the company's stock price to incredible heights, with Nvidia's stock up over 150% year-to-date.

However, going into these earnings, with all th...

NVDA EARNINGS PREVIEW

In this video, I dive into the significance of Nvidia's upcoming earnings report, emphasizing its potential to greatly impact the entire stock market. I discuss the varying expert opinions on Nvidia, from those who are highly bullish to others who warn of overvaluation. I caution against the temptation to trade Nvidia around its earnings due to the inherent risks and volatility, instead advocat...

All Eyes On Nvidia...

Before we get into today's market analysis, a quick note:

Trading NVDA stock around earnings is extremely risky for many reasons: high volatility, unpredictable market reactions and changing sentiment can all turn on you quick. Please remember this before you do anything silly.

Now, with the Federal Reserve signaling potential interest rate cuts, increasing geopolitical tensions, ...

A Once in a Lifetime Investment Opportunity Is Here

0:00 - Introduction: Get Ready for New Highs

0:30 - Fed Rate Cut and Stocks Market

2:12 - Stock Market Trajectory

3:46 - Bullish Market Outlook in 2024

5:02 - Anticipating a Big Dip Before the Bull Run

5:39 - Preparing for the Next Market Dip

6:19 - AI Boom as a Massive Market Catalyst

7:00 - Nvidia’s Critical Role in the AI Revolution

8:00 - ...

Weekly Market Recap - Tom Nash - Aug 25, 2024

So, the last few days of the past week were filled with crucial announcements and signals from the Federal Reserve, movements in key market sectors, and unexpected political developments.

All of these factors combined to create a dynamic and potentially volatile environment for investors. In this article, we'll break down these events in a straightforward way to help you understand ...

This changes EVERYTHING for the stock market

Here is everything important Powell just said and how it will impact the markets

IMPORTANT FOR NEW MEMBERS

Hey there, welcome to the Patreon group. Happy to have you here.

Here is a link to join our discord community for Patreon members - https://discord.com/invite/tomnash

Please make sure you join discord with the same email as you used on Patreon, so we can let you in the members section.

...

Market Recap Ahead of Jackson Hole - August 23, 2024

This past week was and still is, all about the anticipation of the Federal Reserve's next moves at the Jackson Hole symposium. With mixed economic signals, and strong corporate earnings you can find plenty of reasons for optimism but also plenty reason for caution.

Tesla's Setback

Tesla, one of my largest holdings, had a major decline this week. The stock dropped by 6%, primarily d...

$NVDA Analysis Before Earnings

Here is the video analyzing $NVDA that ya'll asked before earnings:

ROIC Academy Alert - Read This Before Friday

Good morning Academy members. I am back from my vacation in Thailand just in time for Jackson Hole.

Tomorrow the annual Jackson Hole Economic Policy Symposium hosted by the Kansas City Fed kicks off. Every year is given a theme, and this year the symposium will have the reflective topic of "Reassessing the Effectiveness and Transmission of Monetary Policy." This is total BS, as the real ...

Daily Recap - August 21, 2024

We had a relatively stable day, marked by modest gains across the major indices. We had some news from the Federal Reserve and labor market revisions, but nothing that made big waves in the market.

Federal Reserve Minutes

The day was dominated by the release of the Federal Reserve’s July meeting minutes. Bottom line: most Fed officials expressed a clear inclinati...