Stocks-simple math. Inflation under control - $NBIS earnings, Next AI Earnings Winners: I’m Patient
Daily Stock PicksShow Notes
The stock market is simple math. Today I show why actively managing my portfolio will be key to me continuing to outperform the market. Plus Sidekick has KILLED IT with it's expert Wall Street style analysis once again picking 10% earnings winners.
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EPISODE SUMMARY 📉 CPI decides the next move: Inflation remains the key Fed input, with markets watching whether July’s reading supports a September hold or keeps another rate hike in play.
🤖 Sidekick earnings winners keep hitting: $SMCI, $CRWV and $LITE delivered major moves; now I’m watching $CSCO, $AMAT and $COHR for the next AI‑driven setup.
📊 $NVDA still drives the market: The overall AI trade is leaning on Nvidia again, so I’m using $SPY levels, earnings dates and Sidekick guidance—not FOMO—to manage exposure.
🎯 My strategy: quality dips, better entries: Alpha Picks has already rebounded from its recent drawdown; I’m using 4‑hour confirmations and watchlist prices to add selectively to names like $AMD and $LITE rather than rushing into the index
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