EPISODE · May 19, 2026 · 25 MIN
Nvidia Earnings Week and Why I'm Not Worried About the Semiconductor Pullback
from Rigatoni Capital Podcast · host Colin Santucci
Semiconductors are pulling back and the dopamine hits from watching the SMH go vertical are slowing down. This morning I talk about why this is completely normal heading into a big earnings week. Nvidia reports Wednesday, Walmart and John Deere Thursday morning, Workday Thursday after close, and Cava tonight. I share my honest take on Walmart now being in the Nasdaq 100 and why I am embracing it. I shout out Graham Stephan's breakdown of the Trump IRA and why a taxable brokerage buying QQQ, VTI, or FRDM might just be simpler for most people. CrowdStrike and Palo Alto are flashing as leading indicators for where software could bounce, and I close with a suggestion: spend this summer researching Bitcoin as an asset class. Start with The Big Print.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. 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.comDisclaimer: 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.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #Nvidia #NVDA #EarningsSeason #Walmart #WMT #Cava #CAVA #HomeDepot #HD #Bitcoin #BTC #CrowdStrike #CRWD #PaloAlto #PANW #IGV #SoftwareStocks #stockanalysis #marketwatch #RigatoniCapital$NVDA $WMT $CAVA $HD $BTC $CRWD $PANW $QQQ $IGV $FRDM
What this episode covers
Semiconductors are pulling back and the dopamine hits from watching the SMH go vertical are slowing down. This morning I talk about why this is completely normal heading into a big earnings week. Nvidia reports Wednesday, Walmart and John Deere Thursday morning, Workday Thursday after close, and Cava tonight. I share my honest take on Walmart now being in the Nasdaq 100 and why I am embracing it. I shout out Graham Stephan's breakdown of the Trump IRA and why a taxable brokerage buying QQQ, VTI, or FRDM might just be simpler for most people. CrowdStrike and Palo Alto are flashing as leading indicators for where software could bounce, and I close with a suggestion: spend this summer researching Bitcoin as an asset class. Start with The Big Print.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. 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.comDisclaimer: 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.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #Nvidia #NVDA #EarningsSeason #Walmart #WMT #Cava #CAVA #HomeDepot #HD #Bitcoin #BTC #CrowdStrike #CRWD #PaloAlto #PANW #IGV #SoftwareStocks #stockanalysis #marketwatch #RigatoniCapital$NVDA $WMT $CAVA $HD $BTC $CRWD $PANW $QQQ $IGV $FRDM
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Nvidia Earnings Week and Why I'm Not Worried About the Semiconductor Pullback
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