Nvidia's Two Sentences Fixed the Stock in Seconds

Nvidia's CFO guided 70% growth and called it supply-constrained — the stock jumped 4% in seconds.Nvidia dipped on the print, then ripped the moment CFO Colette Kress spoke on the call: ~70% revenue growth guided for fiscal 2028, nearly double the Street, with demand running past even that. Brandon unpacks why "supply-constrained" is the most bullish phrase in tech, whether the 4% pop is real or priced to perfection, and the one Mag 7 name he'd buy before Nvidia here — why Meta just cleared a ~$16.7B legal overhang, and why July's inflation print keeps the Fed boxed in. Plus the data and earnings that move markets through Friday.📅 New episodes every Wednesday 9PM ET & Sunday 7PM ET.📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcastSome links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you.⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.