VRA Podcast: Nvidia Earnings Crush, Market Rotation, and Bitcoin’s Bull Run: VRA Investing Midweek Breakdown - Kip Herriage - February 25, 2026

from VRA Investing Podcast · host Vertical Research Advisory

Welcome back to the VRA Investing Podcast with your host, Kip Herriage! In this episode, Kip Herriage gives us a timely market recap following a strong day for stocks, spotlighting Nvidia’s blowout earnings and what that means for investors moving forward. He unpacks how seasonality and rotational strength are driving current bull market trends, with sectors like software and the Magnificent Seven moving through cycles that highlight the resilience of the broader market.

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VRA Podcast: Nvidia Earnings Crush, Market Rotation, and Bitcoin’s Bull Run: VRA Investing Midweek Breakdown - Kip Herriage - February 25, 2026

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