Vertical Research Advisory
Log inJoin Now
VRALetter

VRA Letter: Jackson Hole Tomorrow. NVDA Blowout Earnings and What it Means for the VRA Portfolio. SOXL, PLTR, TSLA, XTRAF, KWEB. The Roaring 2020’s.

Good Thursday morning. I’m back with you this morning, with thanks to Tyler for covering the last two days of VRA Letters and Podcasts. We may not have a Letter tomorrow morning…I’m on the road...but we’ll be watching J Po ...

Posted On August 24, 20237 MIN Read
Share:
vra-default-img

Good Thursday morning. I’m back with you this morning, with thanks to Tyler for covering the last two days of VRA Letters and Podcasts. We may not have a Letter tomorrow morning…I’m on the road...but we’ll be watching J Powells speech at Jackson Hole (10 AM EST) and then Tyler will host the podcast tomorrow after the close. Sign up for VRA Podcast Alerts @ vrainsider.com/podcast

Should news break from Powells speech…I’m not expecting any surprises…we’ll get something written out.

Know this; should the markets have a significant decline based on Powells speech, that decline will be a buying opportunity.

Nvidia - Blowout Earnings
Tyler has covered this story in some detail over the last two days and his finger was exactly on the pulse. Millennials were born in the tech era and understand the developments and goings on far better than I likely ever will. Nvidia’s second quarter revenues crushed the already hefty Wall Street estimates, sending shares 7% higher in premarket tradin...

Continue reading your article and start your free 14-day trial with VRA.

Start Free Trial

Already have an account? Sign in.

Related Post

June 12, 2026
VRA Letter: SpaceX IPO & the Worlds First Trillionaire. Peace Deal with Iran Means the Primary Trends Will Return. Falcon Oil & Gas Questions.

Good Friday morning. Today's the day that SpaceX (SPCX) goes public and Elon Musk becomes the worlds first trillionaire. In 2018 Apple became the first publicly traded company to have a $1 trillion market cap (there are 14 now, globally). Today, it's Elon. How many trillionaires will there be a decade from now? For those asking “should I buy the stock after it begins trading?” If […]

June 11, 2026
VRA Letter: Bounce-back Day. Small Caps & Semis Leading (bullish). PM’s/Miners: Best Buying Opp in 18 Months. Xtract One +26% on Excellent Earnings.

Good Thursday afternoon. The US and Iran remain locked in negotiations over a potential peace deal, despite launching an exchange of air attacks for a second straight day. The US struck multiple military targets in Iran through late-Wednesday and early-Thursday, continuing to state that the attacks are “self-defense” after the downing of an American helicopter near the […]

June 11, 2026
VRA Letter: Xtract One Tech Earnings

Good Thursday morning. I’m in meetings this morning but will be back with our Letter a bit later. We’ll also be on the Xtract One Tech (XTRAF) earnings call this morning and will report back. This looks to be the most important, and certainly the most impressive earnings report from X1 to date. Here’s an […]

June 10, 2026
VRA Letter: Excellent Internals on a Bad Day. May CPI Report; a Slight Beat. Capitulation Readings in Gold Miners. Own Physical Gold/Silver, Avoid Fiat.

Good Wednesday morning. Late in the trading day yesterday we learned that Trump was planning to take fresh military action against Iran, in what they continue to call “defensive actions”, while the ceasefire remains (somewhat) intact. This sent the markets reeling mid-day although a solid afternoon rally resulted in a positive close in the Dow […]

June 09, 2026
VRA Letter: Our Bullish Themes Remain Fully Intact. Trump; Juicing the Market. China’s Warren Buffett Buys Tesla. Galaxy Digital Jumps 21%. Oil/Rates/USD.

Good Tuesday morning. Yesterday’s trading looks to have confirmed that Friday's selloff was an anomaly in an otherwise strong bull market. Our Big 3 remain: the Trump Economic Miracle, Innovation Revolution and an absolute ocean of liquidity will continue to power this market higher into the 2030’s. Dips will remain buying opportunities. From the beginning […]