VRA Letter: Tyler on War Zone @ 7:30 EST. The Melt Up: It’s All About Earnings. Semis Still Flashing Buy Signals. NVDA, TSLA. Vista Golds Feasibility Study. - Vertical Research Advisory

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VRA Letter: Tyler on War Zone @ 7:30 EST. The Melt Up: It’s All About Earnings. Semis Still Flashing Buy Signals. NVDA, TSLA. Vista Golds Feasibility Study.

Good Tuesday morning. Heads up: Tyler will be on Wayne Allyn Roots new hit show "War Zone” at 7:30 EST. You can watch the via Gateway Pundit or Rumble. Hope you can join us! With six straight days of ATH’s, Wall Street pr ...

Posted On July 29, 20256 MIN Read

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Good Tuesday morning. Heads up: Tyler will be on Wayne Allyn Roots new hit show "War Zone” at 7:30 EST. You can watch the via Gateway Pundit or Rumble. Hope you can join us! With six straight days of ATH’s, Wall Street prepares for tomorrows FOMC Statement and Powell presser, followed by megatech earnings from META and MSFT (after the close, Wednesday), AMZN and AAPL (Thursday) and as we wrap the week on Friday with the July jobs report. Here’s the full earnings schedule for the week:The Melt Up: It’s All About EarningsAs a discounting mechanism that looks out 6 months ahead, tracking earnings growth is mandatory when it comes to beating Mr Market. Earnings drive everything. As of July 27, 2025, approximately 37% of S&P 500 companies (175 companies) have reported earnings for Q2 2025 (from FactSet and LSEG). Key findings: Wall Streets experts (driven by group-think and consensus building) have it wrong, again, as their forecasts that Trumps tariffs would result in broad inflationar...

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