AI
Thursday, August 27: Nvidia printed. Software ran further.
AI
The Triple Tape by Brian Stegman
Episode notes
Pre-open Thursday. Nvidia printed $96.2B, guided $108B with zero China data-center compute; stock +7.5% premarket. Salesforce +11% and CrowdStrike +8.6% ran further. Nasdaq futures +1.1%; Dow and Russell futures flat to down. BTC ~$79.8k, gold flat at $4,595. Claims 8:30. Jackson Hole opens today; Warsh keynote Friday 10 a.m. ET.
The Triple Tape: weekday morning stocks, crypto, and metals as equal sleeves. No fluff, no trade calls.