Uploaded August 2026 | Updated September 2026, 2 weeks ago

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Saying Nvidia (NVDA) beat earnings last week "is a very serious understatement," says Ted Thatcher, who remains confident that the Mag 7 giant continues to serve as the tentpole to the AI trade. That said, "kinetic" macro headwinds in the U.S.-Iran war is something Ted sees as a lasting headwind, though he has contradictory views on interest rates and the U.S. consumer. Ted then turns to his bull cases in Meta Platforms (META), Micron (MU), and SpaceX (SPCX).

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