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Good morning…
Garrett Baldwin here…
We're going live at 8:45 AM - just hours before what could be the most important earnings call of the year.
NVIDIA reports after the bell today, and the entire market is positioning ahead of this moment. The options market is pricing in about an 8% move, but the real story is how everything is setting up BEFORE those numbers drop.
What should you be watching ahead of time? I’ll give you a preview in 15 minutes…
Here's what we're covering on this morning's show:
The Great NVIDIA Setup
We'll break down how the market is positioning ahead of tonight's earnings - the flows, the hedging, the squeeze potential. This is about reading the setup, not waiting for the results.
Oil Collapse & Credit Crisis Warnings
While everyone's watching tech, oil is getting hammered on inventory builds, and Jeffrey Gundlach just issued a stark warning about private credit being the next systemic crisis. It’s getting real out there…
A Special Guest…
We’ve got a guest today… so you’d best join us… If you want to understand where tech goes from here… I expect you’ll check out the broadcast…
Join us live at 8:45 AM EST - it's free, it's fun, and we'll give you the framework to navigate whatever chaos NVIDIA unleashes tonight.
See you soon,
Garrett
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