Wall Street Game Notes

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08/26/2026

SpaceX & Nvidia Want to Put Data Centers in Space. Here's the Catch.

FT just dropped a piece on SpaceX's $SPCX plan to launch orbital data centers next year under something called Starmind AI. The pitch: a million satellites packed with Nvidia chips, running AI inference in orbit. The problem: three engineering hurdles nobody's solved yet, and a fourth one most people aren't even talking about. We break down what has to go right, and what other forces could pose a risk to its success and the stock.

$NVDA

08/26/2026

The Robots Are Coming. Are You Investing? Here's How.

The World Humanoid Robot Games just wrapped in Beijing and the clips are wild. I've been skeptical on this space, but the pace of progress has me rethinking it. Breaking down how to actually invest: the ETFs like $KOID that give you exposure to the Asian names dominating this space (including $UNIT, the Chinese robotics company behind an 8,000x oversubscribed IPO), the single stock picks like $TSLA and Optimus, and the three categories every investor in this space needs to understand: brain, body, and parts. Plus my take on where the real money gets made first, and it's probably not in your living room.



$HUMN $TER $SYM

08/25/2026

Is Nvidia 50% UNDERvalued? According to BofA, yes. $NVDA

$NVDA is at $210, right on its 50-day moving average, heading into Wednesday's earnings print. Street's looking for a record $92B in revenue and $2.07 EPS. But the number that stopped us: BofA just put out a note saying the stock is trading at up to a 50% discount to fair value. Run that math and you get a price target that would make $NVDA bigger than Germany and Japan's economies combined. We break down where that discount comes from, what BofA's Vivek Arya is actually modeling, and whether the "circular financing" fear is overstated.

08/24/2026

Big week ahead. Here's whats moving your money.

Big week ahead for markets. $NVDA reports Wednesday in the test the whole AI trade has been waiting for. Q2 GDP gets revised and July durable goods land Wed/Thu, giving a fresh read on the economy's momentum. Then all eyes turn to Friday, when new Fed Chair Kevin Warsh delivers his first Jackson Hole keynote just as July PCE, the Fed's preferred inflation gauge, also drops. Follow the Notes.

$SPY $QQQ

08/22/2026

Non-AI Stocks to Watch Right Now $SBUX $TGT $MRNA

Need diversity outside the AI trade? These three have been getting hot for completely different reasons.

08/21/2026

$GLD is moving again 📈 One guy's fingerprints are all over this chart. $GLD

$GLD is up 13% over the past month and the bottom looks like it's in after a rough spring and summer. But the real story isn't the Fed cutting or hiking, it's Kevin Warsh himself. Every major move in gold this year lines up with a Warsh headline, starting with his nomination on January 30th, which marked the exact top of gold's bull run. We break down why the market's read on Warsh keeps flipping, what happened at the July 29th FOMC meeting that shook confidence again, and why the debasement trade looks like it's back with the national debt near $40T.

08/21/2026

Buy the dip on $WMT at $100?

$WMT got hammered today, down 9% on the weakest sales growth in over six years, as shoppers pull back on non-essential discretionary spend. But zoom out to the year to date chart against $TGT and something bigger is shifting in the battle for the retail consumer. Walmart is pushing hard into e-comm and ads to take on Amazon, and it may be ceding ground in brick and mortar to Target in the process. Breaking down the numbers, the mix differences between the two baskets, and whether $140 price targets make this dip worth buying.

$AMZN $TGT

08/20/2026

Moderna Stock RIPS 175% on Cancer Trial‼️📈 Here Are The Basics

$MRNA truly exploded 175% today and $MRK is up 12% after a trial showed their combo melanoma treatment beat the current standard of care. We break down the science in plain English, who did what, and why this could be a bigger story for Moderna than just one drug or type of cancer.



$VHT $XLV $XBI

08/19/2026

Softbank, Nvidia Make Billions On Intel Investment. What's next?

Last August, $INTC was trading around $20 a share and nobody few wanted it. Softbank's Masayoshi Son bought in at $23, 86 million shares for $2 billion. By the end of June that stake was worth $12 billion, now two thirds of Softbank's entire US equity portfolio. Nvidia made a similar bet around the same time, turning $5 billion into $30 billion. The price was sitting right there on the market the whole time. We break down what happened, what it says about reading conviction bets from major investors, and what beaten-down stock might be next.

$INTC $NVDA

08/18/2026

Nvidia: Circular Financing or Strategic Dealmaking? Ohio Data Center Plan Explained

Nvidia just guaranteed up to $105 billion in lease payments for a massive new AI data center in Ohio, leased entirely to OpenAI. Critics call it circular financing, Nvidia backing the very company that will spend that money buying Nvidia chips. Nvidia's answer: OpenAI pays the lease, this is a guarantee, not a check. In this video we break down the three players in the deal (SB Energy, OpenAI, and Nvidia), what "LPS" actually means, why Nvidia needed to step in as a guarantor, and how exactly the money will be flowing for one of the world's largest data centers.

$NVDA

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