Jack of All Trades
Jack of All Trades: High Stakes 02.26.2026
Dell Q4 revenue $33.4B (+39% YoY) crushed $31-32B guide, non-GAAP EPS $3.89 beat $3.53 est (+10%) FY27 guide $140B midpoint demolished Street $125.5B (+11.5% beat).
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Trade Secrets
Trade Secrets: Dailies 02.26.2026
US stock futures crept below the baseline late Wednesday as Wall Street sifted through fresh quarterly results from chip heavyweight Nvidia (NVDA) to provide a steer on the next leg of the AI trade.
Jack of All Trades
Jack of All Trades: SKORE 02.25.2026
Nvidia: $78B Q1 guide (+7.4% vs Street) crushes AI bubble fears—agentic AI wave, Vera Rubin samples shipped (10x perf/watt), hyperscaler capex $700B (+$120B YTD), $500B Blackwell/Rubin visibility. At ~40x FY26 priced for perfection but TAM $3-4T by 2030 justifies premium
Jack of All Trades
Jack of All Trades: High Stakes 02.25.2026
AI chipmaker Wednesday: Nvidia Q4 revenue $68.1B (+73% YoY) crushed $66.2B est, adj EPS $1.62 beat $1.53—Q1 FY27 guide $78B demolished Street $72.6B (+7.4% beat). Data center $62.3B (+75% YoY) = 91.5% revenue, gross margin 75% (no compression), stock +2% AH.
Jack of All Trades
Jack of All Trades: SKORE 02.24.2026
Home Depot: Beat ends 3-quarter miss streak but "no catalyst for housing inflection"—Pro outperforming DIY, digital +11%, big-ticket +1.3%, SRS mid-single growth. GMS margin dilution 50bps H1, Q1 EPS down mid-single digits. At $384 fair value but limited upside without housing recovery
Jack of All Trades
Jack of All Trades: High Stakes 02.24.2026
Home Depot Q4 revenue $38.2B (-3.8% but beat $38.1B est), adj EPS $2.72 crushed $2.52 est (+7.8%)—first beat in year, stock +2%. FY26 guide: sales +2.5-4.5%, comps flat to +2%, EPS flat to +4%. "Frozen housing 3 years," Pro strength, GMS acquisition dilutive H1, dividend +1.3% to $2.33.
Trade Secrets
Trade Secrets: Dailies 02.25.2026
US stock futures were mixed late Tuesday as Wall Street reacted to Trump's State of The Union address and braced for Nvidia's earnings report.
Trade Secrets
Trade Secrets: Dailies 02.24.2026
US stock futures ticked higher late Monday, attempting to stabilize after equities kicked off the final stretch of February with steep losses led by fears of AI disruption and tariff whiplash.
Trade Secrets
Trade Secrets .Decimal: Tariff Travails
On Friday, the U.S. Supreme Court ruled against President Donald Trump's emergency tariffs from April last year. Within hours, Trump announced fresh tariffs, invoking a law that allows an import levy of up to 15% for 150 days to address "international payment problems."
Jack of All Trades
Jack of All Trades: SKORE 02.23.2026
AI power boom (Virginia load +5.4%, Loudoun County data centers) drives capex surge but equity dilution 2.5%/yr pressures. Domino's: Market share gains (+1pt), franchisee profits $166K/store, carryout +6.5%, but intl decel 0.7% + margin compression from labor/insuranc
Jack of All Trades
Jack of All Trades: High Stakes 02.23.2026
Dominion Q4 revenue $4.09B (+20% YoY) beat, EPS $0.68 missed $0.69—raised 5yr capex 30% to $65B for AI data centers (48GW pipeline), offshore wind 70% complete $11.5B budget. Domino's Q4 revenue $1.54B (+6.4%) beat, EPS $5.35 missed $5.38—US comps +3.7%, 32nd year intl growth, dividend +15%.
Trade Secrets
Trade Secrets: Dailies 02.23.2026
US stock futures sank Sunday evening following a ruling by the US Supreme Court that refuted the legality of a President Trump's most sweeping tariffs, bringing new uncertainty to his key economic policy priority.
