The creator will monitor TNX (10-year Treasury yield) as it approaches a historically difficult zone between 4.8% and 5%, which could negatively impact equities if it breaks higher.
Source Post
EPISODE 55: CAN GOLD AND BTC KEEP GOING HIGHER?? + NVDA, CRM, AND CRWD !!
Aug 22, 2026
The creators discuss the upcoming week's market events, focusing on earnings reports from major tech companies like Nvidia, Salesforce, and CrowdStrike. They highlight the Jackson Hole symposium as a key potential market mover and express a general sentiment of holding steady until Nvidia's earnings are released, anticipating that Nvidia's performance will heavily influence market direction.
Linked Mentions
Tickers discussed in this post
Merck is mentioned as a company whose stock chart resembles the cap-weighted IBB ETF, suggesting it's a significant component.
Moderna's stock surged on news of cancer vaccine progress, but the rally was primarily short covering, and the company faces risks of dilution and pricing challenges for its drug.
The creator is playing gold through Agnico Eagle Mines, noting it as the lowest cost producer of gold.
Palantir also saw a significant move higher after reporting earnings and is now trading above its previous price island, similar to Microsoft.
Microsoft experienced an insane gap higher after reporting earnings and is now holding price around $480, serving as a benchmark for Salesforce's potential.
Palo Alto Networks is mentioned as a large position alongside CrowdStrike, with a brief note on its CEO.
Ulta Beauty is reporting earnings next week.
Marvel Technology reports earnings on Thursday and is considered an interesting report.
Walmart is currently being 'annihilated' and might be a topic for discussion.
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