Electronic Arts (EA) is mentioned as a company that Silverlake was involved in taking private, serving as a comparable for potential Workday acquisition rumors.
Source Post
Nvidia is FLIPPING the Stock Market This Week
Aug 25, 2026
The creator discusses Nvidia's upcoming earnings report, highlighting its significant impact on major indexes like the S&P 500 and NASDAQ 100 due to its large market cap. Despite consistent earnings beats and revenue estimate successes, the stock price has not consistently popped post-earnings. The creator suggests market sentiment, rather than the earnings results themselves, will dictate the stock's movement, referencing Warren Buffett's 'voting machine' vs. 'weighing machine' analogy to explain the stock's underperformance relative to its growth and free cash flow generation. The video also briefly mentions potential value plays in beaten-down software stocks like Intuit and Salesforce, and a semiconductor company that could be the next trillion-dollar player.
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Tickers discussed in this post
Workday, down 62% from its high, is presented as a value play with potential for 100% upside if it returns to its historical median multiple, supported by strong fundamentals and acquisition rumors.
WSM is a dividend growth company that has performed well, but it is currently trading at a historically low dividend yield, indicating stock price appreciation has outpaced dividend growth.
Kohl's is not a company the creator is interested in due to its significant dividend cuts and poor 5-year performance.
Box also looks pretty cheap right now.
Zoom, despite peaking during the pandemic, now trades at a pretty attractive valuation.
Dick's Sporting Goods is mentioned for its dividend yield and growth, but the creator is not diving into details.
Salesforce is mentioned as a beaten-down software stock that could be a value play.
Intuit is mentioned as a beaten-down software stock that could be a value play.
Nvidia (NVDA) is a primary focus due to its upcoming earnings, with the creator holding a large position and believing it will be the first $10 trillion company, despite recent post-earnings price drops.
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Tracked calls opened from this post
KSSsell opened Aug 25, 2026
-0.54%