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The creator discusses upcoming macroeconomic events and earnings reports for the week, highlighting potenti...

Aug 30, 2026

The creator discusses upcoming macroeconomic events and earnings reports for the week, highlighting potential volatility for the market and specific stocks like Palo Alto Networks and Broadcom.

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AVGONeutralMedium ConvictionSignal-backedPrimary

Broadcom is reporting earnings, but the creator warns that beating expectations is no longer enough to prevent a stock drop.

PANWNeutralMedium ConvictionSignal-backedSecondary

Palo Alto Networks is reporting earnings, and the creator questions if their AI cybersecurity spend can justify their high valuation.

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