T
TubeFolio
Back to Dashboard

🚨 MAJOR Market Update (for all serious investors)

Investing Simplified - Professor G•Aug 29, 2026

Summary

Nolan provides a comprehensive market update following a volatile week influenced by Nvidia's earnings and Federal Reserve Chair Warsh's hawkish Jackson Hole speech. Nolan observes that although Nvidia exceeded expectations with $96.2 billion in revenue, broader market sentiment was dampened by PCE inflation data remaining above the 2% target and rising Treasury yields. Nolan emphasizes that for long-term investors with a five-year horizon, these macro headwinds create buying opportunities in companies that dominate their respective niches within the artificial intelligence build-out.

Nolan details his personal investment activity, focusing on three specific areas where he bought shares heavily during the recent dip:

Meta (META): Nolan views Meta as the most undervalued company among the 'Magnificent Seven,' highlighting a 28% jump in Q2 revenue and a strong advertising business. Nolan argues that current concerns over AI spending are overblown and predicts Meta will easily become a $1,000 stock within the next five years.
Iris Energy (IREN): Nolan purchased this stock twice following a post-earnings drop, citing its successful transition from Bitcoin mining to AI cloud services. Nolan points to a major multi-year contract with Microsoft and significant projected revenue growth through 2026 as key reasons why the underlying infrastructure thesis remains strong despite reported net losses.
DRAM ETF / Memory Sector: Nolan invested in the memory sector to capitalize on the High Bandwidth Memory (HBM) bottleneck, which he believes is an underappreciated constraint in AI development. Nolan notes that leaders like Micron and SK Hynix have immense pricing power due to supply being fully allocated through 2026, making the recent pullback in the DRAM ETF an attractive entry point.

Mentioned Stocks

MU
Sentiment: BUYAction: BOUGHT

Reasoning: Nolan bought the DRAM ETF, which includes Micron, due to the critical High Bandwidth Memory (HBM) shortage. Nolan mentions that Micron's HBM supply is fully allocated through 2026 and believes memory manufacturers will have unusual pricing power until 2030.

Loading chart...
META
Sentiment: BUYAction: BOUGHT

Reasoning: Nolan considers Meta the most undervalued stock in the Magnificent Seven. Nolan highlights strong advertising growth and aggressive AI investment as long-term drivers. Nolan predicts the stock will reach $1,000 per share within a five-year timeframe.

Loading chart...
NVDA
Sentiment: BUYAction: RECOMMENDED

Reasoning: Nolan notes that Nvidia crushed earnings with $96.2 billion in revenue and strong guidance. Nolan states this validates the earnings potential of the AI trade and supports bullish sentiment for the broader semiconductor sector.

Loading chart...
IREN
Sentiment: BUYAction: BOUGHT

Reasoning: Nolan bought this stock twice on Friday following an earnings-related dip. Nolan is bullish on its transition to AI cloud services and notes its major contract with Microsoft and significant contracted revenue for 2026. Nolan views this as a high-risk but high-reward play on AI infrastructure.

Loading chart...