“The Most Important Stock on Planet Earth”

Earn While You Learn! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ [EARN WHILE YOU LEARN! JOIN OUR FREE LIVE TRADING SESSION!]( Hello investor, “The Most Important Stock on Planet Earth” The day has arrived. Nvidia’s earnings report will be out after the bell today. It will come just as the market recovered from a steep sell-off. Recent economic data alleviated growth jitters, but investors remain on alert for any signs of a demand cooldown. And of course, the AI frenzy drove the recent market rally. Nvidia is at the forefront of the rally, and investors will want to see if Big Tech companies are still spending. Sure enough, Goldman Sachs’s trading desk called Nvidia “the most important stock on planet Earth.” Why? Nvidia was responsible for over a third of the Nasdaq 100’s gain this year. In Nvidia’s past three quarters, revenue has more than tripled on an annual basis, with the vast majority of growth coming from the data center business. Analysts expect a fourth straight quarter of triple-digit growth, but at a reduced pace of 112% to $28.7 billion, according to LSEG. From here, year-over-year comparisons get much tougher, and growth is expected to slow in each of the next six quarters. The AI chipmaker is expected to report a fourth straight quarter of triple-digit growth on an annual basis. Nvidia reported a 262% yearly revenue growth during its last earnings report. So, a 112% growth would be a deceleration. LSEG expects Nvidia’s growth to slow in each of the next six quarters due to tougher year-over-year comparisons. Nvidia’s YoY quarterly revenue growth (Source: MacroTrends) Analysts expect Nvidia to issue guidance of a ~75% revenue growth for the October quarter. It would be still a strong growth rate. Will it be enough to keep the rally going? Only time will tell. Investors are also looking for any updates on Nvidia’s next-gen AI chips called Blackwell. It was rumored that the company had production issues and may delay shipments to the first quarter of 2025. So, Wall Street will know how it might impact the next quarter’s revenue. Since the AI demand remains strong, some analysts expect customers to purchase the current H200 chip instead. - “That shift in timing doesn’t matter very much, as supply and customer demand has rapidly pivoted to H200,” Morgan Stanley analysts wrote. Chris Senyek at Wolfe Research expects Nvidia’s earnings to “set the tone for markets” for the next few days. August’s jobs report will also play a major factor in shaping the market’s sentiment. - “Nvidia’s earnings report will set the tone for markets before the key payrolls report on Sept. 6,” said Chris Senyek at Wolfe Research. - “We remain bullish, but risks are now skewed to the downside over the very near-term. From a seasonal perspective, we enter a weaker period of the year that is even more amplified in election years.” Chris Senyek at Wolfe Research (Photo: CNBC) Top “School as a Service” Stock to Buy As People Are Fed Up With Student Loans Today’s Pick: Stride, Inc. (LRN) Stride, Inc. owns a number of education brands, including K12, Galvanize, MedCerts, Tallo, and nepris. The company offers fully integrated learning from childhood all the way through adult learning. More and more people realize that colleges are not the only option. A study showed that the current group of 30 years olds is not doing as well as their parents when they were 30. Why? Student loan debts are a killer. - New York magazine wrote that "people under the age of 40 are fed up. They have less than half of the economic security than their parents did at the same age." Stride offers an alternative method to get an education, which is far cheaper than going to colleges. Big Tech like Facebook Google and Amazon have started programs to hire non-college graduates into high-paying tech jobs. So far, indications suggest that these professionals are excelling as well as college graduates. In fact, Market Data Forecast sees the global K-12 Online Education market to grow 33.1% CAGR through 2029. (Source: Market Data Forecast) The new trend of online education is good news for Stride because it has different brands for each level of education. Let’s examine how each brand fits into the learning process: - K12 offers remote K-12 education - Tallo is a platform for college applicants to showcase their talent to potential colleges. - Galvanize offers online and in-person bootcamps for programming and data science careers. - MedCerts offers medical assistant and technician training, as well as IT programs. - nepris connects career-oriented individuals with mentors working in the industry. Investors shouldn’t expect a spectacular growth rate for its revenue through FY28. The company sets a target of 10% CAGR, but it expects a 20% CAGR for its earnings per share. It demonstrates that the company has a strong operating leverage where it can keep costs low while growing revenues. It is a powerful growth lever for its stock price. (Source: Stride) For example, its FY24 posted an 11% revenue growth. Not bad, right? However, its adjusted operating income jumped 46% year over year. That’s impressive. It makes it easier for a company to compound gains if it doesn’t require big revenue growth to increase earnings growth. Bottom line: Online education is becoming the future. People begin to prefer specialized education where they learn what is necessary to do their jobs — rather than getting a general education that costs a small fortune. Stride is right at the forefront of this trend. Because of its strong operating leverage, the stock looks like an excellent buy for the next few years. [EARN WHILE YOU LEARN! JOIN OUR FREE LIVE TRADING SESSION!](       © All Rights Reserved, Trade Alliance [Unsubscribe]( | [Manage Preferences](