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Good morning & Happy Friday!

From the market impact of a Trump presidency and Michael Burry’s latest moves, to Berkshire Hathaway's new consumer bets and Nvidia's upcoming earnings report.

Grab your flat white and let's get into it! ☕️👇️

Amazon Bets Big on Smart Homes, You Can Too

VCs know how difficult it is to spot promising early investment opportunities. Even the Sharks from Shark Tank declined the offer to buy 10% of Ring for $700,000 - a decision they would regret when Amazon acquired Ring, turning the $700,000 into $10M!

RYSE is the smart-home brand poised to follow a similar trajectory. The founder pitched on Canada’s version of Shark Tank, Dragons’ Den and received two offers - it seems the Dragons’ learned from the Sharks’ mistakes. Don’t make the same mistake the sharks did.

Invest now.

Markets

🇺🇸 What A Trump Presidency Means For Your Finances
Financial Samurai's blog post breaks down what a Trump presidency could mean for your money. With Republicans favoring smaller government, lower taxes, and less regulation, the potential benefits for investors may come with risks like a larger budget deficit and inflation. Overall, the takeaway? Many see these policies as a net positive for personal finances.

⬇️ Michael Burry’s latest positions
Michael Burry, famed for his 2008 bet against the US housing market, upped his stakes in Chinese stocks like Alibaba in Q3, betting big as Beijing's stimulus efforts ramped up. This move shows Burry sees potential amid China’s economic revival push.

🔋 Trump aims to kill Biden’s EV tax credit
Trump's transition team plans to kill the $7,500 EV tax credit, a move that could seriously stall America’s electric-vehicle push. While Elon Musk, a Trump ally, predicts Tesla will take only a small hit, he warns it could crush U.S. EV competitors.

🍕 Berkshire Buys Shares of Domino's Pizza
Warren Buffett’s Berkshire Hathaway has made some new moves, picking up stakes in Domino’s Pizza and Pool Corp. while reducing its holdings in Apple and Bank of America even further. The shift suggests new bets in consumer spending.

🏥 Vaccine stocks slide after Trump nominates RFK as top health official
Vaccine stocks took a hit after reports emerged that President-elect Trump may appoint anti-vaccine activist Robert F. Kennedy Jr. to lead the Department of Health and Human Services. Moderna fell over 5%, while Novavax dropped more than 7%. Trump’s late October comments about letting Kennedy “go wild” on healthcare have fueled the market jitters, with both Moderna and Novavax down over 30% this past month.

Quick News

• Satirical site The Onion has hilariously acquired Alex Jones' Infowars at a court-ordered auction

• In addition to the headlines championing new heights, here are five things everyone should know about bitcoin.

• Disney shares soared 9% Thursday morning after the company's fourth-quarter revenue and adjusted profit beat analysts' expectations.

• Major global investors are pulling out of trades tied to President-elect Trump's tax and tariff policies, shifting focus to capitalize on some of the Nov. 5 election's biggest market casualties.

• Eighteen Republican attorneys general filed a lawsuit Thursday against the SEC and Chair Gary Gensler, accusing the agency of overstepping its authority in crypto industry enforcement.

• Oil prices dropped further, extending weekly losses due to mixed economic data from China, a stronger US dollar, and fears of a global market glut next year.

What’s next for Nvidia?

Nvidia is set to release its third-quarter earnings on Nov. 20, with investors focusing primarily on its data center business, which continues to drive its growth.

Nvidia has consistently outperformed its guidance, and expectations are high for more of the same. Management has already hinted that its new Blackwell GPUs are sold out for the next 12 months, highlighting intense demand. However, supply constraints remain a major hurdle for its AI chip business, and updates on production expansion will be crucial.

The data center expansion remains the key driver of Nvidia’s long-term valuation. Significant boosts have come from AI spending by large cloud and consumer internet firms, which show no signs of slowing. Any insights into their future spending plans will be critical.

Additionally, analysts are monitoring trends in enterprise demand from sectors like finance, healthcare, and software. The potential impact of Donald Trump’s reelection on government restrictions and industry spending is also on the radar.

Another focal point is Nvidia’s $50 billion share buyback program. So far, the company repurchased 162.1 million shares for $15.1 billion, with $7.5 billion remaining from the previous authorization. The new buyback approval underscores management’s confidence.

Finally, the buzz around the new Blackwell GPUs is intense, with projected revenue of $10 billion in fiscal 2025. However, there may be a snag: Super Micro Computer, a key Nvidia partner, is facing scrutiny due to allegations from Hindenburg Research.

Next week, all eyes will be on November 20th, that’s for sure.

The $9M Market Cap Mystery: Why We Believe This Stock is Grossly Undervalued.

Bank of America analysts forecast gold could reach $3,000 by 2025, and this under-the-radar stock is primed for even greater gains.

With gold's post-election dip, now is the ideal time to invest. Savvy investors recognize the power of gold and gold stocks in their portfolios, and this stock has already surged more than 220% in recent years.

Plus, insiders are consistently adding to their positions. Make sure to keep it on your watchlist.

Discover This Hidden Stock Pick

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