Blake Harrison

Independent Investor | Hardcore value seeker since 2010.
Gold trader.
Long $TSLA & $NVDA since 2015.
Currently obsessed with AI and the next wave of innovation.

[Blake Harrison @BlakeH008]

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[Blake Harrison 🇺🇸 @B_Harrison7]

https://t.co/8Xbh8mECXZ

[Blake Harrison @BlakeH008]

Broadcom’s earnings will offer another read on AI capex. The G20 summit could also bring signals on macro coordination and AI. With these catalysts converging, volatility risk is rising.

[Blake Harrison @BlakeH008]

After Waller’s Jackson Hole speech, markets enter a key confirmation phase. Waller speaks on inflation September 3, followed by August Nonfarm Payrolls September 4. Both could shape September rate expectations.

[Blake Harrison @BlakeH008]

AI is disrupting software’s traditional subscription model. $CRM and others are shifting toward usage and outcome-based pricing. The transition creates uncertainty but could drive future software growth.

[Blake Harrison @BlakeH008]

This week’s trading environment has become tougher. Style rotation tends to create choppy and unpredictable moves, testing patience while giving back previous gains. It’s important to review the portfolio and replace names that lose key technical levels without a clear catalyst.

[Blake Harrison @BlakeH008]

$AMZN is expanding AI model access through AWS GovCloud. U.S. government agencies and partners can now use Amazon Nova, along with models from OpenAI, Anthropic, Meta, NVIDIA, and xAI through Amazon Bedrock, all within isolated environments built for strict security requirements.

[Blake Harrison @BlakeH008]

Tensions in the Taiwan Strait are heating up again. Oil is pushing higher while gold has pulled back. After finding support around $4,400, gold is now moving between $4,430-$4,460. For now, selling into rallies remains the preferred strategy.

[Blake Harrison @BlakeH008]

Waller’s hawkish Jackson Hole speech has raised expectations for a September rate hike. Still, after months of holding rates steady, bond investors remain doubtful that the Fed will actually move. That uncertainty is weighing on today’s open.

[Blake Harrison @BlakeH008]

Gold is pulling back as Iran tensions ease after four straight days of gains, falling from 4690 to 4610. The 1 hour chart has turned bearish. I would rather stay patient today and wait for a clearer trend before looking for another entry.

[Blake Harrison @BlakeH008]

The best setup would be NVDA, CRM, and CRWD all rising while chips, software, and cybersecurity strengthen too. That would suggest AI budgets remain healthy and spending is expanding beyond hardware into more parts of the tech market.

[Blake Harrison @BlakeH008]

Core inflation is still above the 2% target, so the rate debate is not over. What would worry me most is NVDA, CRM, and CRWD all weakening together. That could mean investors are cutting exposure across tech, not just reacting to one stock.

[Blake Harrison @BlakeH008]

July core PCE came in at 3.3% year over year and 0.2% month over month, both as expected. Second quarter real GDP growth stayed at 1.5% annualized. Inflation is not accelerating, and the economy is still holding up.

[Blake Harrison @BlakeH008]

If NVDA delivers but AMD and MU pop early and then fade, I would read that differently. It suggests investors trust NVDA, but not the entire AI chain. For related tech names, participation matters more than a few extra points in NVDA.

[Blake Harrison @BlakeH008]

The real bullish signal is not NVDA rising alone. I want to see AMD, MU, and AVGO move with it. If they do, it tells me investors still believe AI spending is spreading across the broader hardware supply chain.

[Blake Harrison @BlakeH008]

NVDA earnings are the main event tonight. Even with a strong beat, I do not think all of tech automatically rallies. If NVDA weakens after hours, money could rotate into CRM and CRWD. It sounds strange, but that is exactly what I am watching.

[Blake Harrison @BlakeH008]

Tomorrow when you go to work, look at the company around you.

Look at ownership, profit flow, and how value is created.

Once you learn to see the business world from a deeper perspective, your understanding will already be ahead of most people.

[Blake Harrison @BlakeH008]

But some people have never seriously thought about their financial structure.

If you want to plan for your future, retirement, or the next generation, start by understanding how your money is positioned today.

[Blake Harrison @BlakeH008]

Many people in our group have spent the past year learning how to manage assets, understand investments, and create better financial strategies.

They know where their money goes and how to make it work more efficiently.

[Blake Harrison @BlakeH008]

This is why asset allocation matters.

Stocks, businesses, real estate, skills, and other investments can become tools that help your money work while you focus on your life.

[Blake Harrison @BlakeH008]

If you only exchange your time for money, your growth will always have limits.

But when you build assets that can generate value without depending completely on your time, you start moving toward financial independence.

[Blake Harrison @BlakeH008]

The real lesson is simple.

Building wealth is not only about working harder. It is about understanding assets, ownership, and how capital moves.