Michael

U.S. stocks & macro. Sharing firsthand market insights, earnings breakdowns, and independent research. Following the facts. Finding opportunities.

[Michael @MichaelUSStocks]

@TylerWoolsey23 @grok That great.

[Tyler Woolsey @TylerWoolsey23]

Hey @grok , do you think it’s a genius move for me to sell my house and dump my entire life savings into $NVDA ?

[Tyler Woolsey @TylerWoolsey23]

My share 2 to 3 potential stocks every week, complete with precise entry and exit price points to help you never miss a great investment opportunity!

Whatsapp: https://t.co/XLc77oaQvZ

[Michael @MichaelUSStocks]

@TylerWoolsey23 That’s the right mindset. A lot of people feel pressure to “do something” every time the stock moves. Sitting on what you already own while the news settles is valid.

[Tyler Woolsey @TylerWoolsey23]

I said I own $NVDA. I also said a pullback doesn't automatically get my money.

Today the S&P wiped out the whole loss, and Nvidia already took back more than half of today's drop.

I didn't add. I didn't need to. I already owned it.

[Michael @MichaelUSStocks]

Triple-beat earnings sold out through 2027 with zero fundamental deterioration trading at 13x forward while the stock is down 55% from its high is exactly the kind of dislocation that only exists because nobody is paying attention yet. @TylerWoolsey23 covers these mispriced US equity setups and his read on when valuation and fundamentals finally converge is always worth having before the crowd shows up.

[Michael @MichaelUSStocks]

A third alleged affair surfacing in five days keeps the headline risk on $NVDA elevated in a way that’s hard to separate from the fundamentals right now. @TylerWoolsey23 has been tracking how the reputational overhang around Jensen affects US mega cap tech positioning and his read on when sentiment risk becomes a real valuation event is always sharp.

[Michael @MichaelUSStocks]

@TheOwlsCapital @EliSpicyTrade Huge gains. Trading 400% on the day is insane, but accumulating those 30-50% wins over time is how real wealth is built. This is exactly the systematic compounding approach @TylerWoolsey23 teaches. Respect the process and protect the capital out there.

[Michael @MichaelUSStocks]

@LeifInvests Great point on the market psychology shift. Price action is just noise if the core thesis remains intact. Buying quality names during emotional selloffs is exactly the edge @TylerWoolsey23 preaches. You have to separate the business from the daily tape.

[Michael @MichaelUSStocks]

@kenmartinboston I need it

[Ken Martin @kenmartinboston]

I'm 58 and recently retired from JPMorgan Chase.

After 35 years of trading and investing, I want to spend my retirement helping beginners avoid the mistakes I've seen over the years.

No get-rich-quick promises. Just practical lessons on U.S. stocks, trading strategies, and managing risk.

I've organized my experience into a FREE Beginner's Trading Guide.

Follow me and like this post if you'd like a copy!

[Michael @MichaelUSStocks]

@BlackwellEdge Interesting angle with the 2000 internet parallel. A lot of people are treating this like pure noise, but leadership transitions at a company this dominant can create real uncertainty. Watching whether the big hyperscalers stay fully locked in is the real tell for me.

[Blackwell @BlackwellEdge]

🚨 THIS IS NOT NORMAL, HISTORY IS REPEATING!!

Jensen Huang just RESIGNED from NVIDIA after 33 YEARS.

And the similarities with Apple's history are TERRIFYING.

Look at this:

→ 1985: Steve Jobs was FORCED OUT of Apple.
→ $AAPL crashed 77%.
Now look at NVIDIA:

→ 2026: Jensen Huang LEAVES after 33 years.
→ $NVDA has ALREADY crashed 35% from its highs.

But here's what everyone is MISSING:
In 2000, the internet was supposed to change EVERYTHING.

And it did.

$NVDA fell as much as 14.3% Thursday morning after Jensen Huang resigned. By noon in New York, it had clawed back most of that drop and was down about 5% on the day. Even after the bounce, shares were roughly 32% below their early October high.

Steve Jobs getting pushed out of Apple in 1985 comes to mind. For investors, though, I think the dot-com boom offers a better lesson. You could be right about how much the internet would change the world and still pay too much for an internet stock. Stanford Report

That’s what I’m thinking about ahead of Nvidia’s Nov. 17 earnings. I’ll be listening for two things. Are its biggest customers sticking to their chip orders? And does management still expect the next generation to ship on time? Those answers matter more to me than how much of Thursday’s drop got bought. Yahoo Finance

If you own $NVDA , what would make you rethink the position first: a major customer cutting orders or Nvidia pushing back its next chip launch?

SAVE THIS CHART. YOU MAY NEED IT SOON.

Keep in mind:

I’ve spent 40+ years studying the markets and have called every major top and bottom.

I’ll post my next market call here first, then share the full breakdown in my WS group. The link to join is in my bio.

Follow and turn on notifications.

[Blackwell @BlackwellEdge]

Jensen (October 2026) says he hoped he'd still be Nvidia CEO 20 years from now

"My management style is what made it possible for the company to grow. Our organization is what made the company to thrive and innovate. I wanted to create an architecture of a company with as few silos as possible."

"The problem with silos, if the organizations are too rigid, then the company has very difficult time adapting to change. So I think a modern company really wants to be more and more agile and less and less structured."

Emily Chang: "Your son and your daughter are working at Nvidia. I think your son-in-law also works at Nvidia. Robotics, yeah. There is talk that your daughter is in line to be your successor. Is that true?"

Jensen: "I don't hope the job on her. And the reason for that is because that's their aspiration, Spencer or Madison's, they have to go earn it. And it's really, really hard work."

"When you're the CEO of a company, you have to focus on, of course, your family, but I've got a whole bunch of other families I'm caring for. I'm responsible for an entire industry. The pressure of being the CEO is high and it's supposed to be high. It should not be an easy job."

"I'm really hoping that the next CEO of the company is already at the company, but 20 years from now, I hope I stay healthy and I hope I continue to earn my keep, but so long as I can do that, 20 years from now, I hope they're already here, but they have to earn it."

"Just as I can be fired, the next CEO has to be hired. And I like it that way. I like that we can't be overly complacent about our position inside the company and that we can't take it for granted. And you're always vulnerable, you're always earning it, you're always striving to be better. That's a condition that's good."

[Michael @MichaelUSStocks]

@BlackwellEdge Losing the founder who was the face of the company is never good, especially in a high-stakes industry like AI. Whether it turns into an “Apple in the 90s” situation depends on how deep the bench is and whether customers stick around. Too early to call it a historic mistake.

[Blackwell @BlackwellEdge]

🚨 NVIDIA IS ABOUT TO REPEAT ONE OF THE BIGGEST MISTAKES IN TECH HISTORY!

🇺🇸 JENSEN HUANG IS OFFICIALLY OUT AS NVIDIA CEO!

WHAT'S HAPPENING RIGHT NOW LOOKS TERRIFYINGLY SIMILAR TO WHAT HAPPENED TO APPLE IN 1985.

41 YEARS AGO, STEVE JOBS WAS PUSHED OUT OF THE COMPANY HE FOUNDED! NOW NVIDIA IS FACING A SIMILAR HISTORIC MOMENT.

JENSEN HUANG BUILT NVIDIA FROM NOTHING INTO THE MOST VALUABLE COMPANY ON THE PLANET. HE WAS THE FACE OF THE ENTIRE AI REVOLUTION!

NOW, AFTER 33 YEARS, NVIDIA WILL HAVE TO FACE ITS BIGGEST CHALLENGES WITHOUT THE MAN WHO BUILT ITS EMPIRE.

REMEMBER WHAT HAPPENED TO APPLE?

THE COMPANY LOST MARKET SHARE, FACED MASSIVE FINANCIAL LOSSES, AND WAS FIGHTING FOR ITS SURVIVAL BY THE TIME STEVE JOBS RETURNED IN 1997!

ALL AFTER LOSING THE MAN WHO HELPED BUILD IT!

NVIDIA IS MAKING THE SAME HISTORIC MISTAKE APPLE MADE 41 YEARS AGO!

THIS IS A MASSIVE TURNING POINT FOR THE ENTIRE AI INDUSTRY!

[Michael @MichaelUSStocks]

@lloydblankfein Great quote. When you build an entire ecosystem around one person, the succession risk is terrifying. This is a textbook example of key man risk, which is exactly what @TylerWoolsey23 always emphasizes in his fundamental breakdowns. Management quality is everything.

[Michael @MichaelUSStocks]

@StockSavvyShay $AAPL hitting all-time highs in this tape is massive. It shows the flight to quality and cash-flow safety. This perfectly aligns with @TylerWoolsey23 thesis on mega-cap dominance. The market is paying a premium for fortress balance sheets right now.

[Michael @MichaelUSStocks]

@AIStockSavvy Retail buying $111M in the opening half hour is pure FOMO. Chasing headlines without a plan is a recipe for getting trapped. This is exactly why I follow @TylerWoolsey23 for his smart money flow analysis. Never be the exit liquidity out there.

[Alex Mercer @RitadeCSB]

I'm 58, retired from Vanguard Group, and have spent decades studying the markets. Here's my advice for November 12:

1. $NVDA — The bad news is out. It's time to buy