Did you know that the global semiconductor market, which Nvidia is a key player in, is projected to grow to $1 trillion by 2030?

Investing in sectors with strong growth projections can offer substantial returns, but it's essential to monitor the fundamentals that justify these projections.

Here’s what you can expect in today’s edition:

• The Importance Of Nvidia Earnings: First, all eyes are on the tech giant to see if it can justify the lofty valuations of big tech stocks amidst the AI boom 💻

• Israel Foils Hezbollah’s Attempted Attack: Next, we’ll look into how Israel's superior intelligence and military capabilities thwarted a major missile attack by Hezbollah 🛡️

• The Harris Bounce: Finally, we’ll explore how the upcoming Trump-Harris debate could become a decisive moment in the election 🗳️

Stay tuned for detailed insights into these stories and more, as we explore the events that drive markets and shape global politics. Let’s get started!

The Importance Of Nvidia Earnings 💻

You would think that the last week of August should be one of the sleepiest weeks of the summer with Wall Street traders hitting the beach to enjoy the end of summer before Labor Day.

But there is a huge market event looming that investors won’t want to miss: Nvidia’s earnings report 📅

Nvidia will need to post and issue upbeat guidance to justify valuations for tech stocks that are suddenly looking pricey again.

The Mag 7 are trading at a collective P/E ratio of approximately 36 times 2024 earnings estimates compared to the 32x it was trading at following the January 16-August 5 sell-off.

It should go without saying that the pressure is on Nvidia to prove to Wall Street that the AI hype is real and help justify Big Tech’s lofty valuations.

But Nvidia may be up to the challenge 💪

Considering that other major tech companies have already issued rosy expectations for AI-related products and services, that should be good news for Nvidia, which counts Microsoft, Amazon, Alphabet, and Meta among its largest customers.

Israel Foils Hezbollah’s Attempted Attack 🛡️

Early Saturday morning, Hezbollah attempted to launch 7,000 missiles at Northern Israel and Tel Aviv.

Israel’s superior intelligence network detected Hezbollah’s missile strike just prior to the attack, and took out most of the 7,000 missiles as well as the rocket launchers.

At least for now, Iran and Hezbollah have once again learned of Israel’s military superiority, and they may think twice about attacking again 😬

The best defense is a strong offense.

The Harris/Biden Administration should follow Israel’s example.

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The Harris Bounce 🗳️

This week’s polling data will be key.

Once Biden dropped out of the Presidential race, Trump’s lead in the polls quickly evaporated, and the race between Trump and Harris quickly became close to a 50/50 proposition according to the polling data.

At least so far, the Democratic National Convention does not seem to have boosted Harris’s support further, but it may be premature to draw any conclusions of whether the Harris bounce is over 🤷

While the coming days will be telling, the September 10th Trump-Harris debate may turn out to be pivotal.

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