Wednesday, August 26, 2026

EVERYBODY WANTS TO KNOW...

 Who's the best first pick in their fantasy football league.

Who should they pick first in the famous REGJB Blog Survivor Pool? (Hint- not the Dolphins unless you want to go out week one; week two; week three; week four, et. al.). 

When is Mexico's next payment for the Wall scheduled to be made?

Just how open are the Straits of Trump? 

When will there be a new cafe at the REGJB?  This may be a hot topic in the prediction pool markets. Our take? Well after the President has breakfast with new Speaker of the House Hakim Jeffries after the midterms. 

AND....

How should one play Nvidia in light of the earnings call today after the market closes with CEO Jensen Huang.

We know Nvidia has fallen post earnings five of the last six quarters. We also know Nvidia will beat expectations and raise guidance. But here is what the market will be looking at.  Are Nvidia's investments in their customers circular financing- meaning they are loaning money to their customers to buy their chips?  Or is Jensen creating a new equity market for his company?

 Our take is it is the latter, and it will not matter. (And we like to rhyme, most of the time). 

Nvidia will most likely fall tomorrow as per the put/call ratio we are seeing. And then over the next year it will rise. Most analysts have a price of +300 on the stock currently trading around 210.  Rumpole says "buy Nvidia, don't trade it." 

So keep your powder dry today and be a buyer tomorrow, next week, and next month. And while you're at it look at the Yahoo/Finance piece on AMD with the headline that it "may rip up 40%..." . Just sayin...

Meanwhile, the Fins  RBArchane is a good first round pick, as is Cardinal's rookie RB Love, and a few other bangers. In our expert opinion do not go WR until rounds 2-3 and QB rounds 4-5-6. 

15 comments:

  1. Hey Rumpole -

    your thoughts on Judges who are all over social media blasting their selfies and photos each day on exotic trips, at parties, at Michelin restaurants and drinking champagne at lunch, etc.

    Each day these “celebrity” judges think they are influencers.

    It’s getting nauseating seeing the self promotion of Judges.

    I think it is nauseating to see jurists partying and being so egotistical, showing off their wealth and bragging about their homes, trips, handbags and lifestyles.

    You would not see Moreno, Wetherington, Morphonios or Robinette doing this.

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    1. Has anyone seen the ASA Deleon on TikTok?

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    2. It’s disturbing and a bit ironic considering they all need a gym and a proper make up artist. The wealthiest judges and the ones that actually work the hardest, do not flaunt their wealth or take selfies.

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  2. Every trial attorney should watch the cross of Reddington in the triple murder trial in MA. He is conducting a master class and a textbook lesson as how to control a difficult expert witness. He is a great trial lawyer, and his closing will be masterful.

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    Replies
    1. Most ASA’s are more worried about posting on TikTok

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    2. Which expert witness

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  3. or the great late Ed Cowart, Joe Farina and others. Miller should be disbarred because of how she injected herself into the VZ investigation.

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  4. Rump and Cramer - NVIDIA will go up huge tomorrow. They will be upping their product prices by 15%.

    Can you do the numbers of future earnings being 15% higher just on paper based upon a price increase? Their earnings are hundred and hundreds of billions each quarter already!

    Demand for Nvidia data center buildouts are through the ceiling. Their most advanced semiconductor products are in demand and orders are 3 years out. They can’t produce enough to meet demand.

    Moreover once those orders are delivered, they will invent, produce and sell a smaller, cooler, faster and way more advanced product that hyperscalers will replace their data center buildouts.

    This is a once in a century buy and long term investment. It’s our generation’s only investment to make in order to provide us financial freedom until our last breath.

    Our heirs are blessed by what we do right now with our money.

    Remember that savings is different than investing.

    Buy. Buy. Buy.

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  5. Was the market happy or sad on the earnings and projections on the stock NVDA?

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  6. rumpole what’s your net worth ?

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  7. Judge Judith Kreeger has passed away.

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  8. I see NVDIA stock taking a hit after earnings even if earnings beat estimates. Then it's time to buy. I see it hitting 300, some analysts say 350.

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  9. Rumpole, who are the wealthiest Judges in Miami?

    State and Federal?

    Did we ever have any really rich judges on the bench?

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  10. Fantasy football rankings? Meh…. Fantasy judicial rankings… yes please 🙏

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  11. On the Clancy trial, I would have liked to see how many strong Catholics are on the jury. Without that it is more difficult to predict. But I see a HUNG JURY or at best for the Commonwealth a conviction on lesser included as a compromise.

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