Fellow Trader

Fellow Trader,

If you’re like most people, on Friday morning you’ll probably follow your set routine: Wake up… eat breakfast… go to work…

But if you say these two setences to your broker… you could collect as much as $1,250 on Friday… no matter where you live, whether you’re working or already retired.

It all has to do with a unique stock market secret that’s worked 97% of the time for the past 10 years running.

This may be the most powerful phrase to ever say to your broker…

To see what these sentences are, click here.

Regards,

Roger Michalski
Publisher, Eagle Financial Publications

Just For You

NVIDIA’s Earnings Show a Green Light for Taiwan Semiconductor

Written by Gabriel Osorio-Mazilli. Published 8/28/2025.

Key Points

NVIDIA’s recent earnings results highlight a new path higher for Taiwan Semiconductor stock, as demand is quickly outpacing production supply.
Markets are placing a premium on Taiwan Semiconductor’s sales for a reason.
Institutions are buying in the billions ahead of the next quarterly earnings announcement.

Most profits aren’t earned by buying gold during a rush but by selling shovels to those digging. Periodically, a new rush emerges in an economic cycle, and shovel makers quietly capture most gains. Today’s “gold” is AI-driven chips, and the “shovels” are wafer equipment providers and foundry specialists.

Hyperscaler spending—think cloud giants and AI leaders—has crossed the $1 trillion mark, driven by an “AI-first” approach. That’s fueling soaring demand for chips and semiconductors. Holding over 75% of this market is Taiwan Semiconductor Manufacturing (NYSE: TSM), and one of its largest customers just gave investors a compelling reason to buy the stock today.

NVIDIA’s Growth: A Guaranteed Check for Taiwan Semiconductor

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NVIDIA Corporation (NASDAQ: NVDA) recently reported its much-anticipated quarterly results. As the S&P 500’s largest constituent, NVIDIA dominates many portfolios—but its performance also serves as a key barometer for chipmakers like TSMC.

NVIDIA’s data center revenues hit $41.1 billion—a 56% year-over-year jump—driven by its Blackwell superchip. These three-nanometer chips are produced exclusively by TSMC on its advanced nodes, so every NVDA order directly boosts TSMC’s revenue and pricing power.

This dynamic duo presents a prime opportunity for investors today.

TSM’s Valuation Premium: Justified and Strategic

Investors are willing to pay up to 11.5x price-to-sales (P/S) for TSMC because NVIDIA’s surging demand could create supply bottlenecks, enhancing TSMC’s pricing power and contract terms.

It’s not just NVIDIA—hyperscalers like Meta Platforms Inc. (NASDAQ: META) and Microsoft Inc. (NASDAQ: MSFT) also depend on TSMC for advanced chip processing power.

Similar to the 2020–2022 chip shortage—when foundries hiked prices amid scarce alternatives—if demand continues to outpace supply, TSMC can command a premium. Smart markets are willing to pay for that future growth, justifying its current P/S multiple.

Even with its elevated valuation, institutions have snapped up $8.6 billion of TSMC stock in the past quarter, underscoring confidence in its long-term value.

Another upside is TSMC’s future earnings power. MarketBeat forecasts about $2.52 in EPS for Q3 2025—a modest 2% rise from the reported $2.47.

Investors have a window to position ahead of a potential earnings beat. If next quarter’s results reflect NVIDIA-driven demand—again topping the $2.13 consensusby 16%—TSMC shares could push into new 52-week highs.

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Today’s Top Stories and Partner Offers:

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Xpeng’s P7 sedan launched in China with over 10,000 orders in 7 mins. Rival Tesla also released new models for Chinese market. Continue reading ➔Elon Musk’s Legal Team Fights To Block OpenAI’s Access To Meta’s Bid Documents

Elon Musk’s legal team has filed a motion to prevent OpenAI from obtaining documents related to a previous $97.4 billion bid for its assets, according to a court filings. Continue reading ➔Apple Plans Major iPhone Redesigns For Three Consecutive Years

Apple is gearing up for a significant overhaul of its iPhone lineup, with plans for major redesigns over the next three years. Continue reading ➔How To Earn $500 A Month From Walmart Stock Ahead Of Q2 Earnings

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Dell Technologies Inc. (NYSE:DELL) is in the spotlight Thursday ahead of its second quarter earnings report today after the market closes. Continue reading ➔

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Stunning new initiative unfolding in the White House?

Below is an important message from one of our highly valued sponsors. Please read it carefully as they have some special information to share with you.

Dear Reader,

Shocking secrets are being born right here…

What you’re looking at is the West Wing….

Where just a few weeks ago, I met with Trump and VP J.D. Vance.

My name is Buck Sexton.

I’m a former CIA officer…

And a national security expert. I’ve briefed presidents and built deep, personal ties to nearly every major player in the Trump White House.

High level contacts in my Rolodex include:

Director of National Security Tulsi Gabbard… Speaker Mike Johnson…FBI Director Kash Patel…Steve Bannon… and many more.

But I’m not here to talk about me.

Because what I just learned about what’s unfolding in the White House is truly stunning…

And you need to see it for yourself.

Once you see what’s unfolding behind the scenes, you’ll understand why I rushed this interview and opportunity to you today.

Sincerely,

Buck Sexton
Editor, Paradigm Press

Today’s Featured Content

Best Buy Marketplace: Potential Growth Catalyst or Risky Gimmick?

Written by Chris Markoch. Published 8/28/2025.

Key Points

Best Buy is expanding its product assortment and online presence with the launch of a third-party marketplace.
The Best Buy Marketplace model could enhance profitability by generating higher-margin, fee-based revenue.
Shares slipped after earnings as softer guidance and consumer spending pressures weighed on sentiment.

Best Buy Co. Inc. (NYSE: BBY) shares fell 4.6% after the retailer reported its second-quarter earnings on August 28. While Best Buy beat consensus on both top and bottom lines and reiterated its full-year guidance, investors are focused on the company’s long-term growth prospects.

Best Buy’s centerpiece for growth is its newly launched Best Buy Marketplace, part of a broader digital strategy to enhance the online shopping experience while leveraging the retailer’s brick-and-mortar footprint. However, the marketplace was only one week old at the end of the quarter, so no sales figures are available yet—and Best Buy cautions it could take several years before the initiative drives a material financial impact.

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Proponents argue the marketplace could help Best Buy expand its product assortment without holding additional inventory and boost profitability through higher-margin, fee-based revenue. The platform also taps into Best Buy’s physical network by offering in-store pickup and Geek Squad support—features pure e-commerce players can’t easily replicate.

Marketplace Upsides and Execution Risks

There are three potential advantages to Best Buy’s marketplace model:

Expanded assortment: Third-party sellers can broaden Best Buy’s catalog without inventory costs. Management reports strong initial seller interest that could accelerate over time.
Improved margins: Fees from third-party sales should generate higher-margin revenue compared to traditional product sales.
Omnichannel integration: Customers can buy online and pick up in store or get Geek Squad services, creating a seamless experience that pure online rivals struggle to match.

Yet, launching a marketplace carries notable execution risks. Retail peers such as Target, Macy’s and Walmart have all encountered hurdles—including slow seller adoption, quality control issues, technical integration challenges and traffic constraints. Slow revenue growth and potential brand dilution are real concerns, especially in the early years of a marketplace.

Analyst Outlook and Investor Takeaways

Despite the risks, analysts remain generally bullish on BBY stock. However, investors should listen closely to management’s commentary in the upcoming quarter for any updates on marketplace traction and seller onboarding. Key considerations include:

Cannibalization risk: Third-party sellers might undercut Best Buy’s own prices, putting pressure on margins rather than improving them.
Strategic focus: Some observers may view the marketplace launch as a distraction from core operations, especially after Best Buy cited “uncertainty of potential tariff impacts” when maintaining its guidance.

Did a “Beat and Stick” Earnings Report Trigger the Selloff?

Best Buy delivered a classic “beat and stick” report—beating estimates but leaving guidance unchanged. Revenue was $9.44 billion, surpassing consensus of $9.28 billion, helped by strong sales of the new Nintendo Switch 2. However, revenue rose just 1.6% year-over-year, suggesting that growth might have been flat without the Switch 2 launch. EPS came in at $1.28, topping the $1.22 forecast but down from $1.34 last year.

Given the market’s preference for upward guidance revisions, Best Buy’s decision to maintain its full-year outlook likely contributed to the post-earnings drop in BBY shares. Investors will now look to next quarter’s marketplace metrics—and any incremental commentary on tariffs and consumer demand—to gauge the trajectory of Best Buy’s growth story.

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Check This Out: New trade recommendation on Tuesday (get in before the closing bell) (From Eagle Publishing)

Below is an important message from one of our highly valued sponsors. Please read it carefully as they have some special information to share with you.

Dear Reader,

Shocking secrets are being born right here…

What you’re looking at is the West Wing….

Where just a few weeks ago, I met with Trump and VP J.D. Vance.

My name is Buck Sexton.

I’m a former CIA officer…

And a national security expert. I’ve briefed presidents and built deep, personal ties to nearly every major player in the Trump White House.

High level contacts in my Rolodex include:

Director of National Security Tulsi Gabbard… Speaker Mike Johnson…FBI Director Kash Patel…Steve Bannon… and many more.

But I’m not here to talk about me.

Because what I just learned about what’s unfolding in the White House is truly stunning…

And you need to see it for yourself.

Once you see what’s unfolding behind the scenes, you’ll understand why I rushed this interview and opportunity to you today.

Sincerely,

Buck Sexton
Editor, Paradigm Press

Today’s Featured Content

Best Buy Marketplace: Potential Growth Catalyst or Risky Gimmick?

Written by Chris Markoch. Published 8/28/2025.

Key Points

Best Buy is expanding its product assortment and online presence with the launch of a third-party marketplace.
The Best Buy Marketplace model could enhance profitability by generating higher-margin, fee-based revenue.
Shares slipped after earnings as softer guidance and consumer spending pressures weighed on sentiment.

[Urgent] You’re about to be locked out… (Ad)

Marketplace Upsides and Execution Risks

There are three potential advantages to Best Buy’s marketplace model:

Expanded assortment: Third-party sellers can broaden Best Buy’s catalog without inventory costs. Management reports strong initial seller interest that could accelerate over time.
Improved margins: Fees from third-party sales should generate higher-margin revenue compared to traditional product sales.
Omnichannel integration: Customers can buy online and pick up in store or get Geek Squad services, creating a seamless experience that pure online rivals struggle to match.

Analyst Outlook and Investor Takeaways

Cannibalization risk: Third-party sellers might undercut Best Buy’s own prices, putting pressure on margins rather than improving them.
Strategic focus: Some observers may view the marketplace launch as a distraction from core operations, especially after Best Buy cited “uncertainty of potential tariff impacts” when maintaining its guidance.

Did a “Beat and Stick” Earnings Report Trigger the Selloff?

Check This Out: New trade recommendation on Tuesday (get in before the closing bell) (From Eagle Publishing)

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Stunning new initiative unfolding in the White House?

Below is an important message from one of our highly valued sponsors. Please read it carefully as they have some special information to share with you.

Dear Reader,

Shocking secrets are being born right here…

What you’re looking at is the West Wing….

Where just a few weeks ago, I met with Trump and VP J.D. Vance.

My name is Buck Sexton.

I’m a former CIA officer…

And a national security expert. I’ve briefed presidents and built deep, personal ties to nearly every major player in the Trump White House.

High level contacts in my Rolodex include:

Director of National Security Tulsi Gabbard… Speaker Mike Johnson…FBI Director Kash Patel…Steve Bannon… and many more.

But I’m not here to talk about me.

Because what I just learned about what’s unfolding in the White House is truly stunning…

And you need to see it for yourself.

Once you see what’s unfolding behind the scenes, you’ll understand why I rushed this interview and opportunity to you today.

Sincerely,

Buck Sexton
Editor, Paradigm Press

Today’s Featured Content

Best Buy Marketplace: Potential Growth Catalyst or Risky Gimmick?

Written by Chris Markoch. Published 8/28/2025.

Key Points

Best Buy is expanding its product assortment and online presence with the launch of a third-party marketplace.
The Best Buy Marketplace model could enhance profitability by generating higher-margin, fee-based revenue.
Shares slipped after earnings as softer guidance and consumer spending pressures weighed on sentiment.

[Urgent] You’re about to be locked out… (Ad)

Marketplace Upsides and Execution Risks

There are three potential advantages to Best Buy’s marketplace model:

Expanded assortment: Third-party sellers can broaden Best Buy’s catalog without inventory costs. Management reports strong initial seller interest that could accelerate over time.
Improved margins: Fees from third-party sales should generate higher-margin revenue compared to traditional product sales.
Omnichannel integration: Customers can buy online and pick up in store or get Geek Squad services, creating a seamless experience that pure online rivals struggle to match.

Analyst Outlook and Investor Takeaways

Cannibalization risk: Third-party sellers might undercut Best Buy’s own prices, putting pressure on margins rather than improving them.
Strategic focus: Some observers may view the marketplace launch as a distraction from core operations, especially after Best Buy cited “uncertainty of potential tariff impacts” when maintaining its guidance.

Did a “Beat and Stick” Earnings Report Trigger the Selloff?

Check This Out: New trade recommendation on Tuesday (get in before the closing bell) (From Eagle Publishing)

[Get Symbols] FDR Releasing “Hidden” $3 Cancer Stock $12 Target 250%+

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Ambarella’s Earnings Prove Its Edge AI Strategy Is a Winner

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Alex’s “Next Magnificent Seven” stocks (From The Oxford Club)Ambarella’s Earnings Prove Its Edge AI Strategy Is a WinnerWritten by Jeffrey Neal Johnson on September 4, 2025 Key PointsThe company reported impressive revenue growth and achieved non-GAAP profitability, showcasing strong operational execution and a significant turnaround.Surging demand for the company’s advanced AI processors in the IoT market is validating its technology leadership and expanding its revenue base.A bullish full-year outlook and upgraded price targets from Wall Street analysts reinforce the company’s compelling narrative of future growth.Ambarella (NASDAQ: AMBA) recently caught the market’s attention with a stock price jump of over 16% in a single trading session. This impressive gain followed the release of Ambarella’s second-quarter financial results,which significantly outpaced expectations.The market’s response suggests a renewed and robust confidence in the company, signaling that its long-term strategy of designing high-performance, low-power artificial intelligence (AI) chips is translating into substantial business momentum.For investors, the move marks a potential turning point, where the promise of AI at the edge is becoming a financial reality.Retire Comfortably with These New Monthly Income ETFs? (Ad)Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns just aren’t enough anymore. But what if you could reach your Freedom Number—the monthly income that makes retirement secure—using far less money than you thought possible?

That’s exactly what Kelly G. discovered. She calls it “life-changing,” saying the income just keeps growing and that early retirement suddenly looks real. This strategy was once reserved for the ultra-wealthy, but it’s now available to everyday investors.Click here to watch the free presentation and learn how to calculate your personal Freedom Number—anHow AI Chips Drove a Financial TurnaroundThe catalyst behind Ambarella’s breakout was a second-quarter report that demonstrated clear operational strength and accelerating growth. The company’s financial performance provides a data-driven foundation for the market’s enthusiasm, showing improvements across the board.The headline figure was revenue, which reached $95.5 million for the quarter. This represented a 49.9% increase from the same period in the prior year and comfortably beat Ambarella’s analyst community’sestimates. Just as significant was the company’s progress on profitability.Ambarella reported a non-GAAP net profit of $6.4 million, or 15 cents per share. This marks a considerable turnaround from the non-GAAP net loss of $5.5 million reported in the same quarter last year, showcasing the company’s operational leverage.The company’s non-GAAP gross margin, 60.5%, added to the positive picture. This high margin is a critical metric, as it indicates that Ambarella has strong pricing power for its advanced products and is benefiting from a favorable product mix.This financial success is directly tied to the accelerating demand for its specialized AI processors. Management commentary pointed specifically to strong sales of its advanced 5-nanometer (5nm) System-on-a-Chip (SoC) products.These sophisticated chips are built on the company’s proprietary CVflow computer vision architecture. This architecture is designed to handle complex AI tasks efficiently and with very low power consumption, which is a critical requirement for devices operating at the edge, away from the cloud.The Internet of Things (IoT) segment was a standout performer. While Ambarella has long been a leader in the professional video security market, its growth is now expanding into new applications.The company highlighted a key design win for a robotic aerial drone, which is expected to begin production shipments by the end of the fiscal year. This win not only diversifies revenue but also validates the company’s technology in the demanding field of autonomous robotics.Finally, the company’s balance sheet remains strong, ending the quarter with $261.2 million in cash and marketable securities, providing ample capital to fund its research and development pipeline.Why Management and Analysts Are BullishLooking beyond the strong second-quarter results, Ambarella’s management provided an outlook that signals sustained confidence in its business trajectory. This forward-looking guidance was key in solidifying the stock’s upward momentum.The company raised its full-year fiscal 2026 revenue growth forecast to a new, higher range of 31% to 35%. An upward revision of this magnitude is a powerful indicator that the demand trends seen in the second quarter are not temporary but are expected to persist.This move demonstrates the leadership team’s conviction in its product roadmap and its ability to win in the market.Further reinforcing this positive outlook, Ambarella projected that revenue for its upcoming third quarter will land between $100 million and $108 million. Hitting this range’s midpoint would represent another significant year-over-year growth period.It would mark a new all-time quarterly revenue record for the company, underscoring the accelerating nature of its business.Wall Street has noticed this powerful combination of execution and optimism. The consensus rating among analysts covering the stock is a Moderate Buy. Following the strong earnings report, several influential firms reinforced their positive stance.Notably, analysts at Needham and Rosenblatt Securities raised their price targets on Ambarella’s stock to $100, suggesting a rewarding upside from its current levels. This external validation from the financial community provides additional credibility to the company’s growth story.Limited-Time: 3 Small-Caps Tied to Today’s Biggest Trends (Ad)AI breakthroughs. Inflation shocks. Energy rotations. The market is moving fast — and the biggest winners often start small.

At Street Ideas, we focus on small-cap companies showing early momentum — before the crowd piles in.“3 Under-the-Radar Stocks Triggering Early Signals”A Validated Leader in the Edge AI RevolutionAmbarella’s standout second-quarter performance appears to be a pivotal moment for the company. It has successfully shifted the narrative from one of future promise to one of current, tangible results. The company has demonstrated its ability to execute its strategy, delivering high-performance, low-power AI processing crucial for the next generation of intelligent devices.Ambarella is capitalizing on one of the most significant and durable trends in the technology sector by carving out a leadership position in computer vision for IoT and automotive markets.Recent financial results confirm that it is not only technologically advanced but also gaining significant commercial traction. For investors, the fact that it produces a combination of accelerating revenue, improving profitability, strong margins, and a confident outlook backed by Wall Street solidifies the bullish case for the stock.Ambarella has established itself not just as a participant but as a key enabler of the AI revolution at the edge.Read this article online ›Featured Articles:3 Explosive Growth Stocks Hiding in Plain Sight Missed the Last 10,000% Surge? Here’s Your Next Chance (From Fierce Investor)With Rate Cuts Ahead, Buffett-Backed Builders Look Like a Buy Know Before You Trade: Grab Your Free Small-Cap Cheat Sheets!(From Market Crux)Return of the ETFs: 3 Names That Could Keep Outperforming Back-to-School Shopping Hits $40B: 3 Retail Stocks to Watch Now Alphabet Stock Surges After Dodging Harsh Antitrust Remedies Did you learn something from this article?

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345 North Reid Place, Suite 620, Sioux Falls, South Dakota 57103. USA..Further Reading: Alex’s “Next Magnificent Seven” stocks (From The Oxford Club)