Morning Dose #328: NVDA Beats Big, But Breadth Says Caution – Thursday 8/27/2026

Episode summary

NVIDIA’s blowout earnings send futures soaring, but a collapse in market breadth from 74% to 37% keeps the official regime call at Cautious. The team breaks down the bond market’s skepticism, a boxed-in Fed ahead of Jackson Hole, and a stock-picker’s playbook centered on confirmed leaders in tech and energy.