NVDA Delivers. Now What? Rotation, Risk & Reality

This week on The Big Skinny, Lou Basenese breaks down Nvidia’s latest blockbuster earnings report and asks the question investors really care about: what happens next?

With earnings accelerating and free cash flow surging, the AI thesis remains intact. But markets don’t move on headlines alone – they move on positioning.

Lou is joined by Eddie Ghabour of Key Advisors Wealth Management and Dale Smothers of RDS Wealth to dig into whether we’re witnessing the start of a meaningful rotation – from mega-cap AI leaders into small caps, cyclicals, and broader market participation.

Plus in Headlines & Headscratchers, Lou and Dodd tackle Novo Nordisk’s strategic conundrum, the surge in global bull market breadth, the sub-3% mortgage “glitch,” and what insider trading in prediction markets says about speculation in 2026.

No fluff. No fear-mongering. Just a data-driven look at where risk and opportunity really lie.