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SimpleVisorTM Insights is where the RIA Professionals post their latest thoughts, commentary and analysis to keep you ahead of ever changing markets. Find our latest commentary and videos below. All of our past articles and videos are archived in each of the links above.
Latest Posts
Yet again, Nvidia delivers another incredible earnings report, reinforcing that the AI investment boom continues. As we show below, they posted annual revenue growth of of 73%, handily beating Wall Street forecasts. Most importantly, strong earnings and robust forward guidance confirm that their customers continue to aggressively expand AI infrastructure. Nvidia delivers the critical computing backbone behind the global AI arms race. Think...
Portfolio Trade Alert – February 24, 2026
Trade Alert - Equity & ETF Models
As we will discuss in tomorrow morning's commentary, we are concerned about a short-term market top given the recent bifurcations between defensive stocks (now very overbought) and growth (now very oversold).
With that in mind, we have had an overweight equity exposure in p...
Friday Favorites: Snowflake (SNOW)
Snow is a data storage platform that allows its clients access to data and analysis of their data from the cloud. SNOW shares have been up about 50% over the last few weeks on strong sales and an optimistic outlook, as reflected in its most recent earnings report. However, despite the robust performance, it is still slightly lower for the year and well below its peak in late 2021.
The Business Cycle Narrative & War With Iran
🔎 At a Glance
🏛️ Market Brief – War With Iran
On Friday, the Supreme Court struck down Trump’s signature tariffs. The ruling affects tariffs levied under the International Emergency Economic Powers Act (IEEPA) which includes the so-...
