by Lance Roberts
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| #Nvidia delivered one of the most impressive quarters in market history: $1.62 EPS vs $1.53 expected, $68.1B in revenue up 73% year over year, and data center revenue up 75%. Free cash flow is running at roughly $30–35B per quarter. By any fundamental measure, this was a blowout. Yet the stock is down big today and has been stagnant for months. The real issue isn’t earnings strength — it’s capital. The market is questioning whether the AI boom can continue attracting the funding needed to sustain this pace of infrastructure spending. In this Short video, Lance Roberts & Michael Lebowitz discuss why historic results weren’t enough to spark a breakout and why $NVDA may be more of a value stock than ever before. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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1-19-26 The Metric that Matters – The Michael Green Interview
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What really matters for markets in 2026—and why are most forecasts focused on the wrong metrics?
Lance Roberts visits with Simplify Portfolio Manager & Chief Investment Strategist, Michael Green, CFA, to examine the structural changes inside today’s markets that are reshaping price discovery, volatility, and risk. From the rise of passive investing and ETF dominance to the growing disconnect between fundamentals and flows, the mechanics of how markets trade have changed dramatically.
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1-14-26 Why “Just Hold Forever” Isn’t a Good Strategy
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The market isn’t about to crash, but it is pressing against a rare, long-term resistance zone at historically high valuations. That raises the risk of lower future returns and periodic corrections.
In this Short video, Lance Roberts discussed why ignoring valuation and mean reversion can leave long-term investors short of their goals.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Fannie And Freddie To The Rescue
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President Trump is using Fannie Mae and Freddie Mac to help make housing more affordable. According to a TruthSocial post, the President claims Fannie and Freddie have a combined $200 billion in cash. Accordingly: I am instructing my Representatives (Fannie and Freddie) to buy $200 billion dollars In mortgage bonds. The hope is that increased …
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