VRA Podcast: Nvidia Earnings Crush, Market Rotation, and Bitcoin’s Bull Run: VRA Investing Midweek Breakdown - Kip Herriage - February 25, 2026
VRA Investing Podcast · Vertical Research Advisory
February 25, 202626m 28s
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Show Notes
Welcome back to the VRA Investing Podcast with your host, Kip Herriage! In this episode, Kip Herriage gives us a timely market recap following a strong day for stocks, spotlighting Nvidia’s blowout earnings and what that means for investors moving forward. He unpacks how seasonality and rotational strength are driving current bull market trends, with sectors like software and the Magnificent Seven moving through cycles that highlight the resilience of the broader market.