In partnership with

Good morning investors!

If this is your first time reading, welcome to The Investor’s Edge — a thriving community of over 20,000 subscribers striving to be better investors with an edge in the market.

Every weekend we publish “The Weekly Wrap-Up” — your ticket to being well informed and staying ahead in the investment game!

This report is designed to help investors of all skill levels break down important stories/topics within the stock market. And best of all, we cut through all of the BS and give you exactly what you need to know in easy to digest, bite sized pieces of content.

Grab your coffee and let’s dive in.

Market Talk

It was a green week across the board for the major indexes while Bitcoin continued its impressive march towards $100k.

3 Stories Moving the Market

These are some of the biggest stories from the second half of the week that had an influence on market action.

Nvidia shares fluctuate as investors digest third-quarter earnings

Nvidia's Q3 earnings beat expectations on both revenue and EPS, but shares fluctuated as investors digested mixed reactions. Revenue soared 94% YoY to $35.08 billion, exceeding forecasts of $33.16 billion, with adjusted EPS at $0.81 also surpassing estimates.

Nvidia dominates the AI chip market, critical for models like OpenAI’s ChatGPT. Despite impressive YoY sales growth, Q3 marked a slowdown from previous quarters, with prior growth rates of 122%, 262%, and 265% in the last three quarters.

The broader semiconductor sector reacted with mixed movements; AMD fell 1%, while Qualcomm and Intel gained 1% and 1.2%, respectively. Analysts flagged risks around Nvidia’s "overearning" as GPU demand becomes the baseline expectation.

CEO Jensen Huang noted high demand for Nvidia's next-gen Blackwell chip, outpacing supply, positioning the company for potential future gains despite concerns of slowing growth.

Alphabet shares slide following DOJ push for Google to divest Chrome

Alphabet shares fell 4% after the DOJ proposed that Google divest its Chrome browser to address antitrust violations.

The DOJ argues that divestiture would reduce Google’s control over a key search access point and create a level playing field for rival search engines. This is part of a broader antitrust battle in which a federal judge ruled Google held illegal monopolies in search and text advertising under the Sherman Act.

The DOJ’s proposed remedies include banning exclusionary agreements with companies like Apple and Samsung, preventing preferential treatment for Google search within its ecosystem, and restricting anti-competitive acquisitions or partnerships for 10 years. While the DOJ also suggested divesting Android, it sees the Chrome divestiture and other measures as sufficient to restore competition.

Google criticized the proposal as overly broad, arguing it risks undermining its products and innovation. The company plans to appeal the monopoly ruling, likely delaying any final decisions.

A word from our sponsor: The Daily Upside

Savvy Investors Know Where to Get Their News—Do You?

Here’s the truth: there is no magic formula when it comes to building wealth.

Much of the mainstream financial media is designed to drive traffic, not good decision-making. Whether it’s disingenuous headlines or relentless scare tactics used to generate clicks, modern business news was not built to serve individual investors.

Luckily, we have The Daily Upside. Created by Wall Street insiders and bankers, this fresh, insightful newsletter delivers valuable insights that go beyond the headlines.

And the best part? It’s completely free. Join 1M+ readers and subscribe today.

Bitcoin Nears $100,000 Milestone — Why Its Price Keeps Rising

Bitcoin surged toward $100,000, reaching a high of $99,860 and closing at $99,379, marking its fifth consecutive all-time high.

The cryptocurrency has gained 40% since November 5, driven by bullish factors including President-elect Donald Trump’s crypto-friendly policies, heavy buying from MicroStrategy, and the launch of options trading on Bitcoin ETFs.

Trump’s nomination of crypto advocate Howard Lutnick as Commerce Secretary and discussions of creating a "strategic Bitcoin stockpile" have fueled speculation of reduced crypto regulation. MicroStrategy, the largest corporate Bitcoin holder with 331,200 tokens worth $31 billion, continues to support the rally.

Bitcoin’s market value now stands at $1.9 trillion, with analysts predicting six-figure prices as institutional demand grows.

In Other News

In this section, we'll be curating a selection of news headlines we think you'll find interesting. If a topic catches your eye, click the provided links to read more about it.

• Walmart hikes its outlook again as shoppers spend more outside the grocery aisles

• Amazon to invest another $4 billion in Anthropic, OpenAI’s biggest rival

• Target shares plunge 21% after positing biggest earnings miss in two years and cutting forecast

• Lowe’s beats on earnings and hikes guidance, but still expects sales to fall this year

• McDonald's to expand US value menu as fast food chains battle for bargain seekers

• Palo Alto Networks Tops Estimates, Announces Stock Split

• Deere's profit beat overshadows tepid 2025 outlook, shares rise

• U.S. FDA finds widely used asthma drug impacts the brain

• DirecTV calls off acquisition of rival Dish, possibly ending a yearslong pursuit

• Snowflake rockets 32%, its best day ever, after earnings beat

• Gap shares surge as it raises guidance, touts ‘strong start’ to holiday

• Adani Group shares nosedive after chairman Gautam Adani charged with fraud in New York

IE+ Posts of the Week

We continue to push out more and more content every week to give investors that edge. Here are the posts Investor’s Edge+ subscribers received this week.

Edge Report

Mondays are for the investors. Every Monday morning we share exactly what we’re watching in the week ahead, how we’re positioning, and even share a sneak peek into our systems and models. This week we discussed the upcoming earnings, including the one report the entire market was waiting for — Nvidia. See the latest full report here:

Stock Deep Dive - Meta Platforms

Our Deep Dive focused on Meta this week. We not only broke down the financials of the the sixth largest company in the U.S. by market cap, but we also shared our valuation models, price targets for 2024, and put the stock through our new Edge Scoring System. You can see the full analysis here:

Earnings Recap

Every week during earnings season is extremely busy for us here at the Edge as we dive into over 100 reports and provide our members with top tier breakdowns and insights. This week we saw earnings from Nvidia, Walmart, Palo Alto, and several more. See this week’s recap:

The Week Ahead

It may be a holiday shortened week with Thanksgiving on Thursday, but there are a number of key economic and earnings reports packed into the first half of the week.

Earnings Reports

There are two companies we’ll be watching next week:

• Monday 11/25: --

• Tuesday 11/26: Crowdstrike and Dick’s Sporting Goods

• Wednesday 11/27: --

• Thursday 11/28: Thanksgiving (Market Closed)

• Friday 11/29: --

Here is the full calendar of scheduled earnings releases:

Economic Reports

Next week will be all about inflation data as the PCE report will be released. This is the Fed’s preferred inflation metric and the last report before the Fed’s next interest rate decision.

There will also be initial jobless claims, GDP data, several housing reports, and the release of the meeting minutes from the November FOMC.

The Investor’s Edge Discord is a HUGE benefit of being a subscriber - don’t miss out, it’s FREE!

If you are only reading the newsletter, you are only getting a fraction of the benefits of being an Edge subscriber.

Our Discord server is tailor-made for investors like you who want to dive deeper into stocks, share insights, and engage directly with us. And it’s completely free!

Here’s what you’re missing in the Discord:

🗨️ Chat rooms: Investors discussed the the huge moves from mega cap tech. Members also dove into the number of jobs reports and shared their views on the overall economy.

📊 Earnings / Economic reports: No more waiting for our newsletters to hit your inboxes - see earnings results and economic data as they are released. And more importantly, get our reactions and insights immediately.

🚨 Trade Alerts: Chris and Mark shared several trades, including additions to the portfolio and trades that set up their portfolios for the week.

Join us on Discord and let's level up our investing game together. The future of trading awaits—and you're invited to be a part of it! 🌟

Want more? Check out our other resources

If you haven’t done so, check out the social media pages of our collaborators and give them a follow:

Mark (Dividend Seeker)

• YouTube

• Twitter

• Instagram

Chris (CMG Venture)

• YouTube

• Twitter

• Instagram

• TikTok

Thank you for reading this edition of the Weekly Wrap-Up. Have a great weekend!

Until next time investors!

Mark & Chris

The Investor’s Edge

Disclosure

This is not investing advice. It is very important that you do your own research and make investments based on your own personal circumstances, preferences, goals and risk tolerance.