The Morning Dose
Morning Dose #220: NVIDIA’s Muted Reaction and the 44 Signals Behind It – Thursday 2/26/2026
0:007:19
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Episode summary
NVIDIA posts a record $62.3B data center quarter and the stock barely moves — and that tells you everything about where expectations sit. The team breaks down a 2.6:1 bull-bear breadth ratio, sharp sector rotation into tech and out of consumer discretionary, and 44 institutional continuation signals pointing to the AI infrastructure layer beneath the headline. The session tell: watch $200 on NVDA in the first 30 minutes.