Active Investing Edge Mentoring for August 26, 2026

August 26, 2026

Active Investing Edge

By Geoff Bysshe

TITLE: NVIDIA Earnings Ahead As Bonds Rise And Crude Falls: Intermarket Signals, Risk-Based Setups, And Trend Scanning (08-26-2026)

VIDEO SUMMARY: (FIRST POV Geoff)

Geoff analyzed a quiet, corrective market awaiting NVIDIA earnings, comparing rising TLTs, falling crude oil, and stagnant stocks to assess the market’s path of least resistance. He noted that a non-negative NVIDIA reaction could release bullish energy, while a negative surprise could override the bond-and-oil relationship. Geoff reviewed SPY, QQQ, RSP, sectors, and individual setups, emphasizing confirmation, support, moving averages, and position sizing rather than anticipating breakouts. He discussed risk management in XLE, XOP, CF, Moss, financials, Visa, and HOOD, including stops beneath pivots, inside days, breakout levels, or recent lows. Geoff also examined gold’s changing relationship with interest rates, crypto-related strength in Ethereum and PMNR, and copper names. In the final portion, Geoff demonstrated scans for strong long-term trends and pullbacks using composite ratings and distance from 52-week highs, while acknowledging that measuring trend smoothness and duration still requires manual chart review.

SESSION HIGHLIGHTS:

  1. [00:00:00] Bonds, Oil, And NVIDIA: Geoff compared rising TLTs, falling crude, and flat stocks to identify an intermarket warning and potential bullish pressure. He emphasized waiting for NVIDIA earnings because a negative reaction could override otherwise supportive cross-market signals.
  2. [00:12:25] Sector Strength And Trade Risk: Geoff reviewed sector performance in XLE, XOP, XLI, IYT, XLF, KRE, SMH, and XLB. He explained why support, the 10-day and 50-day averages, and predefined exits mattered more than chasing mixed price action.
  3. [00:24:33] Gold, Crypto, And Materials: Geoff examined gold, GDX, IBIT, Ethereum, PMNR, copper, and materials stocks. He questioned whether crypto strength reflected fundamentals or policy headlines, while outlining consolidation and pullback levels for more favorable risk.
  4. [00:34:51] Healthcare Breakout Lessons: Geoff reviewed healthcare names including Merck, Moderna, Lilly, and J&J, using a rejected breakout to demonstrate why stops near the prior low can limit damage when enthusiasm fails to produce follow-through.
  5. [00:37:11] Financials And HOOD Setups: Geoff assessed financial stocks, Visa, MasterCard, Goldman Sachs, Morgan Stanley, JPMorgan, and HOOD. He favored confirmed breaks and tight opening-range reversal entries, warning that early positioning could create unnecessary resistance and stop-out risk.
  6. [00:45:10] Growth Stocks And Waiting: Geoff considered Space, Rocket Lab, Snowflake, and Apple while the market remained compressed ahead of NVIDIA. He favored patience, continuation patterns, and deeper support zones over buying technically unconvincing setups prematurely.
  7. [00:50:31] Trend Scans And Pullback Selection: Geoff demonstrated scans for strong long-term trends using composite ratings, phases, and percentage off 52-week highs. He explained how to find durable pullbacks, acknowledged limitations in measuring smoothness and duration, and concluded with the next session’s plan.

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