Together with Sequence
Huge Announcement!
After countless hours of hard work, the Rich Habits Team is thrilled to introduce wallstreetfavorites.com — Wall Street’s best ideas ranked daily!
When we started building this platform, the goal was simple: cut the fluff and give everyday investors something actionable — a way to see what Wall Street analysts think about the stocks in their portfolio, without wading through 10 paragraphs of filler to get there.
No other platform allows you to save more time and get straight to how your stock positions are viewed by Wall Street.
Wall Street Favorites does a few things really well:
Highest Upside: simply ranks stocks in the S&P 500 by highest upside according to Wall Street.
Steady Climbers: ranks less volatile stocks, not "bounce back" plays.
Dividend Growth: identifies what companies are growing their dividend most aggressively.
Sector Radar: ranks each sector of the S&P 500 by its YTD performance + identifies the stocks in each sector doing the best no matter the sector's performance.
Stage Analysis: identifies stocks experiencing Stage 2 Uptrends & Stage 4 Downtrends.
Aggressive Buybacks: ranks companies by how much stock they repurchased as a percent of their market cap.
Top Conviction: takes data from Steady Climbers, Stage Analysis, and Aggressive Buybacks to rank stocks 0 to 100 — these are names I'm constantly keeping an eye on.
My Portfolio: allows anyone to EASILY add their own holdings and run the exact same analysis on their stocks — what does Wall Street think about my own portfolio?
Easy Setup: there's no need to login to ANY external accounts (we respect your privacy and we're keeping things simple).
Wall Street Favorites is a platform we’re incredibly proud of, and it fills a much needed gap for the everyday investor who simply wants to know “What does Wall Street think of my portfolio?”
One of our favorite tabs is called “Sector Radar.” It literally shows you what sectors of the S&P 500 are performing best year-to-date, as well as the best performing stocks inside of each sector. We've shared a screenshot below. So excited about this one!
As you can tell — we’re so excited about this incredible tool!
A quick breakdown — in case you don’t have the time.
⭐ Nvidia just proved the AI infrastructure spending cycle isn’t over.
⭐ Austin & Robert explain why you might feel behind financially.
⭐ Corporate America isn’t talking about layoffs.
⭐ After 5 red months, Bitcoin seems positioned to bounce.
⭐ Perplexity launches “Computer” super agent.
Members of the Rich Habits Network have had the opportunity to invest in the following companies over the last several months:
Ongoing opportunities are updated every week!
It has come to our attention that many of you may not fully understand what it means to invest alongside Robert and Austin in startups and pre-IPO companies.
Over the last 18 months, we’ve provided opportunities for hundreds of accredited investors to invest millions of dollars into over a two dozen companies (including the ones shown above).
Market Overview
As of market open on 2/26/26
ETF Winners & Losers
Chart of the Week
Nvidia just proved the AI infrastructure spending cycle isn’t over.
Nvidia reported Q4 revenue of $68.1 billion, up +73% year-over-year and well ahead of expectations. Profits rose +82%, while Data Center revenue — the core of the AI buildout — surged +75% to $62.3 billion.
Since the emergence of ChatGPT, Nvidia’s Data Center revenue has increased nearly 13-fold. Compute revenue rose +58% year-over-year, while networking exploded higher by +263%, highlighting the scale of AI infrastructure demand.
Guidance was just as strong. The company expects Q1 revenue of roughly $78 billion, well above expectations, and projected sequential revenue growth throughout calendar 2026. Management also noted that current guidance does not assume any Data Center compute revenue from China — suggesting demand is large even without that contribution.
Nvidia returned over $41 billion to shareholders last year, with nearly $60 billion still authorized for share buybacks. While sentiment around tech has fluctuated this year, Nvidia’s results reinforce that the earnings engine behind the AI trade remains firmly intact.
“We expect sequential revenue growth throughout calendar 2026, exceeding what was included in the 500 billion Blackwell and Rubin revenue opportunity we shared last year. We believe we have inventory and supply commitments in place to address future demand, including shipments extending into calendar 2027.”
Hopefully this fundamental strength causes the rest of the markets to relax a bit — as the Magnificent Seven have had a horrible start to 2026 thus far. Don’t forget, season weakness is upon us in March and April. Mid-term election years tend to be tricky!
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In Case You Missed It…
In this week’s Monday-morning episode of the Rich Habits Podcast (linked here) — Austin and Robert tackle a feeling almost everyone has had: “Feeling behind financially.” This episode separates perception from reality — and explains how broken benchmarks are quietly distorting how we measure success.
Here’s what they covered…
Skewed Benchmarks & Social Media Illusions — Most people aren’t comparing themselves to reality — they’re comparing themselves to highlight reels. When your full financial picture is stacked against someone else’s curated wins (new car, promotion, crypto gains), it creates a false sense of failure that can lead to rash career moves, risky investments, or unnecessary debt.
Survivorship Bias Is Warping Your Expectations — We only hear about the startup exits, early Bitcoin buyers, and viral success stories — not the thousands who tried and failed. Success looks common online, but statistically it’s rare; steady saving, investing, and skill-building is still the playbook that quietly builds real wealth.
What “Normal” Actually Looks Like — Median net worth under age 35 is about $39,000, and roughly 30% of Americans have a negative net worth. Yet 73% of adults report they’re doing “okay” or “living comfortably,” which shows how disconnected social media narratives are from financial reality.
The Feeling vs. The Facts — Living paycheck to paycheck doesn’t automatically mean failure; it can also mean you’re aggressively investing and allocating capital. The real question isn’t “Do I feel behind?” — it’s “Am I moving in the right direction?”
Feeling behind and being behind are two completely different things. If you’re saving consistently, increasing your income, reducing debt, and investing for the long term — you’re not behind… you’re building.
Here’s a link to the Q&A episode that was posted this morning.
You can submit questions for these episodes by asking them inside of the Rich Habits Network, replying to this email, or sending us a DM on Instagram.
The Rich Habits Podcast is available on Spotify, Apple, iHeart, YouTube, and wherever else you get your content!
Austin’s Callout
Corporate America isn’t talking about layoffs.
One of the more encouraging signals from recent earnings calls has been what companies aren’t saying. Mentions of layoffs have remained minimal, with very few management teams indicating broad-based headcount reductions.
That lines up with the data. Weekly jobless claims remain contained, and January’s jobs report came in stronger than expected. If companies were feeling real margin pressure from wages or demand, we’d expect to hear it on these calls first. Instead, wage pressure appears manageable and labor commentary has stayed relatively calm. That suggests corporate balance sheets and hiring plans remain intact — at least for now.
As long as layoffs stay limited, consumer income stays supported, and recession fears remain muted. In this cycle, the absence of job cuts is just as important as the presence of job growth.
Robert’s Callout
After 5 red months, Bitcoin seems positioned to bounce.
The last time Bitcoin logged five consecutive negative monthly closes in 2018 / 2019, momentum ultimately flipped sharply to the upside. Extended losing streaks have historically marked periods of sentiment exhaustion rather than structural breakdown.
That’s because prolonged drawdowns tend to flush leverage, reset positioning, and push weaker hands out of the market. By the time five red months stack up, much of the speculative excess has already been worked off.
Today’s backdrop looks similar in some respects. Flows have cooled, leverage has declined, and sentiment has shifted from euphoria to caution. Importantly, prior instances of extended monthly weakness occurred near the later stages of corrective phases — not the beginning.
History doesn’t guarantee a repeat. But in crypto, the most powerful upside moves have often followed periods of sustained pessimism. For long-term investors, momentum flips tend to happen when conviction is lowest — not highest.
I’m very interested to see what’s next in the crypto markets. If you haven't heard about the Jane Street drama yet — be sure to check it out!
The Rich Habits Radar
👉 Perplexity launches “Computer” super agent.
👉 Trump pushes big tech to use own power for AI data centers.
👉 Meta struck a $60-100 billion chip deal with AMD.
👉 Paramount Skydance raised its hostile bid for Warner Bros Discovery.
👉 DeepSeek withholds latest AI model from US chipmakers including Nvidia.
👉 Hims & Hers topped earnings expectations as subscriber growth increases.
👉 Eurozone inflation came in at 1.7% in January, down from 2.0% last month.
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Disclaimer: This is not financial advice or a recommendation for any investment. The content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.
Disclosure: This content is sponsored by NEOS Investments. The creator is compensated by NEOS to discuss NEOS ETFs. This content is for informational purposes only, and is not personalized investment, tax, or legal advice, and does not constitute an offer to buy or sell any security. Investing involves risk, including possible loss of principal. Before investing, carefully review the NEOS ETFs prospectus at neosfunds.com.