Pending Nvidia report: three stocks investors should watch out for

Nvidia, the world's most valuable company, will release its quarterly report after the stock market closes on Aug. 27. The chipmaker holds the largest share of the S&P 500 index, and its results could be a catalyst for market movement. In anticipation of the report, MJP Wealth Advisors Chief Investment Officer Brian Wendig named three companies whose quotes he advises investors to follow, CNBC writes.
CrowdStrike
CrowdStrike's stock is up more than 22% since the start of 2025. The company is a partner of Nvidia: the two firms are collaborating on large language models. According to Wendig, CrowdStrike is benefiting from a large number of new contracts due to customers adopting its Charlotte AI platform. He added that investors may have an opportunity to buy shares on the decline if others start taking profits.
"They are using AI to improve the efficiency of their business model. We view this stock for our clients and for ourselves as an asset we want to own. Certainly, we recognize that the company has a slightly higher price/earnings ratio than some of its competitors, so I think if the stock corrects, there could be a good entry point," Wendig said.
Affirm
According to the expert, in general, he remains a fan of Affirm, which operates in the buy now, pay later segment, but investors should stay away from it for now, as the shares are too expensive.
"I rather look at this company as a 'sell now, buy later' company," Wendig said. - From a price/earnings ratio standpoint, they've had good growth. But when it comes to management forecasts, they're always a little cautious."
If Affirm sets the bar low again, he said, investors could get a chance to buy shares on the downturn. Since the beginning of the year, the company's securities have risen in price by more than 29%.
Dollar General
With regard to Dollar General, investors should take a wait-and-see stance, especially given the ongoing macroeconomic uncertainty in the U.S. related to trade and politics, advises an expert at MJP Wealth Advisors.
"It's definitely a 'hold' position for investors," Wendig said.
"If you're concerned about future policy decisions but don't have 100% certainty on trade and tariffs... this company will perform a little better. Right now, I think it's more appropriate to take a 'wait and see' stance, given that some of those policy decisions are still ahead."
The discount retailer's shares have risen more than 48% since the start of 2025.
This article was AI-translated and verified by a human editor