저자: SteveIcan · 외국인
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Steve Ican은 최근 매도세를 공포가 아닌 정상적 조정으로 보며 포지션을 줄이지 않았다고 말한다. 소비 둔화와 범죄 증가 등 경기 신호는 있으나 펀더멘털 변화는 크지 않다고 본다. 트럼프 당선 확신은 유지하며 공화당 승리 시 시장 영향이 있을 수 있다고 언급한다. AI 테마는 초기 단계로 보고, 엔비디아·마이크로소프트 등의 실적 발표를 앞두고 하락 시 추가 매수 의향을 밝힌다. 다만 AI 기업들이 조만간 대형 기업이 된다는 가정엔 회의적이며, 수요 선반영으로 일부 종목에 두통이 예상된다고 말한다.
다듬은 글
indeed he is known for wagering against the real estate market before the 08 monetary emergency we proceed with our large brief week extraordinary with a CNBC select meeting Steve ican is a senior portfolio director at newberger bur he goes along with us now welcome back Steve continuously great to see you much obliged to you you weren't Amazed by this selloff that we found in the previous meeting you think I wasn't shocked I was who are you conversing with I was shocked you were shocked you didn't believe that this Revolution was somewhat um I look how pivots are dependably Fierce they generally surprise everyone and it's anything but a major remedy it resembles a mental turn individuals out of nowhere awaken to their desired reality to possess something different for some time ahuh do you imagine that I never can guess those things correct do you suppose the mental Revolution however something that will hold is this something that would really Merit effective money management around this change in I don't exchange I simply don't exchange I'm not especially great at it God favor individuals who are I very much prefer to hold stocks for quite a while so I don't think I don't think Basics have truly changed so much well the main negative information point I would highlight is Shopper spending appears to have eased back a smidgen on the edge and wrongdoings are up a touch however nothing what's more presumably the economy has eased back a smidgen yet I don't especially track down any of that disturbing ceve is fascinating last time you were here and I'm not speaking for you so in the event that I'm off base simply if it's not too much trouble right me as you need to do however you said fundamentally 100% conviction that competitor Trump will be president in November indeed has anything changed over the most recent few weeks due to a portion of this Market activity anything changed strategically that you're asking me that is the thing I'm asking you you haven't taken note will you stand by that or has the math changed a tad I in fact All Things Considered on the off chance that you return to when I said it I said it a month prior to the discussion thus what I said in those days that planned to happen was that the denters planned to gather in Chicago and would consume the American Banner and they would consume the Israeli banner and they would agree that a great deal of exceptionally not good things and the entire nation would be shocked I feel that piece of my forecast will be multiple times validated on the grounds that you got a little seea of that yesterday when top state leader nanyu was talking in Congress and the dissent took over Association station and it got quite monstrous they consume an American Banner they compose spray painting over this multitude of landmarks I think the non-conformists presumably think surrendered how in the air the leftist faction is at the present time that they have a capacity perhaps to impact things that they're going to assuming I thought suppose 2,000 individuals would have been at the vote-based show being 50,000 people is going that is to say I don't have any idea however being a many individuals is going it's sort of I believe it will be monstrous thus that piece of my forecast doesn't change by any means Steve returning to the business sectors as you know once more attempting to ca such moves is truly difficult to do also once more you're long gracious I believe it's unimaginable better believe it and once more yet you know you think man-made intelligence has a ton of legs correct what's more you've discussed it you see it sort of leaking through various Ventures similar as the previous summer in July into Q2 profit period you know we saw log Jam in the opinion of that those stocks auctions off were somewhat in that equivalent period at this moment what do you nearly to the day definitely what is your take on the capex Cycles since I accept Nvidia about selling going when Google letter sets you know Apex wasn't that obviously Superior to anticipated so one week from now we have Microsoft and we have meta which are two major clients of Nvidia thus do you utilize these open doors how how about we simply say those stocks you know are down 25% 30% is it safe to say that you are adding to those situations there what's more assuming that you get such sell-offs that is to say on sell-offs assuming they're adequately large we most likely would add allow me to give you an information point that lets me know that we are so right off the bat in this simulated intelligence story evening tell where we are is hard so Accenture has two organizations they have the counseling business they have the re-evaluating business what's more the counseling business is with manmade intelligence in light of thus once more I mean there's sort of simple methods for contemplating a portion of this stuff yet like I could presumably counter nearly all that you say on the grounds that except if you let me know that Microsoft Nvidia you know this large number of organizations will be $5 trillion doll organizations which I don't know they will be that at any point in the near future I feel that there's an expected headache for a ton of these stocks on the grounds that a ton of the presentation has been pulled forward all things considered I mean you know you might have posed a similar case last year and afterward nvidia's numbers detonated so look I simply think the man-made intelligence story is early what Microsoft will say what Nvidia says I can't really understand and well however the main concern is it seems like the draw off that we saw as horrible as it could have felt during the day it felt terrible it felt terrible it's anything but a pullback that you would purchase you haven't did you add to positions in view of all things considered were completely in we're completely contributed all in all you know might we at any point get things done on the edge certainly however I mean all things considered clients are completely contributed and we done pretty well and we're not evolving the main justification for why we wouldn't be completely contributed is on the grounds that we believe there's a downturn coming and that I don't have the foggiest idea right you do see returning to the forecasts in governmental issues a red range occurring that I don't have the fiest idea you don't have the foggiest idea I actually believe I'm really sure that Trump will be president I don't realize regardless of whether being a finished red sweep is going all right I find in the event that I may parir it briefly obviously about what has simply occurred one of my number one shows on the planet is the westwing and the last season there a great scene which I believe is exceptionally relevant to now which is Jimmy Smith turns into the duly elected president however tragically his bad habit official upand Comer has passed on thus he needs to pick someone thus he has a discussion with Alan Alda who he beat and he tells Allan Alder I have a lawful assessment that says that I can't delegate anyone I need to be VP and the 583 discretionary School individuals can decide in favor of this individual that individual becomes VP what is your take and Alan Alda says this is the US of America you can't have 583 individuals no one's consistently known about pick the VP of the US it must be an open cycle indeed I'm not advising you to help kamla Harris or not to help Kamala Harris but rather she just got picked and afterward totally not the leader of the US just named her to run for president and everyone's platitude Oak I view that as extremely abnormal I truly do furthermore it shares with me very likely that her help in the nation will be a mile wide and an inch down as of late Nvidia the tech Goliath known for its state-of-the-art gpus and computer-based intelligence progressions encountered an unexpected and critical drop in it stock worth this unforeseen downfall has raised worries among Financial backers and Market experts the same to comprehend what prompted this unexpected slump we really want to dive into the different elements that added to Nvidia stock decline one of the essential purposes for nvidia's unexpected stock drop is market overvaluation and resulting rectification invidious portions have seen huge development throughout recent years filled by the organization's solid execution in the simulated intelligence server farm and gaming areas in any case a few examiners had been cautioning that Nidia stock was becoming exaggerated with its cost to profit proportion arriving at generally undeniable levels at the point when the more extensive Market Opinion moved towards a more mindful standpoint nvidia's stock was among those hid hardest by the remedy another basic variable adding to the drop was a more fragile than anticipated Cor L income report nvidia's most recent monetary outcomes showed lower income development and net revenues than examiners had expected a few key regions for example server farms in gaming didn't proceed as powerfully true to form the organization referred to inventory Network disturbances and expanded contest as huge difficulties affecting its presentation this frustrating profit report shook financial backer certainty prompting a selloff in video stock production network issues have tormented various Ventures throughout the course of recent years Nvidia has not been resistant the worldwide semiconductor lack has impacted Nvidia
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