원문 보기
you do write about some clearing events that we've gotten through right is clearly best into Treasury and then nvidia's earnings too kind of remove some uncertainty yes and and we can tell the market was sort of holding their breath on both because once Nvidia reported the markets began to levitate and of course we're seeing the market reaction today to treasury secretary um these are all both good events but also showing you there's been a lot of cash on the sidelines uh which is why we're rallying right yeah although making a pretty good yield I imagine what's the impetus to leave those Sidelines if uh if rates can hold these levels overall well I I think one thing we have to keep in mind is There's 7 trillion of cash on the sidelines which I think in general portfolios are overweighted in risk-free and I don't know if it's going to be uh 5% two years from now so I think investors as they're planning ahead and and they're seeing an economy that's resilient I think the case for equities is still very strong right now what is your have you done any work on earnings for next year or the year after uh we're we're actually working on it now our Outlook comes out December 12th all right so we'll check back with you then yeah um meanwhile what what sectors are do you favor at this point well I you know I think the template that we think makes sense is buy things that either benefit from a doish fed or a trump White House which is small caps um cyclicals like the financials the regional Banks and Industrials and of course crypto um especially Bitcoin and some of the proxies like micro strategy and similar scientific did you hear what we were just talking about can the Trump Administration get away with the progrowth policies and a doish Fed at the same time because some of them work against the FED being able to cut rates uh yeah I mean I I'd say the market is very skeptical at the moment that's what what we're hear from hearing from our clients but that also means that's that's room for positive surprise and I think one thing to be mindful of is the Fed can be doish even if there's growth as long as inflationary pressures and expectations remain intact and so far that's been the case has it though we're seeing a little bit firmer core core readings on inflation and guess it depends on what he does with tariffs yeah but if you look at uh survey expectations whether the Federal Reserve survey or yish we're seeing five even sixe lows on inflation expectations so we're back to pre-pandemic levels from what consumers see and then if oil Falls as you know that sort of pushes down the inflation forward curve on the one-year expectations right fives have not been as well behaved that's right and you know uh those surveys are notoriously uh a little funky because if you look at the range of answers and the actual data some people put a th% as the survey answerers so they they can tend to skew the actual medians right meantime there is this school of thought that Commodities are not suggesting rampant inflation or return to a double top CPI you got Europe increasingly exporting disinflationary narratives certainly China yes that's right and I think there are many people who thought inflation would pick up because of tariffs but as you know it it it's not clear really what what ends up being implemented and if we if we get milder tariffs that's actually less inflationary pressures page one of the times over the weekend was about companies elbowing each other to get in front of the president-elect to make their case to be carved out of tariffs yes and then this morning Reuters has a piece on the farm industry again looking to be Exempted from uh deportation are efforts how much policy risk do you think is going to be embedded in the next year at least well I think this is what investors are concerned about because we know that there was a campaign that was run on tariffs and deportations but as you know those can be very harmful to the economy so I think that having the right cabinet pics can actually get us into sort of the right blend of sort of outcomes and I I think that's what the Market's starting to price in meaning you've been you've been impressed with the picks so far uh yes I think not only have I been impressed but we can tell from our from our client feedback that the market really like this known for its groundbreaking developments in graphics processing units and artificial intelligence Nvidia has consistently pushed the boundaries of Technology recently its shares have experienced an astonishing Ascent particularly in the first quarter of the Year prompting an outpouring of enthusiasm among s not just another chapter in its storied history it's a Herald of a potential industry Revolution under the Visionary leadership of CEO Jensen hang and booed by cuttingedge technology Nvidia is challenging Market norms and redefining the boundaries of what's possible in the tech world but what exactly is fueling this remarkable performance and why are investors increasingly considering a significant commitment to Nvidia viewing it as a golden opportunity to invest before the year's end let's delve into this captivating narrative examining the elements that are propelling Nvidia AI num ed the 220% ve i for those keeping a Keen Eye on the numbers it becomes evident that Nvidia isn't merely riding a stroke of good luck or a temporary Market Trend since its IPO on January 22nd 1999 Nvidia has consistently delighted investors with an impressive first quarter performance posting positive returns and astounding 20 times in nearly 25 years such reliability instills confidence among investors making them eager to partake in the company's potential success with an average q1 gain of 19% it's little wonder that investors feel a tingling sense of fomo fear of missing out if they miss this Lo lucrative opportunity for instance last year alone nvidia's stock made an extraordinary leap surging a staggering 90% in q1 this year marks its second best performance with a gain of 82.5% and while Nvidia has encountered its share of hurdles such as the financial crisis in 2008 and the downturn in 2022 these instances have become rare aberration over the past decade overshadowed by a consistent upward trajectorn more financial stocks we're going to repic this market fusing and it 10 years yes uh they seem very sensitive too to the yields you know sort of halting their rise as well then pretty much all the things you can identify uh yeah yet numbers alone scarcely capture the full scope of nvidia's potential for a Time nvidia's future was perceived as speculative a lingering possibility of growth hinging on future technological developments however recent breakthroughs in generative Ai and accelerated Computing have decidedly given Nvidia a definitive Edge over competitors solidifying its position as a tech Powerhouse it seems Nvidia has skillfully navigated the stock market's equivalent of the classic joke why do stocks never zigzag because they're always keeping Pace with the latest tech Trends but on a more serious note nvidia's strategic pivot towards the next generation of GPU architecture signals a transformative shift in its business model one such Venture is the which promises to outshine previous achiev ments CEO Jensen hang isn't bashful about expressing his belief that Blackwell could emerge as the most successful product not only in invidious history but potentially in the history of computer technology a claim that has the industry AB Buzz with anticipaid so um i as we step back and take a broader view of the financial landscape the case for investing in Nvidia shares becomes significantly more persuasive history provides a compelling Narrative of consistent returns and a track record of resilience through Market challenges however nvidia's real Allure lies in its futuristic prospects its capacity to not only keep Pace with technological advancements but also to lead them the potential for Extraordinary growth is highlighted not just in AI advancements but also in the broader shift to accelerated Computing a sector with potential valuations reaching a staggering 1 trillion nvidia's Dynamic cycle of yearly chip launches is a testament to its commitment to Innovation suggesting a continuous wave of opportunities that Savvy investors may find irresistible today Nvidia isn't just a stock you buy based on past glories it's an epitome of future possibilities and a Cornerstone for technological advancement its current valuation might seem lofty to some but the forecasted growth and strategic pivots provide ample justification for bullish sentiment so are you ready to be part of this thrilling Journey share your thoughts is NVIDIA a compelling part of your investment strategy or are you opting to play it safe watching from the sidelines join the conversation and share your perspective as we witness Nvidia continue to shape the technological Frontier and redefine the possibilities for the futur
Comments 0