Why Big Tech may continue to face a rotation

• by: @alexzhengyc
• 4 months ago

Capture the video in 1 minute 🚀⬇️
Introduction
Investors are on edge ahead of a crucial week for the markets, with major tech earnings, a Federal Reserve decision, and a monthly jobs report on the horizon.

Main Points
1. The Magnificent Seven stocks are crucial for market sentiment, contributing significantly to S&P earnings.
2. Investors are now demanding returns on AI spending, leading to more discernment in the market.
3. There's a rotation from big tech to small caps, driven by technical momentum, fundamentals, and attractive valuations.
4. The Federal Reserve is unlikely to cut interest rates this week, with more data needed before a potential September cut.
5. Consumer behavior is pivotal, with personal income and retail sales being key indicators to watch.
6. Earnings season is showing increased volatility, with companies being rewarded more for positive surprises and punished more for negative ones.

Conclusion
The market is navigating a complex environment with significant events and data points that could influence investor sentiment and market direction.

• by: @KathrynEddin
• 4 months ago

I recently sold some of my long-term position and currently sitting on about 250k, do you think Nvidia is a good buy right now or I have I missed out on a crucial buy period, any good stock recommendation on great performing stocks will be appreciated

• by: @ttcc5273
• 4 months ago

When you invite JD Vance to your house, be sure to rotate the couch cushions after he leaves in case he made any "deposits"