Big Tech continues to dominate much of investor focus on Wall Street as it continues to perform well, with Evercore ISI Research claiming Nvidia (NVDA) could...
Big Tech continues to dominate much of investor focus on Wall Street as it continues to perform well, with Evercore ISI Research claiming Nvidia (
You say that the best hedge for one big tech name that we talk about all the time is another one which mag seven stock do you see as a potential stock that could benefit from any NVIDIA headwinds? I hear in your notes, you talk about the top sector still being energy, the 2nd and 3rd real estate and consumer discretionary.
So the issue is, I think a lot of these sectors, they look attractive, you know, we've done our sharp ratio studies which show how attractive they are on a risk adjusted basis. I mean, when you talk about some of those other factors outside of earning season, here we are, we have earnings season essentially behind us.
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