Asks how market participant perspective influences trading approach today
Speaker1
Gina Sanchez
2026 roadmap assumes significant AI infrastructure capex spending continues, supporting picks and shovels ecosystem including Nvidia, Microsoft, Alphabet - companies not very highly priced given expected spending
Questions what can change investor sentiment to make broadening out trade actually happen given past failures
Speaker1
Gina Sanchez
Need opening of IPO market and/or M&A markets to spur broader market sentiment and small caps; expects rate cuts in 2026 with Fed leadership change
Asks for favorite parts for 2026 market and where to put money
Speaker1
Gina Sanchez
Expects AI infrastructure build-out to continue; broader companies very reasonably priced including Microsoft, Google, Meta; expects rate cuts next year creating opportunities in real estate sector