Asks if Nvidia news changes view on AI trade and potential rotation from Mag 7.
Frank
Drew Pettit
Nvidia news doesn't change AI trade view; theme depends on upward revisions, not just hitting numbers.
Asks if Fed meeting outcome (hawkish/dovish cut) and economic projections matter given potential future dovish chair.
Frank
Drew Pettit
Fed path matters less than earnings growth; cutting Fed plus improving earnings sets up soft landing.
Asks why Eaton is a good buy.
Frank
Drew Pettit
Eaton is tied to power management for AI; shows accelerating top/bottom line, expanding margins, and upward revisions.
Asks about word of the day 'idiosyncrasy' and what's being watched.
Frank
Drew Pettit
Nothing is cheap; stocks need inflecting growth on value side or conviction in ROI on growth side.