US China trade tensions appear to be easing, but markets are not pricing enough uncertainty.
Joemanna Bercetchi
Brett McGonagall
The markets reset almost every 24 hours. Capital flows react strongly to headlines. Until a lasting US-China cooperation emerges, there will be ebbs and flows, but bottoms keep getting higher.
How do you see the AI theme and the companies like Nvidia impacting the market?
Joemanna Bercetchi
Brett McGonagall
The AI theme is unlike the dot-com boom. Companies making alliances have real revenues and firepower. The AI theme is not played out; it's heavy and overwhelming. Fringe players might get blown out, but major players will continue to grow.