๐ก๐๐ถ๐ฑ๐ถ๐ฎ ๐๐ฎ๐ฟ๐ป๐ถ๐ป๐ด๐, ๐๐ & ๐ ๐ฎ๐ฐ๐ฟ๐ผ ๐ฆ๐ต๐ถ๐ณ๐๐: ๐ฎ๐ฑ ๐๐ฒ๐ฏ๐ฟ๐๐ฎ๐ฟ๐ ๐ฎ๐ฌ๐ฎ๐ฒ
Hey everyone.
Been spending some time thinking about where the markets are right now, especially with the mix of macro tailwinds and headwinds brewing on the horizon.
All eyes are firmly fixed on $NVDA (NVIDIA Corporation) (NVIDIA Corporation) reporting today. But this isn't just about one quarter's numbers. It's the ultimate barometer for the broader AI build-out we've been positioning for. Big tech's capex spending on AI infrastructure has been absolutely staggering, and today's results will give us a crucial signal on the momentum of this long-term shift.
Of course, we don't invest in a vacuum, and it's hard to ignore the broader noise:
The recent court ruling overturning the tariff situation could be a massive sigh of relief for global supply chains and a definite tailwind.
On the flip side, keeping a close watch on the escalating geopolitical tensions in the Middle East and the potential for conflict with Iran, which could easily introduce some short-term volatility.
Remember, drawdowns and short-term wobbles aren't bugsโthey're the price of admission when investing in long-term growth. We are holding our
high-conviction tech positions to capture this generational shift, while staying vigilant about the macro environment.
Best,
Reinhardt... Show More
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