On today's episode of Asking For A Trend, host Julie Hyman covers a diverse range of topics spanning market dynamics to succession plans. As anticipation...
) are in the spotlight, with investors eagerly awaiting the potential market-moving implications. Joining the show is Ivana Deleveska , Founder and CIO of Spear Invest , who provides her insights intodominant macro trends that he believes will influence stock movements moving forward.I'm Julie Hyman filling in for Josh Lift in for the next half hour.
So, um, you were looking for the company to beat again, but there, I guess there is a difference between beat and a difference between beat and raise and the shares going up considering that they've already what almost doubled this year thus far.However, what we've been seeing this quarter specifically is that companies beat and raise, but the market, no matter what the report finds it pretty disappointing.
And then it seems like the other thing that folks are gonna be watching for is Capex, which has been a big theme among big tech companies, but we've perhaps has been a little bit less of a topic for NVIDIA.Well, Julie, there is a pretty big difference in the business model of the hyper scaler versus NVIDIA, right?So what they're doing is they buy in video chips and they basically sell them as a service.
So we're in the stage of A I right now where everyone's building their models and the A I um large language models are learning, which is the training phase, then we'll get to the inference phase where those A is start making predictions, start making leaps of their own if you will. So I think over time, we're gonna see similar uh similar performance in both from, from both competitors.I know you're looking at sort of two main themes that will fuel outside of NVIDIA where A I is going.So this would be the chips that we've been talking about.
And of course, this comes as we've seen records across the board, you just mentioned the NADA hit another record today as the 500 almost got that record all at the end of the train day today as well.Yeah, so everybody's getting more optimistic here.You see gold trading at record highs about 2450 bucks an ounce.We did hear from officials that there's this higher for long mantra as inflation still remains sticky.
Yeah, we also talked to, uh, one, analyst say you talked about the short squeeze that we're seeing in copper.But then in some of these markets, sometimes you also get the sort of speculative or technical effects that then can shoot, you know, push things higher or lower, right.And then finally, as we've been talking about, all eyes are on Nvidia's earnings and this is really the one year anniversary from that blowout earnings report that really started this rally.
So there's that sort of effect it has, it's accounted for a lot of their earnings growth in the S and P 500.We are not gonna continue to see these types of numbers likely as we get further out from that blowout quarter that you mentioned because the cops were gonna get tougher and the growth rate will go likely to go down.
Uh gold, silver, copper, uranium, I'm in, I'm in the ETF S that represent all of these places as well as the physical and silver and gold as well as electricity. Oh, well, um when, when you talk about precious metals like gold now, gold versus Bitcoin, I know that Bitcoin is not a metal, but it's kind of a metal.And probably they're almost the same kind of thing from my generation.So I see gold as the way to play that because gold is less volatile.But a younger person might be attracted to cryptocurrencies, especially Bitcoin because they, while they face higher volatility, they probably face greater returns over the long run.
Uh It's been red hot, thank goodness, I love it because I've been in it for too long to make it worthwhile.It's still catching up, I think, and I think because it's useful both as a store of value and industrially, I think it, it probably captures some of the growth that you might not see with gold or you might not see with copper, but it kind of plays the middle.Thanks in part to spot ET EFS but not all funds are created equal.
His regulatory strategy was to sue the SEC after they denied the conversion of that G BT C into a spot.Bitcoin ETS come to market in the middle of January and these are the flows now we had about seven or eight, don't quote me on that. So Bitcoin may be just putting in this pattern of slightly higher highs without that huge surge that people had hoped for.
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