Disinflationary Boom Stoked by AI Surge May Mean More Upside for Stocks — Alpine Macro
Who will be the next AI driver after Nvidia? Wall Street's “smart money” has already been quietly deployed
The latest quarterly position reports for hedge funds and mutual funds show that the two major funds have both reduced the stock positions of the Big Seven US stocks, but they are still holding on to the main AI investment line and betting heavily on “Nvidians” in other industries.
From an “investment star” to an “investment meditator”! “Cathie Wood” lost 14.3 billion US dollars in the past ten years
“Cathie Wood” Cathy Wood (Cathy Wood)'s Ark Investment Company has lost about $14.3 billion in wealth over the past 10 years, more than double that of second place.
GS Lists Stocks Mutual Funds Overweighted in Q1 in Their Hunt for AI Exposure
IBKR Sees 'almost No Concern' Priced Into Nvidia's Weekly Options Before Q1 Report
Will Nvidia Fill Biggest Piece Of AI Monetization Puzzle With Q1 Earnings? Tech Bull Says 'Party's Just Getting Started With The Popcorn Getting Ready'
Ahead of Nvidia Corp.'s (NASDAQ:NVDA) earnings on Wednesday, Wedbush analyst Daniel Ives sounded upbeat about about AI-levered stocks and offered his take on what to expect from the AI stalwart's quar