TSLA
Tesla
-- 440.730 NVDA
NVIDIA
-- 134.489 AMD
Advanced Micro Devices
-- 120.915 QUBT
Quantum Computing
-- 18.166 MU
Micron Technology
-- 87.530 
Premarket overreaction to Gov Shutdown and Inflation
$NVIDIA (NVDA.US)$ A quick look at why Nvidia is the best stock to position in 2025 regardless of Govt Shutdown (non-essential)
Inflation fears and lower rate cuts: We have already seen in 2021, that AI and semiconductor industry has the strongest growth together with banking sector when rates are high. Investors had very unrealistic growth projections during a high rate environment should now better appreciate NVIDIA growth is still better than your bond yield.
Economic Risks overblown: With Buffett buying into OXY, it shows he still has confidence in the economic outlook as oil prices will be affected if the economy falters.
Government shutdown: In the bigger picture, for Musk to have influence over policies, and being able to push back Democrats. This shows that there is commitment to keep the government spending under control. Believe it will be advantageous to the market in the long haul when it comes to future rate cuts and market outlook.
Definitely don’t anticipate a negative market outlook in 2025 as Trump and Putin has shown prospect to ending the war. Ending the war will be a bigger boost to the global economy and US economy than the Feds rates cuts.
With the Feds considering the potential of Trump policies boosting the economy, it clearly shows that they are certain that Trump policies might have a bigger impact than their rate cuts. That explains why they want the option to cut less.
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