NVDA
NVIDIA
-- 135.910 AMD
Advanced Micro Devices
-- 116.040 TSLA
Tesla
-- 394.740 RGTI
Rigetti Computing
-- 8.9300 PLTR
Palantir
-- 67.260 
The sale of technology triggered by the Federal Reserve is just a "buying opportunity": Wedbush.
Investment firm Wedbush Securities stated that the sharp market sell-off on Wednesday caused by the "not too Dovish" Federal Reserve is nothing more than a "buying opportunity".
The company's analysts wrote in a note to clients that, "Given the investor hand-holding over the years along this F Road, this sell-off is just a buying opportunity to own the technology winners ready to play in the robust AI revolution until 2025." "As bears emerge from hibernation following the missed historic technology rally, these bumpy days (FRB, concerns over Trump's tariffs, etc.) are likely to continue...But ultimately, they will not shift the needle on a soft landing for risk assets and a bullish backdrop.
SoftBank's Big Bet
The company outlined three 'important pluses' for large enterprises towards 2025, such as the announcement by SoftBank's (OTCPK: SFTBY) founder Masayoshi Son to invest $100 billion in the USA over the next four years.
According to analysts, next year there will be an 'important' artificial intelligence initiative from Washington, expected to benefit technology companies such as Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Google (GOOG) (GOOGL), and more. Analysts anticipate that AI should play a significant role in Defense Department spending and could provide a 'big tailwind' for companies like Palantir (PLTR) and Oracle (ORCL).
"The $100 billion AI announcement by SoftBank's CEO Masayoshi Son at Mar-a-Lago is just the beginning of more global AI investments in the USA which is viewed as a bullish move in the broader landscape of technology and AI," wrote the analyst.
Khan is gone.
Another positive note is Khan being replaced by Andrew Ferguson at the Federal Trade Commission. Ferguson, known for his 'keen eye' in the world of technology, is expected to roll back many of Khan's anti-technology agendas.
"Essentially, as we approach a critical time in the AI arms race, Khan's overhang being removed for the technology world is expected to accelerate deals for expanding technology moats by Microsoft, Oracle, Alphabet, Amazon, and Tesla as Mag 7 fires up its engines again for M&A, envisioning that the strong will become stronger in the world of technology, analysts believe Christmas has come early for the technology world."
Mask and Trump
Last but not least, Tesla (NASDAQ: TSLA) and Elon Musk are expected to benefit considering the close relationship with the next president, Trump.
According to Analysts, Trump is highly likely to accelerate Tesla's full self-driving and self-driving initiative timeline.
"Trump's White House believes that with the acceleration of autonomy/FSD from 2025 and the important tailwind for the Cybertruck timing, it will help unlock $1 trillion in autonomy/AI value for Tesla stocks," the Analyst wrote.
The company's analysts wrote in a note to clients that, "Given the investor hand-holding over the years along this F Road, this sell-off is just a buying opportunity to own the technology winners ready to play in the robust AI revolution until 2025." "As bears emerge from hibernation following the missed historic technology rally, these bumpy days (FRB, concerns over Trump's tariffs, etc.) are likely to continue...But ultimately, they will not shift the needle on a soft landing for risk assets and a bullish backdrop.
SoftBank's Big Bet
The company outlined three 'important pluses' for large enterprises towards 2025, such as the announcement by SoftBank's (OTCPK: SFTBY) founder Masayoshi Son to invest $100 billion in the USA over the next four years.
According to analysts, next year there will be an 'important' artificial intelligence initiative from Washington, expected to benefit technology companies such as Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Google (GOOG) (GOOGL), and more. Analysts anticipate that AI should play a significant role in Defense Department spending and could provide a 'big tailwind' for companies like Palantir (PLTR) and Oracle (ORCL).
"The $100 billion AI announcement by SoftBank's CEO Masayoshi Son at Mar-a-Lago is just the beginning of more global AI investments in the USA which is viewed as a bullish move in the broader landscape of technology and AI," wrote the analyst.
Khan is gone.
Another positive note is Khan being replaced by Andrew Ferguson at the Federal Trade Commission. Ferguson, known for his 'keen eye' in the world of technology, is expected to roll back many of Khan's anti-technology agendas.
"Essentially, as we approach a critical time in the AI arms race, Khan's overhang being removed for the technology world is expected to accelerate deals for expanding technology moats by Microsoft, Oracle, Alphabet, Amazon, and Tesla as Mag 7 fires up its engines again for M&A, envisioning that the strong will become stronger in the world of technology, analysts believe Christmas has come early for the technology world."
Mask and Trump
Last but not least, Tesla (NASDAQ: TSLA) and Elon Musk are expected to benefit considering the close relationship with the next president, Trump.
According to Analysts, Trump is highly likely to accelerate Tesla's full self-driving and self-driving initiative timeline.
"Trump's White House believes that with the acceleration of autonomy/FSD from 2025 and the important tailwind for the Cybertruck timing, it will help unlock $1 trillion in autonomy/AI value for Tesla stocks," the Analyst wrote.
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Michael McCarthy CCO
Jan 3 11:57
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Magnificent7 : That's a positive comment. Looking forward to 2025