PLTR
Palantir
-- 76.070 TSLA
Tesla
-- 436.230 NVDA
NVIDIA
-- 134.250 MSTR
MicroStrategy
-- 408.670 AVGO
Broadcom
-- 224.800 
Which subsectors to own and which subsectors to avoid - Wolfe Research
Wolfe Research is bullish on US stocks (NYSEARCA: SPY), (S&P 500) in 2025 and envisions the US. According to their 2025 market outlook report, GDP growth remains strong, fiscal conditions are moderate, and consumer spending continues to maintain recovery strength.
Analysts foresee 3 rate cuts by the Federal Reserve in 2025, a trend toward inflation decreasing to 2% by the end of 2025, a 2.5% real GDP growth rate, earnings of $250 for the S&P 500 (S&P 500) in 2025, $305 in 2026, 22x EPS for 2026, and expect leadership and outstanding performance to resume for seven grand stocks (Apple (AAPL), Microsoft (MSFT), Alphabet (GOOGL), Amazon (AMZN), Nvidia (NVDA), Meta Platforms (META), Tesla (TSLA)).
Analysts foresee 3 rate cuts by the Federal Reserve in 2025, a trend toward inflation decreasing to 2% by the end of 2025, a 2.5% real GDP growth rate, earnings of $250 for the S&P 500 (S&P 500) in 2025, $305 in 2026, 22x EPS for 2026, and expect leadership and outstanding performance to resume for seven grand stocks (Apple (AAPL), Microsoft (MSFT), Alphabet (GOOGL), Amazon (AMZN), Nvidia (NVDA), Meta Platforms (META), Tesla (TSLA)).
Credit to Wolfe Research Portfolio Strategy.
Chris Senyek, Chief Investment Strategist at Wolfe Research, writes that 'market concentration remains very high, with the top 5 companies in the S&P 500 (S&P 500) representing 26% of the index.' 'This dynamic change will not be witnessed until the other side of the next recession, and/or a significant cooling of the AI fervor.'
Chris Senyek, Chief Investment Strategist at Wolfe Research, writes that 'market concentration remains very high, with the top 5 companies in the S&P 500 (S&P 500) representing 26% of the index.' 'This dynamic change will not be witnessed until the other side of the next recession, and/or a significant cooling of the AI fervor.'
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