Large cap tech stocks like Nvidia are a deal now, says Silvant Capital's Michael Sansoterra

Silvant Capital CIO Michael Sansoterra appeared on 'The Exchange' to discuss the market's activity over the prior 15 hours and a recent risk-on trade. The segment is commentary and provides color on short-term positioning and sentiment rather than new economic data or actionable guidance. Expect minimal direct market-moving implications; useful for intraday flow and positioning insights.

Analysis

Silvant Capital CIO Michael Sansoterra appeared on 'The Exchange' to discuss the market's activity over the prior 15 hours and a recent risk-on trade. The segment is commentary and provides color on short-term positioning and sentiment rather than new economic data or actionable guidance. Expect minimal direct market-moving implications; useful for intraday flow and positioning insights.