The Nasdaq is down ~16%, but the author believes markets are near a bottom and advises patient investors to hold quality growth names. AI adoption and productivity gains, concentrated among the 'Magnificent 7', are expected to drive the next leg higher as sentiment turns. Easing oil-related fears should also help reduce volatility and support the recovery.
The Nasdaq is down ~16%, but the author believes markets are near a bottom and advises patient investors to hold quality growth names. AI adoption and productivity gains, concentrated among the 'Magnificent 7', are expected to drive the next leg higher as sentiment turns. Easing oil-related fears should also help reduce volatility and support the recovery.
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mildly positive
Sentiment Score
0.35
Ticker Sentiment
