Examining the AI trade, noting NASDAQ performance and new price targets for Mag 7 names
Nicole Petallides
Greg Dukes
Very excited about AI revolution after Nvidia's earnings showing 60% revenue growth and data center domination
Greg Dukes
AI spend is real and not slowing, but expect volatility on any slowdown signals
Greg Dukes
Nvidia had one of the greatest earnings calls ever and remains the driver of tech sector
Greg Dukes
All in on Google due to massive user base and continued spending on Gemini
Greg Dukes
NextEra Energy target $105 (from current $83) as power infrastructure play for AI
Greg Dukes
Caterpillar target $550-650 as physical infrastructure play for digital economy